Aercap Holdings N.V. $AER Shares Bought by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP lifted its position in shares of Aercap Holdings N.V. (NYSE:AER) by 45,615.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,510,491 shares of the financial services provider’s stock after acquiring an additional 3,502,812 shares during the quarter. Aercap makes up about 14.4% of Mizuho Markets Cayman LP’s investment portfolio, making the stock its 2nd largest position. Mizuho Markets Cayman LP’s holdings in Aercap were worth $424,769,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in AER. Mather Group LLC. bought a new position in Aercap in the third quarter valued at about $26,000. Geneos Wealth Management Inc. raised its holdings in Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 94 shares during the last quarter. Toth Financial Advisory Corp lifted its position in Aercap by 66.7% during the 3rd quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after purchasing an additional 200 shares during the period. JFS Wealth Advisors LLC bought a new position in shares of Aercap in the 3rd quarter valued at about $67,000. Finally, Farther Finance Advisors LLC grew its position in shares of Aercap by 22.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock worth $84,000 after buying an additional 128 shares during the period. Institutional investors and hedge funds own 96.42% of the company’s stock.

Aercap Stock Up 1.6%

Aercap stock opened at $135.14 on Tuesday. The firm has a market capitalization of $22.55 billion, a price-to-earnings ratio of 6.33, a PEG ratio of 1.17 and a beta of 1.01. The company’s 50 day simple moving average is $144.78 and its 200 day simple moving average is $135.49. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. Aercap Holdings N.V. has a fifty-two week low of $85.57 and a fifty-two week high of $154.94.

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

Aercap Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be given a $0.40 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from Aercap’s previous quarterly dividend of $0.27. Aercap’s dividend payout ratio is currently 7.50%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on AER shares. TD Cowen restated a “buy” rating on shares of Aercap in a report on Monday. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Truist Financial initiated coverage on Aercap in a research note on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price target on the stock. Barclays raised their price target on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Finally, Morgan Stanley lifted their price objective on Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $153.38.

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.