Triasima Portfolio Management inc. Sells 7,890 Shares of Aercap Holdings N.V. $AER

Triasima Portfolio Management inc. lessened its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 16.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,526 shares of the financial services provider’s stock after selling 7,890 shares during the period. Triasima Portfolio Management inc.’s holdings in Aercap were worth $5,816,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Public Employees Retirement System of Ohio grew its holdings in shares of Aercap by 29.2% during the 1st quarter. Public Employees Retirement System of Ohio now owns 92,152 shares of the financial services provider’s stock worth $12,641,000 after purchasing an additional 20,808 shares in the last quarter. Saudi Central Bank increased its position in shares of Aercap by 113.6% in the second quarter. Saudi Central Bank now owns 133,910 shares of the financial services provider’s stock worth $19,521,000 after purchasing an additional 71,218 shares during the period. Handelsbanken Fonder AB increased its position in shares of Aercap by 321.1% in the second quarter. Handelsbanken Fonder AB now owns 47,700 shares of the financial services provider’s stock worth $6,954,000 after purchasing an additional 36,373 shares during the period. Coppell Advisory Solutions LLC raised its stake in Aercap by 441.2% in the second quarter. Coppell Advisory Solutions LLC now owns 23,679 shares of the financial services provider’s stock valued at $3,452,000 after purchasing an additional 19,304 shares in the last quarter. Finally, Wedge Capital Management L L P NC raised its stake in Aercap by 5.4% in the second quarter. Wedge Capital Management L L P NC now owns 237,880 shares of the financial services provider’s stock valued at $34,678,000 after purchasing an additional 12,235 shares in the last quarter. 96.42% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AER has been the subject of several recent analyst reports. Weiss Ratings raised shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, October 8th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $190.00 target price on shares of Aercap in a report on Thursday, July 30th. TD Cowen raised their target price on shares of Aercap from $180.00 to $185.00 and gave the company a “buy” rating in a report on Monday. Zacks Research cut shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Finally, Citigroup boosted their target price on shares of Aercap from $173.00 to $178.00 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, eight have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Aercap presently has a consensus rating of “Moderate Buy” and a consensus price target of $173.11.

Aercap Trading Up 1.2%

Shares of AER stock opened at $146.07 on Friday. Aercap Holdings N.V. has a fifty-two week low of $118.96 and a fifty-two week high of $158.80. The stock’s fifty day moving average price is $145.58 and its two-hundred day moving average price is $144.76. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28. The company has a market cap of $24.38 billion, a PE ratio of 7.42, a P/E/G ratio of 0.57 and a beta of 0.98.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, topping 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 $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same quarter in the previous year, the firm earned $2.83 EPS. Aercap’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. Equities analysts predict that Aercap Holdings N.V. will post 19.26 EPS for the current fiscal year.

Aercap Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th were given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Wednesday, August 12th. Aercap’s 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.