Aercap Holdings N.V. $AER Holdings Cut by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd lowered its stake in Aercap Holdings N.V. (NYSE:AER) by 4.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 68,442 shares of the financial services provider’s stock after selling 3,537 shares during the quarter. Ninety One SA Pty Ltd’s holdings in Aercap were worth $9,849,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Ninety One North America Inc. grew its position in Aercap by 17.1% during the third quarter. Ninety One North America Inc. now owns 30,137 shares of the financial services provider’s stock valued at $4,325,000 after buying an additional 4,411 shares during the period. ZWJ Investment Counsel Inc. bought a new stake in Aercap during the third quarter valued at about $247,000. Mather Group LLC. raised its stake in Aercap by 75.0% during the 3rd quarter. Mather Group LLC. now owns 392 shares of the financial services provider’s stock valued at $56,000 after purchasing an additional 168 shares during the period. Fortitude Family Office LLC lifted its holdings in shares of Aercap by 318.7% in the third quarter. Fortitude Family Office LLC now owns 1,118 shares of the financial services provider’s stock worth $160,000 after buying an additional 851 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. lifted its stake in Aercap by 6.0% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 1,787 shares of the financial services provider’s stock worth $256,000 after purchasing an additional 101 shares in the last quarter. 96.42% of the stock is currently owned by institutional investors.

Aercap Stock Up 0.4%

NYSE AER traded up $0.63 on Thursday, hitting $144.92. The stock had a trading volume of 316,230 shares, compared to its average volume of 1,228,457. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. Aercap Holdings N.V. has a 52-week low of $118.96 and a 52-week high of $158.80. The stock has a market cap of $24.18 billion, a price-to-earnings ratio of 7.12, a price-to-earnings-growth ratio of 0.57 and a beta of 0.98. The business’s fifty day moving average price is $145.77 and its 200 day moving average price is $144.67.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, topping the consensus estimate of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.10 billion. During the same period in the previous year, the firm posted $2.83 earnings per share. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities research analysts anticipate that Aercap Holdings N.V. will post 19.26 earnings per share for the current year.

Aercap Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio (DPR) is presently 7.87%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on AER shares. Weiss Ratings upgraded Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, October 8th. Barclays upped their target price 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 increased their target price on Aercap from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Monday. Truist Financial set a $180.00 target price on Aercap in a research report on Monday, October 5th. Finally, Citigroup boosted their target price on shares of Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $173.11.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.