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

Key Points

• Aercap Holdings N.V. has received a consensus rating of "Moderate Buy" from analysts, with six buy recommendations, one hold, and one sell rating among coverage from eight research firms.
• The average 12-month price target for Aercap stock among analysts is $122.57, reflecting recent target price increases from several firms including Barclays and Morgan Stanley.
• Aercap recently announced a quarterly dividend of $0.27 per share, with a dividend yield of 0.9%, and an annualized dividend total of $1.08.

Shares of Aercap Holdings N.V. (NYSE:AER - Get Free Report) have been assigned a consensus rating of "Moderate Buy" from the eight research firms that are currently covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, one has given a hold recommendation and six have issued a buy recommendation on the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $122.5714.

Several equities analysts have commented on the stock. Morgan Stanley increased their price objective on shares of Aercap from $111.00 to $120.00 and gave the company an "equal weight" rating in a research report on Thursday, July 17th. Susquehanna increased their price objective 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, Barclays raised their target price on shares of Aercap from $115.00 to $131.00 and gave the stock an "overweight" rating in a report on Thursday, July 10th.

Institutional Investors Weigh In On Aercap

Several institutional investors have recently made changes to their positions in the company. 59 North Capital Management LP lifted its holdings in shares of Aercap by 40.6% in the 1st quarter. 59 North Capital Management LP now owns 5,209,534 shares of the financial services provider's stock worth $532,258,000 after acquiring an additional 1,504,620 shares during the last quarter. JPMorgan Chase & Co. increased its position in Aercap by 25.0% during the 2nd 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 increased its position in Aercap by 44.8% during the 2nd 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 increased its position in Aercap by 22.9% during the 4th 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, Norges Bank bought a new stake in shares of Aercap in the 2nd quarter valued at about $241,392,000. Institutional investors own 96.42% of the company's stock.

Aercap Price Performance

AER stock opened at $122.21 on Monday. Aercap has a 52 week low of $85.57 and a 52 week high of $125.45. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 2.57. The company has a fifty day simple moving average of $115.86 and a two-hundred day simple moving average of $109.76. The firm has a market capitalization of $22.83 billion, a P/E ratio of 7.60, a price-to-earnings-growth ratio of 2.45 and a beta of 1.45.

Aercap (NYSE:AER - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The financial services provider reported $2.83 EPS for the quarter, beating 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 during the quarter, compared to analyst estimates of $2.03 billion. During the same quarter last year, the business earned $3.01 earnings per share. Aercap's quarterly revenue was down 3.6% compared to the same quarter last year. Aercap has set its FY 2025 guidance at 11.600-11.600 EPS. Analysts anticipate that Aercap will post 11.29 earnings per share for the current fiscal year.

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Stockholders of record on Wednesday, August 13th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Wednesday, August 13th. Aercap's dividend payout ratio (DPR) is 6.72%.

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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