Engineers Gate Manager LP Has $12.16 Million Position in Aercap Holdings N.V. $AER

Engineers Gate Manager LP raised its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 64.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,424 shares of the financial services provider’s stock after purchasing an additional 32,830 shares during the quarter. Engineers Gate Manager LP’s holdings in Aercap were worth $12,162,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Arbejdsmarkedets Tillaegspension bought a new stake in Aercap in the 4th quarter valued at $23,935,000. Public Employees Retirement System of Ohio increased its position in Aercap by 29.2% during the first quarter. Public Employees Retirement System of Ohio now owns 92,152 shares of the financial services provider’s stock worth $12,641,000 after acquiring an additional 20,808 shares during the period. Convergence Investment Partners LLC acquired a new stake in Aercap in the 4th quarter worth about $1,520,000. Legal & General Group Plc boosted its holdings in Aercap by 1.0% in the 4th quarter. Legal & General Group Plc now owns 1,156,810 shares of the financial services provider’s stock valued at $166,303,000 after purchasing an additional 11,116 shares during the period. Finally, iA Global Asset Management Inc. acquired a new position in shares of Aercap during the 4th quarter worth approximately $9,462,000. 96.42% of the stock is owned by institutional investors.

Aercap Stock Down 0.3%

AER stock opened at $140.55 on Friday. The firm has a 50-day moving average price of $148.99 and a 200-day moving average price of $144.11. Aercap Holdings N.V. has a 12 month low of $118.93 and a 12 month high of $158.80. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. The stock has a market capitalization of $23.45 billion, a P/E ratio of 6.92, a price-to-earnings-growth ratio of 0.56 and a beta of 0.93.

Aercap (NYSE:AER) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $1.00. The company had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The firm’s revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, equities research analysts anticipate that Aercap Holdings N.V. will post 18.95 EPS for the current fiscal year.

Aercap Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th were given a dividend of $0.40 per share. The ex-dividend date was Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s payout ratio is currently 7.87%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on AER. Morgan Stanley boosted their price target on Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Susquehanna raised their price target on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $190.00 price objective on shares of Aercap in a research note on Thursday, July 30th. Weiss Ratings downgraded shares of Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday, July 30th. Finally, Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $172.56.

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. The company provides aircraft, engine and helicopter leasing services to airlines and other aviation customers worldwide.

AerCap’s business includes operating leases, finance leases, aircraft sales, asset management and fleet transition services. Its portfolio is centered on commercial passenger aircraft and also includes freighter aircraft, aircraft engines and helicopters.