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The company

Willis Lease Finance Corporation

WLFC · Nasdaq

IndustrialsDistributors & WholesaleNot moving yet

WLFC stood above a rising 150-day average in 30 of the last 52 weekly readings, and has been out of that trend for the last 11 weeks. It is 39.1% below that average now. Distributors & Wholesale: 39% of its 77 stocks in an uptrend (+7 points in four weeks); Industrials: 27% (−5 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 11
Industry in uptrend
39% +7 in 4 wk
Insider buys, 12 months
$8,605
Insider sales, 12 months
$43.1M
Officials’ trades on record
0
Institutions holding
164 (+52)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 30 of 52 weeks.

21 Apr – 20 Oct
28%38%47%Apr 26Jun 26Jul 26Sep 26Oct 26

Distributors & Wholesale: A minority of its stocks are in an uptrend and the share has been climbing. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$18.9M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months31
Buyers · sellers1 · 5
WhoDidSharesTraded
Scott B. FlahertyEVP, CFOsold8,326at $53.5615 Sep 2026filed 15 Sep 2026
Scott B. FlahertyEVP, CFOsold18,695at $54.5714 Sep 2026filed 15 Sep 2026
Scott B. FlahertyEVP, CFOsold2,979at $56.1811 Sep 2026filed 15 Sep 2026
Austin Chandler WillisPresident and CEOsold15,000at $53.901 Sep 2026filed 3 Sep 2026
Charles F. Willis IVExecutive Chairmansold400at $52.9531 Aug 2026filed 2 Sep 2026
Charles F. Willis IVExecutive Chairmansold15,600at $55.1126 Aug 2026filed 27 Aug 2026
Charles F. Willis IVExecutive Chairmansold11,287at $54.5025 Aug 2026filed 27 Aug 2026
Charles F. Willis IVExecutive Chairmansold113at $56.0525 Aug 2026filed 27 Aug 2026
Charles F. Willis IVExecutive Chairmansold3,016at $54.5924 Aug 2026filed 24 Aug 2026
Charles F. Willis IVExecutive Chairmansold13,684at $55.2324 Aug 2026filed 24 Aug 2026
Charles F. Willis IVExecutive Chairmansold12,400at $54.4421 Aug 2026filed 24 Aug 2026
Charles F. Willis IVExecutive Chairmansold1,100at $54.7921 Aug 2026filed 24 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders164+52 on the quarter
New · exited65 · 12
Reported value$744.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026548,394$125.5M+17,491+3.3%
BlackRock, Inc.added · filed 7 Aug 2026301,276$68.9M+86,834+40.5%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026197,697$45.2M-123−0.1%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 2026192,346$44.0M+26,035+15.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026129,520$29.6M+17,393+15.5%
Four Tree Island Advisory LLCadded · filed 7 Aug 2026108,160$24.7M+2,739+2.6%
RBF Capital, LLCunchanged · filed 14 Aug 2026107,711$24.6M00.0%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 202693,937$21.5M+17,626+23.1%
Copeland Capital Management, LLCnew · filed 4 Aug 202691,232$20.9M+91,232
STATE STREET CORPadded · filed 7 Aug 202677,328$17.7M+10,735+16.1%
31 Mar 2023 – 30 Jun 2026
3798159Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Clifton Dameron Company insiderSVP, GC & Corporate Secretary · last 1 Oct 20260 · 1
Scott B. Flaherty Company insiderEVP, CFO · last 15 Sep 202611 · 80
Austin Chandler Willis Company insiderPresident and CEO · last 1 Sep 20260 · 75
Charles F. Willis IV Company insiderExecutive Chairman · last 31 Aug 20261 · 455
Brendan Curran Company insiderDirector · last 26 May 20260 · 0
Colm Barrington Company insiderDirector · last 26 May 20260 · 1
Stephen Francis Jones Company insiderDirector · last 26 May 20260 · 1
Brian Richard Hole Company insiderPRESIDENT · last 30 Jan 20265 · 51
Dean Michael Poulakidas Company insiderEVP, GEN. COUNSEL, SECRETARY · last 14 May 20250 · 0
Rae Ann McKeating Company insiderDirector · last 31 Dec 20240 · 4
Robert J. Keady Company insiderOther · last 5 Sep 20240 · 36
Hans Jorg Hunziker Company insiderOther · last 17 May 20243 · 124

Same industry

WEYS Weyco GroupLeading+30%
SCSC ScanSourceLeading+21%
VSTS VestisLeading+17%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2024 · to 31 Dec 202425.4%
Free cash flow marginFY 2024 · to 31 Dec 202447.2%
Cash conversionFY 2024 · to 31 Dec 2024262%
Debt to equityFY 2024 · to 31 Dec 20244.12×
Interest coverFY 2024 · to 31 Dec 20241.38×
Share count trendFY 2024 · to 7 Mar 2025-2.9%
Cash and equivalentsFY 2024 · to 31 Dec 2024$9.1M
Free cash flowFY 2024 · to 31 Dec 2024$268.8M

Analyst forecasts

No analyst forecasts yet.