Total Wealth Planning & Management Inc. Makes New $494,000 Investment in Copa Holdings, S.A. $CPA

Total Wealth Planning & Management Inc. acquired a new position in shares of Copa Holdings, S.A. (NYSE:CPA) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,095 shares of the transportation company’s stock, valued at approximately $494,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital World Investors raised its holdings in Copa by 0.9% during the 3rd quarter. Capital World Investors now owns 4,573,570 shares of the transportation company’s stock worth $543,432,000 after purchasing an additional 40,285 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in Copa by 3.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,313,021 shares of the transportation company’s stock worth $156,014,000 after purchasing an additional 42,921 shares during the last quarter. Captrust Financial Advisors raised its holdings in Copa by 3.6% during the 3rd quarter. Captrust Financial Advisors now owns 642,777 shares of the transportation company’s stock worth $76,375,000 after purchasing an additional 22,177 shares during the last quarter. Clark Capital Management Group Inc. raised its holdings in Copa by 35.2% during the 3rd quarter. Clark Capital Management Group Inc. now owns 550,805 shares of the transportation company’s stock worth $65,447,000 after purchasing an additional 143,497 shares during the last quarter. Finally, Wasatch Advisors LP raised its holdings in Copa by 33.3% during the 3rd quarter. Wasatch Advisors LP now owns 547,618 shares of the transportation company’s stock worth $65,068,000 after purchasing an additional 136,719 shares during the last quarter. 70.09% of the stock is owned by institutional investors.

Copa Stock Performance

Shares of CPA stock opened at $133.25 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.16 and a quick ratio of 1.06. The stock has a market cap of $5.48 billion, a PE ratio of 7.77, a price-to-earnings-growth ratio of 1.08 and a beta of 1.00. The stock has a 50-day moving average of $123.57 and a 200-day moving average of $126.63. Copa Holdings, S.A. has a one year low of $99.32 and a one year high of $156.41.

Copa (NYSE:CPA) last announced its quarterly earnings results on Wednesday, May 13th. The transportation company reported $5.16 EPS for the quarter, beating analysts’ consensus estimates of $4.43 by $0.73. The company had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.04 billion. Copa had a return on equity of 26.01% and a net margin of 18.76%.Copa’s revenue was up 17.0% on a year-over-year basis. During the same period in the prior year, the business posted $4.28 EPS. As a group, sell-side analysts expect that Copa Holdings, S.A. will post 15.22 earnings per share for the current year.

Copa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be paid a $1.71 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $6.84 dividend on an annualized basis and a dividend yield of 5.1%. Copa’s dividend payout ratio is 39.88%.

Key Copa News

Here are the key news stories impacting Copa this week:

• Positive Sentiment: JPMorgan lifted its price target on Copa to $170 from $165 and maintained an overweight rating, signaling confidence in further upside.
• Positive Sentiment: Copa’s last reported quarter beat analyst expectations on both earnings and revenue, showing the company is still delivering solid operating performance.
• Neutral Sentiment: Zacks Research raised its FY2028 EPS estimate to $23.52 from $21.09, implying stronger long-term earnings potential.
• Neutral Sentiment: A separate article highlighted Copa’s dividend hike and cash strength, though it also noted ongoing pressure from oil prices and geopolitics. Article Title
• Negative Sentiment: Zacks Research cut near-term EPS estimates, including Q2 2026, Q3 2026, FY2026, FY2027, Q2 2027, Q3 2027, and Q4 2027, which points to weaker expected profitability in the coming periods.

Analyst Upgrades and Downgrades

Several analysts have weighed in on CPA shares. Barclays dropped their price objective on Copa from $185.00 to $165.00 and set an “overweight” rating for the company in a report on Tuesday, March 24th. Wall Street Zen raised Copa from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Citigroup dropped their price objective on Copa from $155.00 to $140.00 and set a “buy” rating for the company in a report on Tuesday, March 17th. UBS Group boosted their price objective on Copa from $185.00 to $195.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Finally, The Goldman Sachs Group upped their price target on Copa from $138.00 to $156.00 and gave the company a “buy” rating in a research note on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $167.30.

About Copa

Copa Holdings, SA (NYSE:CPA) is a Panama‐based aviation holding company that provides passenger and cargo air transportation across the Americas and the Caribbean. Through its principal subsidiary, Copa Airlines, the company operates a modern fleet of Boeing 737 aircraft, offering scheduled flights that connect passengers through its Tocumen International Airport hub in Panama City. The company also offers dedicated cargo services under the Copa Cargo brand, leveraging belly hold capacity on its passenger flights to transport freight throughout its network.

The roots of Copa Holdings trace back to 1947, when Compañía Panameña de Aviación began operations as the flag carrier of Panama.