Aercap (NYSE:AER) Price Target Raised to $180.00

Aercap (NYSE:AER) had its target price hoisted by Truist Financial from $175.00 to $180.00 in a report released on Thursday morning,Benzinga reports. They currently have a buy rating on the financial services provider’s stock.

Several other equities research analysts also recently issued reports on AER. Weiss Ratings upgraded shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. upped their target price on Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $190.00 target price on shares of Aercap in a research note on Thursday. Zacks Research raised Aercap from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Morgan Stanley reduced their price target on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Aercap presently has a consensus rating of “Buy” and a consensus target price of $172.56.

Aercap Price Performance

Shares of AER opened at $150.89 on Thursday. The company’s 50-day moving average is $145.08 and its 200-day moving average is $143.53. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.24. The firm has a market capitalization of $25.18 billion, a PE ratio of 7.43, a PEG ratio of 1.08 and a beta of 0.94. Aercap has a fifty-two week low of $105.65 and a fifty-two week high of $156.33.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, topping the consensus estimate of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The business had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.10 billion. During the same quarter in the previous year, the firm posted $2.83 EPS. Aercap’s revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities analysts forecast that Aercap will post 18.75 EPS for the current year.

Aercap declared that its Board of Directors has approved a stock buyback program on Wednesday, April 29th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the financial services provider to purchase up to 4.3% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s management believes its shares are undervalued.

Aercap Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, August 12th. Aercap’s dividend payout ratio is presently 7.87%.

Institutional Investors Weigh In On Aercap

A number of large investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Aercap during the 4th quarter worth approximately $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Aercap in the fourth quarter valued at approximately $282,665,000. L1 Capital International Pty Ltd raised its position in Aercap by 344.2% during the fourth quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock valued at $219,587,000 after purchasing an additional 1,183,616 shares in the last quarter. Mawer Investment Management Ltd. raised its position in Aercap by 56.3% during the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after purchasing an additional 1,179,241 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its stake in 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 last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

Key Headlines Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Strong Q2 results supported the stock. AerCap reported adjusted earnings of $5.14 per share, well above the $4.14 analyst consensus, while revenue of $2.22 billion exceeded expectations of $2.10 billion and increased 14.9% year over year. Management maintained fiscal 2026 earnings guidance of $16.80 per share. AerCap Holdings N.V. Q2 2026 Earnings Call Summary
• Positive Sentiment: Aircraft demand remains favorable. Continued demand for aircraft helped drive AerCap’s quarterly performance, reinforcing the outlook for leasing activity and earnings. Continued Demand Drives AerCap Figures
• Positive Sentiment: Analysts raised their valuation targets. Truist increased its target from $175 to $180 and maintained a “buy” rating. Morgan Stanley raised its target from $155 to $165, though it retained an “equal weight” rating, signaling more limited conviction. Analyst Price Target Updates
• Positive Sentiment: Positive investor signals continued. AER was added to Zacks’ Rank #1 “Strong Buy” value-stock list, and AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12. Best Value Stocks to Buy for July 31st
• Neutral Sentiment: Valuation expectations are mixed. Morgan Stanley’s “equal weight” rating indicates that, despite the higher target, the firm views much of the recent upside as reflected in the stock price.

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.