Aercap (NYSE:AER) Stock Rating Cut to Hold at Zacks Research

Zacks Research downgraded shares of Aercap (NYSE:AER) from a strong-buy rating to a hold rating in a report published on Tuesday morning,Zacks reports.

Several other equities research analysts also recently commented on the company. Weiss Ratings downgraded Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday, July 30th. Morgan Stanley increased their target price on Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. Susquehanna lifted their price target on shares of Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a research report on Tuesday, July 7th. TD Cowen boosted their price target on shares of Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Finally, Truist Financial upped their price objective on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Nine investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $172.56.

Aercap Price Performance

AER stock opened at $143.54 on Tuesday. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The company’s 50-day moving average is $147.34 and its 200-day moving average is $144.01. The stock has a market capitalization of $23.95 billion, a PE ratio of 7.06, a price-to-earnings-growth ratio of 0.58 and a beta of 0.93. Aercap has a 1 year low of $118.96 and a 1 year high of $158.80.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The business had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.10 billion. During the same period in the previous year, the company posted $2.83 EPS. The firm’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 research analysts expect that Aercap will post 18.95 EPS for the current fiscal year.

Aercap Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th were issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, August 12th. Aercap’s payout ratio is currently 7.87%.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. QRG Capital Management Inc. boosted its position in shares of Aercap by 12.4% during the second quarter. QRG Capital Management Inc. now owns 6,607 shares of the financial services provider’s stock valued at $963,000 after buying an additional 731 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its position in Aercap by 6.9% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 3,231 shares of the financial services provider’s stock valued at $471,000 after buying an additional 209 shares during the last quarter. WINTON GROUP Ltd bought a new position in Aercap during the 2nd quarter valued at $306,000. Engineers Gate Manager LP lifted its stake in Aercap by 64.9% during the 2nd quarter. Engineers Gate Manager LP now owns 83,424 shares of the financial services provider’s stock valued at $12,162,000 after acquiring an additional 32,830 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its stake in Aercap by 49.5% during the 2nd quarter. NewEdge Advisors LLC now owns 11,464 shares of the financial services provider’s stock valued at $1,671,000 after acquiring an additional 3,797 shares in the last quarter. Institutional investors own 96.42% of the company’s stock.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.