Saudi Central Bank Acquires 71,218 Shares of Aercap Holdings N.V. $AER

Saudi Central Bank increased its holdings in Aercap Holdings N.V. (NYSE:AER) by 113.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 133,910 shares of the financial services provider’s stock after buying an additional 71,218 shares during the period. Saudi Central Bank owned 0.08% of Aercap worth $19,521,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. Arkadios Wealth Advisors grew its position in Aercap by 2.7% during the fourth quarter. Arkadios Wealth Advisors now owns 2,525 shares of the financial services provider’s stock worth $363,000 after buying an additional 67 shares in the last quarter. Williams & Novak LLC raised its holdings in 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 acquiring an additional 68 shares in the last quarter. Parallel Advisors LLC raised its holdings in Aercap by 7.1% in the 1st quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock valued at $152,000 after acquiring an additional 74 shares in the last quarter. Contravisory Investment Management Inc. lifted its position 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 valued at $287,000 after acquiring an additional 79 shares during the period. Finally, Geneos Wealth Management Inc. lifted its position in shares of Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 94 shares during the period. 96.42% of the stock is currently owned by institutional investors.

Aercap Trading Down 0.7%

Shares of AER stock opened at $145.42 on Friday. Aercap Holdings N.V. has a fifty-two week low of $118.93 and a fifty-two week high of $158.80. The stock’s fifty day moving average price is $149.24 and its two-hundred day moving average price is $144.43. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28. The company has a market cap of $24.27 billion, a PE ratio of 7.16, a P/E/G ratio of 0.58 and a beta of 0.93.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The company had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same quarter in the previous year, the firm earned $2.83 EPS. Aercap’s revenue was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities analysts predict that Aercap Holdings N.V. will post 18.95 EPS for the current fiscal year.

Aercap Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages recently commented on AER. Susquehanna raised their price target on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. Morgan Stanley boosted their price target on Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Truist Financial upped their price objective on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. TD Cowen increased their price objective on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, Barclays raised their target price on shares of Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. One investment 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, the stock currently has a consensus rating of “Buy” and an average target price of $172.56.

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.