Market Cap
$7.7B
CAE
CAE INC
$23.89 ▼ -0.64%
Prev close $24.04Market cap$7.7B
ConsensusBuy
12-mo target$29.70 (+24.3%)
▲ Bullish
Analyst conviction 7/10
26 New Institutional Positions21 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on CAE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (72%)
Inst. Holders
50 funds
Inst. Value
$4.7B
Inst. Activity
26 buys / 21 sells
SEC Reports
4
Press Releases
1
Price chart 30d +0.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 contract
Aug 13, 2026 SEC CAE USA awarded $300 million recompete contract to continue U.S. Air Force C-130 Hercules aircrew training
TAMPA, Fla., Sept. 21, 2026 /PRNewswire/ -- (Nasdaq: CAE) (TSX: CAE) – CAE USA announced today that
CAE Inc. filed a 6-K reporting the final voting results from its 2026 Annual Meeting of Shareholders, including the elec
6-K — Impact 2/10
CAE Inc. has been named to TIME Canada's Best Companies 2026 list, a recognition based on employee satisfaction, revenue
Impact 2/10
Jun 30, 2026 Inst.
MACKENZIE FINANCIAL CORP — TRIM
7,916,812 shares ($281.1M)
Jun 30, 2026 Inst.
Jun 5, 2026 SEC MORGAN STANLEY — ADD
3,681,383 shares ($92.3M)
CAE Inc. announced the renewal of its normal course issuer bid (NCIB) to repurchase up to 16,073,033 common shares (~5%
6-K — Impact 3/10
CAE reported fiscal 2026 annual revenue of $4.914B (+4% YoY) but net income fell 23% to $313.1M ($0.98 EPS) due to a $84
6-K — Impact 6/10
Analyst ratings buy % +1.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| May 26, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 17, 2026 | Jefferies | MAINTAIN | Hold | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 12 | 4 | 1 | 0 | 72% | |
| Aug 1, 2026 | 1 | 11 | 5 | 1 | 0 | 67% | |
| Jul 1, 2026 | 1 | 11 | 6 | 0 | 0 | 67% | |
| Jun 1, 2026 | 1 | 11 | 6 | 0 | 0 | 67% | |
| May 1, 2026 | 1 | 11 | 6 | 0 | 0 | 67% | |
| Apr 1, 2026 | 1 | 11 | 6 | 0 | 0 | 67% | |
| Mar 1, 2026 | 1 | 9 | 7 | 0 | 0 | 59% | |
| Feb 1, 2026 | 1 | 11 | 5 | 0 | 0 | 71% |
Price targets
Where 2 covering analysts think CAE trades over the next 12 months.
$29.70 +24.3% upside Strong Buy
Current$23.89 Low$26.30 Median$29.70 High$33.10 2 analysts
$26.30$33.10
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 3 neutral · avg impact 3.3/10.Plus 1 press releases.
NEUTRAL6-K2/10
CAE Inc. filed a 6-K reporting the final voting results from its 2026 Annual Meeting of Shareholders
Aug 13, 2026
NEUTRAL6-K3/10
CAE Inc. announced the renewal of its normal course issuer bid (NCIB) to repurchase up to 16,073,033
Jun 5, 2026
MIXED6-K6/10
CAE reported fiscal 2026 annual revenue of $4.914B (+4% YoY) but net income fell 23% to $313.1M ($0.
May 21, 2026
NEUTRAL6-K2/10
CAE Inc. filed a Form 6-K on May 21, 2026, providing notice of its Annual General Meeting scheduled
May 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
contract
CAE USA awarded $300 million recompete contract to continue U.S. Air Force C-130 Hercules aircrew training
TAMPA, Fla., Sept. 21, 2026 /PRNewswire/ -- (Nasdaq: CAE) (TSX: CAE) – CAE USA announced today that it has been awarded a $300 million competitive rec
Sep 14, 2026
ftd
FTD: CAE — 150,000 shares ($3.6M) failed to deliver
Settlement: 20260914, Price: $23.98, FTD Value: $3,597,000, CAE INC
Sep 11, 2026
ftd
FTD: CAE — 32,439 shares ($0.8M) failed to deliver
Settlement: 20260911, Price: $23.68, FTD Value: $768,155.52, CAE INC
Sep 9, 2026
other
CAE included on TIME's list of the World's Best Companies 2026
MONTREAL, Sept. 9, 2026 /PRNewswire/ -- (NASDAQ: CAE) (TSX: CAE) – CAE has been included in the first edition of the World's Best Companies 2026. This
Sep 2, 2026
ftd
FTD: CAE — 26,153 shares ($0.6M) failed to deliver
Settlement: 20260902, Price: $23.56, FTD Value: $616,164.68, CAE INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.27 | $0.24–$0.28 | 15.6% | +0.3% | 5↑ 4↓ | $1.2B | 12 |
| Next Q | $0.34 | $0.31–$0.37 | -1.0% | +1.1% | 6↑ 4↓ | $1.3B | 11 |
| Current FY | $1.27 | $1.21–$1.34 | 5.8% | -1.0% | 9↑ 4↓ | $5.0B | 14 |
| Next FY | $1.48 | $1.30–$1.65 | 17.0% | +0.0% | 8↑ 3↓ | $5.1B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.266 | — |
| 7d ago | $0.266 | — |
| 30d ago | $0.265 | +0.001 |
| 60d ago | $0.270 | -0.004 |
| 90d ago | $0.270 | -0.004 |
Institutional ownership
Which big funds own CAE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.7B total value (183,836,665 shares) as of 2026-Q2. Top holders: NOMURA, CAISSE, 1832. Net buying activity: 26 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 30,917,402 | $773.8M | 16.5% | — |
| 1832 Asset Management L.P. | 19,559,409 | $490.2M | 10.4% | TRIM -26.2% |
| BRANDES INVESTMENT PARTNERS, LP | 18,397,515 | $461.0M | 9.8% | — |
| MACKENZIE FINANCIAL CORP | 7,916,812 | $281.1M | 6.0% | TRIM -33.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,882,455 | $222.4M | 4.7% | — |
| Select Equity Group, L.P. | 7,018,338 | $175.7M | 3.7% | — |
| ROYAL BANK OF CANADA | 6,888,675 | $172.6M | 3.7% | — |
| Jupiter Topco LLC | 6,509,035 | $162.9M | 3.5% | — |
| BANK OF MONTREAL /CAN/ | 5,967,706 | $149.3M | 3.2% | ADD +31.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MACKENZIE FINANCIAL CORP | TRIM | 11,944,101 | 7,916,812 | -33.7% | $281.1M |
| MORGAN STANLEY | ADD | 2,054,283 | 3,681,383 | +79.2% | $92.3M |
| NORGES BANK | NEW | — | 3,222,912 | — | $80.6M |
| Fiera Capital Corp | ADD | 2,300,829 | 2,964,525 | +28.8% | $74.1M |
| FIL Ltd | TRIM | 4,459,569 | 2,326,474 | -47.8% | $58.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 1,216,882 | 2,119,718 | +74.2% | $53.0M |
| TD Waterhouse Canada Inc. | DOUBLED | 721,207 | 2,017,238 | +179.7% | $51.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 559,440 | 1,320,353 | +136.0% | $33.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 67,275 | 1,076,893 | +1500.7% | $27.0M |
| Artisan Partners Limited Partnership | TRIM | 1,413,596 | 1,038,566 | -26.5% | $26.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CAE.
Shares short
5,990,672
Settlement Sep 15, 2026
Change vs prior
-2.0%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All CAE filing & press-release reports (5)
- 6-K reportAug 13, 2026
- PRESS-RELEASE reportJul 10, 2026
- 6-K reportJun 5, 2026
- 6-K reportMay 21, 2026
- 6-K reportMay 21, 2026