Aercap (NYSE:AER) Updates FY 2025 Earnings Guidance

Key Points

• Aercap has updated its FY 2025 earnings guidance, providing an EPS estimate of 11.600, which is lower than the consensus estimate of 12.531.
• Several analysts have raised their target prices for Aercap, with Barclays setting a new price objective of $131.00 and maintaining an "overweight" rating.
• The company recently disclosed a quarterly dividend of $0.27, representing a 0.96% yield, with a payout ratio of 9.58%.

Aercap (NYSE:AER - Get Free Report) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 11.600-11.600 for the period, compared to the consensus earnings per share estimate of 12.531. The company issued revenue guidance of -.

Aercap Stock Up 0.1%

NYSE AER traded up $0.08 during trading on Friday, reaching $107.33. The company's stock had a trading volume of 241,497 shares, compared to its average volume of 1,468,081. The company has a current ratio of 0.21, a quick ratio of 0.21 and a debt-to-equity ratio of 2.69. The stock has a market capitalization of $20.05 billion, a PE ratio of 6.66, a PEG ratio of 2.44 and a beta of 1.38. The business has a 50-day moving average price of $114.46 and a 200-day moving average price of $105.43. Aercap has a 1-year low of $82.21 and a 1-year high of $118.07.

Aercap (NYSE:AER - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The financial services provider reported $2.83 earnings per share for the quarter, topping analysts' consensus estimates of $2.75 by $0.08. Aercap had a net margin of 36.93% and a return on equity of 13.31%. The business had revenue of $1.89 billion during the quarter, compared to analysts' expectations of $2.03 billion. During the same period in the previous year, the company earned $3.01 earnings per share. Aercap's revenue for the quarter was down 3.6% on a year-over-year basis. On average, research analysts forecast that Aercap will post 11.29 earnings per share for the current fiscal year.

Aercap Dividend Announcement

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 issued a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, August 13th. Aercap's payout ratio is 6.72%.

Analysts Set New Price Targets

Several equities research analysts have issued reports on AER shares. JPMorgan Chase & Co. boosted their price target on shares of Aercap from $112.00 to $114.00 and gave the company an "overweight" rating in a report on Thursday, May 1st. Susquehanna boosted their price target on shares of Aercap from $120.00 to $130.00 and gave the company a "positive" rating in a report on Tuesday, May 13th. Morgan Stanley boosted their price target on shares of Aercap from $111.00 to $120.00 and gave the company an "equal weight" rating in a report on Thursday, July 17th. Finally, Barclays boosted their price target on shares of Aercap from $115.00 to $131.00 and gave the company an "overweight" rating in a report on Thursday, July 10th. One research analyst has rated the stock with a sell rating, one has issued a hold rating and six have assigned a buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $122.00.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in AER. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Aercap by 282.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider's stock worth $680,000 after buying an additional 4,919 shares in the last quarter. Integrated Wealth Concepts LLC lifted its position in Aercap by 19.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider's stock worth $271,000 after buying an additional 423 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider's stock valued at $46,000 after purchasing an additional 94 shares during the period. Institutional investors and hedge funds own 96.42% of the company's stock.

Aercap Company Profile

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.