JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Aercap (NYSE:AER) Stock

Aercap (NYSE:AER) had its price objective increased by investment analysts at JPMorgan Chase & Co. from $150.00 to $155.00 in a report released on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 9.75% from the stock’s previous close.

Several other brokerages have also recently weighed in on AER. Susquehanna upped their target price on Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a report on Thursday. Truist Financial upped their target price on Aercap from $159.00 to $161.00 and gave the stock a “buy” rating in a report on Thursday. Morgan Stanley lowered their target price on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a report on Thursday. Barclays upped their target price on Aercap from $162.00 to $164.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the stock a “buy” rating in a report on Tuesday, February 10th. Eight investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Aercap presently has a consensus rating of “Moderate Buy” and a consensus target price of $163.13.

Aercap Stock Performance

Shares of Aercap stock opened at $141.23 on Thursday. The stock’s fifty day moving average is $141.15 and its two-hundred day moving average is $139.30. The company has a market capitalization of $23.57 billion, a PE ratio of 6.19, a price-to-earnings-growth ratio of 1.33 and a beta of 0.99. The company has a quick ratio of 0.23, a current ratio of 0.24 and a debt-to-equity ratio of 2.34. Aercap has a 52 week low of $105.65 and a 52 week high of $154.94.

Aercap (NYSE:AER) last announced its quarterly earnings data on Wednesday, April 29th. The financial services provider reported $5.39 EPS for the quarter, beating the consensus estimate of $3.59 by $1.80. Aercap had a return on equity of 16.01% and a net margin of 45.22%.The company had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter in the prior year, the company posted $3.68 EPS. Aercap’s quarterly revenue was up 7.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. As a group, analysts expect that Aercap will post 14.5 earnings per share for the current year.

Aercap announced that its Board of Directors has authorized a share repurchase program on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the financial services provider to repurchase up to 4.3% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Institutional Investors Weigh In On Aercap

A number of hedge funds have recently made changes to their positions in AER. Mizuho Markets Cayman LP lifted its stake in shares of Aercap by 45,615.5% during the 3rd 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. Norges Bank purchased a new stake in shares of Aercap during the 4th quarter worth $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of Aercap during the 4th quarter worth $282,665,000. L1 Capital International Pty Ltd lifted its stake in shares of Aercap by 344.2% during the 4th quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock worth $219,587,000 after purchasing an additional 1,183,616 shares during the last quarter. Finally, Mawer Investment Management Ltd. lifted its stake in shares of Aercap by 56.3% during the 4th quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock worth $470,517,000 after purchasing an additional 1,179,241 shares during the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q1 beat and capital return — AerCap reported stronger-than-expected Q1 results, reiterated full-year adjusted EPS guidance of $14.50 and authorized a $1.0 billion share repurchase program, signaling management confidence and boosting shareholder returns. AerCap outlines $14.50 full-year adjusted EPS and authorizes new $1B share repurchase program
• Positive Sentiment: Truist raises price target to $161 and keeps a Buy rating — a fresh $161 target and Buy stance adds upward analyst pressure and supports upside expectations. Aercap (NYSE:AER) Given New $161.00 Price Target at Truist Financial
• Positive Sentiment: JPMorgan raises target to $155 with an Overweight rating — another upward adjustment from a large bank that reinforces buy-side sentiment. Benzinga
• Positive Sentiment: Operational positioning — coverage noting AerCap’s strengthened footprint in the aviation leasing market, which supports medium-term revenue and lease-rate resilience. Aercap Strengthens Position in Aviation Sector
• Neutral Sentiment: Morgan Stanley trims price target from $160 to $155 but keeps an Equal Weight rating — a modest downgrade in target that still implies upside, producing mixed analyst signals. The Fly
• Neutral Sentiment: Quarterly dividend declared — AerCap set a $0.40 quarterly dividend (ex-dividend May 13), a small yield (~1.1%) that supports income-oriented holders but is not a major catalyst.
• Negative Sentiment: Fuel-cost risk highlighted — management noted elevated/prolonged jet-fuel prices as a headwind that could pressure airline profitability and leasing dynamics if sustained, introducing cyclical margin risk. AerCap says prolonged high oil prices could bring opportunities

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.