Aercap Holdings N.V. $AER Stake Decreased by Dorsey Asset Management LLC

Dorsey Asset Management LLC cut its position in shares of Aercap Holdings N.V. (NYSE:AER) by 7.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,263,998 shares of the financial services provider’s stock after selling 97,120 shares during the period. Aercap makes up 13.7% of Dorsey Asset Management LLC’s portfolio, making the stock its 3rd largest holding. Dorsey Asset Management LLC owned about 0.68% of Aercap worth $152,944,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in AER. Mather Group LLC. bought a new stake in Aercap in the third quarter worth about $26,000. Geneos Wealth Management Inc. raised 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 worth $46,000 after buying an additional 94 shares during the period. Toth Financial Advisory Corp lifted its stake in shares of Aercap by 66.7% during the 3rd quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock worth $60,000 after acquiring an additional 200 shares during the last quarter. JFS Wealth Advisors LLC purchased a new position in Aercap during the 3rd quarter valued at $67,000. Finally, Farther Finance Advisors LLC boosted 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 valued at $84,000 after acquiring an additional 128 shares during the period. 96.42% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Morgan Stanley increased their target price 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 research note on Tuesday, December 9th. They set a “buy” rating and a $159.00 target price for the company. Zacks Research cut shares of Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Barclays lifted their price objective on shares of Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a report on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. 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, Aercap presently has a consensus rating of “Moderate Buy” and an average target price of $153.38.

Aercap Price Performance

AER opened at $133.01 on Friday. The company has a market capitalization of $22.20 billion, a price-to-earnings ratio of 6.23, a PEG ratio of 1.17 and a beta of 1.01. 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 12-month low of $85.57 and a 12-month high of $154.94. The business’s fifty day simple moving average is $145.04 and its 200-day simple moving average is $135.33.

Aercap (NYSE:AER) last released its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.64. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same period in the previous year, the company posted $3.31 earnings per share. The firm’s quarterly revenue was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, equities research analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal 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 given a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, February 25th. This is a boost from Aercap’s previous quarterly dividend of $0.27. Aercap’s dividend payout ratio is currently 7.50%.

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.