Brandes Investment Partners 13F: Adds $35M to EMBJ Stake
A recent SEC filing shows Brandes Investment Partners expanded its holdings in aircraft maker Embraer S.A.
Reviewed by automated data checks against the source filing. How we make and check alerts
Brandes Investment Partners added 548,206 shares to its stake in Embraer S.A. ($EMBJ), a 10.63% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 5,703,945 shares worth $363.91 million at the end of the quarter.
Since the filing, $EMBJ is up 3.3% after 1 week, up 10.3% after 1 month and up 30.5% to date (from the $55.45 close on May 15, 2026).
Find the original: Brandes Investment Partners 13F filings on SEC EDGAR
EMBJ
Embraer S.A.
Key Points
- Brandes Investment Partners lifted its stake in Embraer S.A. EMBJ by 10.6% during the period, adding 548,206 shares to reach a total of 5,703,945 shares.
- The newly expanded holdings carry an estimated value of about $363.9 million based on filing disclosures.
- JP Morgan recently maintained an Overweight rating on the stock while raising its price target to $104.0 on August 14, 2026.
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Brandes Investment Partners Expands Embraer S.A. Position
Brandes Investment Partners added to its holdings in Embraer S.A. EMBJ, according to a Form 13F filing with the U.S. Securities and Exchange Commission. The institutional investor boosted its position by 548,206 shares during the period. That move translates to a 10.6% increase in its stake.
Inside the Embraer S.A. Share Count Change
Before the adjustment, the firm held 5,155,739 shares of the aerospace company. The purchase of 548,206 additional shares brought its ending position to 5,703,945 shares. Based on the filing details, this stake carried an approximate value of $363.9 million. Because 13F disclosures look backward at a prior period, this snapshot captures portfolio choices from that window and might not show current trading.
Embraer S.A. Stock Moves and Market Context
Shares of Embraer S.A. recently traded near $63.80. The company designs and builds commercial jets, military aircraft, and executive jets, serving global aviation markets from its base in São Paulo, Brazil. The broader market values the firm near $13.7 billion.
JP Morgan Analyst Update
On August 14, 2026, JP Morgan updated its outlook on the company. The firm maintained its Overweight rating while lifting its price target to $104.0 from a prior target of $80.0. Across the broader analyst community, fifteen analysts contribute to a consensus Strong Buy recommendation, with a mean price target resting at $91.60.
Company Background and What Comes Next
Embraer S.A. operates multiple segments covering commercial aviation, defense and security, executive aviation, and support services. Investors tracking these shares will look ahead to the company's next round of financial results, which is scheduled for release on November 10, 2026. Regulatory filings provide a delayed look at institutional moves, meaning watchers should review subsequent disclosures for any further changes in portfolio weight.
Related Filing Alerts
Source: Brandes Investment Partners's 13F filing on $EMBJ (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Brandes Investment Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts