Aercap Holdings N.V. (NYSE:AER) Announces Quarterly Dividend of $0.40

Aercap Holdings N.V. (NYSE:AER) declared a quarterly dividend on Friday, February 6th. Shareholders of record on Wednesday, February 25th will be paid a dividend of 0.40 per share by the financial services provider on Thursday, March 19th. This represents a c) annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, February 25th. This is a 48.1% increase from Aercap’s previous quarterly dividend of $0.27.

Aercap has a payout ratio of 8.2% indicating that its dividend is sufficiently covered by earnings. Equities analysts expect Aercap to earn $11.63 per share next year, which means the company should continue to be able to cover its $1.08 annual dividend with an expected future payout ratio of 9.3%.

Aercap Trading Down 2.7%

NYSE AER opened at $140.11 on Friday. Aercap has a one year low of $85.57 and a one year high of $149.24. The company has a debt-to-equity ratio of 2.43, a quick ratio of 0.30 and a current ratio of 0.30. The company has a market capitalization of $26.17 billion, a price-to-earnings ratio of 6.64, a price-to-earnings-growth ratio of 0.74 and a beta of 1.05. The company’s 50-day simple moving average is $142.87 and its two-hundred day simple moving average is $129.41.

Aercap (NYSE:AER) last released its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.31 by $0.64. The firm had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The company’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period last year, the firm earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Equities analysts forecast that Aercap will post 11.29 EPS for the current fiscal year.

Aercap News Roundup

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q4 results beat expectations: AER reported $3.95 EPS (vs. $3.31 est.) and $2.24B revenue (vs. $2.07B est.), with high margins and ROE that underscore operational strength. MarketBeat Earnings Report
• Positive Sentiment: Record full‑year results: Aercap reported record FY‑2025 adjusted net income and EPS (press release/summary), reinforcing cash generation and recurring earnings power. PR Newswire
• Positive Sentiment: Big dividend hike: Aercap raised its quarterly dividend to $0.40 (48.1% increase), signaling management confidence and returning more cash to shareholders (record/ex‑dividend dates announced).
• Neutral Sentiment: Analyst/industry coverage: Several previews and post‑earnings writeups are parsing metrics and guidance — useful for detail but not new fundamental catalysts by themselves. Zacks Analysis
• Neutral Sentiment: Pre‑announcement analyst movement: Some outlets noted analysts raising 2026 expectations into the print — background context that may adjust after guidance. Investing.com
• Negative Sentiment: Guidance disappointed: Management set FY‑2026 EPS guidance of $12.00–$13.00, materially below the consensus (~$14.91), creating a mismatch between the beat today and the outlook — the main driver of the stock pullback.

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.