Aercap (NYSE:AER) Price Target Raised to $165.00

Aercap (NYSE:AER) had its price target hoisted by Morgan Stanley from $155.00 to $165.00 in a research report sent to investors on Thursday morning, MarketBeat Ratings reports. The firm currently has an equal weight rating on the financial services provider’s stock.

A number of other equities analysts also recently weighed in on the company. Weiss Ratings upgraded Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, July 8th. Barclays raised their price target on shares of Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $190.00 price objective on shares of Aercap in a research report on Thursday. 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 research report on Thursday, April 30th. Finally, Susquehanna increased their target price on shares of Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $172.56.

Aercap Stock Performance

Shares of Aercap stock opened at $150.89 on Thursday. Aercap has a 12 month low of $105.65 and a 12 month high of $156.33. The company has a quick ratio of 0.24, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The stock has a market cap of $25.18 billion, a PE ratio of 7.43, a price-to-earnings-growth ratio of 1.08 and a beta of 0.94. The business has a fifty day simple moving average of $145.08 and a 200-day simple moving average of $143.53.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, beating the consensus estimate of $4.14 by $1.00. The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%.Aercap’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm earned $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, sell-side analysts anticipate that Aercap will post 18.75 EPS for the current fiscal year.

Aercap Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, August 12th. Aercap’s payout ratio is currently 7.87%.

Aercap announced that its Board of Directors has initiated a stock buyback plan on Wednesday, April 29th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the financial services provider to repurchase up to 4.3% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board of directors believes its shares are undervalued.

Hedge Funds Weigh In On Aercap

Hedge funds have recently added to or reduced their stakes in the company. Groupe la Francaise lifted its stake in Aercap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 124 shares during the last quarter. Harbor Capital Advisors Inc. bought a new stake in Aercap in the fourth quarter worth approximately $27,000. Greenline Wealth Management LLC acquired a new position in shares of Aercap during the 4th quarter worth $30,000. Advisory Services Network LLC acquired a new position in shares of Aercap during the 3rd quarter worth $35,000. Finally, Cedar Mountain Advisors LLC bought a new position in shares of Aercap during the 1st quarter valued at $44,000. Institutional investors and hedge funds own 96.42% of the company’s stock.

Trending Headlines about Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Strong Q2 results supported the stock. AerCap reported adjusted earnings of $5.14 per share, well above the $4.14 analyst consensus, while revenue of $2.22 billion exceeded expectations of $2.10 billion and increased 14.9% year over year. Management maintained fiscal 2026 earnings guidance of $16.80 per share. AerCap Holdings N.V. Q2 2026 Earnings Call Summary
• Positive Sentiment: Aircraft demand remains favorable. Continued demand for aircraft helped drive AerCap’s quarterly performance, reinforcing the outlook for leasing activity and earnings. Continued Demand Drives AerCap Figures
• Positive Sentiment: Analysts raised their valuation targets. Truist increased its target from $175 to $180 and maintained a “buy” rating. Morgan Stanley raised its target from $155 to $165, though it retained an “equal weight” rating, signaling more limited conviction. Analyst Price Target Updates
• Positive Sentiment: Positive investor signals continued. AER was added to Zacks’ Rank #1 “Strong Buy” value-stock list, and AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12. Best Value Stocks to Buy for July 31st
• Neutral Sentiment: Valuation expectations are mixed. Morgan Stanley’s “equal weight” rating indicates that, despite the higher target, the firm views much of the recent upside as reflected in the stock price.

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.