Aercap (NYSE:AER) Releases FY 2026 Earnings Guidance

Aercap (NYSE:AER) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 12.000-13.000 for the period, compared to the consensus EPS estimate of 14.910. The company issued revenue guidance of -.

Aercap Stock Down 2.7%

AER stock opened at $140.11 on Friday. The company’s 50 day moving average price is $142.87 and its 200 day moving average price is $129.53. The firm has a market capitalization of $26.17 billion, a price-to-earnings ratio of 6.57, a PEG ratio of 0.72 and a beta of 1.05. Aercap has a fifty-two week low of $85.57 and a fifty-two week high of $149.24. The company has a debt-to-equity ratio of 2.43, a quick ratio of 0.30 and a current ratio of 0.30.

Aercap (NYSE:AER) last posted its quarterly earnings results 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. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The company had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. During the same quarter in the previous year, the business posted $3.31 EPS. The firm’s revenue was up 8.3% on a year-over-year basis. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, equities research analysts anticipate that Aercap will post 11.29 EPS for the current fiscal year.

Aercap Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.1%. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, February 25th. Aercap’s dividend payout ratio is currently 5.12%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Susquehanna raised their price objective on shares of Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Barclays lifted their target price on Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a research note on Tuesday, January 6th. Truist Financial initiated coverage on shares of Aercap in a research note on Tuesday, December 9th. They issued a “buy” rating and a $159.00 target price for the company. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Seven analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $148.86.

Key Headlines Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q4 results beat expectations: AER reported $3.95 EPS (vs. $3.31 est.) and $2.24B revenue (vs. $2.07B est.), with high margins and ROE that underscore operational strength. MarketBeat Earnings Report
• Positive Sentiment: Record full‑year results: Aercap reported record FY‑2025 adjusted net income and EPS (press release/summary), reinforcing cash generation and recurring earnings power. PR Newswire
• Positive Sentiment: Big dividend hike: Aercap raised its quarterly dividend to $0.40 (48.1% increase), signaling management confidence and returning more cash to shareholders (record/ex‑dividend dates announced).
• Neutral Sentiment: Analyst/industry coverage: Several previews and post‑earnings writeups are parsing metrics and guidance — useful for detail but not new fundamental catalysts by themselves. Zacks Analysis
• Neutral Sentiment: Pre‑announcement analyst movement: Some outlets noted analysts raising 2026 expectations into the print — background context that may adjust after guidance. Investing.com
• Negative Sentiment: Guidance disappointed: Management set FY‑2026 EPS guidance of $12.00–$13.00, materially below the consensus (~$14.91), creating a mismatch between the beat today and the outlook — the main driver of the stock pullback.

Institutional Investors Weigh In On Aercap

Hedge funds have recently modified their holdings of the stock. Advisory Services Network LLC acquired a new position in shares of Aercap in the 3rd quarter valued at $35,000. Geneos Wealth Management Inc. raised its holdings in shares of Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares during the period. Johnson Financial Group Inc. purchased a new stake in shares of Aercap during the third quarter valued at approximately $119,000. EverSource Wealth Advisors LLC increased its stake in Aercap by 59.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,143 shares of the financial services provider’s stock worth $134,000 after buying an additional 425 shares during the period. Finally, B. Riley Wealth Advisors Inc. purchased a new position in Aercap in the 2nd quarter valued at about $204,000. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Company Profile

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.