Aercap Holdings N.V. $AER Stake Lowered by Victory Capital Management Inc.

Victory Capital Management Inc. decreased its stake in Aercap Holdings N.V. (NYSE:AER) by 44.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 112,686 shares of the financial services provider’s stock after selling 91,775 shares during the period. Victory Capital Management Inc. owned 0.06% of Aercap worth $13,635,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Mather Group LLC. acquired a new stake in Aercap in the third quarter worth $26,000. Geneos Wealth Management Inc. grew 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 acquiring an additional 94 shares during the last quarter. Toth Financial Advisory Corp increased its holdings in shares of Aercap by 66.7% in the 3rd quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock worth $60,000 after acquiring an additional 200 shares during the period. JFS Wealth Advisors LLC acquired a new stake in shares of Aercap in the 3rd quarter worth about $67,000. Finally, Farther Finance Advisors LLC lifted its position in Aercap by 22.7% in the 3rd quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock valued at $84,000 after purchasing an additional 128 shares during the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

Aercap Stock Performance

AER opened at $140.92 on Thursday. The business has a 50 day moving average price of $145.49 and a two-hundred day moving average price of $135.17. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. The company has a market capitalization of $23.52 billion, a price-to-earnings ratio of 6.60, a price-to-earnings-growth ratio of 1.24 and a beta of 1.01. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $154.94.

Aercap (NYSE:AER) last posted its quarterly earnings data on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, topping analysts’ consensus estimates of $3.31 by $0.64. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The company’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Research analysts predict that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. This is an increase from Aercap’s previous quarterly dividend of $0.27. Aercap’s dividend payout ratio is presently 7.50%.

Analyst Upgrades and Downgrades

Several research analysts have commented on AER shares. Zacks Research cut shares of Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the company a “buy” rating in a research report on Tuesday, February 10th. Truist Financial started coverage on Aercap in a research note on Tuesday, December 9th. They set a “buy” rating and a $159.00 target price on the stock. Finally, Barclays increased their price target on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 6th. Eight investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Aercap has a consensus rating of “Moderate Buy” and an average target price of $153.38.

About Aercap

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.