7,890 Aercap Holdings N.V. $AER Shares Sold by Triasima Portfolio Management inc.

Triasima Portfolio Management inc. lowered its stake in Aercap Holdings N.V. (NYSE:AER) by 16.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 40,526 shares of the financial services provider’s stock after selling 7,890 shares during the period. Triasima Portfolio Management inc.’s holdings in Aercap were worth $5,816,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Donald Smith & CO. Inc. bought a new stake in shares of Aercap during the second quarter worth $424,585,000. Ninety One UK Ltd increased its holdings in shares of Aercap by 12.0% during the third quarter. Ninety One UK Ltd now owns 2,275,507 shares of the financial services provider’s stock worth $326,581,000 after buying an additional 243,488 shares in the last quarter. KBC Group NV lifted its stake in shares of Aercap by 1.2% in the 1st quarter. KBC Group NV now owns 982,037 shares of the financial services provider’s stock valued at $134,715,000 after acquiring an additional 11,916 shares during the last quarter. Sei Investments Co. lifted its stake in shares of Aercap by 23.2% in the 1st quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock valued at $105,575,000 after acquiring an additional 144,857 shares during the last quarter. Finally, Swiss National Bank lifted its stake in shares of Aercap by 20.4% in the 1st quarter. Swiss National Bank now owns 579,800 shares of the financial services provider’s stock valued at $79,537,000 after acquiring an additional 98,200 shares during the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Truist Financial set a $180.00 price objective on Aercap in a report on Monday, October 5th. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 29th. Citigroup upped their target price on Aercap from $173.00 to $178.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. TD Cowen increased their target price on Aercap from $180.00 to $185.00 and gave the company a “buy” rating in a research report on Monday. Finally, Barclays lifted their price target on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $173.11.

Aercap Trading Up 1.2%

AER opened at $146.07 on Friday. Aercap Holdings N.V. has a fifty-two week low of $118.96 and a fifty-two week 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 firm has a market capitalization of $24.38 billion, a price-to-earnings ratio of 7.42, a PEG ratio of 0.57 and a beta of 0.98. The company’s 50 day moving average price is $145.58 and its two-hundred day moving average price is $144.76.

Aercap (NYSE:AER) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $1.00. The firm had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The company’s revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the company posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, research analysts predict that Aercap Holdings N.V. will post 19.26 earnings per share for the current year.

Aercap Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th were 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 was Wednesday, August 12th. Aercap’s payout ratio is 7.87%.

About Aercap

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.