Tidal Investments LLC lowered its stake in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 68.4% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 287,243 shares of the financial services provider’s stock after selling 622,035 shares during the period. Tidal Investments LLC owned approximately 0.17% of Aercap worth $41,874,000 as of its most recent filing with the SEC.
Several other hedge funds have also made changes to their positions in the stock. Arbejdsmarkedets Tillaegspension bought a new stake in shares of Aercap during the fourth quarter valued at approximately $23,935,000. Public Employees Retirement System of Ohio lifted its position in Aercap by 29.2% in the first quarter. Public Employees Retirement System of Ohio now owns 92,152 shares of the financial services provider’s stock worth $12,641,000 after purchasing an additional 20,808 shares during the period. Convergence Investment Partners LLC bought a new stake in Aercap in the 4th quarter valued at $1,520,000. Legal & General Group Plc increased its holdings in Aercap by 1.0% in the 4th quarter. Legal & General Group Plc now owns 1,156,810 shares of the financial services provider’s stock valued at $166,303,000 after buying an additional 11,116 shares during the period. Finally, Trek Financial LLC acquired a new position in shares of Aercap in the 4th quarter valued at $2,764,000. Institutional investors own 96.42% of the company’s stock.
Analyst Upgrades and Downgrades
A number of equities analysts have recently commented on the stock. Morgan Stanley raised their price objective on shares of Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. TD Cowen upped their target price on shares of Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Weiss Ratings cut shares of Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Thursday, July 30th. Zacks Research raised Aercap from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Susquehanna upped their price objective on Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a research note on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $172.56.
Aercap Stock Down 1.7%
Shares of NYSE AER opened at $141.12 on Thursday. Aercap Holdings N.V. has a 52-week low of $118.93 and a 52-week high of $158.80. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28. The business has a fifty day moving average of $149.14 and a two-hundred day moving average of $144.19. The stock has a market cap of $23.55 billion, a PE ratio of 6.95, a PEG ratio of 0.57 and a beta of 0.93.
Aercap (NYSE:AER – Get Free Report) last posted its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, topping the consensus estimate of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The business had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.10 billion. During the same quarter in the prior year, the firm earned $2.83 EPS. The firm’s quarterly revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, equities research analysts expect that Aercap Holdings N.V. will post 18.95 earnings per share for the current fiscal year.
Aercap Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th were issued a dividend of $0.40 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. Aercap’s dividend payout ratio (DPR) is presently 7.87%.
Aercap Profile
AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. The company provides aircraft, engine and helicopter leasing services to airlines and other aviation customers worldwide.
AerCap’s business includes operating leases, finance leases, aircraft sales, asset management and fleet transition services. Its portfolio is centered on commercial passenger aircraft and also includes freighter aircraft, aircraft engines and helicopters.
See Also
- Five stocks we like better than Aercap
- Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal
- GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus
- Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer
- Sovereign AI: Palantir and Nebius Cut the Cloud Cord
Want to see what other hedge funds are holding AER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Aercap Holdings N.V. (NYSE:AER – Free Report).
Receive News & Ratings for Aercap Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Aercap and related companies with MarketBeat.com's FREE daily email newsletter.
