Aercap Holdings N.V. $AER Shares Purchased by Ninety One UK Ltd

Ninety One UK Ltd raised its position in shares of Aercap Holdings N.V. (NYSE:AER) by 12.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,275,507 shares of the financial services provider’s stock after purchasing an additional 243,488 shares during the quarter. Ninety One UK Ltd owned about 1.36% of Aercap worth $326,581,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of AER. Donald Smith & CO. Inc. bought a new position in Aercap during the second quarter valued at about $424,585,000. KBC Group NV raised its position in Aercap by 1.2% in the first quarter. KBC Group NV now owns 982,037 shares of the financial services provider’s stock worth $134,715,000 after acquiring an additional 11,916 shares in the last quarter. Sei Investments Co. raised its position in Aercap by 23.2% in the first quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock worth $105,575,000 after acquiring an additional 144,857 shares in the last quarter. Swiss National Bank raised its position in Aercap by 20.4% in the first quarter. Swiss National Bank now owns 579,800 shares of the financial services provider’s stock worth $79,537,000 after acquiring an additional 98,200 shares in the last quarter. Finally, Janney Montgomery Scott LLC lifted its holdings in Aercap by 2.2% in the 1st quarter. Janney Montgomery Scott LLC now owns 486,450 shares of the financial services provider’s stock valued at $66,731,000 after acquiring an additional 10,406 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have recently weighed in on AER shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 price objective on shares of Aercap in a research report on Thursday, July 30th. Weiss Ratings raised shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Thursday, October 8th. Morgan Stanley boosted their target price 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. TD Cowen increased their target price on shares of Aercap from $180.00 to $185.00 and gave the company a “buy” rating in a research note on Monday. Finally, Barclays increased their target price on shares of Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $173.11.

Aercap Trading Up 0.6%

Shares of Aercap stock traded up $0.81 on Thursday, reaching $145.10. 322,965 shares of the company were exchanged, compared to its average volume of 1,228,457. The stock has a fifty day moving average price of $145.77 and a 200-day moving average price of $144.67. The firm has a market capitalization of $24.21 billion, a price-to-earnings ratio of 7.13, a price-to-earnings-growth ratio of 0.57 and a beta of 0.98. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. Aercap Holdings N.V. has a fifty-two week low of $118.96 and a fifty-two week high of $158.80.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, beating the consensus estimate of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.10 billion. During the same period in the prior year, the business posted $2.83 earnings per share. 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, analysts expect that Aercap Holdings N.V. will post 19.26 EPS for the current year.

Aercap Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th were paid 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 currently 7.87%.

About Aercap

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.