AerCap Holdings N.V. $AER Position Reduced by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. lessened its position in AerCap Holdings N.V. (NYSE:AER) by 97.3% in the third quarter, HoldingsChannel.com reports. The fund owned 3,440 shares of the financial services provider’s stock after selling 123,370 shares during the period. Nippon Life Global Investors Americas Inc.’s holdings in AerCap were worth $494,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently modified their holdings of AER. Donald Smith & CO. Inc. bought a new stake in shares of AerCap in the 2nd quarter valued at about $424,585,000. Ninety One UK Ltd lifted its stake in AerCap by 12.0% in the 3rd quarter. Ninety One UK Ltd now owns 2,275,507 shares of the financial services provider’s stock valued at $326,581,000 after purchasing an additional 243,488 shares during the last quarter. KBC Group NV grew its holdings in AerCap by 1.2% during the first quarter. KBC Group NV now owns 982,037 shares of the financial services provider’s stock worth $134,715,000 after purchasing an additional 11,916 shares during the period. Sei Investments Co. grew its holdings in AerCap by 23.2% during the first quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock worth $105,575,000 after purchasing an additional 144,857 shares during the period. Finally, Swiss National Bank increased its position in AerCap by 20.4% during the first quarter. Swiss National Bank now owns 579,800 shares of the financial services provider’s stock worth $79,537,000 after buying an additional 98,200 shares during the last quarter. Institutional investors own 96.42% of the company’s stock.

AerCap Stock Performance

AER opened at $158.69 on Monday. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.41 and a quick ratio of 0.41. The business has a fifty day simple moving average of $145.71 and a 200 day simple moving average of $144.60. AerCap Holdings N.V. has a 1 year low of $129.42 and a 1 year high of $159.99. The company has a market capitalization of $26.48 billion, a PE ratio of 8.13, a price-to-earnings-growth ratio of 0.56 and a beta of 0.98.

AerCap (NYSE:AER) last posted its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $6.56 earnings per share for the quarter, topping the consensus estimate of $4.56 by $2.00. AerCap had a return on equity of 18.26% and a net margin of 34.47%. The firm had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.15 billion. During the same quarter last year, the business earned $4.97 EPS. The company’s quarterly revenue was up 4.6% compared to the same quarter last year. Research analysts expect that AerCap Holdings N.V. will post 21.33 EPS for the current year.

AerCap Dividend Announcement

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

Wall Street Analysts Forecast Growth

AER has been the topic of several research analyst reports. Morgan Stanley set a $175.00 price objective on AerCap in a research note on Thursday. JPMorgan Chase & Co. boosted their target price on AerCap from $183.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $190.00 target price on shares of AerCap in a report on Thursday, July 30th. Zacks Research cut AerCap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 29th. Finally, Susquehanna raised their price target on AerCap from $170.00 to $176.00 and gave the company a “positive” rating in a report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $181.89.

Key Headlines Impacting AerCap

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 Company 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.