AerCap (NYSE:AER) Stock Price Expected to Rise, Truist Financial Analyst Says

Key Points

• Truist Financial raised AerCap’s price target from $180 to $185 and maintained a “buy” rating, implying approximately 17% upside from the reported share price.
• AerCap reported strong quarterly results, with EPS of $6.56 beating the $4.56 consensus estimate and revenue of $2.42 billion exceeding expectations. Analysts collectively rate the stock “Moderate Buy,” with an average price target of $173.89.
• Institutional investors own approximately 96.42% of AerCap’s shares, while the company’s elevated leverage—including a debt-to-equity ratio of 2.32—remains a key risk for investors.

AerCap (NYSE:AER - Get Free Report) had its price target boosted by stock analysts at Truist Financial from $180.00 to $185.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage presently has a "buy" rating on the financial services provider's stock. Truist Financial's price objective would suggest a potential upside of 17.02% from the stock's current price.

Several other research analysts have also weighed in on the company. Zacks Research lowered AerCap from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, September 29th. Morgan Stanley increased their price target on shares of AerCap from $155.00 to $165.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 30th. Weiss Ratings raised AerCap from a "buy (b+)" rating to a "buy (a-)" rating in a report on Thursday, October 8th. Citigroup reaffirmed a "buy" rating on shares of AerCap in a research report on Thursday. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $190.00 price objective on shares of AerCap in a report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $173.89.

AerCap Stock Performance

Shares of NYSE AER traded up $2.61 during trading hours on Thursday, reaching $158.09. The stock had a trading volume of 201,102 shares, compared to its average volume of 1,225,091. AerCap has a twelve month low of $129.42 and a twelve month high of $158.85. The company has a market cap of $26.38 billion, a price-to-earnings ratio of 7.80, a PEG ratio of 0.57 and a beta of 0.98. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The business's fifty day moving average is $145.24 and its two-hundred day moving average is $144.45.

AerCap (NYSE:AER - Get Free Report) last issued its quarterly earnings data on Thursday, October 29th. The financial services provider reported $6.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.56 by $2.00. AerCap had a return on equity of 17.60% and a net margin of 37.85%. The firm had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.15 billion. During the same quarter in the previous year, the company posted $4.97 EPS. The business's revenue for the quarter was up 4.6% compared to the same quarter last year. As a group, research analysts expect that AerCap will post 19.37 EPS for the current year.

Hedge Funds Weigh In On AerCap

Institutional investors and hedge funds have recently bought and sold shares of the stock. Donald Smith & CO. Inc. purchased a new position in shares of AerCap in the second quarter valued at $424,585,000. Ninety One UK Ltd lifted its stake in AerCap by 12.0% in the third quarter. Ninety One UK Ltd now owns 2,275,507 shares of the financial services provider's stock worth $326,581,000 after acquiring an additional 243,488 shares during the period. KBC Group NV raised its stake in AerCap by 1.2% in the first quarter. KBC Group NV now owns 982,037 shares of the financial services provider's stock worth $134,715,000 after buying an additional 11,916 shares in the last quarter. Sei Investments Co. boosted its holdings in shares of AerCap by 23.2% in the 1st quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider's stock valued at $105,575,000 after buying an additional 144,857 shares in the last quarter. Finally, Swiss National Bank increased its position in AerCap by 20.4% during the 1st quarter. Swiss National Bank now owns 579,800 shares of the financial services provider's stock valued at $79,537,000 after buying an additional 98,200 shares in the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Key AerCap News

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Record quarterly profitability and earnings beat: AerCap reported third-quarter adjusted net income of $1.009 billion, or $6.56 per share, well above the approximately $4.56 analyst consensus and up from $4.97 per share a year earlier. Revenue rose 4.6% year over year to $2.42 billion, also exceeding expectations. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: 2026 earnings outlook raised: Management signaled adjusted full-year 2026 earnings per share of approximately $20.70, supported by strong operating performance and expected aircraft and asset sales exceeding $5 billion. The improved outlook is a key catalyst behind the stock’s advance. AerCap Signals 2026 Adjusted EPS of $20.70
• Positive Sentiment: New Turkish Airlines leasing agreements: AerCap signed contracts to lease two Boeing 777-300ERSF converted aircraft to Turkish Airlines, with deliveries scheduled from March through September 2027. The agreements provide additional future revenue visibility and support demand for the company’s freighter portfolio. AerCap Signs Turkish Airlines Lease Agreements
• Neutral Sentiment: Dividend maintained: AerCap declared a quarterly dividend of $0.40 per share, equivalent to $1.60 annually and a yield of about 1%. The payout reinforces shareholder returns but is unlikely to be the primary driver of the move.
• Negative Sentiment: Leverage remains elevated: AerCap’s debt-to-equity ratio is approximately 2.32, and its current and quick ratios are about 0.28. These balance-sheet characteristics remain risks for investors, particularly if aircraft values, financing costs or airline demand weaken.

AerCap Company Profile

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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