Aercap (NYSE:AER) Given New $155.00 Price Target at Morgan Stanley

Aercap (NYSE:AER) had its price target dropped by investment analysts at Morgan Stanley from $160.00 to $155.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price objective would indicate a potential upside of 10.76% from the stock’s previous close.

Other equities research analysts have also issued reports about the stock. Deutsche Bank Aktiengesellschaft set a $175.00 price target on shares of Aercap and gave the company a “buy” rating in a report on Tuesday, February 10th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a report on Monday, April 20th. Barclays lifted their price target on shares of Aercap from $162.00 to $164.00 and gave the company an “overweight” rating in a report on Thursday. Truist Financial lifted their price target on shares of Aercap from $159.00 to $161.00 and gave the company a “buy” rating in a report on Thursday. Finally, Susquehanna lifted their price target on shares of Aercap from $165.00 to $170.00 and gave the company a “positive” rating in a report on Thursday. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $154.88.

Aercap Price Performance

AER stock traded up $1.84 during mid-day trading on Thursday, hitting $139.95. The stock had a trading volume of 491,689 shares, compared to its average volume of 1,309,943. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. Aercap has a 52 week low of $105.27 and a 52 week high of $154.94. The firm has a market capitalization of $23.35 billion, a P/E ratio of 6.56, a P/E/G ratio of 1.22 and a beta of 0.99. The firm has a fifty day simple moving average of $141.32 and a 200 day simple moving average of $139.27.

Aercap (NYSE:AER) last released its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 EPS for the quarter, beating the consensus estimate of $3.59 by $1.80. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The firm had revenue of $2.30 billion for the quarter, compared to analyst estimates of $2.04 billion. During the same period last year, the firm earned $3.68 EPS. The business’s quarterly revenue was up 7.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. As a group, research analysts forecast that Aercap will post 15.4 EPS for the current year.

Aercap declared that its Board of Directors has initiated a share buyback program on Wednesday, April 29th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to reacquire up to 4.3% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Mather Group LLC. acquired a new position in shares of Aercap during the 3rd quarter valued at $26,000. Harbor Capital Advisors Inc. acquired a new position in shares of Aercap during the 4th quarter valued at $27,000. Greenline Wealth Management LLC acquired a new position in shares of Aercap during the 4th quarter valued at $30,000. Advisory Services Network LLC acquired a new position in shares of Aercap during the 3rd quarter valued at $35,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of 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 during the period. Institutional investors and hedge funds own 96.42% of the company’s stock.

Key Stories Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q1 results materially beat expectations — record adjusted net income of $889M (or $5.39 adj. EPS) on $2.30B revenue, topping consensus and showing strong margins and ROE. This is the primary catalyst supporting the stock lift. PR Newswire: Q1 Results
• Positive Sentiment: Board authorized a $1.0B share buyback (about ~4.3% of shares) — signals management believes shares may be undervalued and supports EPS/return metrics going forward. Seeking Alpha: $1B Buyback
• Positive Sentiment: Analyst upgrade/target lift — Truist raised its price target to $161 and kept a Buy rating, implying notable upside vs. recent levels and supporting investor sentiment. Benzinga: Truist PT Raise
• Positive Sentiment: Quarterly dividend declared ($0.40/share) — modest yield (~1.1% annualized) but adds to total shareholder return. (Record/ex‑dividend dates disclosed in company notice.)
• Neutral Sentiment: Company filed its interim Q1 financial report with the SEC (unaudited condensed consolidated statements) — gives investors full disclosure and supporting documentation for the quarter. PR Newswire: Interim Report
• Neutral Sentiment: Earnings call transcript, slide deck and detailed metrics are available for review — useful for investors wanting specifics on fleet, lease pricing, and assumptions. Seeking Alpha: Call Transcript
• Neutral Sentiment: Analyst/comparison pieces (Zacks, Yahoo) are assessing valuation vs. peers — background reading but not immediate drivers. Zacks: Peer Comparison
• Negative Sentiment: FY‑2026 guidance set at $14.50 EPS (company figure), below the street consensus (~$15.40) — the conservative guide subtracts from the upside implied by the quarter and could cap multiple expansion. Seeking Alpha: Guidance
• Negative Sentiment: Management warned elevated jet fuel/oil prices pose risk to airlines — while AerCap says prolonged high fuel can create lessor opportunities, the near‑term pressure on airline demand and leases is a downside risk. Reuters: Fuel Prices Comment

Aercap Company 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.