Kepler Cheuvreux Suisse SA Makes New $10.79 Million Investment in Aercap Holdings N.V. $AER

Kepler Cheuvreux Suisse SA purchased a new stake in shares of Aercap Holdings N.V. (NYSE:AER) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 89,163 shares of the financial services provider’s stock, valued at approximately $10,789,000.

Several other institutional investors have also modified their holdings of the company. Mather Group LLC. bought a new stake in Aercap in the 3rd quarter valued at about $26,000. Geneos Wealth Management Inc. grew its position in Aercap by 26.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 94 shares during the last quarter. Toth Financial Advisory Corp increased its stake in shares of Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after purchasing an additional 200 shares during the period. JFS Wealth Advisors LLC acquired a new stake in shares of Aercap in the third quarter valued at approximately $67,000. Finally, Farther Finance Advisors LLC raised its holdings in shares of Aercap by 22.7% during the third quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock valued at $84,000 after buying an additional 128 shares during the last quarter. Institutional investors own 96.42% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on AER shares. Susquehanna boosted their price objective on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Barclays lifted their target price on Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research note on Tuesday, January 6th. Morgan Stanley increased their price target on Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Finally, Truist Financial started coverage on Aercap in a report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target on the stock. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $153.38.

Aercap Trading Up 1.0%

Aercap stock opened at $140.79 on Wednesday. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $154.94. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. The stock has a market capitalization of $23.50 billion, a PE ratio of 6.60, a price-to-earnings-growth ratio of 1.23 and a beta of 1.01. The firm has a 50 day simple moving average of $145.54 and a 200-day simple moving average of $135.13.

Aercap (NYSE:AER) last announced its earnings results on Friday, February 6th. The financial services provider reported $3.95 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 analysts’ expectations of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.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 company earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities research analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. This is a positive change from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. Aercap’s payout ratio is currently 7.50%.

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.