JPMorgan Chase & Co. Raises Aercap (NYSE:AER) Price Target to $155.00

Aercap (NYSE:AER) had its price objective upped by investment analysts at JPMorgan Chase & Co. from $150.00 to $155.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 8.81% from the stock’s previous close.

AER has been the subject of several other reports. TD Cowen upped their target price on Aercap from $170.00 to $175.00 and gave the company a “buy” rating in a report on Thursday. Barclays lifted their price target on Aercap from $162.00 to $164.00 and gave the stock an “overweight” rating in a report on Thursday. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Monday, April 20th. Susquehanna lifted their target price on shares of Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the company a “buy” rating in a report on Tuesday, February 10th. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Aercap has an average rating of “Moderate Buy” and a consensus target price of $163.13.

Aercap Price Performance

AER stock traded up $4.34 during mid-day trading on Thursday, reaching $142.45. The company’s stock had a trading volume of 1,434,295 shares, compared to its average volume of 1,321,715. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. The company’s 50 day moving average is $141.32 and its two-hundred day moving average is $139.27. Aercap has a fifty-two week low of $105.27 and a fifty-two week high of $154.94. The stock has a market cap of $23.77 billion, a PE ratio of 6.68, a P/E/G ratio of 1.22 and a beta of 0.99.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share for the quarter, topping the consensus estimate of $3.59 by $1.80. The business had revenue of $2.30 billion for the quarter, compared to analysts’ expectations of $2.04 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The business’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.68 EPS. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Equities research analysts expect that Aercap will post 15.4 EPS for the current year.

Aercap declared that its Board of Directors has initiated a share buyback plan on Wednesday, April 29th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.

Institutional Trading of Aercap

Institutional investors have recently modified their holdings of the stock. Integrated Wealth Concepts LLC lifted its position in Aercap by 19.0% in the first quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock valued at $271,000 after acquiring an additional 423 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Aercap by 282.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock worth $680,000 after purchasing an additional 4,919 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Aercap by 26.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after purchasing an additional 94 shares during the last quarter. Invesco Ltd. boosted its position in shares of Aercap by 43.3% in the 2nd quarter. Invesco Ltd. now owns 459,459 shares of the financial services provider’s stock valued at $53,757,000 after purchasing an additional 138,843 shares during the period. Finally, EverSource Wealth Advisors LLC grew its stake in Aercap by 59.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,143 shares of the financial services provider’s stock worth $134,000 after buying an additional 425 shares during the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap News Summary

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Record Q1 results — AerCap reported adjusted EPS of $5.39 (vs. $3.59 consensus) and revenue of $2.30B, with strong margins and record adjusted net income, signaling robust operating performance that likely underpins buying interest. PR Newswire: Q1 results
• Positive Sentiment: $1.0 billion share buyback approved — The board authorized a $1.0B repurchase program (up to ~4.3% of shares), which reduces share count and signals management believes shares are undervalued. RTT News: Buyback
• Positive Sentiment: Dividend maintained and declared — AerCap set a quarterly dividend of $0.40/share (ex-dividend May 13), reinforcing cash return to shareholders and income appeal. (Company disclosure)
• Positive Sentiment: Analyst upgrade/target raise — Truist raised its price target to $161 and kept a Buy rating, providing a bullish brokerage endorsement that can support buying momentum. Benzinga: Truist action
• Neutral Sentiment: FY-2026 guidance set at $14.50 adjusted EPS — management issued a $14.50 full-year adjusted EPS target (below some street estimates ~15.4), which is a raise vs prior internal targets but still leaves a gap to consensus; this tempers but does not negate the strong quarter. Seeking Alpha: Guidance
• Neutral Sentiment: Comments on oil/fuel — Management said prolonged higher jet fuel could pressure airlines short-term but create leasing opportunities for lessors; this is a mixed but important macro dynamic to monitor. Reuters: Fuel comments
• Neutral Sentiment: Interim financial report filed with the SEC — the company filed its Q1 interim financial report (unaudited), providing the detailed disclosures investors use to confirm the headline numbers. PR Newswire: Interim report
• Negative Sentiment: Morgan Stanley trimmed its target to $155 and moved to an “equal weight” rating — a less bullish view from a major shop that could cap upside or weigh on sentiment despite the strong quarter. Benzinga: Morgan Stanley action

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.