Franklin Resources Inc. Reduces Position in Aercap Holdings N.V. $AER

Franklin Resources Inc. trimmed its holdings in Aercap Holdings N.V. (NYSE:AER) by 7.4% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 3,844,604 shares of the financial services provider’s stock after selling 305,651 shares during the quarter. Franklin Resources Inc. owned about 2.06% of Aercap worth $465,197,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Integrated Wealth Concepts LLC grew its stake in shares of Aercap by 19.0% in the first quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock worth $271,000 after acquiring an additional 423 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Aercap by 282.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock valued at $680,000 after purchasing an additional 4,919 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in 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 during the period. Metis Global Partners LLC lifted its position in Aercap by 67.4% during the second quarter. Metis Global Partners LLC now owns 5,543 shares of the financial services provider’s stock valued at $649,000 after purchasing an additional 2,232 shares during the period. Finally, Los Angeles Capital Management LLC boosted its holdings in Aercap by 7.4% in the second quarter. Los Angeles Capital Management LLC now owns 4,240 shares of the financial services provider’s stock worth $496,000 after purchasing an additional 292 shares during the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

Shares of NYSE AER opened at $140.92 on Thursday. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $154.94. The firm has a market capitalization of $23.52 billion, a price-to-earnings ratio of 6.60, a price-to-earnings-growth ratio of 1.24 and a beta of 1.01. 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 of $145.49 and a 200 day moving average of $135.17.

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

Aercap Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.1%. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. Aercap’s dividend payout ratio (DPR) is presently 7.50%.

Wall Street Analyst Weigh In

AER has been the subject of a number of research analyst reports. Zacks Research downgraded shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Morgan Stanley raised 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. Truist Financial initiated coverage on Aercap in a report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price objective for the company. Finally, Barclays upped their price objective on Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research report on Tuesday, January 6th. Eight equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $153.38.

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.