Aercap Holdings N.V. $AER Shares Bought by Choreo LLC

Choreo LLC lifted its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 113.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,993 shares of the financial services provider’s stock after acquiring an additional 5,832 shares during the quarter. Choreo LLC’s holdings in Aercap were worth $1,286,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. 59 North Capital Management LP grew its stake in Aercap by 40.6% during the 1st quarter. 59 North Capital Management LP now owns 5,209,534 shares of the financial services provider’s stock valued at $532,258,000 after purchasing an additional 1,504,620 shares in the last quarter. JPMorgan Chase & Co. grew its position in shares of Aercap by 25.0% during the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after buying an additional 575,320 shares in the last quarter. Ninety One UK Ltd increased its stake in shares of Aercap by 44.8% in the second quarter. Ninety One UK Ltd now owns 2,794,925 shares of the financial services provider’s stock worth $327,006,000 after buying an additional 864,348 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in Aercap by 1.9% in the first quarter. Ameriprise Financial Inc. now owns 1,950,255 shares of the financial services provider’s stock valued at $200,278,000 after acquiring an additional 36,398 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its stake in Aercap by 2.8% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 1,814,146 shares of the financial services provider’s stock valued at $185,352,000 after acquiring an additional 49,537 shares during the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. TD Cowen boosted their target price on shares of Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Morgan Stanley lifted their price target on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Susquehanna upped their price objective on Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a research note on Tuesday, November 11th. Cowen reaffirmed a “buy” rating on shares of Aercap in a report on Thursday, October 30th. Finally, Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 16th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $144.17.

Aercap Price Performance

AER opened at $134.00 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 2.57. The company’s 50-day moving average price is $127.06 and its 200 day moving average price is $119.68. Aercap Holdings N.V. has a fifty-two week low of $85.57 and a fifty-two week high of $138.34. The firm has a market cap of $25.03 billion, a price-to-earnings ratio of 6.35, a price-to-earnings-growth ratio of 2.50 and a beta of 1.40.

Aercap (NYSE:AER) last posted its earnings results on Wednesday, October 29th. The financial services provider reported $4.97 EPS for the quarter, beating the consensus estimate of $3.16 by $1.81. The company had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2 billion. Aercap had a return on equity of 15.31% and a net margin of 45.41%.The business’s revenue was up 18.5% compared to the same quarter last year. During the same period in the prior year, the company earned $2.41 earnings per share. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. As a group, sell-side analysts expect that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Wednesday, November 12th will be given a $0.27 dividend. The ex-dividend date of this dividend is Wednesday, November 12th. This represents a $1.08 annualized dividend and a yield of 0.8%. Aercap’s dividend payout ratio (DPR) is currently 5.12%.

Aercap Company Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.