Aercap Holdings N.V. $AER Shares Purchased by Ninety One North America Inc.

Ninety One North America Inc. increased its position in Aercap Holdings N.V. (NYSE:AER) by 17.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 30,137 shares of the financial services provider’s stock after buying an additional 4,411 shares during the quarter. Ninety One North America Inc.’s holdings in Aercap were worth $4,325,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Williams & Novak LLC grew its stake in shares of Aercap by 4.6% in the 2nd quarter. Williams & Novak LLC now owns 1,531 shares of the financial services provider’s stock valued at $223,000 after buying an additional 68 shares during the period. Parallel Advisors LLC raised its position in shares of Aercap by 7.1% during the 1st quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock valued at $152,000 after buying an additional 74 shares during the period. Contravisory Investment Management Inc. raised its position in shares of Aercap by 4.2% during the 2nd quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock valued at $287,000 after buying an additional 79 shares during the period. B. Riley Wealth Advisors Inc. raised its position in shares of Aercap by 6.0% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 1,787 shares of the financial services provider’s stock valued at $256,000 after buying an additional 101 shares during the period. Finally, Versant Capital Management Inc lifted its holdings in Aercap by 3.5% in the third quarter. Versant Capital Management Inc now owns 3,585 shares of the financial services provider’s stock valued at $515,000 after acquiring an additional 120 shares during the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently weighed in on AER. TD Cowen increased their price objective on Aercap from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Monday. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 29th. Barclays lifted their target price on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Susquehanna increased their price target on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a report on Tuesday, July 7th. Finally, Citigroup lifted their target price on shares of Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $173.11.

Aercap Stock Up 0.3%

NYSE:AER traded up $0.46 during mid-day trading on Thursday, hitting $144.75. The stock had a trading volume of 316,230 shares, compared to its average volume of 1,228,457. Aercap Holdings N.V. has a twelve month low of $118.96 and a twelve month high of $158.80. The stock has a 50-day simple moving average of $145.77 and a two-hundred day simple moving average of $144.67. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. The company has a market capitalization of $24.16 billion, a PE ratio of 7.13, a PEG ratio of 0.57 and a beta of 0.98.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS 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 company had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same quarter in the previous year, the business posted $2.83 EPS. The firm’s revenue was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities research analysts anticipate that Aercap Holdings N.V. will post 19.26 EPS for the current year.

Aercap Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th were given a $0.40 dividend. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s payout ratio is 7.87%.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.