Aercap Holdings N.V. $AER is English Capital Management LLC’s 2nd Largest Position

English Capital Management LLC trimmed its holdings in Aercap Holdings N.V. (NYSE:AER) by 16.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 68,933 shares of the financial services provider’s stock after selling 13,823 shares during the quarter. Aercap accounts for approximately 5.4% of English Capital Management LLC’s investment portfolio, making the stock its 2nd biggest holding. English Capital Management LLC’s holdings in Aercap were worth $8,341,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AER. Mather Group LLC. acquired a new position in shares of Aercap in the 3rd quarter valued at about $26,000. Geneos Wealth Management Inc. raised 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 valued at $46,000 after acquiring an additional 94 shares in the last quarter. Toth Financial Advisory Corp lifted its holdings in Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after acquiring an additional 200 shares during the period. JFS Wealth Advisors LLC acquired a new position in Aercap in the third quarter valued at approximately $67,000. Finally, Farther Finance Advisors LLC boosted its position in Aercap by 22.7% in the 3rd quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock worth $84,000 after purchasing an additional 128 shares in the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Stock Performance

AER opened at $150.28 on Thursday. Aercap Holdings N.V. has a twelve month low of $85.57 and a twelve month high of $154.94. The firm has a market capitalization of $25.08 billion, a PE ratio of 7.04, a PEG ratio of 1.29 and a beta of 1.05. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm’s 50-day moving average price is $145.52 and its 200 day moving average price is $133.09.

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, topping analysts’ consensus estimates of $3.31 by $0.64. The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The business’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the company posted $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, sell-side analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, February 25th. This is an increase from Aercap’s previous quarterly dividend of $0.27. Aercap’s dividend payout ratio (DPR) is currently 5.06%.

Analysts Set New Price Targets

Several research firms have recently weighed in on AER. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Morgan Stanley lifted their target price on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. 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 research report on Tuesday, November 4th. Deutsche Bank Aktiengesellschaft set a $175.00 price target on shares of Aercap and gave the company a “buy” rating in a research note on Tuesday, February 10th. Finally, Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. Eight research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $152.13.

About Aercap

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.