OMERS ADMINISTRATION Corp Invests $741,000 in Aercap Holdings N.V. $AER

OMERS ADMINISTRATION Corp acquired a new position in Aercap Holdings N.V. (NYSE:AER) during the first quarter, HoldingsChannel.com reports. The institutional investor acquired 5,400 shares of the financial services provider’s stock, valued at approximately $741,000.

Other hedge funds have also recently bought and sold shares of the company. Arkadios Wealth Advisors increased its stake in shares of Aercap by 2.7% in the fourth quarter. Arkadios Wealth Advisors now owns 2,525 shares of the financial services provider’s stock valued at $363,000 after purchasing an additional 67 shares during the period. Parallel Advisors LLC boosted its position in shares of Aercap by 7.1% during the first quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock worth $152,000 after buying an additional 74 shares during the period. Geneos Wealth Management Inc. boosted its position in shares of Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after buying an additional 94 shares during the period. CreativeOne Wealth LLC grew its holdings in Aercap by 5.8% in the 4th quarter. CreativeOne Wealth LLC now owns 1,873 shares of the financial services provider’s stock worth $269,000 after buying an additional 103 shares in the last quarter. Finally, Snowden Capital Advisors LLC grew its holdings in Aercap by 3.0% in the 2nd quarter. Snowden Capital Advisors LLC now owns 3,622 shares of the financial services provider’s stock worth $424,000 after buying an additional 105 shares in the last quarter. 96.42% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

AER has been the topic of several analyst reports. Barclays raised their target price on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Morgan Stanley boosted their price target on Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a research report on Thursday. JPMorgan Chase & Co. increased their price target on Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. TD Cowen raised their price target on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 price objective on shares of Aercap in a research note on Thursday. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Aercap currently has a consensus rating of “Buy” and a consensus target price of $172.56.

Aercap Stock Up 2.9%

AER opened at $152.96 on Friday. The company has a debt-to-equity ratio of 2.34, a quick ratio of 0.24 and a current ratio of 0.24. The company has a market capitalization of $25.53 billion, a PE ratio of 7.53, a P/E/G ratio of 1.07 and a beta of 0.94. The stock’s fifty day moving average is $144.84 and its 200-day moving average is $143.48. Aercap Holdings N.V. has a one year low of $105.65 and a one year high of $156.33.

Aercap (NYSE:AER) last announced its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, beating the consensus estimate of $4.14 by $1.00. Aercap had a return on equity of 17.62% and a net margin of 37.85%.The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same quarter last year, the business posted $2.83 earnings per share. The company’s quarterly revenue was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities analysts predict that Aercap Holdings N.V. will post 16.8 EPS for the current fiscal year.

Aercap Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $1.60 annualized dividend and a dividend yield of 1.0%. Aercap’s payout ratio is currently 7.87%.

Aercap announced that its board has approved a stock repurchase plan on Wednesday, April 29th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the financial services provider to purchase up to 4.3% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q2 earnings beat estimates: AerCap reported adjusted earnings of $5.14 per share, exceeding the $4.14 consensus estimate, while revenue rose 14.9% year over year to $2.22 billion, above expectations of $2.10 billion. Adjusted net income was $811 million. AerCap Q2 2026 Results
• Positive Sentiment: Strong operating demand: Industry coverage pointed to continued demand for aircraft, a supportive backdrop for AerCap’s leasing activity and asset values. The earnings surprise helped push the stock to a new one-year high. Continued Demand Drives AerCap Figures
• Positive Sentiment: Higher analyst targets: Truist raised its price target from $175 to $180 and maintained a “buy” rating. Morgan Stanley lifted its target from $155 to $165, although it retained an “equal weight” rating.
• Positive Sentiment: Dividend announced: AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12, providing continued shareholder returns. AerCap Interim Financial Report
• Negative Sentiment: Guidance remains a watch point: AerCap set fiscal 2026 EPS guidance at $16.80, below the roughly $17.20–$17.39 analyst expectation, which could limit further gains despite the quarterly beat.

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.