Lombard Odier Asset Management USA Corp Grows Stock Holdings in Aercap Holdings N.V. $AER

Lombard Odier Asset Management USA Corp lifted its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 50.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,717 shares of the financial services provider’s stock after purchasing an additional 8,003 shares during the period. Lombard Odier Asset Management USA Corp’s holdings in Aercap were worth $2,870,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Mizuho Markets Cayman LP lifted its position in Aercap by 45,615.5% during the third quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after buying an additional 3,502,812 shares in the last quarter. Norges Bank purchased a new stake in Aercap in the 2nd quarter valued at $241,392,000. High Ground Investment Management LLP purchased a new stake in Aercap in the 3rd quarter valued at $90,571,000. JPMorgan Chase & Co. grew its holdings in Aercap by 25.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock valued at $336,243,000 after buying an additional 575,320 shares in the last quarter. Finally, Mawer Investment Management Ltd. increased its stake in shares of Aercap by 35.1% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock worth $253,337,000 after acquiring an additional 543,465 shares during the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Aercap Stock Performance

Shares of AER stock opened at $135.14 on Tuesday. The firm has a 50 day moving average of $144.78 and a two-hundred day moving average of $135.49. The stock has a market capitalization of $22.55 billion, a PE ratio of 6.33, a P/E/G ratio of 1.17 and a beta of 1.01. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. Aercap Holdings N.V. has a 52 week low of $85.57 and a 52 week high of $154.94.

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

Aercap Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be issued a dividend of $0.40 per share. This is a positive change from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 annualized dividend and a yield of 1.2%. Aercap’s dividend payout ratio (DPR) is currently 7.50%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Morgan Stanley lifted their price target on Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on shares of Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. TD Cowen reaffirmed a “buy” rating on shares of Aercap in a research note on Monday. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Finally, Zacks Research cut shares of Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Eight investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $153.38.

Aercap Profile

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.