Aercap (NYSE:AER) Price Target Raised to $180.00

Aercap (NYSE:AER) had its price objective upped by analysts at Truist Financial from $175.00 to $180.00 in a report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the financial services provider’s stock. Truist Financial’s price target would suggest a potential upside of 18.23% from the company’s current price.

Other analysts have also recently issued research reports about the company. Citigroup reiterated a “buy” rating on shares of Aercap in a research report on Thursday. Barclays boosted their price target on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. TD Cowen upped their price target on shares of Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $190.00 price objective on shares of Aercap in a research note on Thursday. Finally, Morgan Stanley dropped their price objective on shares of Aercap from $160.00 to $155.00 and set an “equal weight” rating on the stock in a report on Thursday, April 30th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $170.89.

Aercap Stock Performance

AER traded up $3.62 during mid-day trading on Thursday, reaching $152.25. 329,757 shares of the company traded hands, compared to its average volume of 1,279,482. The stock has a market capitalization of $25.41 billion, a P/E ratio of 6.68, a P/E/G ratio of 1.07 and a beta of 0.94. The company has a quick ratio of 0.24, a current ratio of 0.24 and a debt-to-equity ratio of 2.34. The company’s fifty day moving average price is $144.57 and its 200-day moving average price is $143.42. Aercap has a 52-week low of $105.65 and a 52-week high of $156.33.

Aercap (NYSE:AER) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. The firm had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a return on equity of 16.01% and a net margin of 45.22%.The company’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period last year, the business posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, sell-side analysts expect that Aercap will post 17.39 EPS for the current year.

Aercap declared that its board has authorized a stock buyback plan on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to repurchase up to 4.3% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s board believes its shares are undervalued.

Institutional Trading of Aercap

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank purchased a new position in shares of Aercap during the 4th quarter valued at about $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in Aercap in the 4th quarter worth approximately $282,665,000. L1 Capital International Pty Ltd raised its stake in Aercap by 344.2% during the 4th quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock worth $219,587,000 after acquiring an additional 1,183,616 shares during the period. Mawer Investment Management Ltd. raised its stake in Aercap by 56.3% during the 4th quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock worth $470,517,000 after acquiring an additional 1,179,241 shares during the period. Finally, Alyeska Investment Group L.P. lifted its holdings in Aercap by 642.7% during the third quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock valued at $134,498,000 after purchasing an additional 961,890 shares in the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Key Stories Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Strong Q2 earnings beat: AerCap reported adjusted net income of $811 million, or $5.14 per share, versus analyst expectations of approximately $4.14. Revenue rose 14.9% year over year to $2.22 billion, exceeding the $2.10 billion consensus estimate. AerCap Q2 2026 results
• Positive Sentiment: Continued aircraft demand supported results: Industry demand and favorable leasing conditions helped drive AerCap’s quarterly performance, reinforcing the outlook for its aircraft-leasing business. Continued Demand Drives AerCap Figures
• Positive Sentiment: New 52-week high after the earnings release: AER reached $156.33 during Wednesday’s session as investors initially responded favorably to the earnings beat. AerCap reaches new one-year high
• Neutral Sentiment: Dividend maintained: AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12, representing an annualized yield of roughly 1.1%.
• Negative Sentiment: Guidance may have disappointed investors: AerCap set 2026 EPS guidance at $16.80, below the approximately $17.20 analyst consensus. Although management raised its outlook, the lower-than-expected forecast may be prompting profit-taking after the recent rally. AerCap tops Q2 estimates

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.