LSV Asset Management Has $42.93 Million Stock Holdings in Aercap Holdings N.V. $AER

LSV Asset Management lifted its position in Aercap Holdings N.V. (NYSE:AER) by 246.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 354,800 shares of the financial services provider’s stock after buying an additional 252,300 shares during the quarter. LSV Asset Management owned about 0.19% of Aercap worth $42,931,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the company. JPMorgan Chase & Co. raised its holdings in Aercap by 25.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after acquiring an additional 575,320 shares during the period. Mawer Investment Management Ltd. boosted its holdings in Aercap by 35.1% during the third quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock valued at $253,337,000 after acquiring an additional 543,465 shares during the period. Norges Bank acquired a new stake in shares of Aercap in the second quarter valued at about $241,392,000. Assenagon Asset Management S.A. increased its stake in shares of Aercap by 40.2% in the third quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock worth $164,735,000 after purchasing an additional 390,475 shares during the period. Finally, Man Group plc lifted its position in shares of Aercap by 39.3% during the 2nd quarter. Man Group plc now owns 1,192,104 shares of the financial services provider’s stock worth $139,476,000 after purchasing an additional 336,231 shares during the last quarter. 96.42% of the stock is owned by institutional investors.

Aercap Stock Up 1.7%

Shares of AER stock opened at $150.33 on Friday. Aercap Holdings N.V. has a one year low of $85.57 and a one year high of $150.93. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.30. The stock has a fifty day moving average price of $143.85 and a 200 day moving average price of $130.61. The stock has a market cap of $28.08 billion, a P/E ratio of 7.04, a price-to-earnings-growth ratio of 1.28 and a beta of 1.05.

Aercap (NYSE:AER) last announced its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $2.07 billion. During the same quarter in the prior year, the company posted $3.31 EPS. The business’s revenue was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Analysts predict 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 paid a dividend of $0.40 per share. 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 yield of 1.1%. The ex-dividend date is Wednesday, February 25th. Aercap’s dividend payout ratio is 5.06%.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Susquehanna raised their price objective on shares of Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research note on Tuesday, November 11th. Truist Financial assumed 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. TD Cowen reissued a “buy” rating on shares of Aercap in a report on Thursday, October 30th. Finally, Morgan Stanley raised their price target on shares of Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Eight analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Aercap presently has a consensus rating of “Moderate Buy” and a consensus target price of $152.13.

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.