Avior Wealth Management LLC Lowers Stock Holdings in Aercap Holdings N.V. $AER

Avior Wealth Management LLC reduced its stake in Aercap Holdings N.V. (NYSE:AER) by 47.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,702 shares of the financial services provider’s stock after selling 5,200 shares during the period. Avior Wealth Management LLC’s holdings in Aercap were worth $820,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Confluence Investment Management LLC increased its holdings in Aercap by 3.1% during the 4th quarter. Confluence Investment Management LLC now owns 12,748 shares of the financial services provider’s stock worth $1,833,000 after purchasing an additional 388 shares during the period. Park Avenue Securities LLC grew its position in shares of Aercap by 2.2% during the 4th quarter. Park Avenue Securities LLC now owns 16,848 shares of the financial services provider’s stock worth $2,422,000 after buying an additional 365 shares in the last quarter. GAMMA Investing LLC grew its position in shares of Aercap by 36.5% during the 4th quarter. GAMMA Investing LLC now owns 359 shares of the financial services provider’s stock worth $52,000 after buying an additional 96 shares in the last quarter. WGI DM LLC increased its stake in shares of Aercap by 40.6% during the third quarter. WGI DM LLC now owns 2,555,812 shares of the financial services provider’s stock valued at $309,253,000 after buying an additional 738,176 shares during the period. Finally, Allworth Financial LP increased its stake in shares of Aercap by 57.9% during the third quarter. Allworth Financial LP now owns 2,711 shares of the financial services provider’s stock valued at $328,000 after buying an additional 994 shares during the period. 96.42% of the stock is owned by hedge funds and other institutional investors.

Aercap Price Performance

AER opened at $131.60 on Friday. The firm has a market capitalization of $21.96 billion, a PE ratio of 6.17, a price-to-earnings-growth ratio of 1.16 and a beta of 1.01. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. The business’s 50-day moving average is $143.84 and its two-hundred day moving average is $135.71. Aercap Holdings N.V. has a 1 year low of $85.57 and a 1 year high of $154.94.

Aercap (NYSE:AER) last released its quarterly earnings results 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. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The business had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.07 billion. During the same period in the prior year, the firm posted $3.31 earnings per share. The company’s quarterly revenue was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Research analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th were paid a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.2%. This is a positive change from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date was Wednesday, February 25th. Aercap’s payout ratio is 7.50%.

Wall Street Analyst Weigh In

AER has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on shares of Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Truist Financial assumed coverage on shares of Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price target for the company. Zacks Research cut shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Barclays increased their price objective 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, Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $153.38.

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.