Halper Sadeh LLC Encourages AL, HNI, SCS, GES Shareholders to Contact the Firm to Discuss Their Rights
Investigation of Companies: Halper Sadeh LLC is investigating Air Lease Corporation, HNI Corporation, Steelcase Inc., and Guess?, Inc. for potential violations of federal securities laws and breaches of fiduciary duties to shareholders related to their recent transactions.
Shareholder Rights: Shareholders of the mentioned companies are encouraged to contact Halper Sadeh LLC to learn about their legal rights and options, as there may be limited time to enforce these rights.
Contingent Fee Basis: The law firm operates on a contingent fee basis, meaning shareholders will not incur out-of-pocket legal fees unless the case is successful.
Legal Support for Investors: Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, aiming to recover funds and implement corporate reforms.
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- Transaction Overview: Gagnon Securities sold 108,661 shares of Air Lease Corporation (AL) in Q4 2026, with an estimated transaction value of $6.94 million, reflecting fluctuations in quarterly average prices.
- Position Change: By quarter-end, Gagnon Securities' stake in AL was valued at $31.92 million, a decrease of $6.63 million from the previous quarter, indicating the dual impact of share sales and price movements.
- Performance Highlights: Air Lease generated a record revenue of $3.0 billion in 2026, with net income reaching $1.04 billion, and Q4 revenue increased by 15%, while diluted EPS surged 82% to $1.51, showcasing the company's strong financial performance.
- Market Performance: Despite AL's stock climbing nearly 44% over the past year, Gagnon Securities' decision to trim its position reflects a rational risk-balancing strategy, even as confidence in the company's fundamentals remains strong.
- Share Sale Overview: Gagnon Securities reported selling 108,661 shares of Air Lease Corporation on February 12, 2026, with an estimated transaction value of $6.94 million, reflecting ongoing portfolio management strategies.
- Stake Change Analysis: Post-transaction, Gagnon’s stake in Air Lease is valued at $31.92 million, representing 6.6% of its 13F reportable assets, indicating a cautious and flexible approach to asset allocation.
- Financial Performance Highlights: Air Lease generated $820 million in revenue during Q4 2026, a 15% increase year-over-year, with diluted earnings per share soaring 82% to $1.51, showcasing strong performance and profitability in the aircraft leasing market.
- Market Performance and Strategic Implications: Air Lease's stock price rose 43.7% over the past year, significantly outperforming the S&P 500 by 30.76 percentage points, demonstrating the company's competitive advantage and potential for future growth in the aviation leasing sector.
- Quarterly Dividend Announcement: Air Lease has declared a quarterly dividend of $0.22 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.36% reflects the company's competitiveness in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Shareholder Record Date: The dividend will be payable on April 7, with a record date of March 2 and an ex-dividend date also on March 2, providing investors with a clear timeline for their investment decisions.
- Aircraft Delivery Progress: Air Lease has delivered its first Boeing 737-8 to Air Canada under a 2023 deal, which is expected to further enhance its market share and increase future revenue potential.
- Earnings Beat: Air Lease reported a Q4 GAAP EPS of $1.51, exceeding expectations by $0.24, which reflects the company's strong profitability and boosts investor confidence.
- Revenue Growth: The company generated $820.4 million in revenue for Q4, marking a 15.1% year-over-year increase, although it fell short of expectations by $4.07 million, indicating market demand volatility and competitive pressures.
- Fleet Expansion: By the end of 2025, Air Lease will have a fleet of 535 aircraft, including a managed fleet and a robust order book, highlighting the company's ongoing growth potential in the aviation leasing market.
- New Aircraft Delivery: Air Lease delivered its first Boeing 737-8 to Air Canada under a 2023 agreement, further solidifying its partnerships with major airlines and enhancing its competitive position in the market.
- Aircraft Delivery: Air Lease has delivered the first Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a five-aircraft delivery plan that strengthens their long-term partnership.
- Fleet Modernization: The addition of the 737-8 to Air Canada's expanding narrowbody fleet supports the airline's goals of improving operational efficiency and sustainability, addressing the industry's urgent need for modernization.
- Future Delivery Schedule: The remaining four Boeing 737-8 aircraft are scheduled for delivery in 2026, which will further enhance Air Canada's fleet capabilities and support its growth strategy moving forward.
- Fuel Efficiency Improvement: As part of Boeing's 737 Max family, the 737-8 is designed for lower fuel consumption and operating costs, which is expected to provide significant cost savings and competitive advantages for Air Canada.
- New Aircraft Delivery: Air Lease has delivered the first of five Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a series of deliveries expected to be completed by 2026, thereby enhancing Air Canada's modern fleet.
- Fleet Expansion: The delivered 737-8 will join Air Canada's diverse and expanding fleet, improving fuel efficiency and aligning with the airline's dual focus on environmental sustainability and operational cost management, further solidifying its market position.
- Long-term Partnership: Air Lease's CEO, John Plueger, noted that this delivery reflects the ongoing collaboration with long-time customer Air Canada, showcasing the trust and potential for future cooperation in the aircraft leasing sector.
- Forward-Looking Statements: The press release includes forward-looking statements regarding anticipated fleet development and delivery timelines, emphasizing that actual results may vary due to various factors, prompting investors to stay informed through official updates.






