AerCap Holdings N.V. $AER Stock Sold by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. decreased its holdings in AerCap Holdings N.V. (NYSE:AER) by 97.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,440 shares of the financial services provider’s stock after selling 123,370 shares during the quarter. Nippon Life Global Investors Americas Inc.’s holdings in AerCap were worth $494,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Groupe la Francaise lifted its position in AerCap by 221.4% during the 1st quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock worth $25,000 after buying an additional 124 shares in the last quarter. Livelsberger Financial Advisory acquired a new stake in AerCap in the 3rd quarter valued at about $27,000. Trust Co. of Vermont bought a new position in shares of AerCap in the second quarter worth about $38,000. Cedar Mountain Advisors LLC bought a new position in shares of AerCap in the first quarter worth about $44,000. Finally, Mather Group LLC. lifted its position in shares of AerCap by 75.0% during the third quarter. Mather Group LLC. now owns 392 shares of the financial services provider’s stock worth $56,000 after purchasing an additional 168 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

AerCap Stock Performance

Shares of AerCap stock opened at $158.69 on Monday. The firm has a fifty day moving average of $145.71 and a two-hundred day moving average of $144.60. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.41 and a current ratio of 0.41. The stock has a market capitalization of $26.48 billion, a price-to-earnings ratio of 8.13, a PEG ratio of 0.56 and a beta of 0.98. AerCap Holdings N.V. has a 52 week low of $129.42 and a 52 week high of $159.99.

AerCap (NYSE:AER) last posted its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $6.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.56 by $2.00. AerCap had a return on equity of 18.26% and a net margin of 34.47%. The business had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.15 billion. During the same period last year, the company earned $4.97 EPS. The firm’s revenue was up 4.6% on a year-over-year basis. As a group, equities research analysts predict that AerCap Holdings N.V. will post 21.33 EPS for the current year.

AerCap Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Wednesday, November 11th will be given a $0.40 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. AerCap’s payout ratio is currently 8.20%.

Trending Headlines about AerCap

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Strong Q3 results and raised outlook: AerCap reported third-quarter 2026 net income of $949 million and increased its full-year guidance. Results benefited in part from gains on aircraft sales, indicating robust asset values and effective portfolio monetization. The stronger outlook is the most significant near-term catalyst for AER. AerCap reports third-quarter 2026 net income and raises guidance AerCap Q3 results lean on aircraft sale gains
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $183 to $200 and maintained an overweight rating, while Truist lifted its target from $180 to $185 and retained a buy rating. These actions signal continued confidence in AerCap’s earnings, aircraft demand and valuation, with both firms indicating further potential upside. JPMorgan recommendations Truist price target increase
• Positive Sentiment: New Turkish Airlines leasing contracts: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighters to Turkish Airlines, with deliveries scheduled from March through September 2027. The deals provide future contracted revenue and reinforce demand for AerCap’s cargo aircraft portfolio. AerCap Turkish Airlines lease announcement
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, or $1.60 annualized. While the roughly 1% yield is modest, the payment adds to the investment case and signals confidence in recurring cash generation.
• Neutral Sentiment: Value debate after a rally: A Zacks comparison examines whether AerCap or Westinghouse Air Brake Technologies offers the better value opportunity. AerCap’s low earnings multiple may appear attractive, but the stock’s recent move to a 52-week high could limit immediate upside and increase sensitivity to earnings expectations. AER versus WAB value comparison

Analysts Set New Price Targets

AER has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $190.00 price target on shares of AerCap in a research note on Thursday, July 30th. TD Cowen boosted their price objective on shares of AerCap from $185.00 to $195.00 and gave the stock a “buy” rating in a research report on Thursday. Weiss Ratings raised AerCap from a “buy (a-)” rating to a “buy (a)” rating in a report on Friday. Citigroup increased their price objective on AerCap from $178.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Barclays boosted their target price on AerCap from $179.00 to $181.00 and gave the stock an “overweight” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $181.89.

About AerCap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.