AerCap (NYSE:AER) Hits New 52-Week High Following Better-Than-Expected Earnings

Shares of AerCap Holdings N.V. (NYSE:AER) reached a new 52-week high on Wednesday following a better than expected earnings announcement. The company traded as high as $158.85 and last traded at $158.1410, with a volume of 848,274 shares changing hands. The stock had previously closed at $150.05.

The financial services provider reported $6.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.56 by $2.00. AerCap had a return on equity of 18.33% and a net margin of 34.47%. The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.15 billion. During the same period last year, the business earned $4.97 EPS. AerCap’s quarterly revenue was up 4.6% compared to the same quarter last year.

AerCap Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Wednesday, November 11th will be given a dividend of $0.40 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $1.60 annualized dividend and a dividend yield of 1.0%. AerCap’s dividend payout ratio (DPR) is 8.20%.

Key AerCap News

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Strong Q3 results and raised outlook: AerCap reported third-quarter 2026 net income of $949 million and increased its full-year guidance. Results benefited in part from gains on aircraft sales, indicating robust asset values and effective portfolio monetization. The stronger outlook is the most significant near-term catalyst for AER. AerCap reports third-quarter 2026 net income and raises guidance AerCap Q3 results lean on aircraft sale gains
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $183 to $200 and maintained an overweight rating, while Truist lifted its target from $180 to $185 and retained a buy rating. These actions signal continued confidence in AerCap’s earnings, aircraft demand and valuation, with both firms indicating further potential upside. JPMorgan recommendations Truist price target increase
• Positive Sentiment: New Turkish Airlines leasing contracts: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighters to Turkish Airlines, with deliveries scheduled from March through September 2027. The deals provide future contracted revenue and reinforce demand for AerCap’s cargo aircraft portfolio. AerCap Turkish Airlines lease announcement
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, or $1.60 annualized. While the roughly 1% yield is modest, the payment adds to the investment case and signals confidence in recurring cash generation.
• Neutral Sentiment: Value debate after a rally: A Zacks comparison examines whether AerCap or Westinghouse Air Brake Technologies offers the better value opportunity. AerCap’s low earnings multiple may appear attractive, but the stock’s recent move to a 52-week high could limit immediate upside and increase sensitivity to earnings expectations. AER versus WAB value comparison

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. TD Cowen boosted their target price on AerCap from $185.00 to $195.00 and gave the company a “buy” rating in a research report on Thursday. Barclays boosted their price target on shares of AerCap from $179.00 to $181.00 and gave the stock an “overweight” rating in a research report on Thursday. JPMorgan Chase & Co. lifted their target price on shares of AerCap from $183.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday. Truist Financial upped their target price on shares of AerCap from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $190.00 target price on shares of AerCap in a research report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, AerCap has a consensus rating of “Moderate Buy” and a consensus target price of $181.89.

Institutional Investors Weigh In On AerCap

Hedge funds and other institutional investors have recently bought and sold shares of the business. Rakuten Investment Management Inc. bought a new position in AerCap during the third quarter worth about $1,497,000. Signature Equity Partners LLC lifted its stake in AerCap by 68.0% in the third quarter. Signature Equity Partners LLC now owns 210 shares of the financial services provider’s stock valued at $30,000 after buying an additional 85 shares during the period. Mirae Asset Global Investments Co. Ltd. acquired a new stake in AerCap in the 3rd quarter valued at $6,056,000. Livelsberger Financial Advisory bought a new stake in AerCap in the 3rd quarter worth about $27,000. Finally, Townsend & Associates Inc increased its position in AerCap by 1.1% in the third quarter. Townsend & Associates Inc now owns 149,420 shares of the financial services provider’s stock worth $21,769,000 after buying an additional 1,569 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

AerCap Price Performance

The business’s fifty day simple moving average is $145.47 and its 200-day simple moving average is $144.53. The firm has a market cap of $26.48 billion, a P/E ratio of 8.13, a PEG 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 Company Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.