140 Summer Partners LP Sells 114,407 Shares of Aercap Holdings N.V. $AER

140 Summer Partners LP lessened its stake in Aercap Holdings N.V. (NYSE:AER) by 15.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 647,743 shares of the financial services provider’s stock after selling 114,407 shares during the quarter. Aercap comprises approximately 6.8% of 140 Summer Partners LP’s investment portfolio, making the stock its 4th biggest holding. 140 Summer Partners LP owned approximately 0.35% of Aercap worth $78,377,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. 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 valued at $336,243,000 after purchasing an additional 575,320 shares during the last quarter. Mawer Investment Management Ltd. increased its stake in shares of Aercap by 35.1% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock valued at $253,337,000 after buying an additional 543,465 shares during the period. Norges Bank acquired a new stake in shares of Aercap in the 2nd quarter valued at $241,392,000. Ameriprise Financial Inc. raised its position in shares of Aercap by 1.3% during the third quarter. Ameriprise Financial Inc. now owns 1,958,577 shares of the financial services provider’s stock worth $237,409,000 after acquiring an additional 25,034 shares during the last quarter. Finally, Two Sigma Investments LP raised its position in shares of Aercap by 49.9% during the third quarter. Two Sigma Investments LP now owns 1,586,800 shares of the financial services provider’s stock worth $192,003,000 after acquiring an additional 528,315 shares during the last quarter. 96.42% of the stock is owned by institutional investors.

Aercap Stock Down 0.1%

Shares of NYSE:AER opened at $133.01 on Friday. The company has a 50 day moving average price of $145.04 and a two-hundred day moving average price of $135.33. The company has a debt-to-equity ratio of 2.38, a quick ratio of 0.23 and a current ratio of 0.23. The company has a market capitalization of $22.20 billion, a PE ratio of 6.23, a PEG ratio of 1.17 and a beta of 1.01. Aercap Holdings N.V. has a 52 week low of $85.57 and a 52 week high of $154.94.

Aercap (NYSE:AER) last announced its quarterly 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. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The company had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.07 billion. During the same period last year, the firm posted $3.31 earnings per share. The business’s quarterly 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. Analysts forecast that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Increases Dividend

The firm also recently declared 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 dividend yield of 1.2%. This is an increase from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. Aercap’s dividend payout ratio is currently 7.50%.

Analyst Ratings Changes

Several research firms recently issued reports on AER. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Truist Financial started coverage on shares of Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 target price on the stock. Barclays raised 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. Finally, Morgan Stanley boosted their price target on shares of Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $153.38.

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.