Qsemble Capital Management LP Sells 4,782 Shares of Aercap Holdings N.V. $AER

Qsemble Capital Management LP lessened its holdings in Aercap Holdings N.V. (NYSE:AER) by 7.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 58,817 shares of the financial services provider’s stock after selling 4,782 shares during the period. Qsemble Capital Management LP’s holdings in Aercap were worth $8,456,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in AER. Integrated Wealth Concepts LLC raised its stake in Aercap by 19.0% in the 1st 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 period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Aercap by 282.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock valued at $680,000 after acquiring an additional 4,919 shares during the period. Geneos Wealth Management Inc. raised its stake in 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 acquiring an additional 94 shares during the period. Invesco Ltd. raised its stake in 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 acquiring an additional 138,843 shares during the period. Finally, EverSource Wealth Advisors LLC raised its stake in Aercap by 59.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,143 shares of the financial services provider’s stock valued at $134,000 after acquiring an additional 425 shares during the period. Institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

Shares of NYSE:AER opened at $139.99 on Friday. The company’s 50 day moving average price is $140.47 and its two-hundred day moving average price is $140.96. Aercap Holdings N.V. has a 12-month low of $105.65 and a 12-month high of $154.94. The firm has a market cap of $23.36 billion, a PE ratio of 6.13, a PEG ratio of 0.99 and a beta of 0.95. The company has a quick ratio of 0.24, a current ratio of 0.24 and a debt-to-equity ratio of 2.34.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.59 by $1.80. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The firm had revenue of $2.30 billion for the quarter, compared to analyst estimates of $2.07 billion. During the same quarter in the prior year, the business posted $3.68 EPS. The business’s revenue was up 7.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Equities research analysts predict that Aercap Holdings N.V. will post 17.23 earnings per share for the current year.

Aercap declared that its Board of Directors has approved a share buyback program on Wednesday, April 29th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the financial services provider to buy up to 4.3% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its shares are undervalued.

Aercap Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Wednesday, May 13th will be given a $0.40 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio (DPR) is presently 7.01%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on AER shares. Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a research note on Friday, May 1st. TD Cowen increased their price target on Aercap from $170.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Susquehanna boosted their target price on shares of Aercap from $165.00 to $170.00 and gave the company a “positive” rating in a research report on Thursday, April 30th. Finally, Weiss Ratings upgraded shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Aercap currently has a consensus rating of “Buy” and a consensus price target of $163.13.

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.