Principal Financial Group Inc. Has $2.03 Million Holdings in Aercap Holdings N.V. $AER

Principal Financial Group Inc. reduced its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 29.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,789 shares of the financial services provider’s stock after selling 6,076 shares during the quarter. Principal Financial Group Inc.’s holdings in Aercap were worth $2,029,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in AER. State Street Corp increased its stake in shares of Aercap by 3.7% during the fourth quarter. State Street Corp now owns 5,112,626 shares of the financial services provider’s stock worth $735,003,000 after purchasing an additional 184,425 shares during the period. Mawer Investment Management Ltd. boosted its stake in Aercap by 56.3% in the 4th quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after purchasing an additional 1,179,241 shares during the period. Ninety One UK Ltd grew its holdings in Aercap by 1.1% in the 4th quarter. Ninety One UK Ltd now owns 2,804,003 shares of the financial services provider’s stock valued at $403,103,000 after buying an additional 31,794 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Aercap by 2.7% in the 4th quarter. JPMorgan Chase & Co. now owns 2,738,772 shares of the financial services provider’s stock valued at $393,726,000 after buying an additional 71,923 shares in the last quarter. Finally, WGI DM LLC increased its position in Aercap by 1.2% during the 4th quarter. WGI DM LLC now owns 2,586,515 shares of the financial services provider’s stock worth $371,837,000 after buying an additional 30,703 shares during the period. Institutional investors own 96.42% of the company’s stock.

Aercap Price Performance

Shares of AER opened at $152.96 on Friday. The firm has a market cap of $25.53 billion, a PE ratio of 7.53, a price-to-earnings-growth ratio of 1.07 and a beta of 0.94. Aercap Holdings N.V. has a 52-week low of $105.65 and a 52-week high of $156.33. The business’s 50 day moving average price is $144.84 and its two-hundred day moving average price is $143.48. The company has a debt-to-equity ratio of 2.34, a quick ratio of 0.24 and a current ratio of 0.24.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. Aercap had a return on equity of 17.62% and a net margin of 37.85%.The business 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 company posted $2.83 EPS. The firm’s 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. On average, equities analysts anticipate that Aercap Holdings N.V. will post 16.8 EPS for the current year.

Aercap announced that its Board of Directors has approved a stock repurchase program on Wednesday, April 29th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the financial services provider to purchase up to 4.3% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Aercap Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th will be paid a dividend of $0.40 per share. The ex-dividend date is Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a yield of 1.0%. Aercap’s payout ratio is 7.87%.

Aercap News Roundup

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q2 earnings beat estimates: AerCap reported adjusted earnings of $5.14 per share, exceeding the $4.14 consensus estimate, while revenue rose 14.9% year over year to $2.22 billion, above expectations of $2.10 billion. Adjusted net income was $811 million. AerCap Q2 2026 Results
• Positive Sentiment: Strong operating demand: Industry coverage pointed to continued demand for aircraft, a supportive backdrop for AerCap’s leasing activity and asset values. The earnings surprise helped push the stock to a new one-year high. Continued Demand Drives AerCap Figures
• Positive Sentiment: Higher analyst targets: Truist raised its price target from $175 to $180 and maintained a “buy” rating. Morgan Stanley lifted its target from $155 to $165, although it retained an “equal weight” rating.
• Positive Sentiment: Dividend announced: AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12, providing continued shareholder returns. AerCap Interim Financial Report
• Negative Sentiment: Guidance remains a watch point: AerCap set fiscal 2026 EPS guidance at $16.80, below the roughly $17.20–$17.39 analyst expectation, which could limit further gains despite the quarterly beat.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. TD Cowen raised 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, July 16th. Barclays boosted their price objective on shares of Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. JPMorgan Chase & Co. increased their target price on shares of Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Weiss Ratings raised shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Wednesday, July 8th. Finally, Zacks Research upgraded shares of Aercap from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Aercap has an average rating of “Buy” and an average price target of $172.56.

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.