Aercap Holdings N.V. $AER is Henry James International Management Inc.’s 4th Largest Position

Henry James International Management Inc. lessened its holdings in Aercap Holdings N.V. (NYSE:AER) by 14.4% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 107,917 shares of the financial services provider’s stock after selling 18,082 shares during the quarter. Aercap makes up approximately 4.2% of Henry James International Management Inc.’s holdings, making the stock its 4th largest position. Henry James International Management Inc.’s holdings in Aercap were worth $12,626,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. American Century Companies Inc. raised its holdings in Aercap by 6.5% during the first quarter. American Century Companies Inc. now owns 129,341 shares of the financial services provider’s stock worth $13,215,000 after purchasing an additional 7,896 shares in the last quarter. Zurich Insurance Group Ltd FI grew its position in shares of Aercap by 24.8% in the 1st quarter. Zurich Insurance Group Ltd FI now owns 129,682 shares of the financial services provider’s stock valued at $13,250,000 after buying an additional 25,780 shares during the last quarter. Alberta Investment Management Corp purchased a new position in shares of Aercap in the 2nd quarter valued at $1,849,000. Corton Capital Inc. acquired a new stake in Aercap during the 2nd quarter worth $415,000. Finally, Meridian Wealth Management LLC lifted its position in Aercap by 28.7% in the second quarter. Meridian Wealth Management LLC now owns 137,086 shares of the financial services provider’s stock valued at $16,039,000 after acquiring an additional 30,543 shares during the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have issued reports on AER. Susquehanna raised their price objective on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a report on Tuesday, November 11th. Cowen restated a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Morgan Stanley lifted their price target on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Bank of America increased their price objective on Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Finally, Barclays lifted their target price on shares of Aercap from $132.00 to $144.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Aercap has a consensus rating of “Moderate Buy” and an average price target of $146.29.

Aercap Price Performance

Shares of NYSE AER opened at $139.41 on Friday. The company has a debt-to-equity ratio of 2.43, a current ratio of 0.30 and a quick ratio of 0.30. The company has a market cap of $26.04 billion, a PE ratio of 6.60, a P/E/G ratio of 0.74 and a beta of 1.13. The stock has a fifty day moving average price of $130.24 and a 200 day moving average price of $121.42. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $142.25.

Aercap (NYSE:AER) last released its earnings results on Wednesday, October 29th. The financial services provider reported $4.97 EPS for the quarter, topping the consensus estimate of $3.16 by $1.81. The company had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2 billion. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The business’s revenue was up 18.5% on a year-over-year basis. During the same quarter last year, the business earned $2.41 EPS. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Sell-side analysts forecast that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Wednesday, November 12th were given a dividend of $0.27 per share. The ex-dividend date was Wednesday, November 12th. This represents a $1.08 annualized dividend and a yield of 0.8%. Aercap’s payout ratio is presently 5.12%.

Aercap Company Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.