WJ Financial Advisors LLC Takes Position in Aercap Holdings N.V. $AER

WJ Financial Advisors LLC acquired a new position in Aercap Holdings N.V. (NYSE:AER) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 4,280 shares of the financial services provider’s stock, valued at approximately $518,000.

A number of other large investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. increased its holdings in Aercap by 25.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after buying an additional 575,320 shares during the period. Mawer Investment Management Ltd. boosted its holdings in shares of Aercap by 35.1% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock valued at $253,337,000 after acquiring an additional 543,465 shares during the last quarter. Norges Bank acquired a new stake in shares of Aercap in the second quarter worth $241,392,000. Assenagon Asset Management S.A. raised its holdings in shares of Aercap by 40.2% during the third quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock worth $164,735,000 after purchasing an additional 390,475 shares during the last quarter. Finally, Man Group plc lifted its position in Aercap by 39.3% during the second quarter. Man Group plc now owns 1,192,104 shares of the financial services provider’s stock valued at $139,476,000 after purchasing an additional 336,231 shares during the period. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Trading Up 1.7%

Shares of AER stock opened at $150.33 on Friday. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.30. The company has a market cap of $28.08 billion, a price-to-earnings ratio of 7.04, a PEG ratio of 1.28 and a beta of 1.05. The stock has a 50 day simple moving average of $143.85 and a 200-day simple moving average of $130.61. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $150.93.

Aercap (NYSE:AER) last released its quarterly earnings results 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 analysts’ expectations of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter last year, the company earned $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, equities research analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $0.40 per share. This is an increase from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 annualized dividend and a yield of 1.1%. Aercap’s dividend payout ratio (DPR) is presently 5.06%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Morgan Stanley increased their price target on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Truist Financial began coverage on Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price target for the company. TD Cowen reaffirmed a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Finally, Susquehanna lifted their target price on shares of Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a report on Tuesday, November 11th. Eight analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $152.13.

Aercap 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.