Aercap Holdings N.V. (NYSE:AER) Stock Has Average Price Target of $172.56

Shares of Aercap Holdings N.V. (NYSE:AER) have been assigned an average recommendation of “Buy” from the eleven ratings firms that are presently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a hold recommendation, nine have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $172.56.

Several equities analysts have weighed in on the company. TD Cowen raised their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Truist Financial increased their price objective on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Morgan Stanley boosted their target price on Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. Weiss Ratings downgraded Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday, July 30th. Finally, Susquehanna boosted their price objective on shares of Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th.

Aercap Stock Performance

Shares of AER opened at $145.22 on Friday. The company’s fifty day moving average is $147.61 and its 200-day moving average is $143.79. Aercap has a 12 month low of $118.93 and a 12 month high of $158.80. The firm has a market cap of $24.23 billion, a price-to-earnings ratio of 7.15, a price-to-earnings-growth ratio of 0.57 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. The business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. Aercap’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities analysts expect that Aercap will post 18.95 EPS for the current fiscal year.

Aercap Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th were given a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Wednesday, August 12th. Aercap’s dividend payout ratio (DPR) is currently 7.87%.

Institutional Trading of Aercap

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Mawer Investment Management Ltd. grew its stake in shares of Aercap by 56.3% in the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock worth $470,517,000 after acquiring an additional 1,179,241 shares during the last quarter. Donald Smith & CO. Inc. bought a new position in shares of Aercap during the 2nd quarter worth about $424,585,000. JPMorgan Chase & Co. increased its holdings in shares of Aercap by 2.7% during the 4th quarter. JPMorgan Chase & Co. now owns 2,738,772 shares of the financial services provider’s stock worth $393,726,000 after purchasing an additional 71,923 shares during the period. Norges Bank acquired a new position in shares of Aercap during the fourth quarter valued at about $352,172,000. Finally, Geode Capital Management LLC grew its position in Aercap by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 1,617,706 shares of the financial services provider’s stock worth $230,393,000 after buying an additional 53,957 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

About Aercap

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.