276,266 Aercap Holdings N.V. $AER Shares Sold by Cooke & Bieler LP

Cooke & Bieler LP cut its holdings in Aercap Holdings N.V. (NYSE:AER) by 29.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 651,665 shares of the financial services provider’s stock after selling 276,266 shares during the quarter. Aercap comprises approximately 1.4% of Cooke & Bieler LP’s portfolio, making the stock its 29th largest holding. Cooke & Bieler LP’s holdings in Aercap were worth $93,527,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Groupe la Francaise raised its holdings in shares of Aercap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock valued at $25,000 after buying an additional 124 shares during the last quarter. Trust Co. of Vermont acquired a new stake in shares of Aercap during the second quarter worth about $38,000. Cedar Mountain Advisors LLC acquired a new stake in shares of Aercap during the first quarter worth about $44,000. Mather Group LLC. grew its holdings in shares of Aercap by 75.0% during the third quarter. Mather Group LLC. now owns 392 shares of the financial services provider’s stock worth $56,000 after buying an additional 168 shares during the last quarter. Finally, Western Wealth Management LLC purchased a new position in shares of Aercap during the first quarter worth about $60,000. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Aercap Price Performance

Shares of AER opened at $147.93 on Thursday. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. The stock’s 50 day moving average is $145.23 and its two-hundred day moving average is $145.00. Aercap Holdings N.V. has a twelve month low of $118.96 and a twelve month high of $158.80. The firm has a market capitalization of $24.69 billion, a PE ratio of 7.43, a P/E/G ratio of 0.57 and a beta of 0.98.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%. The company’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the prior year, the business posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Research analysts anticipate that Aercap Holdings N.V. will post 19.26 earnings per share for the current year.

Aercap Announces Dividend

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

Analyst Ratings Changes

Several equities analysts recently issued reports on AER shares. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Citigroup upped their price objective on Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Truist Financial set a $180.00 price objective on Aercap in a research report on Monday, October 5th. Morgan Stanley increased their price objective on Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 30th. Finally, Weiss Ratings upgraded Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Thursday, October 8th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $173.11.

Aercap Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.