AerCap (NYSE:AER) Stock Price Target Raised at JPMorgan Chase & Co.

AerCap (NYSE:AER) had its price objective hoisted by stock analysts at JPMorgan Chase & Co. from $183.00 to $200.00 in a note issued to investors on Thursday, Benzinga reports. The firm currently has an “overweight” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 25.11% from the company’s current price.

A number of other research firms also recently weighed in on AER. Weiss Ratings raised shares of AerCap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, October 8th. Barclays lifted their price target on shares of AerCap from $179.00 to $181.00 and gave the company an “overweight” rating in a research report on Thursday. Truist Financial boosted their price objective on shares of AerCap from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday. Morgan Stanley set a $175.00 price objective on shares of AerCap in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $190.00 target price on shares of AerCap in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $181.89.

AerCap Stock Up 2.8%

Shares of NYSE AER traded up $4.37 during mid-day trading on Thursday, hitting $159.85. 1,404,921 shares of the stock traded hands, compared to its average volume of 1,231,164. The company has a market cap of $26.68 billion, a price-to-earnings ratio of 7.87, a PEG ratio of 0.57 and a beta of 0.98. The stock has a fifty day moving average price of $145.24 and a 200-day moving average price of $144.45. AerCap has a 52 week low of $129.42 and a 52 week high of $159.99. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28.

AerCap (NYSE:AER) last posted its quarterly earnings data on Thursday, October 29th. The financial services provider reported $6.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.56 by $2.00. The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.15 billion. AerCap had a return on equity of 17.60% and a net margin of 37.85%. The firm’s quarterly revenue was up 4.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.97 earnings per share. Research analysts anticipate that AerCap will post 19.37 EPS for the current year.

Institutional Trading of AerCap

Several institutional investors have recently added to or reduced their stakes in AER. Donald Smith & CO. Inc. purchased a new position in shares of AerCap during the second quarter valued at approximately $424,585,000. Ninety One UK Ltd raised its stake in shares of AerCap by 12.0% during the third quarter. Ninety One UK Ltd now owns 2,275,507 shares of the financial services provider’s stock valued at $326,581,000 after acquiring an additional 243,488 shares in the last quarter. SEB Asset Management AB bought a new position in AerCap in the first quarter worth approximately $21,373,000. Sei Investments Co. increased its holdings in AerCap by 23.2% during the 1st quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock worth $105,575,000 after purchasing an additional 144,857 shares during the period. Finally, Swiss National Bank increased its stake in shares of AerCap by 20.4% during the first quarter. Swiss National Bank now owns 579,800 shares of the financial services provider’s stock valued at $79,537,000 after buying an additional 98,200 shares during the period. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Key AerCap News

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Record adjusted earnings and raised outlook: AerCap reported third-quarter adjusted net income of $1.009 billion, or $6.56 per share, well above the roughly $4.56 analyst consensus. Revenue rose 4.6% year over year to $2.42 billion, and management raised its 2026 adjusted EPS outlook to $20.70. The company also expects aircraft and engine asset sales to exceed $5 billion. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: New Turkish Airlines leases: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighter aircraft to Turkish Airlines, with deliveries scheduled between March and September 2027. The deals support future rental revenue and utilization of AerCap’s freighter portfolio. AerCap Signs Turkish Airlines Lease Agreements
• Positive Sentiment: More bullish analyst view: Truist Financial raised its price target from $180 to $185 and maintained a “buy” rating, implying additional upside from recent trading levels. Truist Raises AerCap Price Target
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, payable December 3 to shareholders of record November 11.
• Neutral Sentiment: Valuation and momentum: AER has reached a 52-week high following the earnings-driven rally. While strong fundamentals support the move, investors are assessing whether further gains are justified after the recent appreciation. AerCap Hits Fresh High

About AerCap

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. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.