Raiffeisen Bank International AG Reduces Stock Holdings in Aercap Holdings N.V. $AER

Raiffeisen Bank International AG lowered its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 36.9% during the second quarter, Holdings Channel reports. The firm owned 17,776 shares of the financial services provider’s stock after selling 10,385 shares during the period. Raiffeisen Bank International AG’s holdings in Aercap were worth $2,623,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Concurrent Investment Advisors LLC grew its position in shares of Aercap by 12.0% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 4,620 shares of the financial services provider’s stock valued at $673,000 after buying an additional 495 shares during the last quarter. Coppell Advisory Solutions LLC lifted its position in Aercap by 441.2% in the second quarter. Coppell Advisory Solutions LLC now owns 23,679 shares of the financial services provider’s stock valued at $3,452,000 after acquiring an additional 19,304 shares during the last quarter. Legacy Financial Advisors Inc. lifted its position in Aercap by 4.5% in the second quarter. Legacy Financial Advisors Inc. now owns 5,649 shares of the financial services provider’s stock valued at $824,000 after acquiring an additional 245 shares during the last quarter. Public Employees Retirement System of Ohio acquired a new position in Aercap in the second quarter valued at $13,463,000. Finally, C M Bidwell & Associates Ltd. purchased a new position in shares of Aercap during the second quarter worth about $284,000. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

Shares of AER stock opened at $145.42 on Friday. The stock’s 50-day moving average price is $149.24 and its 200 day moving average price is $144.43. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The stock has a market capitalization of $24.27 billion, a PE ratio of 7.16, a price-to-earnings-growth ratio of 0.58 and a beta of 0.93. Aercap Holdings N.V. has a 52-week low of $118.93 and a 52-week high of $158.80.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The company had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same period last year, the firm earned $2.83 EPS. The firm’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 research analysts forecast that Aercap Holdings N.V. will post 18.95 EPS for the current year.

Aercap Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th were paid 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 was Wednesday, August 12th. Aercap’s dividend payout ratio is 7.87%.

Wall Street Analyst Weigh In

AER has been the subject of a number of research analyst reports. TD Cowen upped their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Susquehanna increased their price objective on Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a report on Tuesday, July 7th. Truist Financial lifted their target price on shares of Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Zacks Research upgraded shares of Aercap from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Finally, Weiss Ratings cut shares of Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $172.56.

Aercap Company 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.