Aercap Holdings N.V. $AER Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC lowered its holdings in Aercap Holdings N.V. (NYSE:AER) by 7.6% during the first quarter, HoldingsChannel.com reports. The fund owned 99,852 shares of the financial services provider’s stock after selling 8,200 shares during the period. Janus Henderson Group PLC’s holdings in Aercap were worth $13,694,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Harbor Capital Advisors Inc. bought a new position in shares of Aercap during the fourth quarter valued at approximately $27,000. Greenline Wealth Management LLC bought a new stake in shares of Aercap in the 4th quarter worth approximately $30,000. Advisory Services Network LLC acquired a new position in Aercap during the 3rd quarter valued at approximately $35,000. Cedar Mountain Advisors LLC bought a new position in Aercap during the 1st quarter worth $44,000. Finally, FIL Ltd bought a new position in Aercap during the 4th quarter worth $63,000. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Aercap Stock Performance

AER stock opened at $155.24 on Wednesday. The company has a 50-day simple moving average of $145.69 and a 200 day simple moving average of $143.69. The company has a market capitalization of $25.91 billion, a P/E ratio of 7.64, a PEG ratio of 0.61 and a beta of 0.93. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. Aercap Holdings N.V. has a fifty-two week low of $107.50 and a fifty-two week high of $156.33.

Aercap (NYSE:AER) last released its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, beating the consensus estimate of $4.14 by $1.00. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. Aercap’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the company earned $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Sell-side analysts predict that Aercap Holdings N.V. will post 18.95 earnings per share for the current fiscal year.

Aercap Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, August 12th. Aercap’s dividend payout ratio (DPR) is currently 7.87%.

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

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on AER shares. Barclays raised their target price on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Citigroup lifted their price objective on shares of Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Morgan Stanley boosted their target price on shares of Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Finally, Weiss Ratings lowered shares of Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, Aercap has an average rating of “Buy” and a consensus target price of $172.56.

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.