Aercap Holdings N.V. $AER Stock Acquired by Ninety One North America Inc.

Ninety One North America Inc. boosted its holdings in Aercap Holdings N.V. (NYSE:AER) by 17.1% in the 3rd quarter, Holdings Channel reports. The firm owned 30,137 shares of the financial services provider’s stock after purchasing an additional 4,411 shares during the period. Ninety One North America Inc.’s holdings in Aercap were worth $4,325,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Williams & Novak LLC increased its position in Aercap by 4.6% in the 2nd quarter. Williams & Novak LLC now owns 1,531 shares of the financial services provider’s stock valued at $223,000 after acquiring an additional 68 shares during the period. Parallel Advisors LLC lifted its position in Aercap by 7.1% during the 1st quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock worth $152,000 after acquiring an additional 74 shares during the period. Contravisory Investment Management Inc. grew its position in Aercap by 4.2% in the 2nd quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock valued at $287,000 after buying an additional 79 shares during the last quarter. B. Riley Wealth Advisors Inc. increased its stake in Aercap by 6.0% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 1,787 shares of the financial services provider’s stock valued at $256,000 after buying an additional 101 shares during the period. Finally, Versant Capital Management Inc raised its position in Aercap by 3.5% during the 3rd quarter. Versant Capital Management Inc now owns 3,585 shares of the financial services provider’s stock worth $515,000 after buying an additional 120 shares during the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Barclays raised their target price on shares of Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Susquehanna increased their target price on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th. TD Cowen raised their price target on Aercap from $180.00 to $185.00 and gave the company a “buy” rating in a report on Monday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 target price on shares of Aercap in a research report on Thursday, July 30th. Finally, Citigroup boosted their target price on Aercap from $173.00 to $178.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $173.11.

Aercap Price Performance

Aercap stock traded up $0.46 during mid-day trading on Thursday, hitting $144.75. 316,230 shares of the company were exchanged, compared to its average volume of 1,228,457. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The business’s 50 day simple moving average is $145.77 and its two-hundred day simple moving average is $144.67. The company has a market capitalization of $24.16 billion, a P/E ratio of 7.13, a PEG ratio of 0.57 and a beta of 0.98. Aercap Holdings N.V. has a 12-month low of $118.96 and a 12-month high of $158.80.

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, 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 in the previous year, the firm posted $2.83 earnings per share. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Analysts forecast that Aercap Holdings N.V. will post 19.26 earnings per share for the current fiscal year.

Aercap Dividend Announcement

The business 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. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Wednesday, August 12th. Aercap’s dividend payout ratio (DPR) is currently 7.87%.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.