AerCap (NYSE:AER) Sets New 52-Week High After Better-Than-Expected Earnings

Shares of AerCap Holdings N.V. (NYSE:AER) reached a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The company traded as high as $158.85 and last traded at $158.1410, with a volume of 848,274 shares changing hands. The stock had previously closed at $150.05.

The financial services provider reported $6.56 earnings per share for the quarter, beating analysts’ consensus estimates of $4.56 by $2.00. The firm had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.15 billion. AerCap had a net margin of 34.47% and a return on equity of 18.33%. AerCap’s revenue was up 4.6% compared to the same quarter last year. During the same period in the previous year, the company posted $4.97 earnings per share.

AerCap Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Wednesday, November 11th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Tuesday, November 10th. AerCap’s dividend payout ratio (DPR) is currently 8.20%.

More AerCap News

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Strong Q3 results and raised outlook: AerCap reported third-quarter 2026 net income of $949 million and increased its full-year guidance. Results benefited in part from gains on aircraft sales, indicating robust asset values and effective portfolio monetization. The stronger outlook is the most significant near-term catalyst for AER. AerCap reports third-quarter 2026 net income and raises guidance AerCap Q3 results lean on aircraft sale gains
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $183 to $200 and maintained an overweight rating, while Truist lifted its target from $180 to $185 and retained a buy rating. These actions signal continued confidence in AerCap’s earnings, aircraft demand and valuation, with both firms indicating further potential upside. JPMorgan recommendations Truist price target increase
• Positive Sentiment: New Turkish Airlines leasing contracts: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighters to Turkish Airlines, with deliveries scheduled from March through September 2027. The deals provide future contracted revenue and reinforce demand for AerCap’s cargo aircraft portfolio. AerCap Turkish Airlines lease announcement
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, or $1.60 annualized. While the roughly 1% yield is modest, the payment adds to the investment case and signals confidence in recurring cash generation.
• Neutral Sentiment: Value debate after a rally: A Zacks comparison examines whether AerCap or Westinghouse Air Brake Technologies offers the better value opportunity. AerCap’s low earnings multiple may appear attractive, but the stock’s recent move to a 52-week high could limit immediate upside and increase sensitivity to earnings expectations. AER versus WAB value comparison

Analysts Set New Price Targets

Several equities research analysts recently commented on AER shares. TD Cowen lifted their price objective on AerCap from $185.00 to $195.00 and gave the stock a “buy” rating in a report on Thursday. Citigroup raised their price target on shares of AerCap from $178.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. boosted their price objective on shares of AerCap from $183.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday. Susquehanna increased their price objective on shares of AerCap from $170.00 to $176.00 and gave the company a “positive” rating in a research report on Tuesday, July 7th. Finally, Weiss Ratings raised shares of AerCap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, AerCap presently has an average rating of “Moderate Buy” and an average target price of $181.89.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Groupe la Francaise boosted its holdings in shares of AerCap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 124 shares during the period. Livelsberger Financial Advisory purchased a new position in AerCap during the 3rd quarter worth $27,000. Signature Equity Partners LLC grew its position in AerCap by 68.0% during the 3rd quarter. Signature Equity Partners LLC now owns 210 shares of the financial services provider’s stock worth $30,000 after purchasing an additional 85 shares during the last quarter. Trust Co. of Vermont purchased a new stake in shares of AerCap in the second quarter worth about $38,000. Finally, Cedar Mountain Advisors LLC acquired a new stake in AerCap in the 1st quarter worth about $44,000. Institutional investors own 96.42% of the company’s stock.

AerCap Stock Down 0.6%

The business has a fifty day moving average of $145.47 and a 200 day moving average of $144.53. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The stock has a market capitalization of $26.48 billion, a price-to-earnings ratio of 8.13, a PEG ratio of 0.57 and a beta of 0.98.

AerCap Company Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.