Todd Asset Management LLC Has $64.61 Million Stake in Aercap Holdings N.V. $AER

Todd Asset Management LLC lifted its stake in Aercap Holdings N.V. (NYSE:AER) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 533,961 shares of the financial services provider’s stock after purchasing an additional 7,813 shares during the period. Aercap accounts for 1.3% of Todd Asset Management LLC’s portfolio, making the stock its 15th largest position. Todd Asset Management LLC owned 0.29% of Aercap worth $64,610,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. JPMorgan Chase & Co. increased its stake 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 valued at $336,243,000 after buying an additional 575,320 shares during the period. Mawer Investment Management Ltd. boosted its holdings in Aercap by 35.1% in the third quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock valued at $253,337,000 after acquiring an additional 543,465 shares during the last quarter. Norges Bank acquired a new stake in Aercap in the second quarter worth about $241,392,000. Assenagon Asset Management S.A. raised its holdings in Aercap by 40.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock worth $164,735,000 after purchasing an additional 390,475 shares during the last quarter. Finally, Man Group plc lifted its position in Aercap by 39.3% during the 2nd quarter. Man Group plc now owns 1,192,104 shares of the financial services provider’s stock valued at $139,476,000 after purchasing an additional 336,231 shares during the period. Institutional investors own 96.42% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Bank of America lifted their price target on shares of Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Truist Financial initiated coverage on shares of Aercap in a report on Tuesday, December 9th. They set a “buy” rating and a $159.00 target price for the company. TD Cowen reissued a “buy” rating on shares of Aercap in a research note on Thursday, October 30th. Barclays raised their price target on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Finally, Susquehanna upped their price objective on Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a report on Tuesday, November 11th. Eight analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $152.13.

Aercap Price Performance

Shares of AER stock opened at $150.33 on Monday. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $150.93. The firm has a fifty day moving average of $143.85 and a 200-day moving average of $130.89. The firm has a market capitalization of $25.09 billion, a price-to-earnings ratio of 7.04, a price-to-earnings-growth ratio of 1.30 and a beta of 1.05.

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

Aercap Increases Dividend

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

About Aercap

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.