Aercap Holdings N.V. $AER Stock Holdings Decreased by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC lessened its stake in Aercap Holdings N.V. (NYSE:AER) by 32.6% during the third quarter, HoldingsChannel.com reports. The firm owned 30,769 shares of the financial services provider’s stock after selling 14,870 shares during the period. Orion Porfolio Solutions LLC’s holdings in Aercap were worth $3,723,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Mather Group LLC. acquired a new position in Aercap in the third quarter worth about $26,000. Geneos Wealth Management Inc. raised its stake in Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares in the last quarter. Toth Financial Advisory Corp raised its stake in Aercap by 66.7% during the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after buying an additional 200 shares in the last quarter. JFS Wealth Advisors LLC bought a new position in Aercap during the 3rd quarter worth approximately $67,000. Finally, Farther Finance Advisors LLC lifted its holdings in Aercap by 22.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock worth $84,000 after buying an additional 128 shares during the last quarter. Institutional investors own 96.42% of the company’s stock.

Aercap Trading Down 3.3%

Aercap stock opened at $136.17 on Monday. Aercap Holdings N.V. has a 52-week low of $85.57 and a 52-week high of $154.94. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $22.72 billion, a price-to-earnings ratio of 6.38, a PEG ratio of 1.20 and a beta of 1.01. The firm has a 50-day moving average price of $145.70 and a two-hundred day moving average price of $134.83.

Aercap (NYSE:AER) last announced its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, beating the consensus estimate of $3.31 by $0.64. The company had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. Aercap’s revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the business earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Sell-side 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 announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be given a $0.40 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 annualized dividend and a yield of 1.2%. This is an increase from Aercap’s previous quarterly dividend of $0.27. Aercap’s payout ratio is 7.50%.

Analysts Set New Price Targets

A number of equities research analysts have 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 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 initiated coverage on shares of Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price objective for the company. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Finally, Barclays increased their target price on shares of Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a report on Tuesday, January 6th. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Aercap currently has a consensus rating of “Moderate Buy” and a consensus target price of $153.38.

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.