Aercap (NYSE:AER) Reaches New 12-Month High – Time to Buy?

Aercap Holdings N.V. (NYSE:AER)’s share price reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $153.16 and last traded at $152.5410, with a volume of 2978258 shares trading hands. The stock had previously closed at $150.43.

Wall Street Analyst Weigh In

Several analysts recently weighed in on AER shares. Zacks Research downgraded shares of Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the company a “buy” rating in a research note on Tuesday, February 10th. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. 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. Finally, Truist Financial initiated coverage on shares of Aercap in a research note on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target on the stock. Eight investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $152.13.

Aercap Stock Performance

The stock has a 50-day moving average price of $144.33 and a 200 day moving average price of $131.51. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $25.46 billion, a price-to-earnings ratio of 7.15, a P/E/G ratio of 1.30 and a beta of 1.05.

Aercap (NYSE:AER) last issued its earnings results on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, topping analysts’ consensus estimates of $3.31 by $0.64. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter in the previous year, the firm posted $3.31 earnings per share. The company’s revenue was up 8.3% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, analysts forecast that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.40 per share. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.60 annualized dividend and a dividend yield of 1.0%. Aercap’s dividend payout ratio is 5.06%.

Institutional Trading of Aercap

Several institutional investors have recently modified their holdings of the stock. ARGA Investment Management LP grew its holdings in Aercap by 210.8% during the third quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider’s stock worth $3,768,000 after acquiring an additional 21,120 shares during the period. Robeco Institutional Asset Management B.V. boosted its position in shares of Aercap by 13.9% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 135,992 shares of the financial services provider’s stock worth $16,455,000 after purchasing an additional 16,611 shares in the last quarter. Alberta Investment Management Corp acquired a new position in shares of Aercap during the 2nd quarter worth $1,849,000. Assenagon Asset Management S.A. grew its stake in shares of Aercap by 40.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock worth $164,735,000 after purchasing an additional 390,475 shares during the period. Finally, Resona Asset Management Co. Ltd. purchased a new stake in Aercap during the second quarter worth about $5,990,000. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Company Profile

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.