Aercap Holdings N.V. $AER Shares Acquired by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP boosted its stake in Aercap Holdings N.V. (NYSE:AER) by 45,615.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,510,491 shares of the financial services provider’s stock after buying an additional 3,502,812 shares during the quarter. Aercap makes up about 14.4% of Mizuho Markets Cayman LP’s investment portfolio, making the stock its 2nd largest position. Mizuho Markets Cayman LP owned 1.88% of Aercap worth $424,769,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of AER. Savant Capital LLC raised its stake in Aercap by 2.4% during the third quarter. Savant Capital LLC now owns 3,417 shares of the financial services provider’s stock worth $413,000 after acquiring an additional 80 shares in the last quarter. Kathmere Capital Management LLC lifted its holdings in shares of Aercap by 3.9% during the third quarter. Kathmere Capital Management LLC now owns 2,246 shares of the financial services provider’s stock valued at $272,000 after acquiring an additional 85 shares during the period. Huntington National Bank boosted its stake in shares of Aercap by 11.7% in the 3rd quarter. Huntington National Bank now owns 895 shares of the financial services provider’s stock valued at $108,000 after purchasing an additional 94 shares in the last quarter. Geneos Wealth Management Inc. grew 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 worth $46,000 after purchasing an additional 94 shares during the last quarter. Finally, Epiq Partners LLC grew its holdings in shares of Aercap by 0.4% in the 3rd quarter. Epiq Partners LLC now owns 23,108 shares of the financial services provider’s stock worth $2,796,000 after purchasing an additional 98 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AER has been the subject of several analyst reports. TD Cowen reissued a “buy” rating on shares of Aercap in a report on Monday. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the company a “buy” rating in a research note on Tuesday, February 10th. Morgan Stanley boosted their target price on Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a report on Monday, March 2nd. Finally, Truist Financial started coverage on Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target on the stock. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $153.38.

Aercap Stock Up 1.6%

Shares of NYSE:AER opened at $135.14 on Tuesday. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm has a market cap of $22.55 billion, a P/E ratio of 6.33, a P/E/G ratio of 1.17 and a beta of 1.01. Aercap Holdings N.V. has a 12 month low of $85.57 and a 12 month high of $154.94. The company’s 50-day moving average price is $144.78 and its two-hundred day moving average price is $135.49.

Aercap (NYSE:AER) last announced its earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, topping 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 the consensus estimate of $2.07 billion. During the same period in the previous year, the firm posted $3.31 earnings per share. The company’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. As a group, research analysts forecast that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be given a $0.40 dividend. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 annualized dividend and a yield of 1.2%. Aercap’s dividend payout ratio is presently 7.50%.

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.