Principal Financial Group Inc. Sells 6,076 Shares of Aercap Holdings N.V. $AER

Principal Financial Group Inc. trimmed its position in shares of Aercap Holdings N.V. (NYSE:AER) by 29.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,789 shares of the financial services provider’s stock after selling 6,076 shares during the quarter. Principal Financial Group Inc.’s holdings in Aercap were worth $2,029,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Harbor Capital Advisors Inc. purchased a new stake in shares of Aercap in the fourth quarter valued at about $27,000. Greenline Wealth Management LLC purchased a new position in Aercap during the fourth quarter worth about $30,000. Advisory Services Network LLC bought a new stake in Aercap in the 3rd quarter worth about $35,000. Cedar Mountain Advisors LLC bought a new stake in Aercap in the 1st quarter worth about $44,000. Finally, FIL Ltd bought a new stake in Aercap in the 4th quarter worth about $63,000. Institutional investors own 96.42% of the company’s stock.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q2 earnings beat estimates: AerCap reported adjusted earnings of $5.14 per share, exceeding the $4.14 consensus estimate, while revenue rose 14.9% year over year to $2.22 billion, above expectations of $2.10 billion. Adjusted net income was $811 million. AerCap Q2 2026 Results
• Positive Sentiment: Strong operating demand: Industry coverage pointed to continued demand for aircraft, a supportive backdrop for AerCap’s leasing activity and asset values. The earnings surprise helped push the stock to a new one-year high. Continued Demand Drives AerCap Figures
• Positive Sentiment: Higher analyst targets: Truist raised its price target from $175 to $180 and maintained a “buy” rating. Morgan Stanley lifted its target from $155 to $165, although it retained an “equal weight” rating.
• Positive Sentiment: Dividend announced: AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12, providing continued shareholder returns. AerCap Interim Financial Report
• Negative Sentiment: Guidance remains a watch point: AerCap set fiscal 2026 EPS guidance at $16.80, below the roughly $17.20–$17.39 analyst expectation, which could limit further gains despite the quarterly beat.

Analyst Ratings Changes

Several equities analysts have commented on the stock. TD Cowen lifted their target price on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $190.00 target price on shares of Aercap in a report on Thursday. Zacks Research raised Aercap from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Susquehanna lifted their price target on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a report on Tuesday, July 7th. Finally, Truist Financial boosted their price objective on Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Aercap presently has a consensus rating of “Buy” and a consensus price target of $172.56.

Aercap Price Performance

Aercap stock opened at $152.96 on Friday. The business’s 50 day simple moving average is $144.84 and its 200 day simple moving average is $143.48. Aercap Holdings N.V. has a 12 month low of $105.65 and a 12 month high of $156.33. The company has a market cap of $25.53 billion, a price-to-earnings ratio of 7.53, a PEG ratio of 1.07 and a beta of 0.94. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 2.34.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $1.00. Aercap had a return on equity of 17.62% and a net margin of 37.85%.The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.10 billion. During the same period in the previous year, the company posted $2.83 earnings per share. The business’s revenue was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Sell-side analysts forecast that Aercap Holdings N.V. will post 16.8 EPS for the current year.

Aercap Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, August 12th. Aercap’s dividend payout ratio (DPR) is currently 7.87%.

Aercap announced that its Board of Directors has approved a share buyback plan on Wednesday, April 29th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the financial services provider to purchase up to 4.3% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Aercap 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.