Kepler Cheuvreux Suisse SA Boosts Holdings in Aercap Holdings N.V. $AER

Kepler Cheuvreux Suisse SA increased its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 93,295 shares of the financial services provider’s stock after buying an additional 4,132 shares during the period. Kepler Cheuvreux Suisse SA’s holdings in Aercap were worth $13,412,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bensler LLC increased its stake in shares of Aercap by 1.3% in the fourth quarter. Bensler LLC now owns 41,364 shares of the financial services provider’s stock worth $5,947,000 after purchasing an additional 518 shares in the last quarter. LRI Investments LLC increased its stake in shares of Aercap by 260.4% in the fourth quarter. LRI Investments LLC now owns 728 shares of the financial services provider’s stock worth $105,000 after purchasing an additional 526 shares in the last quarter. NewEdge Wealth LLC increased its stake in shares of Aercap by 8.6% in the fourth quarter. NewEdge Wealth LLC now owns 6,331 shares of the financial services provider’s stock worth $910,000 after purchasing an additional 503 shares in the last quarter. Ethic Inc. increased its stake in shares of Aercap by 2.7% in the fourth quarter. Ethic Inc. now owns 32,801 shares of the financial services provider’s stock worth $4,716,000 after purchasing an additional 869 shares in the last quarter. Finally, Generali Asset Management SPA SGR purchased a new position in shares of Aercap in the fourth quarter worth about $70,000. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on AER shares. Susquehanna lifted their target price on shares of Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a research note on Thursday, April 30th. Morgan Stanley reduced their target price on shares of Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a research note on Thursday, April 30th. TD Cowen lifted their target price on shares of Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Finally, Barclays lifted their target price on shares of Aercap from $162.00 to $164.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Aercap currently has a consensus rating of “Buy” and a consensus price target of $163.13.

Aercap Trading Up 0.0%

Shares of Aercap stock opened at $150.06 on Monday. Aercap Holdings N.V. has a 1 year low of $105.65 and a 1 year high of $154.94. The firm has a market cap of $25.04 billion, a PE ratio of 6.58, a PEG ratio of 1.05 and a beta of 0.95. The company has a debt-to-equity ratio of 2.34, a current ratio of 0.24 and a quick ratio of 0.24. The company has a 50 day simple moving average of $141.08 and a two-hundred day simple moving average of $140.10.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.59 by $1.80. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The business had revenue of $2.30 billion during the quarter, compared to analyst estimates of $2.07 billion. During the same period in the previous year, the business posted $3.68 earnings per share. Aercap’s revenue for the quarter was up 7.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Analysts expect that Aercap Holdings N.V. will post 17.23 earnings per share for the current fiscal year.

Aercap announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the financial services provider to repurchase up to 4.3% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board of directors believes its stock is undervalued.

Aercap Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Wednesday, May 13th will be given a dividend of $0.40 per share. The ex-dividend date is Wednesday, May 13th. This represents a $1.60 annualized dividend and a yield of 1.1%. Aercap’s payout ratio is presently 7.01%.

Aercap Profile

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.