Campbell & CO Investment Adviser LLC Buys New Position in Aercap Holdings N.V. $AER

Campbell & CO Investment Adviser LLC purchased a new stake in Aercap Holdings N.V. (NYSE:AER) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 88,114 shares of the financial services provider’s stock, valued at approximately $10,309,000. Aercap comprises about 0.7% of Campbell & CO Investment Adviser LLC’s holdings, making the stock its 3rd biggest holding.

Other large investors have also bought and sold shares of the company. Fiduciary Alliance LLC grew its stake in shares of Aercap by 0.4% in the 2nd quarter. Fiduciary Alliance LLC now owns 23,310 shares of the financial services provider’s stock worth $2,727,000 after acquiring an additional 93 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in shares of Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after purchasing an additional 94 shares in the last quarter. Signaturefd LLC boosted its holdings in Aercap by 1.8% during the first quarter. Signaturefd LLC now owns 5,819 shares of the financial services provider’s stock worth $595,000 after purchasing an additional 102 shares during the last quarter. Citizens National Bank Trust Department grew its position in Aercap by 0.8% in the 2nd quarter. Citizens National Bank Trust Department now owns 13,965 shares of the financial services provider’s stock worth $1,634,000 after purchasing an additional 104 shares in the last quarter. Finally, Allworth Financial LP increased its stake in Aercap by 8.0% in the 1st quarter. Allworth Financial LP now owns 1,566 shares of the financial services provider’s stock valued at $160,000 after buying an additional 116 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on AER shares. TD Cowen boosted their target price on Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Cowen reiterated a “buy” rating on shares of Aercap in a report on Thursday, October 30th. Bank of America boosted their price objective on Aercap from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 16th. Finally, Morgan Stanley raised their target price on Aercap from $111.00 to $120.00 and gave the company an “equal weight” rating in a research report on Thursday, July 17th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $133.00.

Aercap Price Performance

Shares of NYSE AER opened at $132.91 on Friday. The company has a current ratio of 0.44, a quick ratio of 0.44 and a debt-to-equity ratio of 2.57. The stock has a fifty day simple moving average of $123.58 and a two-hundred day simple moving average of $116.82. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $135.01. The firm has a market cap of $24.83 billion, a price-to-earnings ratio of 6.30, a price-to-earnings-growth ratio of 2.50 and a beta of 1.40.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.16 by $1.81. The firm had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2 billion. Aercap had a return on equity of 15.31% and a net margin of 45.41%.The business’s revenue was up 18.5% on a year-over-year basis. During the same period in the previous year, the company posted $2.41 earnings per share. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Wednesday, November 12th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, November 12th. This represents a $1.08 annualized dividend and a yield of 0.8%. Aercap’s dividend payout ratio is 5.12%.

Aercap Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.