72,238 Shares in Aercap Holdings N.V. $AER Bought by Thornburg Investment Management Inc.

Thornburg Investment Management Inc. acquired a new stake in Aercap Holdings N.V. (NYSE:AER) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 72,238 shares of the financial services provider’s stock, valued at approximately $8,741,000.

A number of other large investors have also recently made changes to their positions in AER. Mather Group LLC. purchased a new stake in Aercap in the third quarter valued at approximately $26,000. Geneos Wealth Management Inc. increased its holdings in shares of Aercap by 26.6% in the 1st 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. Toth Financial Advisory Corp increased its stake in Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after purchasing an additional 200 shares during the period. JFS Wealth Advisors LLC acquired a new position in Aercap in the third quarter valued at $67,000. Finally, Farther Finance Advisors LLC raised its holdings in shares of Aercap by 22.7% in the third quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock valued at $84,000 after buying an additional 128 shares during the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Stock Performance

AER opened at $150.28 on Thursday. The stock’s 50 day simple moving average is $145.52 and its 200 day simple moving average is $133.09. 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 stock has a market cap of $25.08 billion, a P/E ratio of 7.04, a P/E/G ratio of 1.29 and a beta of 1.05. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year 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, beating analysts’ consensus estimates of $3.31 by $0.64. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The business had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. During the same quarter last year, the business posted $3.31 earnings per share. The business’s revenue for the quarter was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities analysts anticipate that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders 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. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio is 5.06%.

Analysts Set New Price Targets

Several research analysts have weighed in on AER shares. Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the company a “buy” rating in a research note on Tuesday, February 10th. TD Cowen reaffirmed a “buy” rating on shares of Aercap in a report on Thursday, October 30th. Morgan Stanley lifted their price objective on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. Finally, Truist Financial initiated coverage on shares of Aercap in a research note on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target on the stock. Eight investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Aercap currently has an average rating of “Moderate Buy” and a consensus price target of $152.13.

Aercap 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.