5,617 Aercap Holdings N.V. $AER Shares Purchased by O Keefe Stevens Advisory Inc.

O Keefe Stevens Advisory Inc. boosted its stake in Aercap Holdings N.V. (NYSE:AER) by 3.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 159,319 shares of the financial services provider’s stock after buying an additional 5,617 shares during the quarter. Aercap makes up 4.8% of O Keefe Stevens Advisory Inc.’s investment portfolio, making the stock its 5th largest holding. O Keefe Stevens Advisory Inc. owned 0.10% of Aercap worth $22,865,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently made changes to their positions in AER. GAMMA Investing LLC lifted its position in shares of Aercap by 134.8% during the 3rd quarter. GAMMA Investing LLC now owns 1,073 shares of the financial services provider’s stock valued at $154,000 after buying an additional 616 shares during the last quarter. Farther Finance Advisors LLC boosted its position in Aercap by 25.3% during the third quarter. Farther Finance Advisors LLC now owns 10,190 shares of the financial services provider’s stock worth $1,463,000 after purchasing an additional 2,060 shares during the period. Atwood & Palmer Inc. bought a new stake in shares of Aercap in the third quarter valued at approximately $61,000. Avidian Wealth Enterprises LLC purchased a new stake in shares of Aercap during the 3rd quarter valued at approximately $313,000. Finally, Plan A Wealth LLC boosted its holdings in Aercap by 10.3% in the 3rd quarter. Plan A Wealth LLC now owns 2,046 shares of the financial services provider’s stock worth $294,000 after buying an additional 191 shares during the period. 96.42% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

AER has been the topic of several recent research reports. Zacks Research downgraded Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. TD Cowen upped their price target on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Morgan Stanley increased their price target on shares of Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. Susquehanna upped their target price on shares of Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a report on Tuesday, July 7th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 price target on shares of Aercap in a research report on Thursday, July 30th. Nine analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $172.56.

Aercap Trading Up 1.3%

Shares of Aercap stock traded up $1.92 during trading on Friday, reaching $144.73. The company’s stock had a trading volume of 438,191 shares, compared to its average volume of 1,234,797. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. Aercap Holdings N.V. has a 52-week low of $118.96 and a 52-week high of $158.80. The firm’s 50-day moving average is $146.46 and its two-hundred day moving average is $144.40. The company has a market cap of $24.15 billion, a price-to-earnings ratio of 7.12, a PEG ratio of 0.56 and a beta of 0.98.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, beating the consensus estimate of $4.14 by $1.00. The company had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%.Aercap’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, sell-side analysts anticipate that Aercap Holdings N.V. will post 19.13 earnings per share for the current year.

Aercap Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th were given a dividend of $0.40 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s dividend payout ratio is presently 7.87%.

Aercap Company Profile

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.