London Co. of Virginia Has $368.10 Million Stock Position in Aercap Holdings N.V. $AER

London Co. of Virginia lowered its position in Aercap Holdings N.V. (NYSE:AER) by 4.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,042,147 shares of the financial services provider’s stock after selling 132,020 shares during the quarter. Aercap makes up approximately 2.0% of London Co. of Virginia’s holdings, making the stock its 11th biggest position. London Co. of Virginia’s holdings in Aercap were worth $368,101,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Mather Group LLC. acquired a new stake in shares of Aercap during the 3rd quarter valued at about $26,000. Geneos Wealth Management Inc. increased its holdings in Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after buying an additional 94 shares during the last quarter. Toth Financial Advisory Corp increased its holdings in Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock worth $60,000 after buying an additional 200 shares during the last quarter. JFS Wealth Advisors LLC bought a new position in Aercap during the third quarter valued at approximately $67,000. Finally, Farther Finance Advisors LLC raised its position in 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 acquiring an additional 128 shares in the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have commented on AER. 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. Morgan Stanley lifted their price objective on shares of Aercap from $150.00 to $160.00 and gave the company an “equal weight” rating in a research note on Monday, March 2nd. TD Cowen reiterated a “buy” rating on shares of Aercap in a report on Monday. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Finally, Truist Financial started coverage on Aercap in a report on Tuesday, December 9th. They set a “buy” rating and a $159.00 target price on the stock. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $153.38.

Aercap Trading Up 1.6%

Shares of AER stock opened at $135.14 on Tuesday. Aercap Holdings N.V. has a 12 month low of $85.57 and a 12 month high of $154.94. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The business’s 50 day moving average is $144.78 and its two-hundred day moving average is $135.49. The company has a market cap of $22.55 billion, a PE ratio of 6.33, a price-to-earnings-growth ratio of 1.17 and a beta of 1.01.

Aercap (NYSE:AER) last released its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, beating analysts’ consensus estimates of $3.31 by $0.64. The company had revenue of $2.24 billion for the quarter, compared to analyst estimates 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 last year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Equities analysts predict that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be issued a $0.40 dividend. 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 annualized dividend and a yield of 1.2%. Aercap’s payout ratio is 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.