Korea Investment CORP Sells 8,214 Shares of Aercap Holdings N.V. $AER

Korea Investment CORP cut its stake in Aercap Holdings N.V. (NYSE:AER) by 5.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 138,021 shares of the financial services provider’s stock after selling 8,214 shares during the period. Korea Investment CORP owned 0.07% of Aercap worth $16,701,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of AER. Mather Group LLC. bought a new position in shares of Aercap in the 3rd quarter worth approximately $26,000. Geneos Wealth Management Inc. boosted 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. Toth Financial Advisory Corp boosted its position in shares of Aercap by 66.7% during the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after purchasing an additional 200 shares in the last quarter. JFS Wealth Advisors LLC purchased a new stake in Aercap in the third quarter worth $67,000. Finally, Farther Finance Advisors LLC grew its stake in Aercap by 22.7% in the third quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock worth $84,000 after purchasing an additional 128 shares during the period. 96.42% of the stock is owned by institutional investors.

Aercap Stock Up 1.0%

Shares of NYSE:AER opened at $140.79 on Wednesday. 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 fifty day simple moving average of $145.54 and a two-hundred day simple moving average of $135.13. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $154.94. The stock has a market capitalization of $23.50 billion, a price-to-earnings ratio of 6.60, a PEG ratio of 1.23 and a beta of 1.01.

Aercap (NYSE:AER) last issued its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.64. The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The company’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the company earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, research analysts anticipate that Aercap Holdings N.V. will post 11.29 earnings per share for the current fiscal year.

Aercap Increases Dividend

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

Wall Street Analyst Weigh In

Several brokerages have commented on AER. Susquehanna raised their price objective on Aercap from $134.00 to $157.00 and gave the company a “positive” rating in a research report on Tuesday, November 11th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, January 21st. Morgan Stanley increased their price target on shares of Aercap from $150.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Truist Financial assumed coverage on shares of Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price target for the company. Finally, Zacks Research lowered shares of Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $153.38.

Aercap 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.