Volato Group, Inc.(SOAR)Stock Analysis
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Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 13 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
SOAR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Volato Group, Inc. (SOAR), a Industrials sector company. SOAR is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 13 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q1 2026), Volato Group, Inc. reports quarterly revenue of $997.0K, net income of $-2.6M, free cash flow of $-2.7M. Top institutional holders of SOAR by reported 13-F value include QUADRANT CAPITAL GROUP, GEODE CAPITAL MANAGEMENT,, UBS Group AG, based on the most recent SEC filings. SOAR trades on the NYSE exchange and files with the SEC under CIK 1853070. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SOAR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Volato Group, Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$997.0K
Net Income
Q1 2026
$-2.6M
Free Cash Flow
Q1 2026
$-2.7M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+120.8% YoYNet Income
+109.8% YoYOperating Income
+189.2% YoYEPS (Diluted)
+101.4% YoYTotal Assets
-83.3% YoYOp. Cash Flow
+111.5% YoY| Metric | FY 2025 | FY 2023 | FY 2022 |
|---|---|---|---|
| Revenue | $78.6M +120.8% | $35.6M | $0.00 |
| Net Income | $5.2M +109.8% | $-52.8M -463.9% | $-9.4M |
| Operating Income | $4.0M +189.2% | $-4.4M +51.7% | $-9.2M |
| EPS (Diluted) | $1.18 +101.4% | $-86.62 -10336.1% | $-0.83 |
| Total Assets | $12.0M -83.3% | $71.7M +137.0% | $30.3M |
| Operating Cash Flow | $3.5M +111.5% | $-30.4M -41.8% | $-21.4M |
AI Insight: SOAR Financial Trends
Revenue collapsed to $1M in Q1 2026 after reaching $28M in Q4 2025, signaling severe operational distress.
• Revenue volatile: $15M (Q2 2024) → $28M (Q4 2025) → $1M (Q1 2026). Operating cash flow swung from -$6M to +$6M to -$3M.
• Equity improved from -$20M (Q3 2024) to -$0M (Q1 2026), but remains deeply negative. Debt data absent throughout.
• Net income erratic: losses in 6 of 8 quarters. Q1 2026 shows -$3M loss despite single-digit revenue.
⚠ $1M revenue in Q1 2026 represents 96% sequential decline from $28M prior quarter. Requires immediate clarification.
⚠ Persistent negative equity through Q1 2026 indicates technical insolvency. No debt figures reported; balance sheet opacity concerning.
AI Insight: SOAR Ratio Trends
Volato swung from severe losses in mid-2024 to modest profitability by late 2025, though margins remain volatile and capital efficiency metrics are sparse.
• Operating margin recovered from -163.7% in Q2 2024 to 11.2% in Q4 2025, signaling operational stabilization after restructuring.
• TTM net profit margin improved to 3.9% as of March 2026, versus -111.8% in Q2 2024, reflecting path back to profitability.
• Q2 2025 NPM jumped to 14.5%, then fell to -21.7% in Q4 2025, indicating earnings volatility and potential one-time charges.
⚠ ROA remains volatile: +7.8% in Q1 2025, then absent from recent quarters; Q3 2024 showed -37.0%, signaling asset efficiency concerns.
⚠ Missing ROIC and D/E data across all periods limits visibility on capital structure health and return on invested capital trends.
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Top Institutional Holders of SOAR
QUADRANT CAPITAL GROUP LLC
$49.0K22 shGEODE CAPITAL MANAGEMENT, LLC
$32.4K140,436 shUBS Group AG
$18.8K81,180 shJANE STREET GROUP, LLC
$15.0K65,172 shVANGUARD FIDUCIARY TRUST CO
$12.0K52,075 shXTX Topco Ltd
$6.0K26,117 shNORTHERN TRUST CORP
$3.7K16,091 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.9K12,457 shVANGUARD CAPITAL MANAGEMENT LLC
$2.3K9,782 shCITIGROUP INC
$496.002,153 sh
| Fund | Value | Shares |
|---|---|---|
| QUADRANT CAPITAL GROUP LLC | $49.0K | 22 |
| GEODE CAPITAL MANAGEMENT, LLC | $32.4K | 140,436 |
| UBS Group AG | $18.8K | 81,180 |
| JANE STREET GROUP, LLC | $15.0K | 65,172 |
| VANGUARD FIDUCIARY TRUST CO | $12.0K | 52,075 |
| XTX Topco Ltd | $6.0K | 26,117 |
| NORTHERN TRUST CORP | $3.7K | 16,091 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9K | 12,457 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3K | 9,782 |
| CITIGROUP INC | $496.00 | 2,153 |
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Popular Research
Is SOAR a good stock to buy?
13F Pro's AI-powered analysis of Volato Group, Inc. (SOAR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SOAR are available on the SOAR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SOAR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SOAR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Volato Group, Inc.'s investment landscape.