National Pension Service Decreases Stake in Aercap Holdings N.V. $AER

National Pension Service lessened its position in shares of Aercap Holdings N.V. (NYSE:AER) by 43.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 371,176 shares of the financial services provider’s stock after selling 279,860 shares during the period. National Pension Service’s holdings in Aercap were worth $54,110,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Arkadios Wealth Advisors grew its position in shares of 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 position in Aercap by 4.6% during the 2nd quarter. Williams & Novak LLC now owns 1,531 shares of the financial services provider’s stock worth $223,000 after buying an additional 68 shares during the last quarter. Parallel Advisors LLC raised its holdings in Aercap by 7.1% during the first quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock worth $152,000 after purchasing an additional 74 shares in the last quarter. Contravisory Investment Management Inc. lifted its holdings in shares of Aercap by 4.2% in the 2nd quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock valued at $287,000 after buying an additional 79 shares during the period. Finally, Geneos Wealth Management Inc. lifted its stake in shares of Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after purchasing an additional 94 shares during the period. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on AER. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 target price on shares of Aercap in a report on Thursday, July 30th. Citigroup raised their target price on shares of Aercap from $173.00 to $178.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Susquehanna boosted their price target on Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a research report on Tuesday, July 7th. Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Finally, Truist Financial raised their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $172.56.

Aercap Stock Performance

Shares of AER stock opened at $141.50 on Friday. Aercap Holdings N.V. has a 12-month low of $118.93 and a 12-month high of $158.80. The business has a 50 day simple moving average of $148.86 and a 200 day simple moving average of $144.10. 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 firm has a market capitalization of $23.61 billion, a price-to-earnings ratio of 6.96, a price-to-earnings-growth ratio of 0.56 and a beta of 0.93.

Aercap (NYSE:AER) last issued its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The firm’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the company posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities research analysts anticipate that Aercap Holdings N.V. will post 18.95 EPS for the current year.

Aercap Announces Dividend

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

Aercap Company Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. The company provides aircraft, engine and helicopter leasing services to airlines and other aviation customers worldwide.

AerCap’s business includes operating leases, finance leases, aircraft sales, asset management and fleet transition services. Its portfolio is centered on commercial passenger aircraft and also includes freighter aircraft, aircraft engines and helicopters.