PCJ Investment Counsel Ltd. Cuts Stake in Aercap Holdings N.V. $AER

PCJ Investment Counsel Ltd. trimmed its position in Aercap Holdings N.V. (NYSE:AER) by 83.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,590 shares of the financial services provider’s stock after selling 38,000 shares during the quarter. PCJ Investment Counsel Ltd.’s holdings in Aercap were worth $918,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Kepler Cheuvreux Suisse SA purchased a new stake in Aercap during the third quarter valued at $10,789,000. Mackenzie Financial Corp increased its holdings in shares of Aercap by 1.9% in the 3rd quarter. Mackenzie Financial Corp now owns 242,071 shares of the financial services provider’s stock worth $29,291,000 after buying an additional 4,556 shares during the last quarter. Winthrop Capital Management LLC increased its holdings in shares of Aercap by 2.5% in the 3rd quarter. Winthrop Capital Management LLC now owns 4,368 shares of the financial services provider’s stock worth $529,000 after buying an additional 106 shares during the last quarter. Schroder Investment Management Group lifted its holdings in shares of Aercap by 12.4% in the 3rd quarter. Schroder Investment Management Group now owns 20,999 shares of the financial services provider’s stock valued at $2,551,000 after acquiring an additional 2,321 shares during the last quarter. Finally, Inceptionr LLC increased its stake in Aercap by 107.6% during the third quarter. Inceptionr LLC now owns 10,577 shares of the financial services provider’s stock worth $1,280,000 after acquiring an additional 5,482 shares during the last quarter. Institutional investors own 96.42% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on AER shares. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the company a “buy” rating in a report on Tuesday, February 10th. Morgan Stanley raised their price objective on shares of Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Truist Financial began coverage on Aercap in a research report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price objective on the stock. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Finally, Susquehanna increased their price objective on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research note on Tuesday, November 11th. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $153.38.

Aercap Price Performance

Shares of AER stock opened at $140.79 on Wednesday. Aercap Holdings N.V. has a fifty-two week low of $85.57 and a fifty-two week high of $154.94. The company has a debt-to-equity ratio of 2.38, a quick ratio of 0.23 and a current ratio of 0.23. The firm has a market capitalization of $23.50 billion, a price-to-earnings ratio of 6.60, a PEG ratio of 1.23 and a beta of 1.01. The stock’s 50-day simple moving average is $145.54 and its 200-day simple moving average is $135.13.

Aercap (NYSE:AER) last posted its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, topping the consensus estimate of $3.31 by $0.64. The business had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities analysts forecast that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be paid a $0.40 dividend. The ex-dividend date is Wednesday, February 25th. This is an increase from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio (DPR) is currently 7.50%.

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.