Aercap (NYSE:AER) Updates FY 2026 Earnings Guidance

Aercap (NYSE:AER) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 12.000-13.000 for the period, compared to the consensus estimate of 14.910. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Morgan Stanley boosted their target price on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. Truist Financial started coverage on Aercap in a report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target on the stock. Bank of America increased their price objective on Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. TD Cowen reaffirmed a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Finally, Susquehanna increased their price target on shares of Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Seven investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $148.86.

Aercap Stock Down 2.7%

AER traded down $3.89 during midday trading on Friday, hitting $140.11. 2,364,010 shares of the company’s stock traded hands, compared to its average volume of 1,045,443. The company has a debt-to-equity ratio of 2.43, a current ratio of 0.30 and a quick ratio of 0.30. The company has a market cap of $26.17 billion, a PE ratio of 6.64, a price-to-earnings-growth ratio of 0.74 and a beta of 1.05. The stock’s fifty day simple moving average is $142.87 and its 200-day simple moving average is $129.41. Aercap has a one year low of $85.57 and a one year high of $149.24.

Aercap (NYSE:AER) last posted its earnings results on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, topping the consensus estimate of $3.31 by $0.64. The company had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities analysts anticipate that Aercap will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.1%. 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 5.12%.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q4 results beat expectations: AER reported $3.95 EPS (vs. $3.31 est.) and $2.24B revenue (vs. $2.07B est.), with high margins and ROE that underscore operational strength. MarketBeat Earnings Report
• Positive Sentiment: Record full‑year results: Aercap reported record FY‑2025 adjusted net income and EPS (press release/summary), reinforcing cash generation and recurring earnings power. PR Newswire
• Positive Sentiment: Big dividend hike: Aercap raised its quarterly dividend to $0.40 (48.1% increase), signaling management confidence and returning more cash to shareholders (record/ex‑dividend dates announced).
• Neutral Sentiment: Analyst/industry coverage: Several previews and post‑earnings writeups are parsing metrics and guidance — useful for detail but not new fundamental catalysts by themselves. Zacks Analysis
• Neutral Sentiment: Pre‑announcement analyst movement: Some outlets noted analysts raising 2026 expectations into the print — background context that may adjust after guidance. Investing.com
• Negative Sentiment: Guidance disappointed: Management set FY‑2026 EPS guidance of $12.00–$13.00, materially below the consensus (~$14.91), creating a mismatch between the beat today and the outlook — the main driver of the stock pullback.

Hedge Funds Weigh In On Aercap

A number of institutional investors have recently modified their holdings of the company. Advisory Services Network LLC acquired a new position in shares of Aercap during the third quarter valued at about $35,000. Geneos Wealth Management Inc. increased its stake in Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 94 shares during the period. Johnson Financial Group Inc. acquired a new position in Aercap in the 3rd quarter valued at approximately $119,000. EverSource Wealth Advisors LLC lifted its position in shares of Aercap by 59.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,143 shares of the financial services provider’s stock worth $134,000 after acquiring an additional 425 shares during the period. Finally, B. Riley Wealth Advisors Inc. acquired a new stake in shares of Aercap during the 2nd quarter worth approximately $204,000. Institutional investors own 96.42% of the company’s stock.

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.