Ninepoint Partners LP Takes $1.38 Million Position in Aercap Holdings N.V. $AER

Ninepoint Partners LP purchased a new position in shares of Aercap Holdings N.V. (NYSE:AER) during the second quarter, HoldingsChannel reports. The firm purchased 9,461 shares of the financial services provider’s stock, valued at approximately $1,379,000.

Several other institutional investors also recently modified their holdings of AER. Norges Bank acquired a new stake in Aercap in the fourth quarter valued at $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Aercap during the 4th quarter worth about $282,665,000. L1 Capital International Pty Ltd lifted its holdings in Aercap by 344.2% during the 4th quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock worth $219,587,000 after buying an additional 1,183,616 shares during the period. Mawer Investment Management Ltd. grew its position in shares of Aercap by 56.3% in the 4th quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after buying an additional 1,179,241 shares during the last quarter. Finally, Alyeska Investment Group L.P. grew its position in shares of Aercap by 642.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock valued at $134,498,000 after buying an additional 961,890 shares during the last quarter. Institutional investors own 96.42% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on AER shares. Susquehanna lifted their price objective on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th. Morgan Stanley increased their target price on shares of Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research report on Thursday, July 30th. Zacks Research upgraded shares of Aercap from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $190.00 price target on shares of Aercap in a research report on Thursday, July 30th. Finally, Barclays upped their price objective on shares of Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $172.56.

Aercap Stock Down 0.9%

Shares of NYSE:AER opened at $146.93 on Friday. Aercap Holdings N.V. has a 1 year low of $115.03 and a 1 year high of $158.80. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The business’s 50-day moving average is $148.95 and its 200-day moving average is $144.31. The company has a market capitalization of $24.52 billion, a price-to-earnings ratio of 7.23, a P/E/G ratio of 0.59 and a beta of 0.93.

Aercap (NYSE:AER) last released its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, topping the consensus estimate of $4.14 by $1.00. The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The firm’s revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the firm posted $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities research analysts predict that Aercap Holdings N.V. will post 18.95 earnings per share for the current year.

Aercap Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, August 12th. Aercap’s dividend payout ratio is presently 7.87%.

Aercap announced that its board has authorized a stock repurchase plan on Wednesday, April 29th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the financial services provider to buy up to 4.3% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

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.