Heritage Investors Management Corp Has $10.07 Million Stake in Aercap Holdings N.V. $AER

Heritage Investors Management Corp decreased its position in shares of Aercap Holdings N.V. (NYSE:AER) by 5.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,054 shares of the financial services provider’s stock after selling 4,952 shares during the period. Heritage Investors Management Corp’s holdings in Aercap were worth $10,068,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AER. Mather Group LLC. lifted its position in Aercap by 230.1% during the 1st quarter. Mather Group LLC. now owns 307 shares of the financial services provider’s stock worth $31,000 after acquiring an additional 214 shares during the last quarter. Quarry LP acquired a new position in shares of Aercap during the first quarter valued at about $37,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of Aercap during the second quarter valued at about $43,000. Geneos Wealth Management Inc. raised its position in shares of Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares during the last quarter. Finally, Whittier Trust Co. acquired a new position in shares of Aercap during the second quarter valued at about $53,000. Institutional investors and hedge funds own 96.42% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on AER shares. Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 16th. Barclays upped their price objective on shares of Aercap from $131.00 to $132.00 and gave the company an “overweight” rating in a research report on Tuesday, October 21st. Susquehanna upped their price objective on shares of Aercap from $130.00 to $134.00 and gave the company a “positive” rating in a research report on Wednesday, August 13th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, October 8th. Finally, Morgan Stanley upped their price objective on shares of Aercap from $111.00 to $120.00 and gave the company an “equal weight” rating in a research report on Thursday, July 17th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $124.00.

Aercap Stock Performance

NYSE:AER opened at $131.50 on Thursday. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $131.68. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 2.57. The firm has a market capitalization of $24.56 billion, a PE ratio of 8.18, a price-to-earnings-growth ratio of 2.41 and a beta of 1.40. The firm has a 50-day moving average price of $122.19 and a 200 day moving average price of $115.09.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.16 by $1.81. Aercap had a net margin of 36.93% and a return on equity of 13.13%. The firm had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2 billion. During the same quarter in the prior year, the business posted $2.41 earnings per share. The company’s quarterly revenue was up 18.5% compared to the same quarter last year. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Research analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Wednesday, November 12th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, November 12th. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. Aercap’s dividend payout ratio (DPR) is presently 6.72%.

About Aercap

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.