AerCap (NYSE:AER) Sets New 1-Year High – Here’s Why

AerCap Holdings N.V. (NYSE:AER) shares hit a new 52-week high during mid-day trading on Wednesday. The stock traded as high as $158.85 and last traded at $158.1410, with a volume of 848,274 shares trading hands. The stock had previously closed at $150.05.

Trending Headlines about AerCap

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Adjusted EPS substantially exceeded expectations. AerCap reported record adjusted net income of $1.009 billion, or $6.56 per share, compared with analysts’ expectations of roughly $4.56–$4.57 and $4.97 a year earlier. Revenue of $2.42 billion also surpassed the $2.15 billion consensus estimate and rose 4.6% year over year. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: Management raised its 2026 earnings outlook. AerCap signaled adjusted full-year EPS of approximately $20.70, improving the earnings outlook and reinforcing expectations for continued strong aircraft-leasing profitability. The company also expects asset sales to exceed $5 billion, supporting liquidity and portfolio management. AerCap Signals 2026 Adjusted EPS of $20.70
• Positive Sentiment: Lower short interest may have added technical support. Short interest fell 35.8% to approximately 2.54 million shares as of October 15, representing about 1.5% of shares outstanding. The reduction suggests less bearish positioning around AerCap.
• Neutral Sentiment: GAAP results were solid but less striking than adjusted results. Third-quarter GAAP net income was $949 million, or $6.17 per share, while the record adjusted figure was $1.009 billion, or $6.56 per share. Investors are therefore focusing primarily on the adjusted earnings beat and improved guidance.
• Neutral Sentiment: The company also filed its interim third-quarter financial report with the SEC. The filing provides formal details behind the earnings release but was not itself a new operating catalyst. AerCap Files Third-Quarter Interim Financial Report

Analyst Upgrades and Downgrades

AER has been the topic of several research reports. Truist Financial set a $180.00 target price on AerCap in a research note on Monday, October 5th. Barclays increased their price target on AerCap from $164.00 to $179.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Susquehanna boosted their price target on AerCap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. Morgan Stanley raised their target price on shares of AerCap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Finally, Citigroup increased their price target on shares of AerCap from $173.00 to $178.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, AerCap currently has an average rating of “Moderate Buy” and a consensus target price of $173.11.

AerCap Trading Up 4.3%

The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28. The stock has a market capitalization of $26.13 billion, a price-to-earnings ratio of 7.71, a price-to-earnings-growth ratio of 0.57 and a beta of 0.98. The business has a fifty day simple moving average of $145.12 and a 200 day simple moving average of $144.41.

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

Hedge Funds Weigh In On AerCap

Several hedge funds have recently bought and sold shares of the company. Donald Smith & CO. Inc. acquired a new stake in shares of AerCap during the 2nd quarter worth approximately $424,585,000. Ninety One UK Ltd boosted its stake 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 buying an additional 243,488 shares in the last quarter. KBC Group NV grew its holdings in shares of AerCap by 1.2% during the 1st quarter. KBC Group NV now owns 982,037 shares of the financial services provider’s stock valued at $134,715,000 after purchasing an additional 11,916 shares during the last quarter. Sei Investments Co. grew its stake in shares of AerCap by 23.2% during the first quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock worth $105,575,000 after buying an additional 144,857 shares during the last quarter. Finally, Swiss National Bank increased its holdings in AerCap by 20.4% in the 1st quarter. Swiss National Bank now owns 579,800 shares of the financial services provider’s stock worth $79,537,000 after purchasing an additional 98,200 shares in the last quarter. 96.42% of the stock is owned by institutional investors.

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.