AerCap (NYSE:AER) Stock Gets Price Target Increase from JPMorgan Chase & Co.

Key Points

• JPMorgan raised AerCap’s price target to $200 from $183 and maintained an “overweight” rating, implying approximately 25% upside from the stock’s reported price.
• AerCap shares rose 2.8% to $159.85, near a 52-week high, while analysts’ consensus rating remained “Moderate Buy” with an average price target of $181.89.
• The company reported quarterly EPS of $6.56, beating estimates of $4.56, and revenue of $2.42 billion versus the $2.15 billion consensus; institutional investors own approximately 96.4% of the stock.

AerCap (NYSE:AER - Get Free Report) had its price objective hoisted by investment analysts at JPMorgan Chase & Co. from $183.00 to $200.00 in a research note issued on Thursday, Benzinga reports. The firm presently has an "overweight" rating on the financial services provider's stock. JPMorgan Chase & Co.'s price objective indicates a potential upside of 25.11% from the company's current price.

Several other equities research analysts have also issued reports on the stock. Truist Financial raised their price target on shares of AerCap from $180.00 to $185.00 and gave the stock 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. Barclays raised their target price on AerCap from $179.00 to $181.00 and gave the stock an "overweight" rating in a research report on Thursday. Weiss Ratings raised AerCap from a "buy (b+)" rating to a "buy (a-)" rating in a report on Thursday, October 8th. Finally, Morgan Stanley set a $175.00 price objective on AerCap in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $181.89.

AerCap Trading Up 2.8%

AER stock traded up $4.37 during midday trading on Thursday, hitting $159.85. The stock had a trading volume of 1,404,921 shares, compared to its average volume of 1,231,164. The firm has a market cap of $26.68 billion, a P/E ratio of 7.87, a price-to-earnings-growth ratio of 0.57 and a beta of 0.98. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. The business has a fifty day moving average price of $145.24 and a two-hundred day moving average price of $144.45. AerCap has a 1-year low of $129.42 and a 1-year high of $159.99.

AerCap (NYSE:AER - Get Free Report) last announced its quarterly earnings results on Thursday, October 29th. The financial services provider reported $6.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.56 by $2.00. The business had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.15 billion. AerCap had a return on equity of 17.60% and a net margin of 37.85%. The company's quarterly revenue was up 4.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.97 earnings per share. On average, sell-side analysts predict that AerCap will post 19.37 earnings per share for the current fiscal year.

Institutional Trading of AerCap

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Mirae Asset Global Investments Co. Ltd. bought a new position in AerCap in the 3rd quarter worth $6,056,000. Livelsberger Financial Advisory purchased a new stake in shares of AerCap in the 3rd quarter worth about $27,000. Townsend & Associates Inc boosted its stake in shares of AerCap by 1.1% during the 3rd quarter. Townsend & Associates Inc now owns 149,420 shares of the financial services provider's stock valued at $21,769,000 after purchasing an additional 1,569 shares in the last quarter. Signaturefd LLC boosted its stake in shares of AerCap by 2.4% during the 3rd quarter. Signaturefd LLC now owns 6,426 shares of the financial services provider's stock valued at $922,000 after purchasing an additional 151 shares in the last quarter. Finally, Evergreen Capital Management LLC increased its position in shares of AerCap by 66.6% during the third quarter. Evergreen Capital Management LLC now owns 5,723 shares of the financial services provider's stock valued at $821,000 after buying an additional 2,287 shares during the period. Hedge funds and other institutional investors own 96.42% of the company's stock.

AerCap News Summary

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Record adjusted earnings and raised outlook: AerCap reported third-quarter adjusted net income of $1.009 billion, or $6.56 per share, well above the roughly $4.56 analyst consensus. Revenue rose 4.6% year over year to $2.42 billion, and management raised its 2026 adjusted EPS outlook to $20.70. The company also expects aircraft and engine asset sales to exceed $5 billion. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: New Turkish Airlines leases: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighter aircraft to Turkish Airlines, with deliveries scheduled between March and September 2027. The deals support future rental revenue and utilization of AerCap’s freighter portfolio. AerCap Signs Turkish Airlines Lease Agreements
• Positive Sentiment: More bullish analyst view: Truist Financial raised its price target from $180 to $185 and maintained a “buy” rating, implying additional upside from recent trading levels. Truist Raises AerCap Price Target
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, payable December 3 to shareholders of record November 11.
• Neutral Sentiment: Valuation and momentum: AER has reached a 52-week high following the earnings-driven rally. While strong fundamentals support the move, investors are assessing whether further gains are justified after the recent appreciation. AerCap Hits Fresh High

About AerCap

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.

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