Aercap (NYSE:AER) Reaches New 12-Month High – Time to Buy?

Aercap Holdings N.V. (NYSE:AER)’s share price hit a new 52-week high during mid-day trading on Wednesday . The company traded as high as $153.16 and last traded at $152.5410, with a volume of 2978258 shares changing hands. The stock had previously closed at $150.43.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Susquehanna upped their price target on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a report on Tuesday, November 11th. Truist Financial initiated coverage on Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 target price on the stock. Morgan Stanley lifted their price target on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. TD Cowen reiterated a “buy” rating on shares of Aercap in a research report on Thursday, October 30th. Finally, Zacks Research downgraded shares of Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Eight investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Aercap presently has an average rating of “Moderate Buy” and a consensus price target of $152.13.

Aercap Price Performance

The company has a market capitalization of $25.46 billion, a price-to-earnings ratio of 7.15, 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 company’s 50 day simple moving average is $144.33 and its 200-day simple moving average is $131.51.

Aercap (NYSE:AER) last announced 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 for the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The company’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, equities research analysts predict that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be paid a $0.40 dividend. The ex-dividend date is Wednesday, February 25th. This is an increase from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 annualized dividend and a yield of 1.0%. Aercap’s payout ratio is currently 5.06%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Mizuho Markets Cayman LP lifted its holdings in shares of Aercap by 45,615.5% during the 3rd quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after acquiring an additional 3,502,812 shares during the period. Norges Bank purchased a new position in Aercap during the fourth quarter worth approximately $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Aercap in the 4th quarter valued at $282,665,000. Mawer Investment Management Ltd. purchased a new stake in shares of Aercap during the 2nd quarter valued at $181,377,000. Finally, L1 Capital International Pty Ltd increased its holdings in shares of Aercap by 344.2% during the 4th quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock worth $219,587,000 after buying an additional 1,183,616 shares during the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

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.