Aercap Holdings N.V. $AER Shares Sold by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund trimmed its stake in Aercap Holdings N.V. (NYSE:AER) by 6.4% in the third quarter, Holdings Channel.com reports. The firm owned 77,891 shares of the financial services provider’s stock after selling 5,292 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Aercap were worth $9,425,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Robeco Institutional Asset Management B.V. boosted its holdings in Aercap by 13.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 135,992 shares of the financial services provider’s stock valued at $16,455,000 after acquiring an additional 16,611 shares during the last quarter. ARGA Investment Management LP increased its stake in Aercap by 210.8% during the third quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider’s stock worth $3,768,000 after acquiring an additional 21,120 shares during the last quarter. Alberta Investment Management Corp purchased a new position in shares of Aercap in the 2nd quarter worth about $1,849,000. Assenagon Asset Management S.A. lifted its stake in shares of Aercap by 40.2% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock valued at $164,735,000 after purchasing an additional 390,475 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Aercap by 7.8% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 309,714 shares of the financial services provider’s stock valued at $37,475,000 after purchasing an additional 22,438 shares in the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap News Summary

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q4 outperformance and analyst upgrade — AerCap reported much stronger-than-expected quarterly results and high reported EPS, and at least one analyst note highlighted the company’s ability to recycle asset-sale proceeds into aggressive buybacks, supporting higher EPS per share going forward. This was cited as a reason for an earlier rally in the stock. AerCap: Turning Used Aircraft Into A Strong Buyback Machine (Rating Upgrade)
• Positive Sentiment: Record 2025 results, dividend and buyback boost — AerCap posted record 2025 earnings and announced increases to its dividend and buyback programs, which is supportive for shareholder value and helps explain investor enthusiasm. Management also guided 2026 adjusted EPS in a range that, combined with continued asset sales, could lift reported EPS further. AerCap Posts Record 2025 Earnings, Boosts Dividend and Buybacks
• Neutral Sentiment: Non‑binding Frontier fleet optimization deal — AerCap and Frontier announced a non-binding agreement covering the early return of 24 A320neo aircraft and up to 10 future sale‑leaseback transactions. The agreement could generate near-term asset repositioning and optional sale-leaseback economics, but terms remain non-binding and outcomes depend on final deals. Frontier Announces Fleet Optimization Transaction with AerCap
• Neutral Sentiment: Regulatory filing completed — AerCap filed its annual Form 20-F with audited 2025 financials, a routine SEC filing that completes the company’s reporting obligations for the year and reduces regulatory uncertainty. AerCap Holdings N.V. Announces 20-F Filing
• Negative Sentiment: Frontier trimming fleet / early lease terminations — Multiple outlets report Frontier is trimming its fleet, returning and deferring dozens of A320neo-family jets and terminating some leases early. Early returns and order deferrals can create short-term excess inventory for lessors, re‑marketing costs and timing risk on sales versus leasing — a headwind for AerCap until aircraft are redeployed or sold. Frontier Airlines Trims Fleet Through Lease Terminations, Order Deferrals Frontier to return and defer dozens of A320neo-family jets Frontier to return 24 A320neo in 2Q26, defers deliveries Frontier plans early exit for 24 A320neos

Aercap Trading Down 0.4%

AER opened at $147.64 on Friday. The firm’s 50 day moving average is $143.64 and its 200-day moving average is $130.35. Aercap Holdings N.V. has a 52-week low of $85.57 and a 52-week high of $149.84. The company has a quick ratio of 0.30, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $27.58 billion, a P/E ratio of 6.92, a P/E/G ratio of 1.29 and a beta of 1.05.

Aercap (NYSE:AER) last released its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating analysts’ consensus estimates of $3.31 by $0.64. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The business had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.07 billion. During the same period last year, the business earned $3.31 EPS. The business’s revenue was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.40 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This is a positive change from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio is presently 5.06%.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on AER shares. Barclays increased their target price on shares of Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. TD Cowen reissued a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Susquehanna lifted their target price on shares of Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a report on Tuesday, November 11th. Finally, Bank of America upped their price target on shares of Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Eight analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $152.13.

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.