American Century Companies Inc. Has $17.12 Million Position in Aercap Holdings N.V. $AER

American Century Companies Inc. lifted its holdings in Aercap Holdings N.V. (NYSE:AER) by 13.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 146,279 shares of the financial services provider’s stock after purchasing an additional 16,938 shares during the quarter. American Century Companies Inc.’s holdings in Aercap were worth $17,115,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of AER. Quarry LP acquired a new stake in Aercap during the 1st quarter worth approximately $37,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Aercap during the second quarter worth $43,000. Geneos Wealth Management Inc. lifted its position in Aercap by 26.6% in 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 in the last quarter. Whittier Trust Co. acquired a new position in Aercap in the 2nd quarter worth $53,000. Finally, Summit Securities Group LLC acquired a new position in Aercap in the 1st quarter worth $64,000. 96.42% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Barclays lifted their price target on Aercap from $132.00 to $144.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Morgan Stanley lifted their target price on Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Bank of America boosted their target price on Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. TD Cowen raised their price target on shares of Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Finally, Cowen reissued a “buy” rating on shares of Aercap in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Aercap has an average rating of “Moderate Buy” and an average target price of $144.17.

Aercap Stock Performance

AER opened at $135.60 on Wednesday. The company has a debt-to-equity ratio of 2.43, a quick ratio of 0.30 and a current ratio of 0.30. Aercap Holdings N.V. has a 52-week low of $85.57 and a 52-week high of $138.34. The firm has a market cap of $25.33 billion, a P/E ratio of 6.42, a price-to-earnings-growth ratio of 0.69 and a beta of 1.13. The business’s fifty day moving average is $127.53 and its 200-day moving average is $120.02.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share for the quarter, topping the consensus estimate of $3.16 by $1.81. The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2 billion. Aercap had a net margin of 45.41% and a return on equity of 15.16%. Aercap’s revenue was up 18.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.41 earnings per share. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Sell-side analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Investors of record on Wednesday, November 12th will be given a dividend of $0.27 per share. The ex-dividend date is Wednesday, November 12th. This represents a $1.08 annualized dividend and a dividend 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.