SabreSABR
Market Cap: $1.08B
About: Sabre holds the number-two air booking volume share in the global distribution system industry. The travel solutions segment represented 91% of total 2023 revenue, split between distribution (78% of segment sales) and airline IT solutions (22%) revenue. The company also has a growing hotel IT solutions division (9% of revenue). Transaction fees, which are mostly tied to volume and not price, account for the bulk of sales and profits.
Employees: 6,232
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
33% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 63
15% more capital invested
Capital invested by funds: $805M [Q1] → $927M (+$123M) [Q2]
3.27% more ownership
Funds ownership: 87.61% [Q1] → 90.88% (+3.27%) [Q2]
6% less funds holding
Funds holding: 255 [Q1] → 239 (-16) [Q2]
27% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 60
40% less call options, than puts
Call options by funds: $19.4M | Put options by funds: $32.5M
Research analyst outlook
We haven’t received any recent analyst ratings for SABR.
Financial journalist opinion
Based on 15 articles about SABR published over the past 30 days