Aercap Holdings N.V. $AER Shares Acquired by Lombard Odier Asset Management USA Corp

Lombard Odier Asset Management USA Corp increased its position in shares of Aercap Holdings N.V. (NYSE:AER) by 50.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 23,717 shares of the financial services provider’s stock after buying an additional 8,003 shares during the period. Lombard Odier Asset Management USA Corp’s holdings in Aercap were worth $2,870,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Mizuho Markets Cayman LP grew its holdings in Aercap by 45,615.5% during the 3rd quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after acquiring an additional 3,502,812 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in shares of Aercap by 25.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock valued at $336,243,000 after purchasing an additional 575,320 shares in the last quarter. Mawer Investment Management Ltd. raised its holdings in shares of Aercap by 35.1% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock valued at $253,337,000 after purchasing an additional 543,465 shares in the last quarter. Norges Bank purchased a new stake in shares of Aercap during the 2nd quarter worth $241,392,000. Finally, Ameriprise Financial Inc. lifted its position in shares of Aercap by 1.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,958,577 shares of the financial services provider’s stock worth $237,409,000 after purchasing an additional 25,034 shares during the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Trading Up 1.6%

NYSE:AER opened at $135.14 on Tuesday. The company has a market capitalization of $22.55 billion, a PE ratio of 6.33, a P/E/G ratio of 1.17 and a beta of 1.01. Aercap Holdings N.V. has a 52-week low of $85.57 and a 52-week high of $154.94. The stock’s 50 day moving average price is $144.78 and its 200 day moving average price is $135.49. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38.

Aercap (NYSE:AER) last issued its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating analysts’ consensus estimates of $3.31 by $0.64. The company had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, research analysts anticipate that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be given a $0.40 dividend. This is a positive change from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 annualized dividend and a yield of 1.2%. Aercap’s payout ratio is currently 7.50%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the company a “buy” rating in a report on Tuesday, February 10th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Truist Financial initiated coverage on Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price objective for the company. TD Cowen reiterated a “buy” rating on shares of Aercap in a report on Monday. Finally, Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $153.38.

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.