SG Americas Securities LLC Purchases 48,456 Shares of Aercap Holdings N.V. $AER

SG Americas Securities LLC boosted its position in Aercap Holdings N.V. (NYSE:AER) by 81.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 107,619 shares of the financial services provider’s stock after buying an additional 48,456 shares during the period. SG Americas Securities LLC owned approximately 0.06% of Aercap worth $13,022,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the company. JPMorgan Chase & Co. raised its position in shares of Aercap by 25.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after acquiring an additional 575,320 shares in the last quarter. Ninety One UK Ltd grew its stake in Aercap by 44.8% during the second quarter. Ninety One UK Ltd now owns 2,794,925 shares of the financial services provider’s stock worth $327,006,000 after purchasing an additional 864,348 shares during the period. Norges Bank bought a new stake in Aercap in the second quarter worth approximately $241,392,000. Mawer Investment Management Ltd. acquired a new position in Aercap in the second quarter valued at approximately $181,377,000. Finally, Assenagon Asset Management S.A. lifted its stake in Aercap by 40.2% in the third quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock valued at $164,735,000 after buying an additional 390,475 shares during the period. Institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

Shares of AER opened at $146.98 on Friday. The firm has a market capitalization of $27.45 billion, a P/E ratio of 6.96, a P/E/G ratio of 0.75 and a beta of 1.08. Aercap Holdings N.V. has a 52 week low of $85.57 and a 52 week high of $149.24. The stock has a 50 day moving average price of $138.62 and a two-hundred day moving average price of $125.27. The company has a debt-to-equity ratio of 2.43, a quick ratio of 0.30 and a current ratio of 0.30.

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

Aercap Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Stockholders of record on Wednesday, November 12th were paid a $0.27 dividend. The ex-dividend date was Wednesday, November 12th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. Aercap’s dividend payout ratio is presently 5.12%.

Wall Street Analyst Weigh In

Several analysts have recently commented on AER shares. Morgan Stanley raised their price objective on shares of Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. TD Cowen raised their price target on shares of Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Cowen reaffirmed a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Barclays increased their price objective on shares of Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday. Finally, Susquehanna raised their target price on Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a research note on Tuesday, November 11th. Eight analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Aercap currently has a consensus rating of “Moderate Buy” and a consensus price target of $148.86.

Aercap Company 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.