Aercap Holdings N.V. $AER Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. grew its position in Aercap Holdings N.V. (NYSE:AER) by 1.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 463,159 shares of the financial services provider’s stock after purchasing an additional 6,262 shares during the period. Vanguard Group Inc. owned approximately 0.25% of Aercap worth $47,321,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of AER. Alyeska Investment Group L.P. increased its holdings in shares of Aercap by 139.1% in the fourth quarter. Alyeska Investment Group L.P. now owns 1,505,799 shares of the financial services provider’s stock valued at $144,105,000 after purchasing an additional 875,950 shares during the period. TOMS Capital Investment Management LP increased its holdings in shares of Aercap by 118.8% in the fourth quarter. TOMS Capital Investment Management LP now owns 1,398,000 shares of the financial services provider’s stock valued at $133,789,000 after purchasing an additional 759,000 shares during the period. Millennium Management LLC increased its holdings in shares of Aercap by 190.7% in the fourth quarter. Millennium Management LLC now owns 1,074,931 shares of the financial services provider’s stock valued at $102,871,000 after purchasing an additional 705,212 shares during the period. Northern Trust Corp increased its holdings in shares of Aercap by 90.9% in the fourth quarter. Northern Trust Corp now owns 1,396,937 shares of the financial services provider’s stock valued at $133,687,000 after purchasing an additional 664,990 shares during the period. Finally, 59 North Capital Management LP increased its holdings in shares of Aercap by 17.0% in the fourth quarter. 59 North Capital Management LP now owns 3,704,914 shares of the financial services provider’s stock valued at $354,560,000 after purchasing an additional 538,703 shares during the period. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Price Performance

Shares of Aercap stock opened at $120.48 on Tuesday. The business has a 50 day simple moving average of $113.72 and a two-hundred day simple moving average of $107.61. Aercap Holdings N.V. has a 12 month low of $85.57 and a 12 month high of $120.55. The stock has a market capitalization of $22.50 billion, a P/E ratio of 7.49, a PEG ratio of 2.39 and a beta of 1.44. The company has a debt-to-equity ratio of 2.57, a current ratio of 0.44 and a quick ratio of 0.44.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, July 30th. The financial services provider reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.75 by $0.08. Aercap had a return on equity of 13.13% and a net margin of 36.93%.The business had revenue of $1.89 billion during the quarter, compared to analysts’ expectations of $2.03 billion. During the same quarter in the prior year, the firm earned $3.01 earnings per share. The business’s revenue was down 3.6% compared to the same quarter last year. Aercap has set its FY 2025 guidance at 11.600-11.600 EPS. As a group, analysts predict that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Shareholders of record on Wednesday, August 13th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, August 13th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.9%. Aercap’s dividend payout ratio is presently 6.72%.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on AER shares. Barclays increased their price objective on Aercap from $115.00 to $131.00 and gave the company an “overweight” rating in a report on Thursday, July 10th. Susquehanna upped their target price on Aercap from $130.00 to $134.00 and gave the stock a “positive” rating in a research note on Wednesday, August 13th. JPMorgan Chase & Co. upped their target price on Aercap from $112.00 to $114.00 and gave the stock an “overweight” rating in a research note on Thursday, May 1st. Finally, Morgan Stanley upped their target price on Aercap from $111.00 to $120.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 17th. Six investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $122.57.

Aercap Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.