Mizuho Markets Cayman LP Has $424.77 Million Stock Position in Aercap Holdings N.V. $AER

Mizuho Markets Cayman LP grew its position in Aercap Holdings N.V. (NYSE:AER) by 45,615.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,510,491 shares of the financial services provider’s stock after purchasing an additional 3,502,812 shares during the quarter. Aercap comprises approximately 21.3% of Mizuho Markets Cayman LP’s investment portfolio, making the stock its biggest position. Mizuho Markets Cayman LP owned about 1.88% of Aercap worth $424,769,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of AER. Caitong International Asset Management Co. Ltd increased its position in Aercap by 451.8% during the third quarter. Caitong International Asset Management Co. Ltd now owns 2,025 shares of the financial services provider’s stock worth $245,000 after acquiring an additional 1,658 shares during the period. Advisory Services Network LLC bought a new stake in Aercap in the 3rd quarter valued at about $35,000. Woodline Partners LP grew its position in shares of Aercap by 62.0% during the 3rd quarter. Woodline Partners LP now owns 156,935 shares of the financial services provider’s stock worth $18,989,000 after purchasing an additional 60,040 shares in the last quarter. XTX Topco Ltd acquired a new position in shares of Aercap during the 3rd quarter worth approximately $1,124,000. Finally, Alyeska Investment Group L.P. increased its holdings in shares of Aercap by 642.7% during the third quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock worth $134,498,000 after purchasing an additional 961,890 shares during the period. Institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

Shares of Aercap stock opened at $137.44 on Wednesday. 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 company has a market cap of $22.94 billion, a PE ratio of 6.44, a price-to-earnings-growth ratio of 1.19 and a beta of 1.01. The company has a 50 day moving average of $144.57 and a 200-day moving average of $135.59. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $154.94.

Aercap (NYSE:AER) last announced its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 period last year, the firm posted $3.31 earnings per share. The firm’s quarterly 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. As a group, equities research analysts forecast that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be paid a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, February 25th. This is a positive change from Aercap’s previous quarterly dividend of $0.27. Aercap’s dividend payout ratio is 7.50%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on AER. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Barclays increased their price target on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. TD Cowen reiterated a “buy” rating on shares of Aercap in a research report on Monday. Finally, Zacks Research downgraded Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $153.38.

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.