Morgan Stanley Forecasts Strong Price Appreciation for Aercap (NYSE:AER) Stock

Aercap (NYSE:AER) had its price target raised by research analysts at Morgan Stanley from $155.00 to $165.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price objective indicates a potential upside of 8.87% from the company’s previous close.

Other analysts have also issued reports about the company. Weiss Ratings raised Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, July 8th. TD Cowen increased their target price on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Citigroup reissued a “buy” rating on shares of Aercap in a research note on Thursday. Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Susquehanna upped their price objective on shares of Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $172.00.

Aercap Price Performance

Shares of AER stock traded up $2.93 during mid-day trading on Thursday, hitting $151.56. 534,979 shares of the stock were exchanged, compared to its average volume of 1,281,203. The firm has a fifty day moving average of $144.57 and a 200 day moving average of $143.42. The company has a quick ratio of 0.24, a current ratio of 0.24 and a debt-to-equity ratio of 2.34. Aercap has a 52-week low of $105.65 and a 52-week high of $156.33. The company has a market cap of $25.29 billion, a PE ratio of 6.65, a price-to-earnings-growth ratio of 1.07 and a beta of 0.94.

Aercap (NYSE:AER) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, beating the consensus estimate of $4.14 by $1.00. The firm had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.10 billion. Aercap had a return on equity of 16.01% and a net margin of 45.22%.Aercap’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Research analysts anticipate that Aercap will post 17.39 earnings per share for the current year.

Aercap announced that its board has initiated a share repurchase plan on Wednesday, April 29th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the financial services provider to purchase up to 4.3% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Hedge Funds Weigh In On Aercap

A number of institutional investors have recently added to or reduced their stakes in the stock. Groupe la Francaise grew its holdings in Aercap by 221.4% in the 1st quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock valued at $25,000 after buying an additional 124 shares in the last quarter. Harbor Capital Advisors Inc. purchased a new position in shares of Aercap during the 4th quarter worth $27,000. Greenline Wealth Management LLC purchased a new position in shares of Aercap during the 4th quarter worth $30,000. Advisory Services Network LLC purchased a new position in shares of Aercap during the 3rd quarter worth $35,000. Finally, Cedar Mountain Advisors LLC acquired a new position in shares of Aercap during the 1st quarter valued at about $44,000. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. AerCap reported adjusted EPS of $5.14, up from $2.83 a year earlier and above the roughly $3.94–$4.14 consensus range. Revenue rose 14.9% year over year to $2.22 billion, topping the $2.10 billion estimate. AerCap Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Aircraft leasing demand remains favorable. Management cited continued demand as a key driver of the quarter’s results, supporting fleet utilization, lease rates and earnings visibility. Strong results helped push AER to a new one-year high. Continued Demand Drives AerCap Figures
• Positive Sentiment: AerCap declared a quarterly dividend of $0.40 per share. Shareholders of record on August 12 will receive the payment on September 3. The dividend provides an additional shareholder return, though its annualized yield is approximately 1.1%.
• Neutral Sentiment: Full-year guidance was updated to $16.80 in EPS. The company described its results as strong and raised 2026 guidance, but the stated EPS outlook is below the approximately $17.20 analyst consensus cited in reports. This could limit further upside unless operating performance continues to exceed expectations. AerCap Reports Strong Q2 Results and Raises 2026 Guidance

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.