MBB Public Markets I LLC Purchases 292,042 Shares of Aercap Holdings N.V. $AER

MBB Public Markets I LLC grew its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 34.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,133,357 shares of the financial services provider’s stock after buying an additional 292,042 shares during the period. Aercap accounts for about 18.2% of MBB Public Markets I LLC’s investment portfolio, making the stock its 2nd biggest holding. MBB Public Markets I LLC’s holdings in Aercap were worth $137,136,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Citigroup Inc. raised its stake in Aercap by 12.7% during the 3rd quarter. Citigroup Inc. now owns 176,919 shares of the financial services provider’s stock valued at $21,407,000 after acquiring an additional 19,975 shares in the last quarter. ARGA Investment Management LP raised its stake in shares of Aercap by 210.8% during the third quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider’s stock valued at $3,768,000 after purchasing an additional 21,120 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its stake in shares of Aercap by 13.9% during the third quarter. Robeco Institutional Asset Management B.V. now owns 135,992 shares of the financial services provider’s stock valued at $16,455,000 after purchasing an additional 16,611 shares in the last quarter. Alberta Investment Management Corp grew its position in Aercap by 142.4% in the 3rd quarter. Alberta Investment Management Corp now owns 38,300 shares of the financial services provider’s stock valued at $4,634,000 after buying an additional 22,500 shares in the last quarter. Finally, Todd Asset Management LLC increased its stake in Aercap by 1.5% during the 3rd quarter. Todd Asset Management LLC now owns 533,961 shares of the financial services provider’s stock valued at $64,610,000 after buying an additional 7,813 shares during the period. 96.42% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on AER. TD Cowen reaffirmed a “buy” rating on shares of Aercap in a research note on Monday. 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. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research note on Wednesday, January 21st. Barclays lifted their price target on Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research report on Tuesday, January 6th. Finally, Morgan Stanley boosted their price objective on Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Aercap currently has an average rating of “Moderate Buy” and a consensus price target of $153.38.

Aercap Price Performance

AER stock opened at $135.14 on Tuesday. Aercap Holdings N.V. has a one year low of $85.57 and a one year high of $154.94. The firm has a 50-day moving average of $144.78 and a two-hundred day moving average of $135.49. The firm has a market capitalization of $22.55 billion, a PE ratio of 6.33, a P/E/G ratio of 1.17 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.

Aercap (NYSE:AER) last released its 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. 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 firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period last year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, analysts forecast that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Increases Dividend

The firm also recently announced 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. 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 dividend on an annualized basis and a dividend yield of 1.2%. Aercap’s dividend 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.