Woodson Capital Management LP Sells 26,931 Shares of Aercap Holdings N.V. $AER

Woodson Capital Management LP cut its holdings in Aercap Holdings N.V. (NYSE:AER) by 15.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 142,069 shares of the financial services provider’s stock after selling 26,931 shares during the period. Aercap accounts for 3.1% of Woodson Capital Management LP’s investment portfolio, making the stock its 16th biggest position. Woodson Capital Management LP’s holdings in Aercap were worth $17,190,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of AER. JPMorgan Chase & Co. boosted its holdings in shares of Aercap by 25.0% in the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after acquiring an additional 575,320 shares during the period. Ninety One UK Ltd boosted its stake in Aercap by 44.8% in the 2nd quarter. Ninety One UK Ltd now owns 2,794,925 shares of the financial services provider’s stock worth $327,006,000 after purchasing an additional 864,348 shares during the period. Norges Bank purchased a new position in Aercap during the 2nd quarter valued at about $241,392,000. Mawer Investment Management Ltd. bought a new stake in shares of Aercap during the second quarter valued at about $181,377,000. Finally, Assenagon Asset Management S.A. increased its position in shares of Aercap by 40.2% during the third quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock valued at $164,735,000 after buying an additional 390,475 shares during the period. Institutional investors own 96.42% of the company’s stock.

Analyst Ratings Changes

AER has been the subject of a number of recent analyst reports. TD Cowen boosted their price target on shares of Aercap from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Cowen reaffirmed a “buy” rating on shares of Aercap in a report on Thursday, October 30th. Truist Financial assumed coverage on Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target for the company. Barclays upped their price objective on shares of Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Finally, Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, October 8th. Eight analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $148.86.

Aercap Price Performance

Shares of AER stock opened at $143.46 on Friday. 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 fifty-two week low of $85.57 and a fifty-two week high of $149.24. The firm has a market cap of $26.80 billion, a P/E ratio of 6.80, a P/E/G ratio of 0.73 and a beta of 1.08. The business’s 50 day moving average price is $139.80 and its 200-day moving average price is $126.23.

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, beating the consensus estimate of $3.16 by $1.81. The business had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2 billion. Aercap had a return on equity of 15.16% and a net margin of 45.41%.The business’s revenue was up 18.5% on a year-over-year basis. During the same period in the previous year, the firm posted $2.41 EPS. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. On average, equities research analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Stockholders of record on Wednesday, November 12th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Wednesday, November 12th. Aercap’s dividend payout ratio is currently 5.12%.

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.