Aercap Holdings N.V. $AER Position Boosted by Steamboat Capital Partners LLC

Steamboat Capital Partners LLC grew its holdings in Aercap Holdings N.V. (NYSE:AER) by 62.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 122,485 shares of the financial services provider’s stock after purchasing an additional 47,129 shares during the period. Aercap comprises 3.8% of Steamboat Capital Partners LLC’s portfolio, making the stock its 5th largest holding. Steamboat Capital Partners LLC owned about 0.07% of Aercap worth $17,856,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in AER. California State Teachers Retirement System grew its position in Aercap by 14,175.3% during the second quarter. California State Teachers Retirement System now owns 31,865,613 shares of the financial services provider’s stock valued at $4,645,369,000 after purchasing an additional 31,642,391 shares in the last quarter. Nilsine Partners LLC increased its stake in Aercap by 7.5% in the 2nd quarter. Nilsine Partners LLC now owns 2,039 shares of the financial services provider’s stock valued at $297,000 after buying an additional 142 shares during the period. Saudi Central Bank lifted its position in Aercap by 113.6% in the 2nd quarter. Saudi Central Bank now owns 133,910 shares of the financial services provider’s stock worth $19,521,000 after buying an additional 71,218 shares in the last quarter. MOR Wealth Management LLC purchased a new stake in Aercap in the 2nd quarter worth approximately $606,000. Finally, Plan A Wealth LLC boosted its stake in shares of Aercap by 14.2% during the 2nd quarter. Plan A Wealth LLC now owns 1,855 shares of the financial services provider’s stock valued at $270,000 after buying an additional 231 shares during the period. 96.42% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on AER shares. Morgan Stanley boosted their price target on shares of Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a report on Thursday, July 30th. Barclays increased their price objective on Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Weiss Ratings cut Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Thursday, July 30th. TD Cowen boosted their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Finally, Susquehanna upped their target price on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Aercap currently has an average rating of “Buy” and an average price target of $172.56.

Aercap Stock Performance

AER stock opened at $143.51 on Wednesday. The firm has a 50 day moving average of $149.15 and a two-hundred day moving average of $144.26. Aercap Holdings N.V. has a 12 month low of $118.93 and a 12 month high of $158.80. The company has a market capitalization of $23.95 billion, a price-to-earnings ratio of 7.06, a P/E/G ratio of 0.58 and a beta of 0.93. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32.

Aercap (NYSE:AER) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $2.10 billion. During the same quarter last year, the firm earned $2.83 EPS. Aercap’s revenue for the quarter was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, equities analysts anticipate that Aercap Holdings N.V. will post 18.95 EPS for the current fiscal year.

Aercap Dividend Announcement

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

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.