State of Wyoming Sells 3,371 Shares of AerCap Holdings N.V. $AER

State of Wyoming trimmed its position in AerCap Holdings N.V. (NYSE:AER) by 22.1% in the 3rd quarter, Holdings Channel.com reports. The fund owned 11,866 shares of the financial services provider’s stock after selling 3,371 shares during the quarter. State of Wyoming’s holdings in AerCap were worth $1,703,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Public Employees Retirement System of Ohio boosted its position in shares of AerCap by 29.2% in the 1st quarter. Public Employees Retirement System of Ohio now owns 92,152 shares of the financial services provider’s stock worth $12,641,000 after purchasing an additional 20,808 shares in the last quarter. Saudi Central Bank grew its stake in AerCap by 113.6% during the 2nd quarter. Saudi Central Bank now owns 133,910 shares of the financial services provider’s stock worth $19,521,000 after buying an additional 71,218 shares during the last quarter. Assenagon Asset Management S.A. increased its position in AerCap by 10.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 358,577 shares of the financial services provider’s stock valued at $51,463,000 after buying an additional 33,240 shares in the last quarter. Handelsbanken Fonder AB increased its position in AerCap by 321.1% during the 2nd quarter. Handelsbanken Fonder AB now owns 47,700 shares of the financial services provider’s stock valued at $6,954,000 after buying an additional 36,373 shares in the last quarter. Finally, Coppell Advisory Solutions LLC increased its position in AerCap by 441.2% during the 2nd quarter. Coppell Advisory Solutions LLC now owns 23,679 shares of the financial services provider’s stock valued at $3,452,000 after buying an additional 19,304 shares in the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

AerCap News Roundup

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Strong Q3 results and raised outlook: AerCap reported third-quarter 2026 net income of $949 million and increased its full-year guidance. Results benefited in part from gains on aircraft sales, indicating robust asset values and effective portfolio monetization. The stronger outlook is the most significant near-term catalyst for AER. AerCap reports third-quarter 2026 net income and raises guidance AerCap Q3 results lean on aircraft sale gains
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $183 to $200 and maintained an overweight rating, while Truist lifted its target from $180 to $185 and retained a buy rating. These actions signal continued confidence in AerCap’s earnings, aircraft demand and valuation, with both firms indicating further potential upside. JPMorgan recommendations Truist price target increase
• Positive Sentiment: New Turkish Airlines leasing contracts: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighters to Turkish Airlines, with deliveries scheduled from March through September 2027. The deals provide future contracted revenue and reinforce demand for AerCap’s cargo aircraft portfolio. AerCap Turkish Airlines lease announcement
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, or $1.60 annualized. While the roughly 1% yield is modest, the payment adds to the investment case and signals confidence in recurring cash generation.
• Neutral Sentiment: Value debate after a rally: A Zacks comparison examines whether AerCap or Westinghouse Air Brake Technologies offers the better value opportunity. AerCap’s low earnings multiple may appear attractive, but the stock’s recent move to a 52-week high could limit immediate upside and increase sensitivity to earnings expectations. AER versus WAB value comparison

AerCap Stock Performance

Shares of AER stock opened at $158.69 on Friday. The firm has a 50 day moving average of $145.71 and a two-hundred day moving average of $144.60. The company has a quick ratio of 0.28, a current ratio of 0.41 and a debt-to-equity ratio of 2.32. The stock has a market capitalization of $26.48 billion, a PE ratio of 7.59, a P/E/G ratio of 0.65 and a beta of 0.98. AerCap Holdings N.V. has a 52 week low of $129.42 and a 52 week high of $159.99.

AerCap (NYSE:AER) last announced its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $6.56 earnings per share for the quarter, beating analysts’ consensus estimates of $4.56 by $2.00. AerCap had a net margin of 34.47% and a return on equity of 18.26%. The business had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.15 billion. During the same period last year, the business earned $4.97 EPS. The company’s revenue was up 4.6% on a year-over-year basis. On average, research analysts predict that AerCap Holdings N.V. will post 18.64 EPS for the current fiscal year.

AerCap Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Wednesday, November 11th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Tuesday, November 10th. AerCap’s dividend payout ratio is 8.20%.

Analysts Set New Price Targets

AER has been the subject of a number of recent analyst reports. Barclays lifted their target price on shares of AerCap from $179.00 to $181.00 and gave the stock an “overweight” rating in a research note on Thursday. JPMorgan Chase & Co. increased their price objective on shares of AerCap from $183.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday. Morgan Stanley set a $175.00 price target on AerCap in a research report on Thursday. Zacks Research downgraded shares of AerCap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Finally, TD Cowen upped their target price on AerCap from $185.00 to $195.00 and gave the stock a “buy” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $181.89.

About AerCap

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.