Aercap Holdings N.V. $AER Stock Position Boosted by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its stake in Aercap Holdings N.V. (NYSE:AER) by 45.1% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 195,029 shares of the financial services provider’s stock after acquiring an additional 60,653 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Aercap were worth $27,991,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of AER. Williams & Novak LLC raised its holdings in shares of Aercap by 4.6% in the second 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 Aercap by 7.1% in the first quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock valued at $152,000 after buying an additional 74 shares during the period. Contravisory Investment Management Inc. boosted its stake in shares of Aercap by 4.2% during the 2nd quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock worth $287,000 after acquiring an additional 79 shares during the period. B. Riley Wealth Advisors Inc. boosted its position in 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 purchasing an additional 101 shares during the period. Finally, Versant Capital Management Inc grew its stake in Aercap by 3.5% in the 3rd 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 last quarter. 96.42% of the stock is currently owned by institutional investors.

Aercap Price Performance

AER stock opened at $145.72 on Friday. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The company’s fifty day simple moving average is $145.07 and its 200 day simple moving average is $145.07. Aercap Holdings N.V. has a 12-month low of $119.91 and a 12-month high of $158.80. The firm has a market cap of $24.32 billion, a price-to-earnings ratio of 7.17, a PEG ratio of 0.58 and a beta of 0.98.

Aercap (NYSE:AER) last posted 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. The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%. The business’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the company posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, analysts expect that Aercap Holdings N.V. will post 19.26 earnings per share for the current year.

Aercap Dividend Announcement

The business also recently declared 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 payout ratio is 7.87%.

Wall Street Analysts Forecast Growth

AER has been the topic of several recent research reports. Truist Financial set a $180.00 price objective on Aercap in a research report on Monday, October 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $190.00 price objective on shares of Aercap in a research note on Thursday, July 30th. Zacks Research downgraded Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Morgan Stanley upped their price target on shares of Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. Finally, Weiss Ratings upgraded shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $173.11.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.