Aercap Holdings N.V. $AER Stock Sold by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd decreased its position in Aercap Holdings N.V. (NYSE:AER) by 4.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 68,442 shares of the financial services provider’s stock after selling 3,537 shares during the quarter. Ninety One SA Pty Ltd’s holdings in Aercap were worth $9,849,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Ninety One North America Inc. lifted its position in Aercap by 17.1% during the 3rd quarter. Ninety One North America Inc. now owns 30,137 shares of the financial services provider’s stock valued at $4,325,000 after acquiring an additional 4,411 shares during the period. ZWJ Investment Counsel Inc. purchased a new stake in Aercap in the third quarter worth about $247,000. Mather Group LLC. grew its holdings in Aercap by 75.0% in the third quarter. Mather Group LLC. now owns 392 shares of the financial services provider’s stock worth $56,000 after purchasing an additional 168 shares during the period. Fortitude Family Office LLC increased its stake in shares of Aercap by 318.7% during the third quarter. Fortitude Family Office LLC now owns 1,118 shares of the financial services provider’s stock valued at $160,000 after purchasing an additional 851 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. increased its stake in shares of Aercap by 6.0% during the third quarter. B. Riley Wealth Advisors Inc. now owns 1,787 shares of the financial services provider’s stock valued at $256,000 after purchasing an additional 101 shares in the last quarter. Institutional investors own 96.42% of the company’s stock.

Aercap Stock Up 0.4%

AER stock traded up $0.63 during trading on Thursday, hitting $144.92. 316,230 shares of the stock traded hands, compared to its average volume of 1,228,457. Aercap Holdings N.V. has a 1 year low of $118.96 and a 1 year high of $158.80. The firm’s 50 day moving average is $145.77 and its two-hundred day moving average is $144.67. The stock has a market cap of $24.18 billion, a price-to-earnings ratio of 7.12, a price-to-earnings-growth ratio of 0.57 and a beta of 0.98. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28.

Aercap (NYSE:AER) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. The business had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. Aercap’s revenue was up 14.9% compared to the same quarter last year. During the same period last year, the business earned $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, sell-side analysts anticipate that Aercap Holdings N.V. will post 19.26 EPS for the current year.

Aercap Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th were given a $0.40 dividend. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $1.60 annualized dividend and a yield of 1.1%. Aercap’s dividend payout ratio is 7.87%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. TD Cowen lifted their target price on shares of Aercap from $180.00 to $185.00 and gave the company a “buy” rating in a report on Monday. Truist Financial set a $180.00 price target on Aercap in a research note on Monday, October 5th. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Weiss Ratings raised Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, October 8th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $190.00 price objective on shares of Aercap in a research note on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $173.11.

Aercap Company Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.