Tocqueville Asset Management L.P. Decreases Stake in Aercap Holdings N.V. $AER

Tocqueville Asset Management L.P. lessened its position in shares of Aercap Holdings N.V. (NYSE:AER) by 7.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 219,325 shares of the financial services provider’s stock after selling 17,724 shares during the period. Tocqueville Asset Management L.P.’s holdings in Aercap were worth $26,538,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Mather Group LLC. purchased a new stake in shares of Aercap during the 3rd quarter worth $26,000. Geneos Wealth Management Inc. increased its holdings in Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares during the last quarter. Toth Financial Advisory Corp raised its stake in Aercap by 66.7% in the third quarter. Toth Financial Advisory Corp now owns 500 shares of the financial services provider’s stock valued at $60,000 after buying an additional 200 shares in the last quarter. JFS Wealth Advisors LLC acquired a new stake in Aercap in the third quarter valued at $67,000. Finally, Farther Finance Advisors LLC lifted its holdings in Aercap by 22.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 692 shares of the financial services provider’s stock worth $84,000 after buying an additional 128 shares during the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the company. Barclays upped their price objective on Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Morgan Stanley upped their price target on Aercap from $150.00 to $160.00 and gave the company an “equal weight” rating in a report on Monday, March 2nd. Weiss Ratings reissued a “buy (b+)” rating on shares of Aercap in a report on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 price objective on shares of Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Eight investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Aercap currently has a consensus rating of “Moderate Buy” and an average target price of $153.38.

Aercap Stock Performance

Shares of AER traded up $1.79 during midday trading on Friday, reaching $134.91. 326,239 shares of the stock were exchanged, compared to its average volume of 1,362,254. Aercap Holdings N.V. has a twelve month low of $85.57 and a twelve month high of $154.94. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. The company has a market capitalization of $22.51 billion, a price-to-earnings ratio of 6.33, a PEG ratio of 1.24 and a beta of 1.01. The business’s 50-day moving average price is $145.27 and its 200 day moving average price is $135.16.

Aercap (NYSE:AER) last released its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.64. The firm had revenue of $2.24 billion for 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 firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the business posted $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. On average, sell-side analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current fiscal 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 represents a $1.60 dividend on an annualized basis and a dividend yield of 1.2%. This is a boost from Aercap’s previous quarterly dividend of $0.27. The ex-dividend date is Wednesday, February 25th. Aercap’s payout ratio is 7.50%.

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.