AlphaCore Capital LLC Raises Holdings in Aercap Holdings N.V. $AER

AlphaCore Capital LLC boosted its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 590.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,067 shares of the financial services provider’s stock after acquiring an additional 4,333 shares during the quarter. AlphaCore Capital LLC’s holdings in Aercap were worth $613,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Integrated Wealth Concepts LLC grew its stake in shares of Aercap by 19.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock worth $271,000 after purchasing an additional 423 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Aercap by 282.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock worth $680,000 after buying an additional 4,919 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after buying an additional 94 shares in the last quarter. Envestnet Asset Management Inc. grew its position in Aercap by 19.2% during the second quarter. Envestnet Asset Management Inc. now owns 589,371 shares of the financial services provider’s stock valued at $68,956,000 after buying an additional 95,100 shares during the period. Finally, Assetmark Inc. increased its holdings in Aercap by 9.2% in the second quarter. Assetmark Inc. now owns 2,207 shares of the financial services provider’s stock valued at $258,000 after buying an additional 186 shares in the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

AER has been the subject of a number of analyst reports. Morgan Stanley upped their price objective on shares of Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Bank of America lifted their price target on Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Finally, Susquehanna upped their target price on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research note on Tuesday, November 11th. Eight analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Aercap currently has a consensus rating of “Moderate Buy” and an average target price of $152.13.

Aercap Trading Down 0.8%

AER opened at $149.23 on Friday. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. The company’s 50 day simple moving average is $145.76 and its two-hundred day simple moving average is $133.48. The firm has a market capitalization of $24.90 billion, a price-to-earnings ratio of 6.99, a price-to-earnings-growth ratio of 1.30 and a beta of 1.05. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $154.94.

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

Aercap Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be issued a dividend of $0.40 per share. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. This is a boost from Aercap’s previous quarterly dividend of $0.27. Aercap’s payout ratio is presently 7.50%.

About Aercap

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.