Aercap Holdings N.V. $AER Shares Sold by Cooper Investors PTY Ltd.

Cooper Investors PTY Ltd. lowered its position in shares of Aercap Holdings N.V. (NYSE:AER) by 54.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 47,694 shares of the financial services provider’s stock after selling 57,695 shares during the period. Aercap comprises about 1.6% of Cooper Investors PTY Ltd.’s holdings, making the stock its 24th largest position. Cooper Investors PTY Ltd.’s holdings in Aercap were worth $5,771,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AER. Norges Bank purchased a new position in Aercap during the 2nd quarter worth approximately $241,392,000. Mawer Investment Management Ltd. purchased a new position in shares of Aercap during the second quarter worth approximately $181,377,000. 59 North Capital Management LP grew its position in shares of Aercap by 40.6% during the first quarter. 59 North Capital Management LP now owns 5,209,534 shares of the financial services provider’s stock worth $532,258,000 after acquiring an additional 1,504,620 shares during the last quarter. Dorsey Asset Management LLC acquired a new position in shares of Aercap in the 1st quarter valued at $116,325,000. Finally, Ninety One UK Ltd raised its position in Aercap by 44.8% in the 2nd quarter. Ninety One UK Ltd now owns 2,794,925 shares of the financial services provider’s stock valued at $327,006,000 after purchasing an additional 864,348 shares during the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Price Performance

Shares of NYSE:AER opened at $145.39 on Friday. Aercap Holdings N.V. has a 52 week low of $85.57 and a 52 week high of $146.67. The company has a 50-day moving average price of $134.08 and a 200 day moving average price of $123.20. The company has a market cap of $27.16 billion, a P/E ratio of 6.89, a PEG ratio of 0.76 and a beta of 1.13. The company has a quick ratio of 0.30, a current ratio of 0.30 and a debt-to-equity ratio of 2.43.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.16 by $1.81. The business had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2 billion. Aercap had a return on equity of 15.16% and a net margin of 45.41%.The company’s revenue for the quarter was up 18.5% on a year-over-year basis. During the same period in the prior year, the business posted $2.41 EPS. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Research analysts predict that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Wednesday, November 12th were issued a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $1.08 dividend on an annualized basis and a yield of 0.7%. Aercap’s dividend payout ratio (DPR) is 5.12%.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on AER shares. Susquehanna raised their price objective on shares of Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, October 8th. Truist Financial assumed coverage on Aercap in a research report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price target on the stock. Zacks Research raised Aercap from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 16th. Finally, Morgan Stanley lifted their target price on Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $146.29.

Aercap 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.