AerCap Holdings N.V. (NYSE:AER) Sees Significant Drop in Short Interest

AerCap Holdings N.V. (NYSE:AER) was the target of a large decrease in short interest in October. As of October 15th, there was short interest totaling 2,541,166 shares, a decrease of 35.8% from the September 30th total of 3,956,364 shares. Based on an average daily trading volume, of 1,001,167 shares, the short-interest ratio is currently 2.5 days. Approximately 1.5% of the company’s stock are sold short.

AerCap Stock Up 0.1%

AerCap stock opened at $158.69 on Monday. AerCap has a fifty-two week low of $129.42 and a fifty-two week high of $159.99. The firm has a market capitalization of $26.48 billion, a price-to-earnings ratio of 8.13, a price-to-earnings-growth ratio of 0.56 and a beta of 0.98. The stock’s fifty day moving average is $145.71 and its two-hundred day moving average is $144.60. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.41 and a current ratio of 0.41.

AerCap (NYSE:AER) last announced its earnings results on Wednesday, October 28th. The financial services provider reported $6.56 earnings per share for the quarter, beating the consensus estimate of $4.56 by $2.00. The firm had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.15 billion. AerCap had a net margin of 34.47% and a return on equity of 18.26%. The firm’s revenue for the quarter was up 4.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.97 EPS. Analysts predict that AerCap will post 21.33 EPS for the current fiscal year.

AerCap Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Wednesday, November 11th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Tuesday, November 10th. AerCap’s dividend payout ratio (DPR) is 8.20%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Morgan Stanley set a $175.00 price target on AerCap in a report on Thursday. Truist Financial raised their target price on shares of AerCap from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday. Citigroup raised their target price on shares of AerCap from $178.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday. Weiss Ratings upgraded shares of AerCap from a “buy (a-)” rating to a “buy (a)” rating in a research note on Friday. Finally, Barclays raised their price target on AerCap from $179.00 to $181.00 and gave the company an “overweight” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $181.89.

AerCap News Summary

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Strong Q3 results and raised outlook: AerCap reported third-quarter 2026 net income of $949 million and increased its full-year guidance. Results benefited in part from gains on aircraft sales, indicating robust asset values and effective portfolio monetization. The stronger outlook is the most significant near-term catalyst for AER. AerCap reports third-quarter 2026 net income and raises guidance AerCap Q3 results lean on aircraft sale gains
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $183 to $200 and maintained an overweight rating, while Truist lifted its target from $180 to $185 and retained a buy rating. These actions signal continued confidence in AerCap’s earnings, aircraft demand and valuation, with both firms indicating further potential upside. JPMorgan recommendations Truist price target increase
• Positive Sentiment: New Turkish Airlines leasing contracts: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighters to Turkish Airlines, with deliveries scheduled from March through September 2027. The deals provide future contracted revenue and reinforce demand for AerCap’s cargo aircraft portfolio. AerCap Turkish Airlines lease announcement
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, or $1.60 annualized. While the roughly 1% yield is modest, the payment adds to the investment case and signals confidence in recurring cash generation.
• Neutral Sentiment: Value debate after a rally: A Zacks comparison examines whether AerCap or Westinghouse Air Brake Technologies offers the better value opportunity. AerCap’s low earnings multiple may appear attractive, but the stock’s recent move to a 52-week high could limit immediate upside and increase sensitivity to earnings expectations. AER versus WAB value comparison

Hedge Funds Weigh In On AerCap

Hedge funds and other institutional investors have recently modified their holdings of the company. Groupe la Francaise grew its holdings in AerCap by 221.4% in the 1st quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock worth $25,000 after buying an additional 124 shares in the last quarter. Livelsberger Financial Advisory bought a new stake in AerCap during the 3rd quarter valued at $27,000. Signature Equity Partners LLC raised its stake in AerCap by 68.0% during the 3rd quarter. Signature Equity Partners LLC now owns 210 shares of the financial services provider’s stock valued at $30,000 after acquiring an additional 85 shares in the last quarter. Trust Co. of Vermont acquired a new position in AerCap during the 2nd quarter worth $38,000. Finally, Cedar Mountain Advisors LLC acquired a new position in AerCap during the 1st quarter worth $44,000. 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. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.