Aercap (NYSE:AER) Releases FY 2026 Earnings Guidance

Aercap (NYSE:AER) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 16.800-16.800 for the period, compared to the consensus estimate of 17.200. The company issued revenue guidance of -.

Aercap Stock Performance

Shares of NYSE AER opened at $152.96 on Friday. The company has a market cap of $25.53 billion, a PE ratio of 7.53, a PEG 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. Aercap has a 52-week low of $105.65 and a 52-week high of $156.33. The firm’s 50-day moving average price is $144.84 and its 200-day moving average price is $143.48.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.62%. The company had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.10 billion. During the same period in the previous year, the business posted $2.83 earnings per share. The firm’s quarterly revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, analysts anticipate that Aercap will post 16.8 EPS for the current year.

Aercap Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, August 12th. Aercap’s dividend payout ratio (DPR) is currently 7.87%.

Aercap announced that its board has initiated a stock buyback plan on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the financial services provider to buy up to 4.3% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $190.00 price objective on shares of Aercap in a research note on Thursday. JPMorgan Chase & Co. lifted their price target on shares of Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Truist Financial upped their price target on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday. Weiss Ratings upgraded shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Wednesday, July 8th. Finally, Morgan Stanley lifted their target price on shares of Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $172.56.

Institutional Investors Weigh In On Aercap

A number of hedge funds have recently made changes to their positions in the company. Greenline Wealth Management LLC purchased a new position in Aercap during the 4th quarter valued at approximately $30,000. Advisory Services Network LLC purchased a new stake in shares of Aercap during the 3rd quarter worth approximately $35,000. Geneos Wealth Management Inc. boosted its position in shares of Aercap by 26.6% during 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 last quarter. FIL Ltd purchased a new position in shares of Aercap in the fourth quarter valued at $63,000. Finally, Garton & Associates Financial Advisors LLC purchased a new position in shares of Aercap in the fourth quarter valued at $72,000. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

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.