Callan Family Office LLC Invests $493,000 in Aercap Holdings N.V. $AER

Callan Family Office LLC bought a new position in shares of Aercap Holdings N.V. (NYSE:AER) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 4,215 shares of the financial services provider’s stock, valued at approximately $493,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mather Group LLC. raised its position in shares of Aercap by 230.1% during the first quarter. Mather Group LLC. now owns 307 shares of the financial services provider’s stock worth $31,000 after acquiring an additional 214 shares during the last quarter. Quarry LP acquired a new stake in shares of Aercap during the first quarter worth $37,000. Geneos Wealth Management Inc. grew its stake in shares of Aercap by 26.6% during 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 during the period. Summit Securities Group LLC acquired a new stake in shares of Aercap during the first quarter worth $64,000. Finally, Blue Trust Inc. grew its stake in shares of Aercap by 42.2% during the first quarter. Blue Trust Inc. now owns 1,318 shares of the financial services provider’s stock worth $135,000 after purchasing an additional 391 shares during the period. Institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

AER opened at $123.64 on Wednesday. Aercap Holdings N.V. has a 52-week low of $85.57 and a 52-week high of $126.27. The firm has a market capitalization of $23.09 billion, a PE ratio of 7.69, a PEG ratio of 2.46 and a beta of 1.40. The company has a debt-to-equity ratio of 2.57, a quick ratio of 0.44 and a current ratio of 0.44. The business’s 50-day simple moving average is $120.15 and its 200 day simple moving average is $112.89.

Aercap (NYSE:AER) last released its earnings results on Wednesday, July 30th. The financial services provider reported $2.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.75 by $0.08. Aercap had a return on equity of 13.13% and a net margin of 36.93%.The business had revenue of $1.89 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same quarter in the prior year, the company posted $3.01 earnings per share. Aercap’s revenue was down 3.6% on a year-over-year basis. Aercap has set its FY 2025 guidance at 11.600-11.600 EPS. As a group, sell-side analysts expect that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Investors of record on Wednesday, August 13th were issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.9%. The ex-dividend date was Wednesday, August 13th. Aercap’s dividend payout ratio is presently 6.72%.

Analysts Set New Price Targets

A number of brokerages recently commented on AER. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, October 8th. Barclays lifted their price objective on Aercap from $115.00 to $131.00 and gave the stock an “overweight” rating in a research note on Thursday, July 10th. Morgan Stanley lifted their price objective on Aercap from $111.00 to $120.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 17th. Finally, Susquehanna lifted their price objective on Aercap from $130.00 to $134.00 and gave the stock a “positive” rating in a research note on Wednesday, August 13th. Seven research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $122.57.

Aercap Company Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.