Artisan Partners Limited Partnership Has $18.21 Million Stake in Aercap Holdings N.V. $AER

Artisan Partners Limited Partnership reduced its stake in Aercap Holdings N.V. (NYSE:AER) by 62.4% in the 3rd quarter, Holdings Channel reports. The firm owned 150,501 shares of the financial services provider’s stock after selling 250,090 shares during the period. Artisan Partners Limited Partnership’s holdings in Aercap were worth $18,211,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in AER. Integrated Wealth Concepts LLC lifted its stake in shares of Aercap by 19.0% in the first quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock worth $271,000 after buying an additional 423 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Aercap by 282.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock worth $680,000 after acquiring an additional 4,919 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in Aercap by 26.6% during the 1st 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. Assetmark Inc. boosted its holdings in Aercap by 9.2% during the second quarter. Assetmark Inc. now owns 2,207 shares of the financial services provider’s stock valued at $258,000 after acquiring an additional 186 shares during the period. Finally, Hi Line Capital Management LLC acquired a new stake in shares of Aercap in the second quarter valued at about $3,841,000. Institutional investors own 96.42% of the company’s stock.

Aercap Stock Performance

AER opened at $149.23 on Friday. The stock’s 50 day simple moving average is $145.76 and its 200-day simple moving average is $133.62. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. The stock has a market cap of $24.90 billion, a PE ratio of 6.99, a P/E/G ratio of 1.30 and a beta of 1.05. Aercap Holdings N.V. has a 1 year low of $85.57 and a 1 year high of $154.94.

Aercap (NYSE:AER) last issued its 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 return on equity of 15.11% and a net margin of 44.04%.The firm had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.07 billion. During the same period last year, the business earned $3.31 earnings per share. Aercap’s quarterly revenue was up 8.3% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Sell-side analysts forecast that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the stock a “buy” rating in a report on Tuesday, February 10th. Truist Financial began coverage on shares of Aercap in a research note on Tuesday, December 9th. They issued a “buy” rating and a $159.00 price objective on the stock. Susquehanna boosted their target price 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. Finally, Morgan Stanley upped their target price on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 11th. Eight research 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. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $152.13.

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.