State of Wyoming Sells 3,371 Shares of AerCap Holdings N.V. $AER

State of Wyoming decreased its holdings in AerCap Holdings N.V. (NYSE:AER) by 22.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,866 shares of the financial services provider’s stock after selling 3,371 shares during the period. State of Wyoming’s holdings in AerCap were worth $1,703,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Groupe la Francaise grew its holdings in shares of AerCap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 124 shares during the last quarter. Livelsberger Financial Advisory bought a new stake in AerCap during the 3rd quarter valued at about $27,000. Trust Co. of Vermont bought a new stake in AerCap during the 2nd quarter valued at about $38,000. Cedar Mountain Advisors LLC bought a new stake in AerCap during the 1st quarter valued at about $44,000. Finally, Mather Group LLC. boosted its position in AerCap by 75.0% in the 3rd quarter. Mather Group LLC. now owns 392 shares of the financial services provider’s stock valued at $56,000 after buying an additional 168 shares during the period. 96.42% of the stock is currently owned by institutional investors.

Key Headlines Impacting AerCap

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Strong Q3 results and raised outlook: AerCap reported third-quarter 2026 net income of $949 million and increased its full-year guidance. Results benefited in part from gains on aircraft sales, indicating robust asset values and effective portfolio monetization. The stronger outlook is the most significant near-term catalyst for AER. AerCap reports third-quarter 2026 net income and raises guidance AerCap Q3 results lean on aircraft sale gains
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $183 to $200 and maintained an overweight rating, while Truist lifted its target from $180 to $185 and retained a buy rating. These actions signal continued confidence in AerCap’s earnings, aircraft demand and valuation, with both firms indicating further potential upside. JPMorgan recommendations Truist price target increase
• Positive Sentiment: New Turkish Airlines leasing contracts: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighters to Turkish Airlines, with deliveries scheduled from March through September 2027. The deals provide future contracted revenue and reinforce demand for AerCap’s cargo aircraft portfolio. AerCap Turkish Airlines lease announcement
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, or $1.60 annualized. While the roughly 1% yield is modest, the payment adds to the investment case and signals confidence in recurring cash generation.
• Neutral Sentiment: Value debate after a rally: A Zacks comparison examines whether AerCap or Westinghouse Air Brake Technologies offers the better value opportunity. AerCap’s low earnings multiple may appear attractive, but the stock’s recent move to a 52-week high could limit immediate upside and increase sensitivity to earnings expectations. AER versus WAB value comparison

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. TD Cowen upped their target price on shares of AerCap from $185.00 to $195.00 and gave the stock a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. lifted their price target on shares of AerCap from $183.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday. Truist Financial lifted their price target on shares of AerCap from $180.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday. Zacks Research lowered AerCap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 29th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $190.00 price objective on shares of AerCap in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $181.89.

AerCap Stock Down 0.6%

NYSE:AER opened at $158.69 on Friday. AerCap Holdings N.V. has a 1-year low of $129.42 and a 1-year high of $159.99. The company has a 50-day moving average of $145.71 and a 200 day moving average of $144.60. The firm has a market cap of $26.48 billion, a PE ratio of 7.59, a price-to-earnings-growth ratio of 0.65 and a beta of 0.98. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.41 and a quick ratio of 0.28.

AerCap (NYSE:AER) last announced its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $6.56 earnings per share for the quarter, topping the consensus estimate of $4.56 by $2.00. AerCap had a net margin of 34.47% and a return on equity of 18.26%. The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.15 billion. During the same quarter in the prior year, the company earned $4.97 EPS. The company’s revenue was up 4.6% compared to the same quarter last year. As a group, research analysts anticipate that AerCap Holdings N.V. will post 18.64 EPS for the current fiscal year.

AerCap Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Wednesday, November 11th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Tuesday, November 10th. AerCap’s dividend payout ratio is 8.20%.

AerCap Profile

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.