Qsemble Capital Management LP Has $8.46 Million Stock Holdings in Aercap Holdings N.V. $AER

Qsemble Capital Management LP lowered its position in shares of Aercap Holdings N.V. (NYSE:AER) by 7.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,817 shares of the financial services provider’s stock after selling 4,782 shares during the quarter. Qsemble Capital Management LP’s holdings in Aercap were worth $8,456,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of AER. Harbor Capital Advisors Inc. acquired a new position in Aercap during the 4th quarter worth approximately $27,000. Advisory Services Network LLC acquired a new position in Aercap during the 3rd quarter worth approximately $35,000. Geneos Wealth Management Inc. boosted its position in Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after acquiring an additional 94 shares during the last quarter. GAMMA Investing LLC boosted its position in Aercap by 36.5% during the 4th quarter. GAMMA Investing LLC now owns 359 shares of the financial services provider’s stock worth $52,000 after acquiring an additional 96 shares during the last quarter. Finally, JFS Wealth Advisors LLC acquired a new position in Aercap during the 3rd quarter worth approximately $67,000. Institutional investors and hedge funds own 96.42% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on AER. JPMorgan Chase & Co. upped their price target on Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Barclays upped their price target on Aercap from $162.00 to $164.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. TD Cowen upped their price target on Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Morgan Stanley reduced their price target on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a research report on Thursday, April 30th. Finally, Susquehanna upped their price target on Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a research report on Thursday, April 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $163.13.

Aercap Trading Down 1.5%

NYSE AER opened at $139.99 on Friday. The company has a market cap of $23.36 billion, a PE ratio of 6.13, a PEG ratio of 0.99 and a beta of 0.95. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 2.34. Aercap Holdings N.V. has a 12 month low of $105.65 and a 12 month high of $154.94. The stock has a 50 day moving average of $140.47 and a 200-day moving average of $140.96.

Aercap (NYSE:AER) last released its quarterly earnings data on Wednesday, April 29th. The financial services provider reported $5.39 EPS for the quarter, beating the consensus estimate of $3.59 by $1.80. The company had revenue of $2.30 billion during the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a return on equity of 16.01% and a net margin of 45.22%.The firm’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.68 EPS. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. On average, equities research analysts anticipate that Aercap Holdings N.V. will post 17.23 EPS for the current fiscal year.

Aercap Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Wednesday, May 13th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, May 13th. Aercap’s dividend payout ratio is presently 7.01%.

Aercap announced that its board has approved a stock repurchase plan on Wednesday, April 29th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the financial services provider to reacquire up to 4.3% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

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.