JPMorgan Chase & Co. Has $322.69 Million Position in Aercap Holdings N.V. $AER

JPMorgan Chase & Co. lowered its holdings in Aercap Holdings N.V. (NYSE:AER) by 7.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,666,849 shares of the financial services provider’s stock after selling 207,023 shares during the period. JPMorgan Chase & Co. owned approximately 1.43% of Aercap worth $322,689,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Mather Group LLC. acquired a new position in Aercap during the third quarter valued at $26,000. Caitong International Asset Management Co. Ltd purchased a new position in Aercap during the 2nd quarter valued at about $43,000. Geneos Wealth Management Inc. grew its stake in Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 94 shares in the last quarter. Whittier Trust Co. acquired a new position in shares of Aercap in the 2nd quarter valued at about $53,000. Finally, Toth Financial Advisory Corp lifted its position in shares of Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock worth $60,000 after purchasing an additional 200 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

Aercap Trading Down 2.3%

Shares of NYSE:AER opened at $151.20 on Friday. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. The stock has a market capitalization of $25.23 billion, a PE ratio of 7.09, a P/E/G ratio of 1.34 and a beta of 1.05. Aercap Holdings N.V. has a 1 year low of $85.57 and a 1 year high of $154.94. The firm has a fifty day moving average price of $144.83 and a 200 day moving average price of $131.80.

Aercap (NYSE:AER) last announced its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, topping analysts’ consensus estimates of $3.31 by $0.64. The company had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The business’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.31 earnings per share. 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 business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.1%. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. Aercap’s dividend payout ratio is 5.06%.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Weiss Ratings restated a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Zacks Research downgraded shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Bank of America boosted their price target on shares of Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Deutsche Bank Aktiengesellschaft set a $175.00 price target on shares of Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Finally, Truist Financial initiated coverage on Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price objective for the company. Eight equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell 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 $152.13.

About Aercap

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.