Pictet Asset Management Holding SA Boosts Stock Position in Aercap Holdings N.V. $AER

Pictet Asset Management Holding SA increased its position in shares of Aercap Holdings N.V. (NYSE:AER) by 3.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 166,167 shares of the financial services provider’s stock after acquiring an additional 5,838 shares during the period. Pictet Asset Management Holding SA’s holdings in Aercap were worth $23,884,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Wedmont Private Capital increased its stake in Aercap by 3.9% during the fourth quarter. Wedmont Private Capital now owns 1,979 shares of the financial services provider’s stock worth $290,000 after purchasing an additional 74 shares during the period. Argentarii LLC boosted its stake in shares of Aercap by 2.8% in the fourth quarter. Argentarii LLC now owns 2,793 shares of the financial services provider’s stock valued at $402,000 after purchasing an additional 77 shares during the period. Savant Capital LLC boosted its stake in shares of Aercap by 2.4% in the third quarter. Savant Capital LLC now owns 3,417 shares of the financial services provider’s stock valued at $413,000 after purchasing an additional 80 shares during the period. Kathmere Capital Management LLC grew its holdings in shares of Aercap by 3.9% in the third quarter. Kathmere Capital Management LLC now owns 2,246 shares of the financial services provider’s stock valued at $272,000 after purchasing an additional 85 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in shares of Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after purchasing an additional 94 shares in the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Aercap Stock Up 3.1%

AER stock opened at $142.45 on Friday. The stock has a market cap of $23.77 billion, a P/E ratio of 6.24, a PEG ratio of 1.29 and a beta of 0.99. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. Aercap Holdings N.V. has a twelve month low of $105.27 and a twelve month high of $154.94. The company’s 50 day moving average is $141.15 and its two-hundred day moving average is $139.30.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.59 by $1.80. The business had revenue of $2.30 billion during the quarter, compared to analysts’ expectations of $2.10 billion. Aercap had a net margin of 45.22% and a return on equity of 16.07%. The company’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.68 EPS. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Research analysts expect that Aercap Holdings N.V. will post 14.5 earnings per share for the current fiscal year.

Aercap Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Wednesday, May 13th will be paid a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, May 13th. Aercap’s dividend payout ratio is currently 7.50%.

Aercap announced that its board has authorized a stock buyback plan on Wednesday, April 29th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board believes its shares are undervalued.

Wall Street Analysts Forecast Growth

AER has been the topic of a number of research reports. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a report on Monday, April 20th. JPMorgan Chase & Co. boosted their price target on shares of Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a research note on Thursday. Susquehanna upped their price objective on Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a research report on Thursday. Barclays increased their price objective on Aercap from $162.00 to $164.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, TD Cowen lifted their target price on Aercap from $170.00 to $175.00 and gave the company a “buy” rating in a report on Thursday. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $163.13.

Key Stories Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q1 results materially beat expectations — adjusted EPS $5.39 vs $3.59 consensus and revenue $2.30B vs $2.04B; company reported record adjusted net income for Q1. Strong results and accompanying presentation support the rally. PR Newswire: Q1 Results
• Positive Sentiment: Board approved a $1.0 billion share repurchase authorization (up to ~4.3% of shares) — signals management confidence and supports EPS/return metrics. RTT News: Buyback
• Positive Sentiment: Company declared a quarterly cash dividend of $0.40/share (ex‑dividend May 13, pay June 4), adding an income element for investors.
• Positive Sentiment: Analyst support lifted: Truist raised its target to $161 (buy) and JPMorgan raised its target to $155 (overweight), providing further upward price catalyst from the sell‑side. Benzinga: Analyst Moves
• Neutral Sentiment: Morgan Stanley cut its target to $155 and moved to equal weight — a mixed signal that limits upside conviction despite the same price target as JPMorgan. Benzinga: Morgan Stanley The Fly
• Neutral Sentiment: Corporate filings and investor materials were posted (interim financial report, slide deck, earnings‑call transcript), improving transparency but not altering fundamentals on their own. Slide Deck Earnings Transcript
• Negative Sentiment: FY‑2026 EPS guidance was set at $14.50 (company figure) vs ~ $15.40 consensus — a shortfall that tempers the upside from the quarter beat and buyback. Investors may re‑price forward estimates until guidance is reconciled with street forecasts. Seeking Alpha: Guidance & Repurchase
• Negative Sentiment: Management flagged that prolonged high jet‑fuel prices could pressure airlines — a macro risk that can indirectly affect lease rates and airline creditworthiness, though AerCap says some scenarios could create lessor opportunities. Reuters: Fuel Risk

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.