AerCap (NYSE:AER) Price Target Raised to $185.00

AerCap (NYSE:AER) had its target price increased by Truist Financial from $180.00 to $185.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The firm presently has a “buy” rating on the financial services provider’s stock. Truist Financial‘s price objective would suggest a potential upside of 17.02% from the company’s previous close.

Several other equities research analysts have also commented on the stock. Weiss Ratings raised shares of AerCap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Thursday, October 8th. Zacks Research lowered AerCap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 29th. TD Cowen lifted their target price on shares of AerCap from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Monday, October 12th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $190.00 target price on shares of AerCap in a research report on Thursday, July 30th. Finally, Citigroup reiterated a “buy” rating on shares of AerCap in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $173.89.

AerCap Stock Performance

AER stock traded up $2.61 during midday trading on Thursday, hitting $158.09. 201,102 shares of the stock traded hands, compared to its average volume of 1,225,091. The stock’s fifty day simple moving average is $145.24 and its 200-day simple moving average is $144.45. The firm has a market cap of $26.38 billion, a P/E ratio of 7.80, a PEG ratio of 0.57 and a beta of 0.98. AerCap has a 1-year low of $129.42 and a 1-year high of $158.85. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28.

AerCap (NYSE:AER) last announced its quarterly earnings results on Thursday, October 29th. The financial services provider reported $6.56 earnings per share for the quarter, beating the consensus estimate of $4.56 by $2.00. AerCap had a return on equity of 17.60% and a net margin of 37.85%. The firm had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.15 billion. During the same quarter in the previous year, the business earned $4.97 EPS. AerCap’s revenue for the quarter was up 4.6% compared to the same quarter last year. On average, analysts expect that AerCap will post 19.37 earnings per share for the current year.

Institutional Investors Weigh In On AerCap

Hedge funds have recently bought and sold shares of the stock. Donald Smith & CO. Inc. acquired a new stake in shares of AerCap during the second quarter worth approximately $424,585,000. Ninety One UK Ltd raised its holdings in AerCap by 12.0% in the third quarter. Ninety One UK Ltd now owns 2,275,507 shares of the financial services provider’s stock valued at $326,581,000 after acquiring an additional 243,488 shares in the last quarter. SEB Asset Management AB acquired a new stake in AerCap in the first quarter valued at $21,373,000. Sei Investments Co. boosted its stake in AerCap by 23.2% during the 1st quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock valued at $105,575,000 after acquiring an additional 144,857 shares during the last quarter. Finally, Swiss National Bank grew its holdings in AerCap by 20.4% during the 1st quarter. Swiss National Bank now owns 579,800 shares of the financial services provider’s stock worth $79,537,000 after acquiring an additional 98,200 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

AerCap News Summary

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Record quarterly profitability and earnings beat: AerCap reported third-quarter adjusted net income of $1.009 billion, or $6.56 per share, well above the approximately $4.56 analyst consensus and up from $4.97 per share a year earlier. Revenue rose 4.6% year over year to $2.42 billion, also exceeding expectations. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: 2026 earnings outlook raised: Management signaled adjusted full-year 2026 earnings per share of approximately $20.70, supported by strong operating performance and expected aircraft and asset sales exceeding $5 billion. The improved outlook is a key catalyst behind the stock’s advance. AerCap Signals 2026 Adjusted EPS of $20.70
• Positive Sentiment: New Turkish Airlines leasing agreements: AerCap signed contracts to lease two Boeing 777-300ERSF converted aircraft to Turkish Airlines, with deliveries scheduled from March through September 2027. The agreements provide additional future revenue visibility and support demand for the company’s freighter portfolio. AerCap Signs Turkish Airlines Lease Agreements
• Neutral Sentiment: Dividend maintained: AerCap declared a quarterly dividend of $0.40 per share, equivalent to $1.60 annually and a yield of about 1%. The payout reinforces shareholder returns but is unlikely to be the primary driver of the move.
• Negative Sentiment: Leverage remains elevated: AerCap’s debt-to-equity ratio is approximately 2.32, and its current and quick ratios are about 0.28. These balance-sheet characteristics remain risks for investors, particularly if aircraft values, financing costs or airline demand weaken.

AerCap Company Profile

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.