Aercap (NYSE:AER) Given New $155.00 Price Target at Morgan Stanley

Aercap (NYSE:AER) had its price objective trimmed by Morgan Stanley from $160.00 to $155.00 in a report published on Thursday, MarketBeat reports. The brokerage currently has an equal weight rating on the financial services provider’s stock.

Several other brokerages also recently commented on AER. TD Cowen increased their price objective on Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday. Truist Financial increased their price objective on Aercap from $159.00 to $161.00 and gave the stock a “buy” rating in a research note on Thursday. Barclays increased their price objective on Aercap from $162.00 to $164.00 and gave the stock an “overweight” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a research note on Monday, April 20th. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $163.13.

Aercap Stock Up 3.1%

AER stock opened at $142.45 on Thursday. The stock’s 50 day simple moving average is $141.15 and its 200 day simple moving average is $139.30. Aercap has a fifty-two week low of $105.27 and a fifty-two week high of $154.94. The company has a debt-to-equity ratio of 2.38, a quick ratio of 0.23 and a current ratio of 0.23. The company has a market cap of $23.77 billion, a P/E ratio of 6.24, a price-to-earnings-growth ratio of 1.29 and a beta of 0.99.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share for the quarter, topping analysts’ consensus estimates of $3.59 by $1.80. The business had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a return on equity of 16.07% and a net margin of 45.22%.The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same period in the prior year, the business earned $3.68 EPS. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. On average, research analysts expect that Aercap will post 14.5 earnings per share for the current fiscal year.

Aercap Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Wednesday, May 13th will be issued a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. Aercap’s dividend payout ratio is currently 7.50%.

Aercap declared that its board has initiated a stock repurchase plan on Wednesday, April 29th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Hedge Funds Weigh In On Aercap

Several institutional investors have recently modified their holdings of AER. Mizuho Markets Cayman LP grew its holdings in shares of Aercap by 45,615.5% in the third quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock valued at $424,769,000 after acquiring an additional 3,502,812 shares in the last quarter. Norges Bank bought a new position in shares of Aercap in the fourth quarter valued at approximately $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Aercap in the fourth quarter valued at approximately $282,665,000. L1 Capital International Pty Ltd grew its holdings in shares of Aercap by 344.2% in the fourth quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock valued at $219,587,000 after acquiring an additional 1,183,616 shares in the last quarter. Finally, Mawer Investment Management Ltd. grew its holdings in shares of Aercap by 56.3% in the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after acquiring an additional 1,179,241 shares in the last quarter. 96.42% of the stock is owned by institutional investors.

Key Headlines Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q1 results beat expectations — AerCap reported $5.39 EPS vs. ~$3.59 consensus and top-line strength, reinforcing profitability and cash generation. AER Q1 Earnings Beat
• Positive Sentiment: Board authorized a $1.0 billion share repurchase program (≈4.3% of shares), signaling management views the stock as undervalued and should support EPS/price. Buyback & Guidance
• Positive Sentiment: Dividend maintained — company declared a quarterly dividend of $0.40 (ex-div May 13), supporting income-oriented investor demand.
• Positive Sentiment: Analyst support: Truist raised its price target to $161 (buy) and JPMorgan lifted its target to $155 (overweight), providing fresh upside narratives for investors. Truist PT Raise JPMorgan Coverage (Benzinga)
• Neutral Sentiment: Company filed its interim Q1 financial report with the SEC, providing the detailed financial statements behind the headline beat. Interim Report
• Neutral Sentiment: Earnings call materials and transcript are available for deeper read-through of management commentary (useful for investors assessing fleet, leasing terms and capital allocation). Earnings Transcript
• Neutral Sentiment: Coverage mix: Morgan Stanley trimmed its target from $160 to $155 and kept an equal-weight rating — a more cautious read amid mixed inputs. Morgan Stanley Move
• Negative Sentiment: FY‑2026 EPS guidance set to $14.50, below consensus (~$15.40); lower-than-expected full‑year guidance can cap multiple expansion despite the buyback. Guidance & Repurchase
• Negative Sentiment: Macro risk — management noted prolonged high jet-fuel prices could pressure airline customers even if they create leasing opportunities; sustained fuel cost stress could hit airline balance sheets and demand for leases. Fuel Price Risk

About Aercap

AerCap Holdings N.V. (NYSE: AER) is a global aircraft leasing and aviation finance company that acquires, leases, sells and manages commercial aircraft and engines. Its core services include operating leases, finance leases, sale-and-leaseback transactions, aircraft trading and remarketing, and asset management for airline customers. The company also provides related commercial and technical support services designed to optimize fleet utilization and residual values over the life cycle of aircraft and engines.

Operating with a broad global footprint, AerCap serves airlines and other aviation customers across North America, Europe, Asia-Pacific, Latin America, the Middle East and Africa.