Aercap Holdings N.V. (NYSE:AER) Receives Average Rating of "Moderate Buy" from Analysts

Key Points

• Aercap Holdings N.V. has received a consensus rating of "Moderate Buy" from analysts, with six buy ratings, one hold, and one sell rating.
• The average 1-year target price set by brokers for Aercap is $122.57, reflecting the analysts' positive outlook on the stock.
• The company recently declared a quarterly dividend of $0.27 per share, yielding 0.9% annually, with a payout ratio of 6.72%.

Shares of Aercap Holdings N.V. (NYSE:AER - Get Free Report) have earned a consensus rating of "Moderate Buy" from the eight research firms that are covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating and six have assigned a buy rating to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $122.5714.

AER has been the topic of several research analyst reports. Morgan Stanley raised their target price on shares of Aercap from $111.00 to $120.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 17th. Barclays lifted their price target on shares of Aercap from $115.00 to $131.00 and gave the company an "overweight" rating in a research report on Thursday, July 10th. Susquehanna lifted their price target on shares of Aercap from $130.00 to $134.00 and gave the company a "positive" rating in a research report on Wednesday, August 13th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Aercap from $112.00 to $114.00 and gave the company an "overweight" rating in a research report on Thursday, May 1st.

Aercap Price Performance

AER opened at $115.7040 on Thursday. The company's 50 day simple moving average is $113.52 and its 200 day simple moving average is $106.98. The company has a debt-to-equity ratio of 2.57, a quick ratio of 0.44 and a current ratio of 0.44. Aercap has a 1 year low of $85.57 and a 1 year high of $118.07. The stock has a market capitalization of $21.61 billion, a PE ratio of 7.20, a P/E/G ratio of 2.31 and a beta of 1.44.

Aercap (NYSE:AER - Get Free Report) last released its earnings results on Wednesday, July 30th. The financial services provider reported $2.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.75 by $0.08. Aercap had a net margin of 36.93% and a return on equity of 13.13%. The business had revenue of $1.89 billion for the quarter, compared to analysts' expectations of $2.03 billion. During the same period last year, the company earned $3.01 earnings per share. The company's quarterly revenue was down 3.6% on a year-over-year basis. Aercap has set its FY 2025 guidance at 11.600-11.600 EPS. As a group, sell-side analysts expect that Aercap will post 11.29 EPS for the current year.

Aercap Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 4th. Shareholders of record on Wednesday, August 13th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Wednesday, August 13th. Aercap's payout ratio is 6.72%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. 59 North Capital Management LP lifted its position in Aercap by 40.6% during the first quarter. 59 North Capital Management LP now owns 5,209,534 shares of the financial services provider's stock valued at $532,258,000 after buying an additional 1,504,620 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Aercap by 25.0% in the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider's stock valued at $336,243,000 after purchasing an additional 575,320 shares during the period. Ninety One UK Ltd boosted its stake in shares of Aercap by 44.8% in the second quarter. Ninety One UK Ltd now owns 2,794,925 shares of the financial services provider's stock valued at $327,006,000 after purchasing an additional 864,348 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Aercap by 22.9% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,608,099 shares of the financial services provider's stock valued at $249,595,000 after purchasing an additional 485,999 shares during the period. Finally, Lord Abbett & CO. LLC boosted its stake in shares of Aercap by 8.6% in the fourth quarter. Lord Abbett & CO. LLC now owns 2,271,769 shares of the financial services provider's stock valued at $217,408,000 after purchasing an additional 179,539 shares during the period. 96.42% of the stock is owned by institutional investors and hedge funds.

About Aercap

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.

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