Aercap Holdings N.V. $AER Shares Sold by Quantbot Technologies LP

Quantbot Technologies LP lessened its holdings in Aercap Holdings N.V. (NYSE:AER) by 36.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 40,891 shares of the financial services provider’s stock after selling 23,939 shares during the quarter. Quantbot Technologies LP’s holdings in Aercap were worth $4,948,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. JPMorgan Chase & Co. increased its holdings in shares of Aercap by 25.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock valued at $336,243,000 after acquiring an additional 575,320 shares during the last quarter. Mawer Investment Management Ltd. boosted its holdings in Aercap by 35.1% in the third quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock valued at $253,337,000 after purchasing an additional 543,465 shares in the last quarter. Norges Bank purchased a new position in Aercap in the second quarter valued at approximately $241,392,000. Assenagon Asset Management S.A. raised its holdings in Aercap by 40.2% during the third quarter. Assenagon Asset Management S.A. now owns 1,361,448 shares of the financial services provider’s stock worth $164,735,000 after purchasing an additional 390,475 shares in the last quarter. Finally, Man Group plc lifted its position in shares of Aercap by 39.3% during the 2nd quarter. Man Group plc now owns 1,192,104 shares of the financial services provider’s stock worth $139,476,000 after buying an additional 336,231 shares during the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Bank of America increased their target price on shares of Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Barclays upped their price objective on shares of Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research note on Tuesday, January 6th. Morgan Stanley lifted their target price on Aercap from $120.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the company a “buy” rating in a research report on Tuesday, February 10th. Finally, Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Eight research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $152.13.

Aercap Stock Down 0.8%

Shares of NYSE:AER opened at $149.23 on Friday. Aercap Holdings N.V. has a fifty-two week low of $85.57 and a fifty-two week high of $154.94. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm’s 50-day simple moving average is $145.76 and its 200-day simple moving average is $133.62. The company has a market cap of $24.90 billion, a price-to-earnings ratio of 6.99, a PEG ratio of 1.30 and a beta of 1.05.

Aercap (NYSE:AER) last announced its quarterly earnings data 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 net margin of 44.04% and a return on equity of 15.11%. The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter last year, the firm earned $3.31 earnings per share. The firm’s 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 predict that Aercap Holdings N.V. will post 11.29 earnings per share for the current 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 issued a dividend of $0.40 per share. This is a boost from Aercap’s previous quarterly dividend of $0.27. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, February 25th. Aercap’s dividend payout ratio is currently 7.50%.

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.