Aercap (NYSE:AER) Reaches New 52-Week High – Here’s What Happened

Aercap Holdings N.V. (NYSE:AER)’s stock price reached a new 52-week high on Thursday . The company traded as high as $149.75 and last traded at $148.1250, with a volume of 341052 shares traded. The stock had previously closed at $148.24.

Analyst Ratings Changes

AER has been the topic of a number of analyst reports. Truist Financial started coverage on shares of Aercap in a research report on Tuesday, December 9th. They issued a “buy” rating and a $159.00 target price on the stock. Bank of America lifted their target price on shares of Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. Barclays increased their price target on shares of Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft set a $175.00 target price on shares of Aercap and gave the stock a “buy” rating in a report on Tuesday. Finally, Susquehanna upped their price target on Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a research report on Tuesday, November 11th. Eight analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $152.13.

Aercap Stock Performance

The company has a 50 day moving average of $143.48 and a two-hundred day moving average of $130.23. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.30. The company has a market capitalization of $27.58 billion, a PE ratio of 6.92, a PEG ratio of 0.89 and a beta of 1.05.

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 the consensus estimate of $3.31 by $0.64. The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.07 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. Aercap’s quarterly revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, equities research analysts predict that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $0.40 per share. The ex-dividend date is Wednesday, February 25th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. This is an increase from Aercap’s previous quarterly dividend of $0.27. Aercap’s dividend payout ratio (DPR) is 5.06%.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Mizuho Markets Cayman LP increased its holdings in Aercap by 45,615.5% in the 3rd quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after buying an additional 3,502,812 shares in the last quarter. Mawer Investment Management Ltd. lifted its position in Aercap by 56.3% during the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock valued at $470,517,000 after purchasing an additional 1,179,241 shares during the period. JPMorgan Chase & Co. lifted its position in Aercap by 25.0% during the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider’s stock valued at $336,243,000 after purchasing an additional 575,320 shares during the period. Ninety One UK Ltd boosted its holdings in Aercap by 1.1% in the fourth quarter. Ninety One UK Ltd now owns 2,804,003 shares of the financial services provider’s stock worth $403,103,000 after purchasing an additional 31,794 shares during the last quarter. Finally, WGI DM LLC grew its position in Aercap by 1.2% in the 4th quarter. WGI DM LLC now owns 2,586,515 shares of the financial services provider’s stock worth $371,837,000 after purchasing an additional 30,703 shares during the period. Hedge funds and other institutional investors own 96.42% of the company’s stock.

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.