Steamboat Capital Partners LLC Has $17.86 Million Stake in Aercap Holdings N.V. $AER

Steamboat Capital Partners LLC grew its position in Aercap Holdings N.V. (NYSE:AER) by 62.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 122,485 shares of the financial services provider’s stock after purchasing an additional 47,129 shares during the quarter. Aercap makes up approximately 3.8% of Steamboat Capital Partners LLC’s portfolio, making the stock its 5th largest holding. Steamboat Capital Partners LLC’s holdings in Aercap were worth $17,856,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of AER. Arkadios Wealth Advisors grew its stake in Aercap by 2.7% in the 4th quarter. Arkadios Wealth Advisors now owns 2,525 shares of the financial services provider’s stock valued at $363,000 after buying an additional 67 shares during the last quarter. Williams & Novak LLC raised its holdings in Aercap by 4.6% in the 2nd quarter. Williams & Novak LLC now owns 1,531 shares of the financial services provider’s stock worth $223,000 after acquiring an additional 68 shares during the period. Parallel Advisors LLC lifted its position in Aercap by 7.1% during the 1st quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock worth $152,000 after acquiring an additional 74 shares during the last quarter. Contravisory Investment Management Inc. lifted its position in Aercap by 4.2% during the 2nd quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock worth $287,000 after acquiring an additional 79 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its holdings in Aercap by 26.6% during the first 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 own 96.42% of the company’s stock.

Aercap Price Performance

Shares of Aercap stock opened at $143.51 on Wednesday. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The company has a market cap of $23.95 billion, a PE ratio of 7.06, a price-to-earnings-growth ratio of 0.58 and a beta of 0.93. The firm has a fifty day moving average price of $149.15 and a two-hundred day moving average price of $144.26. Aercap Holdings N.V. has a fifty-two week low of $118.93 and a fifty-two week high of $158.80.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $1.00. The company had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The business’s revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Analysts expect that Aercap Holdings N.V. will post 18.95 EPS for the current year.

Aercap Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th were given a dividend of $0.40 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s dividend payout ratio (DPR) is 7.87%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on AER shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $190.00 price target on shares of Aercap in a research report on Thursday, July 30th. TD Cowen increased their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Truist Financial increased their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Morgan Stanley raised their target price on Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a report on Thursday, July 30th. Finally, Susquehanna lifted their price target on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $172.56.

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.