Aercap Holdings N.V. (NYSE:AER) Given Consensus Rating of “Moderate Buy” by Brokerages

Aercap Holdings N.V. (NYSE:AER) has been assigned an average rating of “Moderate Buy” from the ten brokerages that are covering the company, Marketbeat Ratings reports. Two analysts have rated the stock with a hold recommendation and eight have issued a buy recommendation on the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $153.3750.

AER has been the subject of several analyst reports. Barclays raised their target price on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Truist Financial initiated coverage on Aercap in a report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price objective for the company. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Finally, Morgan Stanley lifted their price target on shares of Aercap from $150.00 to $160.00 and gave the company an “equal weight” rating in a report on Monday, March 2nd.

Aercap Price Performance

NYSE:AER opened at $133.01 on Monday. The company has a debt-to-equity ratio of 2.38, a quick ratio of 0.23 and a current ratio of 0.23. The company has a 50-day moving average of $145.04 and a 200-day moving average of $135.41. Aercap has a 52 week low of $85.57 and a 52 week high of $154.94. The company has a market capitalization of $22.20 billion, a price-to-earnings ratio of 6.23, a PEG ratio of 1.17 and a beta of 1.01.

Aercap (NYSE:AER) last posted its earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating analysts’ consensus estimates of $3.31 by $0.64. The business had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities research analysts anticipate that Aercap will post 11.29 earnings per share 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 dividend of $0.40 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This is a positive change from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. Aercap’s dividend payout ratio (DPR) is 7.50%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. State Street Corp raised its position in Aercap by 3.7% in the 4th quarter. State Street Corp now owns 5,112,626 shares of the financial services provider’s stock valued at $735,003,000 after purchasing an additional 184,425 shares during the last quarter. Mizuho Markets Cayman LP grew its holdings in shares of Aercap by 45,615.5% during the third quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after purchasing an additional 3,502,812 shares during the last quarter. Mawer Investment Management Ltd. increased its stake in shares of Aercap by 56.3% in the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after buying an additional 1,179,241 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of Aercap by 25.0% in 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 buying an additional 575,320 shares in the last quarter. Finally, Ninety One UK Ltd raised its holdings in shares of Aercap by 1.1% in the fourth quarter. Ninety One UK Ltd now owns 2,804,003 shares of the financial services provider’s stock valued at $403,103,000 after buying an additional 31,794 shares during the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

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.