Aercap Holdings N.V. $AER Stock: Ninety One UK Ltd Raises Position

Ninety One UK Ltd increased its position in Aercap Holdings N.V. (NYSE:AER) by 12.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 2,275,507 shares of the financial services provider’s stock after purchasing an additional 243,488 shares during the period. Ninety One UK Ltd’s holdings in Aercap were worth $326,581,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Williams & Novak LLC boosted its stake in shares of Aercap by 4.6% in the 2nd quarter. Williams & Novak LLC now owns 1,531 shares of the financial services provider’s stock valued at $223,000 after purchasing an additional 68 shares during the last quarter. Parallel Advisors LLC raised its stake in shares of Aercap by 7.1% during the first quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock worth $152,000 after buying an additional 74 shares during the last quarter. Contravisory Investment Management Inc. raised its stake in shares of Aercap by 4.2% during the second quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock worth $287,000 after buying an additional 79 shares during the last quarter. B. Riley Wealth Advisors Inc. raised its stake in shares of Aercap by 6.0% during the third quarter. B. Riley Wealth Advisors Inc. now owns 1,787 shares of the financial services provider’s stock worth $256,000 after buying an additional 101 shares during the last quarter. Finally, Versant Capital Management Inc lifted its holdings in Aercap by 3.5% in the third quarter. Versant Capital Management Inc now owns 3,585 shares of the financial services provider’s stock valued at $515,000 after buying an additional 120 shares during the period. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

AER has been the topic of a number of recent research reports. Zacks Research cut shares of Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 29th. Morgan Stanley upped 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. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $190.00 target price on shares of Aercap in a research report on Thursday, July 30th. Susquehanna increased their price target on Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a research note on Tuesday, July 7th. Finally, Barclays raised their price target on Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $173.11.

Aercap Trading Up 0.6%

Shares of AER stock traded up $0.81 on Thursday, reaching $145.10. The company had a trading volume of 322,965 shares, compared to its average volume of 1,228,457. The stock has a market cap of $24.21 billion, a PE ratio of 7.13, a PEG ratio of 0.57 and a beta of 0.98. The company has a 50-day moving average of $145.77 and a 200-day moving average of $144.67. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. Aercap Holdings N.V. has a 12 month low of $118.96 and a 12 month high of $158.80.

Aercap (NYSE:AER) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, topping the consensus estimate of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The business had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.10 billion. During the same quarter last year, the firm earned $2.83 EPS. Aercap’s quarterly revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities analysts forecast that Aercap Holdings N.V. will post 19.26 earnings per share for the current year.

Aercap Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th were paid a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, August 12th. Aercap’s dividend payout ratio is presently 7.87%.

Aercap Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.