Aercap Holdings N.V. $AER Stock Position Decreased by Victory Capital Management Inc.

Victory Capital Management Inc. cut its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 44.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,686 shares of the financial services provider’s stock after selling 91,775 shares during the period. Victory Capital Management Inc.’s holdings in Aercap were worth $13,635,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Citigroup Inc. increased its stake in Aercap by 12.7% in the 3rd quarter. Citigroup Inc. now owns 176,919 shares of the financial services provider’s stock valued at $21,407,000 after buying an additional 19,975 shares during the period. ARGA Investment Management LP grew its holdings in shares of Aercap by 210.8% during the 3rd quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider’s stock valued at $3,768,000 after acquiring an additional 21,120 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in shares of Aercap by 13.9% during the third quarter. Robeco Institutional Asset Management B.V. now owns 135,992 shares of the financial services provider’s stock worth $16,455,000 after acquiring an additional 16,611 shares in the last quarter. Alberta Investment Management Corp boosted its position in Aercap by 142.4% during the third quarter. Alberta Investment Management Corp now owns 38,300 shares of the financial services provider’s stock valued at $4,634,000 after purchasing an additional 22,500 shares during the last quarter. Finally, Todd Asset Management LLC grew its stake in Aercap by 1.5% in the third quarter. Todd Asset Management LLC now owns 533,961 shares of the financial services provider’s stock valued at $64,610,000 after purchasing an additional 7,813 shares in the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Barclays increased their price objective on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a report on Tuesday, January 6th. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Morgan Stanley boosted their target price on shares of Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research report on Monday, March 2nd. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $153.38.

Aercap Stock Performance

Shares of AER opened at $140.92 on Thursday. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. Aercap Holdings N.V. has a one year low of $85.57 and a one year high of $154.94. The company’s fifty day moving average price is $145.49 and its 200 day moving average price is $135.17. The company has a market capitalization of $23.52 billion, a PE ratio of 6.60, a price-to-earnings-growth ratio of 1.24 and a beta of 1.01.

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 analysts’ consensus estimates of $3.31 by $0.64. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.07 billion. During the same period in the previous year, the company posted $3.31 earnings per share. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, analysts expect that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Increases Dividend

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

About Aercap

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.