Aercap Holdings N.V. $AER Shares Bought by CenterBook Partners LP

CenterBook Partners LP grew its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 459.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 24,786 shares of the financial services provider’s stock after purchasing an additional 20,358 shares during the quarter. CenterBook Partners LP’s holdings in Aercap were worth $2,999,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new position in Aercap during the second quarter worth about $241,392,000. Mawer Investment Management Ltd. purchased a new stake in Aercap in the 2nd quarter valued at about $181,377,000. High Ground Investment Management LLP acquired a new position in shares of Aercap during the 3rd quarter valued at about $90,571,000. JPMorgan Chase & Co. lifted its holdings in shares of Aercap by 25.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock worth $336,243,000 after acquiring an additional 575,320 shares during the period. Finally, AustralianSuper Pty Ltd boosted its position in shares of Aercap by 185.0% in the third quarter. AustralianSuper Pty Ltd now owns 636,906 shares of the financial services provider’s stock worth $77,066,000 after acquiring an additional 413,428 shares during the last quarter. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Aercap Price Performance

AER opened at $154.83 on Thursday. Aercap Holdings N.V. has a twelve month low of $85.57 and a twelve month high of $154.94. The firm has a market cap of $25.84 billion, a price-to-earnings ratio of 7.26, a PEG ratio of 1.32 and a beta of 1.05. 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 fifty day simple moving average of $144.63 and a 200 day simple moving average of $131.67.

Aercap (NYSE:AER) last issued 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. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter in the prior year, the business posted $3.31 earnings per share. Aercap’s revenue for the quarter was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Equities research analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be given a dividend of $0.40 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Aercap’s previous quarterly dividend of $0.27. Aercap’s payout ratio is currently 5.06%.

Analyst Upgrades and Downgrades

AER has been the subject of several research analyst reports. Bank of America upped their price target on shares of Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Morgan Stanley boosted their price objective on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. Barclays upped their price objective on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a report on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Finally, Truist Financial initiated coverage on Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target for the company. Eight analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $152.13.

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.