Aercap Holdings N.V. $AER Stake Lifted by M&T Bank Corp

M&T Bank Corp increased its stake in shares of Aercap Holdings N.V. (NYSE:AER) by 60.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,072 shares of the financial services provider’s stock after buying an additional 4,173 shares during the quarter. M&T Bank Corp’s holdings in Aercap were worth $1,592,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of AER. Integrated Wealth Concepts LLC grew its stake in shares of Aercap by 19.0% in the first quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock worth $271,000 after purchasing an additional 423 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Aercap by 282.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock valued at $680,000 after buying an additional 4,919 shares during the period. Geneos Wealth Management Inc. lifted its holdings in shares of Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares during the period. Invesco Ltd. lifted its holdings in shares of Aercap by 43.3% in the second quarter. Invesco Ltd. now owns 459,459 shares of the financial services provider’s stock valued at $53,757,000 after buying an additional 138,843 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of Aercap by 59.2% in the second quarter. EverSource Wealth Advisors LLC now owns 1,143 shares of the financial services provider’s stock valued at $134,000 after buying an additional 425 shares during the period. Institutional investors own 96.42% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. JPMorgan Chase & Co. upped their price objective on Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a report on Friday, May 1st. Morgan Stanley reduced 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, April 30th. Truist Financial upped their target price on Aercap from $159.00 to $161.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the company a “buy” rating in a report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, Aercap presently has a consensus rating of “Buy” and a consensus target price of $163.13.

Aercap Stock Up 1.1%

AER opened at $150.06 on Friday. Aercap Holdings N.V. has a fifty-two week low of $105.65 and a fifty-two week high of $154.94. The business has a 50-day moving average of $141.08 and a 200-day moving average of $140.10. The company has a debt-to-equity ratio of 2.34, a current ratio of 0.24 and a quick ratio of 0.24. The company has a market capitalization of $25.04 billion, a PE ratio of 6.58, a price-to-earnings-growth ratio of 1.04 and a beta of 0.95.

Aercap (NYSE:AER) last posted its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share for the quarter, topping analysts’ consensus estimates of $3.59 by $1.80. The company had revenue of $2.30 billion during the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a return on equity of 16.01% and a net margin of 45.22%.The business’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period last year, the business earned $3.68 EPS. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Equities research analysts forecast that Aercap Holdings N.V. will post 17.23 EPS for the current fiscal year.

Aercap announced that its board has initiated a share buyback plan on Wednesday, April 29th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the financial services provider to reacquire up to 4.3% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

Aercap Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Wednesday, May 13th will be issued a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s dividend payout ratio (DPR) is 7.01%.

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.