Public Sector Pension Investment Board Has $12.85 Million Stake in Aercap Holdings N.V. $AER

Public Sector Pension Investment Board increased its position in Aercap Holdings N.V. (NYSE:AER) by 6.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 106,161 shares of the financial services provider’s stock after purchasing an additional 6,500 shares during the quarter. Public Sector Pension Investment Board owned approximately 0.06% of Aercap worth $12,845,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of AER. Norges Bank bought a new position in shares of Aercap during the 2nd quarter worth about $241,392,000. Mawer Investment Management Ltd. acquired a new position in Aercap in the second quarter worth about $181,377,000. High Ground Investment Management LLP bought a new position in Aercap during the third quarter worth about $90,571,000. JPMorgan Chase & Co. boosted its holdings in Aercap by 25.0% during the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock valued at $336,243,000 after purchasing an additional 575,320 shares in the last quarter. Finally, AustralianSuper Pty Ltd boosted its holdings in Aercap by 185.0% during the third quarter. AustralianSuper Pty Ltd now owns 636,906 shares of the financial services provider’s stock valued at $77,066,000 after purchasing an additional 413,428 shares in the last quarter. Institutional investors own 96.42% of the company’s stock.

Aercap Trading Up 1.7%

AER opened at $150.33 on Monday. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $150.93. The stock has a market capitalization of $25.09 billion, a PE ratio of 7.04, a PEG ratio of 1.30 and a beta of 1.05. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm has a 50-day moving average price of $143.85 and a two-hundred day moving average price of $130.89.

Aercap (NYSE:AER) last announced its earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.64. The company 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%. Aercap’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be issued a $0.40 dividend. This is a positive change from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, February 25th. Aercap’s dividend payout ratio (DPR) is 5.06%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AER. Bank of America increased 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. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Weiss Ratings restated a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. Truist Financial began coverage on shares of Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 target price on the stock. Finally, TD Cowen reiterated a “buy” rating on shares of Aercap in a research report on Thursday, October 30th. Eight analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $152.13.

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.