UBS Group AG Buys 742,863 Shares of Aercap Holdings N.V. $AER

UBS Group AG lifted its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 178.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,158,903 shares of the financial services provider’s stock after acquiring an additional 742,863 shares during the quarter. UBS Group AG’s holdings in Aercap were worth $166,604,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Mizuho Markets Cayman LP grew its stake in Aercap by 45,615.5% during the third quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after purchasing an additional 3,502,812 shares during the period. Alyeska Investment Group L.P. grew its stake in Aercap by 642.7% during the third quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock worth $134,498,000 after purchasing an additional 961,890 shares during the period. High Ground Investment Management LLP acquired a new stake in Aercap during the third quarter worth approximately $90,571,000. WGI DM LLC grew its stake in Aercap by 40.6% during the third quarter. WGI DM LLC now owns 2,555,812 shares of the financial services provider’s stock worth $309,253,000 after purchasing an additional 738,176 shares during the period. Finally, Mawer Investment Management Ltd. grew its stake in Aercap by 35.1% during the third quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock worth $253,337,000 after purchasing an additional 543,465 shares during the period. 96.42% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

AER has been the subject of several recent analyst reports. Barclays raised their target price on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 6th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research note on Monday, April 20th. Morgan Stanley raised their target price on Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the company a “buy” rating in a research note on Tuesday, February 10th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Aercap in a research report on Monday, March 16th. Eight analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Aercap has an average rating of “Moderate Buy” and an average price target of $153.38.

Aercap Price Performance

Shares of AER opened at $138.05 on Thursday. Aercap Holdings N.V. has a 12-month low of $103.53 and a 12-month high of $154.94. The business’s fifty day moving average is $141.32 and its 200 day moving average is $139.27. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The stock has a market cap of $23.04 billion, a P/E ratio of 6.47, 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 (EPS) for the quarter, topping analysts’ consensus estimates of $3.59 by $1.80. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The company had revenue of $2.30 billion for the quarter, compared to analysts’ expectations of $2.04 billion. During the same period last year, the business earned $3.68 EPS. Aercap’s quarterly 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. Sell-side analysts anticipate that Aercap Holdings N.V. will post 15.4 earnings per share for the current fiscal year.

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Wednesday, May 13th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Wednesday, May 13th. Aercap’s dividend payout ratio (DPR) is currently 7.50%.

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

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Record Q1 results, raised guidance and a new $1.0 billion share-repurchase program announced; management reported adjusted EPS of $5.39 and strong margins, highlighting cash generation that supports capital return. AerCap Holdings N.V. Reports Record Financial Results for the First Quarter 2026, Raises 2026 Guidance and Announces New $1.0 Billion Share Repurchase Program
• Positive Sentiment: Top- and bottom-line beats: Q1 revenue of about $2.30B and EPS $5.39 topped consensus estimates materially, showing year-over-year growth and higher profitability — a near-term catalyst for valuation re-rating. AerCap (AER) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management said prolonged higher oil prices (3–6 months) could create opportunities for lessors as weaker airlines may seek leasing solutions — a structural tailwind if fuel pressure persists. Aircraft lessor AerCap says prolonged high oil prices could bring opportunities
• Neutral Sentiment: Company filed its interim Q1 2026 financial report (unaudited condensed consolidated statements) with the SEC — routine disclosure that provides the official data set for analysts. AerCap Holdings N.V. Announces Filing of Interim Financial Report for the First Quarter of 2026
• Neutral Sentiment: Analyst/earnings materials and deep-dive pieces published (earnings call slide deck and metric analysis) that investors can use to vet sustainability of margins and fleet assumptions. AerCap Holdings N.V. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Relative-value coverage comparing AER to peer Herc Holdings (HRI) — useful for investors weighing leasing vs. equipment-rental exposure but not an immediate stock mover. AER or HRI: Which Is the Better Value Stock Right Now?
• Negative Sentiment: FY 2026 EPS guidance was set at 14.50, below the street consensus (~15.40). Despite the strong quarter and buyback, the lower-than-expected full-year guide is a headwind for near-term multiple expansion. AerCap Holdings N.V. Reports Record Financial Results for the First Quarter 2026, Raises 2026 Guidance and Announces New $1.0 Billion Share Repurchase Program

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.