Illinois Municipal Retirement Fund Lowers Stock Holdings in Aercap Holdings N.V. $AER

Illinois Municipal Retirement Fund cut its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 6.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 77,891 shares of the financial services provider’s stock after selling 5,292 shares during the period. Illinois Municipal Retirement Fund’s holdings in Aercap were worth $9,425,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Mather Group LLC. acquired a new position in shares of Aercap in the third quarter valued at approximately $26,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Aercap during the second quarter worth $43,000. Geneos Wealth Management Inc. grew its position in Aercap by 26.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares during the last quarter. Whittier Trust Co. acquired a new position in Aercap in the 2nd quarter valued at $53,000. Finally, Toth Financial Advisory Corp increased its stake in Aercap by 66.7% in the 3rd quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after buying an additional 200 shares during the period. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap News Roundup

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q4 outperformance and analyst upgrade — AerCap reported much stronger-than-expected quarterly results and high reported EPS, and at least one analyst note highlighted the company’s ability to recycle asset-sale proceeds into aggressive buybacks, supporting higher EPS per share going forward. This was cited as a reason for an earlier rally in the stock. AerCap: Turning Used Aircraft Into A Strong Buyback Machine (Rating Upgrade)
• Positive Sentiment: Record 2025 results, dividend and buyback boost — AerCap posted record 2025 earnings and announced increases to its dividend and buyback programs, which is supportive for shareholder value and helps explain investor enthusiasm. Management also guided 2026 adjusted EPS in a range that, combined with continued asset sales, could lift reported EPS further. AerCap Posts Record 2025 Earnings, Boosts Dividend and Buybacks
• Neutral Sentiment: Non‑binding Frontier fleet optimization deal — AerCap and Frontier announced a non-binding agreement covering the early return of 24 A320neo aircraft and up to 10 future sale‑leaseback transactions. The agreement could generate near-term asset repositioning and optional sale-leaseback economics, but terms remain non-binding and outcomes depend on final deals. Frontier Announces Fleet Optimization Transaction with AerCap
• Neutral Sentiment: Regulatory filing completed — AerCap filed its annual Form 20-F with audited 2025 financials, a routine SEC filing that completes the company’s reporting obligations for the year and reduces regulatory uncertainty. AerCap Holdings N.V. Announces 20-F Filing
• Negative Sentiment: Frontier trimming fleet / early lease terminations — Multiple outlets report Frontier is trimming its fleet, returning and deferring dozens of A320neo-family jets and terminating some leases early. Early returns and order deferrals can create short-term excess inventory for lessors, re‑marketing costs and timing risk on sales versus leasing — a headwind for AerCap until aircraft are redeployed or sold. Frontier Airlines Trims Fleet Through Lease Terminations, Order Deferrals Frontier to return and defer dozens of A320neo-family jets Frontier to return 24 A320neo in 2Q26, defers deliveries Frontier plans early exit for 24 A320neos

Aercap Stock Performance

NYSE:AER opened at $147.64 on Friday. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.30. The firm has a market cap of $27.58 billion, a PE ratio of 6.92, a P/E/G ratio of 1.29 and a beta of 1.05. The firm has a 50 day simple moving average of $143.64 and a 200-day simple moving average of $130.35. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $149.84.

Aercap (NYSE:AER) last announced its earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.64. The firm had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. Aercap’s revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the business earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, equities analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be given a $0.40 dividend. This is an increase from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, February 25th. Aercap’s dividend payout ratio (DPR) is presently 5.06%.

Wall Street Analyst Weigh In

AER has been the subject of several recent analyst reports. TD Cowen restated a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on shares of Aercap and gave the company a “buy” rating in a research report on Tuesday. Susquehanna boosted their target price on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Bank of America increased their target price on Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. Finally, Truist Financial initiated coverage on Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price target for the company. Eight investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $152.13.

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.