Rhumbline Advisers Has $5.86 Million Stake in Aercap Holdings N.V. $AER

Rhumbline Advisers reduced its position in shares of Aercap Holdings N.V. (NYSE:AER) by 6.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 48,438 shares of the financial services provider’s stock after selling 3,466 shares during the quarter. Rhumbline Advisers’ holdings in Aercap were worth $5,861,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Integrated Wealth Concepts LLC lifted its stake in Aercap by 19.0% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock worth $271,000 after acquiring an additional 423 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Aercap by 282.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock valued at $680,000 after purchasing an additional 4,919 shares during the period. Geneos Wealth Management Inc. lifted its position in shares of Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 94 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Aercap during the second quarter worth approximately $43,000. Finally, Sumitomo Mitsui Trust Group Inc. increased its stake in Aercap by 0.9% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 408,169 shares of the financial services provider’s stock valued at $47,756,000 after buying an additional 3,744 shares during the period. Institutional investors and hedge funds own 96.42% of the company’s stock.

Wall Street Analysts Forecast Growth

AER has been the subject of a number of research reports. Barclays lifted their target price on shares of Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research note on Tuesday, January 6th. Susquehanna lifted their price objective on Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a research report on Tuesday, November 11th. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Bank of America raised their price target on Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. Finally, Morgan Stanley boosted their price target on Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. Eight investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $152.13.

Aercap Price Performance

Shares of NYSE:AER opened at $151.31 on Monday. The stock has a market capitalization of $25.25 billion, a P/E ratio of 7.09, a P/E/G ratio of 1.31 and a beta of 1.05. The business has a 50-day moving average of $145.07 and a two-hundred day moving average of $132.43. Aercap Holdings N.V. has a fifty-two week low of $85.57 and a fifty-two week high of $154.94. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23.

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

Aercap Increases Dividend

The company 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 $0.40 dividend. The ex-dividend date is Wednesday, February 25th. This is a positive change from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio is presently 5.06%.

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.