Aercap Holdings N.V. $AER Holdings Lowered by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership decreased its stake in Aercap Holdings N.V. (NYSE:AER) by 62.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 150,501 shares of the financial services provider’s stock after selling 250,090 shares during the quarter. Artisan Partners Limited Partnership owned 0.08% of Aercap worth $18,211,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Mather Group LLC. acquired a new position in shares of Aercap in the third quarter worth about $26,000. Geneos Wealth Management Inc. lifted its position in shares of 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. Toth Financial Advisory Corp boosted its stake in Aercap by 66.7% in the 3rd quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock worth $60,000 after purchasing an additional 200 shares during the period. JFS Wealth Advisors LLC purchased a new position in Aercap during the 3rd quarter worth approximately $67,000. Finally, Farther Finance Advisors LLC grew its position in Aercap by 22.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock worth $84,000 after purchasing an additional 128 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on AER. Weiss Ratings restated a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Morgan Stanley increased their price objective on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Barclays raised their price objective on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Bank of America upped their target price on Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Finally, Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Eight 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $152.13.

Aercap Stock Performance

Shares of AER stock opened at $149.23 on Friday. Aercap Holdings N.V. has a fifty-two week low of $85.57 and a fifty-two week high of $154.94. The stock’s 50-day moving average is $145.76 and its two-hundred day moving average is $133.62. 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 firm has a market cap of $24.90 billion, a P/E ratio of 6.99, a PEG ratio of 1.30 and a beta of 1.05.

Aercap (NYSE:AER) last announced 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. The business had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Analysts predict that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The firm 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 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Aercap’s previous quarterly dividend of $0.27. Aercap’s payout ratio is 7.50%.

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.