TD Cowen Forecasts Strong Price Appreciation for Aercap (NYSE:AER) Stock

Aercap (NYSE:AER) had its price target raised by equities research analysts at TD Cowen from $180.00 to $185.00 in a research note issued on Monday, Benzinga reports. The firm presently has a “buy” rating on the financial services provider’s stock. TD Cowen’s price target suggests a potential upside of 26.90% from the stock’s previous close.

Several other equities analysts have also recently weighed in on the stock. Susquehanna raised their price target on shares of Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th. Citigroup lifted their price objective on shares of Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Barclays boosted their price objective on shares of Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Finally, Morgan Stanley increased their target price on shares of Aercap from $155.00 to $165.00 and gave the stock an “equal weight” rating in a report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $173.11.

Aercap Stock Down 0.3%

AER stock opened at $145.79 on Monday. 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 stock has a market capitalization of $24.33 billion, a P/E ratio of 7.52, a P/E/G ratio of 0.58 and a beta of 0.98. The business has a 50-day moving average of $145.99 and a 200-day moving average of $144.60. Aercap has a fifty-two week low of $118.96 and a fifty-two week high of $158.80.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%. Aercap’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the company earned $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, sell-side analysts anticipate that Aercap will post 19.13 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of AER. Williams & Novak LLC lifted its holdings in Aercap by 4.6% during the second quarter. Williams & Novak LLC now owns 1,531 shares of the financial services provider’s stock valued at $223,000 after purchasing an additional 68 shares during the last quarter. Parallel Advisors LLC boosted its position in 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 purchasing an additional 74 shares during the period. Contravisory Investment Management Inc. increased its stake in shares of Aercap by 4.2% in the second quarter. Contravisory Investment Management Inc. now owns 1,968 shares of the financial services provider’s stock worth $287,000 after purchasing an additional 79 shares in the last quarter. B. Riley Wealth Advisors Inc. increased its stake in shares of Aercap by 6.0% in the third quarter. B. Riley Wealth Advisors Inc. now owns 1,787 shares of the financial services provider’s stock worth $256,000 after purchasing an additional 101 shares in the last quarter. Finally, Versant Capital Management Inc increased its stake in shares of Aercap by 3.5% in the third quarter. Versant Capital Management Inc now owns 3,585 shares of the financial services provider’s stock worth $515,000 after purchasing an additional 120 shares in the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Company Profile

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.