Aercap Holdings N.V. (NYSE:AER) Receives $152.13 Average Target Price from Brokerages

Shares of Aercap Holdings N.V. (NYSE:AER) have received a consensus rating of “Moderate Buy” from the eleven brokerages that are currently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and eight have given a buy recommendation to the company. The average 1-year price target among analysts that have covered the stock in the last year is $152.1250.

Several brokerages have recently weighed in on AER. Truist Financial started coverage on Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price target on the stock. Barclays lifted their target price on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Bank of America upped their price target on shares of Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Morgan Stanley lifted their price objective on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a report on Tuesday, November 11th. Finally, TD Cowen restated a “buy” rating on shares of Aercap in a research note on Thursday, October 30th.

Institutional Trading of Aercap

Institutional investors and hedge funds have recently made changes to their positions in the company. Mizuho Markets Cayman LP boosted its stake in shares of Aercap by 45,615.5% during the third quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock valued at $424,769,000 after purchasing an additional 3,502,812 shares in the last quarter. Norges Bank bought a new position in shares of Aercap in the 4th quarter worth $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Aercap in the 4th quarter worth $282,665,000. Mawer Investment Management Ltd. bought a new stake in Aercap during the second quarter valued at about $181,377,000. Finally, L1 Capital International Pty Ltd raised its holdings in Aercap by 344.2% in the fourth quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock worth $219,587,000 after purchasing an additional 1,183,616 shares in the last quarter. 96.42% of the stock is currently owned by institutional investors.

Aercap Trading Up 1.7%

Shares of AER stock opened at $150.33 on Thursday. The company has a market cap of $28.08 billion, a PE ratio of 7.04, a price-to-earnings-growth ratio of 1.30 and a beta of 1.05. Aercap has a 1 year low of $85.57 and a 1 year high of $150.93. The stock’s 50 day simple moving average is $143.85 and its two-hundred day simple moving average is $130.74. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.30.

Aercap (NYSE:AER) last released its earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.64. The firm had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Research analysts predict that Aercap will post 11.29 earnings per share for the current year.

Aercap Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be given a dividend of $0.40 per share. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s dividend payout ratio is presently 5.06%.

Aercap Company 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.