Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 10,228 Shares of Aercap Holdings N.V. $AER

Fjarde AP Fonden Fourth Swedish National Pension Fund lowered its position in Aercap Holdings N.V. (NYSE:AER) by 30.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,591 shares of the financial services provider’s stock after selling 10,228 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Aercap were worth $2,855,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in AER. Mather Group LLC. acquired a new position in shares of Aercap during the 3rd quarter worth $26,000. Caitong International Asset Management Co. Ltd bought a new stake in Aercap in the second quarter worth $43,000. Geneos Wealth Management Inc. increased its position in Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after buying an additional 94 shares during the last quarter. Whittier Trust Co. acquired a new position in Aercap during the second quarter worth $53,000. Finally, Toth Financial Advisory Corp raised its holdings in Aercap by 66.7% during the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after buying an additional 200 shares in the last quarter. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Aercap Price Performance

NYSE:AER opened at $142.80 on Monday. The company has a debt-to-equity ratio of 2.43, a current ratio of 0.30 and a quick ratio of 0.30. Aercap Holdings N.V. has a one year low of $85.57 and a one year high of $149.24. The company has a fifty day moving average price of $140.00 and a 200 day moving average price of $126.57. The stock has a market cap of $26.67 billion, a P/E ratio of 6.76, a PEG ratio of 0.73 and a beta of 1.08.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.16 by $1.81. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The company had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2 billion. During the same quarter in the previous year, the firm posted $2.41 EPS. The business’s revenue was up 18.5% compared to the same quarter last year. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Wednesday, November 12th were given a $0.27 dividend. The ex-dividend date was Wednesday, November 12th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.8%. Aercap’s dividend payout ratio (DPR) is currently 5.12%.

Analyst Ratings Changes

Several research firms have recently issued reports on AER. Truist Financial began coverage on Aercap in a research note on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target for the company. Cowen restated a “buy” rating on shares of Aercap in a report on Thursday, October 30th. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a report on Wednesday, October 8th. TD Cowen boosted their price objective on shares of Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Finally, Zacks Research downgraded shares of Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Eight research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $148.86.

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.