Ninepoint Partners LP Acquires Shares of 9,461 Aercap Holdings N.V. $AER

Ninepoint Partners LP bought a new position in shares of Aercap Holdings N.V. (NYSE:AER) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,461 shares of the financial services provider’s stock, valued at approximately $1,379,000.

Other hedge funds also recently made changes to their positions in the company. Norges Bank acquired a new stake in Aercap during the fourth quarter worth approximately $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Aercap in the 4th quarter valued at $282,665,000. L1 Capital International Pty Ltd raised its holdings in Aercap by 344.2% in the 4th quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock valued at $219,587,000 after acquiring an additional 1,183,616 shares in the last quarter. Mawer Investment Management Ltd. lifted its position in shares of Aercap by 56.3% during the 4th quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after acquiring an additional 1,179,241 shares during the period. Finally, Alyeska Investment Group L.P. lifted its position in shares of Aercap by 642.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock valued at $134,498,000 after acquiring an additional 961,890 shares during the period. 96.42% of the stock is owned by institutional investors.

Aercap Stock Performance

NYSE AER opened at $146.93 on Friday. The firm’s fifty day moving average price is $148.95 and its two-hundred day moving average price is $144.31. The stock has a market cap of $24.52 billion, a PE ratio of 7.23, a PEG ratio of 0.59 and a beta of 0.93. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28. Aercap Holdings N.V. has a fifty-two week low of $115.03 and a fifty-two week high of $158.80.

Aercap (NYSE:AER) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The company had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same period in the prior year, the company earned $2.83 EPS. Aercap’s revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities analysts expect that Aercap Holdings N.V. will post 18.95 EPS for the current fiscal year.

Aercap declared that its board has initiated a stock buyback plan on Wednesday, April 29th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the financial services provider to buy up to 4.3% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Aercap Dividend Announcement

The company 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 $0.40 dividend. The ex-dividend date is Wednesday, August 12th. This represents a $1.60 annualized dividend and a yield of 1.1%. Aercap’s dividend payout ratio (DPR) is currently 7.87%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on AER shares. Weiss Ratings cut Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Thursday, July 30th. Zacks Research upgraded shares of Aercap from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. TD Cowen raised their target price on shares of Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Morgan Stanley boosted their target price on shares of Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research report on Thursday, July 30th. Finally, Truist Financial boosted their target price on shares of Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $172.56.

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.