Alberta Investment Management Corp Raises Holdings in Aercap Holdings N.V. $AER

Alberta Investment Management Corp grew its stake in Aercap Holdings N.V. (NYSE:AER) by 142.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 38,300 shares of the financial services provider’s stock after buying an additional 22,500 shares during the quarter. Alberta Investment Management Corp’s holdings in Aercap were worth $4,634,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in Aercap in the second quarter worth approximately $241,392,000. Mawer Investment Management Ltd. acquired a new stake in shares of Aercap in the 2nd quarter valued at $181,377,000. High Ground Investment Management LLP purchased a new stake in shares of Aercap during the 3rd quarter worth $90,571,000. JPMorgan Chase & Co. grew its stake in shares of Aercap by 25.0% during the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after purchasing an additional 575,320 shares in the last quarter. Finally, AustralianSuper Pty Ltd grew its stake in shares of Aercap by 185.0% during the third quarter. AustralianSuper Pty Ltd now owns 636,906 shares of the financial services provider’s stock worth $77,066,000 after purchasing an additional 413,428 shares in the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Morgan Stanley raised their target price on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the company a “buy” rating in a report on Tuesday, February 10th. TD Cowen reaffirmed a “buy” rating on shares of Aercap in a research report on Thursday, October 30th. Finally, Susquehanna boosted their price target on shares of Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a research report on Tuesday, November 11th. Eight investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $152.13.

Aercap Stock Performance

Shares of AER stock opened at $151.20 on Friday. 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 stock has a 50 day simple moving average of $144.83 and a 200-day simple moving average of $131.80. The company has a market cap of $25.23 billion, a price-to-earnings ratio of 7.09, a price-to-earnings-growth ratio of 1.34 and a beta of 1.05. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $154.94.

Aercap (NYSE:AER) last announced its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, beating the consensus estimate of $3.31 by $0.64. The firm had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter last year, the business earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, equities analysts forecast that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be paid a dividend of $0.40 per share. This is a positive change 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 dividend yield of 1.1%. Aercap’s dividend payout ratio is 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.