Mitsubishi UFJ Asset Management Co. Ltd. Raises Holdings in Aercap Holdings N.V. $AER

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Aercap Holdings N.V. (NYSE:AER) by 6.3% in the fourth quarter, HoldingsChannel reports. The firm owned 175,986 shares of the financial services provider’s stock after buying an additional 10,447 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Aercap were worth $25,453,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Citigroup Inc. grew its position in shares of Aercap by 12.7% during the third quarter. Citigroup Inc. now owns 176,919 shares of the financial services provider’s stock valued at $21,407,000 after purchasing an additional 19,975 shares in the last quarter. ARGA Investment Management LP grew its position in Aercap by 210.8% in the third quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider’s stock worth $3,768,000 after acquiring an additional 21,120 shares in the last quarter. Alberta Investment Management Corp grew its position in Aercap by 142.4% in the third quarter. Alberta Investment Management Corp now owns 38,300 shares of the financial services provider’s stock worth $4,634,000 after acquiring an additional 22,500 shares in the last quarter. Todd Asset Management LLC grew its position 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 worth $64,610,000 after acquiring an additional 7,813 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH grew its position in Aercap by 7.8% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 309,714 shares of the financial services provider’s stock worth $37,475,000 after acquiring an additional 22,438 shares in the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Price Performance

Shares of AER stock opened at $150.06 on Friday. Aercap Holdings N.V. has a 52-week low of $105.65 and a 52-week high of $154.94. The company has a debt-to-equity ratio of 2.34, a quick ratio of 0.24 and a current ratio of 0.24. The firm has a market capitalization of $25.04 billion, a P/E ratio of 6.58, a P/E/G ratio of 1.05 and a beta of 0.95. The stock has a 50 day moving average price of $141.08 and a 200 day moving average price of $140.10.

Aercap (NYSE:AER) last issued its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.59 by $1.80. Aercap had a return on equity of 16.01% and a net margin of 45.22%.The firm had revenue of $2.30 billion during the quarter, compared to analyst estimates of $2.07 billion. During the same period last year, the company earned $3.68 EPS. Aercap’s quarterly revenue was up 7.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. As a group, sell-side analysts predict that Aercap Holdings N.V. will post 17.23 earnings per share for the current year.

Aercap announced that its Board of Directors has initiated a share buyback program on Wednesday, April 29th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.

Aercap Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Wednesday, May 13th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, May 13th. Aercap’s dividend payout ratio (DPR) is currently 7.01%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Morgan Stanley dropped their price target on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a research report on Thursday, April 30th. Susquehanna lifted their price target on Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a research report on Thursday, April 30th. TD Cowen lifted their price target on Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Finally, Truist Financial lifted their price target on Aercap from $159.00 to $161.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $163.13.

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.