Aercap Holdings N.V. $AER Shares Acquired by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. increased its holdings in Aercap Holdings N.V. (NYSE:AER) by 20.0% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 27,320 shares of the financial services provider’s stock after purchasing an additional 4,544 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Aercap were worth $3,306,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in AER. Mather Group LLC. acquired a new position in Aercap during the 3rd quarter worth $26,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of Aercap during the second quarter valued at $43,000. Geneos Wealth Management Inc. raised its stake in shares of Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after purchasing an additional 94 shares in the last quarter. Whittier Trust Co. bought a new stake in shares of Aercap during the second quarter valued at about $53,000. Finally, Toth Financial Advisory Corp lifted its holdings in Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock worth $60,000 after purchasing an additional 200 shares during the period. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Aercap Stock Up 2.3%

AER stock opened at $148.32 on Thursday. The firm has a market cap of $27.70 billion, a PE ratio of 6.95, a P/E/G ratio of 0.89 and a beta of 1.05. Aercap Holdings N.V. has a 12 month low of $85.57 and a 12 month high of $149.24. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.30. The firm has a 50 day simple moving average of $143.48 and a 200 day simple moving average of $130.23.

Aercap (NYSE:AER) last posted its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.64. The firm had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Equities research analysts forecast that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, February 25th. Aercap’s payout ratio is presently 5.06%.

Analyst Upgrades and Downgrades

Several research firms have commented on AER. Truist Financial began coverage on shares of Aercap in a research note on Tuesday, December 9th. They set a “buy” rating and a $159.00 target price on the stock. Morgan Stanley increased their price objective on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a report on Tuesday, November 11th. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Bank of America boosted their target price on Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Eight equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $152.13.

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.