Aercap (NYSE:AER) Stock Price Target Raised at TD Cowen

Key Points

• TD Cowen raised AerCap’s price target from $180 to $185 and maintained a “buy” rating, implying roughly 25% upside from the stock’s reported $147.93 price.
• Analyst sentiment remains favorable, with AerCap holding a consensus “Moderate Buy” rating and an average price target of $173.11, despite one recent downgrade from Zacks Research.
• AerCap reported quarterly adjusted earnings of $5.14 per share, beating estimates by $1.00, while revenue rose 14.9% year over year to $2.17 billion; institutional investors own 96.42% of the stock.

Aercap (NYSE:AER - Get Free Report) had its price objective hoisted by equities researchers at TD Cowen from $180.00 to $185.00 in a research note issued on Monday, Benzinga reports. The firm currently has a "buy" rating on the financial services provider's stock. TD Cowen's price objective would suggest a potential upside of 25.06% from the stock's current price.

A number of other research analysts also recently commented on AER. Susquehanna lifted their price target on shares of Aercap from $170.00 to $176.00 and gave the stock a "positive" rating in a research note on Tuesday, July 7th. Barclays upped their price objective on shares of Aercap from $164.00 to $179.00 and gave the company an "overweight" rating in a research note on Tuesday, July 7th. Zacks Research downgraded shares of Aercap from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, September 29th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $190.00 price objective on shares of Aercap in a report on Thursday, July 30th. Finally, Weiss Ratings upgraded Aercap from a "buy (b+)" rating to a "buy (a-)" rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $173.11.

Aercap Stock Up 2.2%

Aercap stock traded up $3.21 during mid-day trading on Monday, hitting $147.93. The company had a trading volume of 152,212 shares, compared to its average volume of 1,231,979. The stock has a market cap of $24.69 billion, a price-to-earnings ratio of 7.27, a PEG ratio of 0.57 and a beta of 0.98. Aercap has a 1 year low of $118.96 and a 1 year high of $158.80. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The business has a fifty day moving average of $146.34 and a 200 day moving average of $144.47.

Aercap (NYSE:AER - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, topping analysts' consensus estimates of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The company had revenue of $2.17 billion for the quarter, compared to analysts' expectations of $2.10 billion. During the same quarter last year, the company earned $2.83 earnings per share. The firm's revenue for the quarter was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, sell-side analysts expect that Aercap will post 19.13 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Aercap

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Public Employees Retirement System of Ohio increased its stake in Aercap by 29.2% in the 1st quarter. Public Employees Retirement System of Ohio now owns 92,152 shares of the financial services provider's stock valued at $12,641,000 after buying an additional 20,808 shares during the period. Saudi Central Bank lifted its stake in shares of Aercap by 113.6% in the 2nd quarter. Saudi Central Bank now owns 133,910 shares of the financial services provider's stock worth $19,521,000 after acquiring an additional 71,218 shares during the period. Handelsbanken Fonder AB lifted its stake in shares of Aercap by 321.1% in the 2nd quarter. Handelsbanken Fonder AB now owns 47,700 shares of the financial services provider's stock worth $6,954,000 after acquiring an additional 36,373 shares during the period. Coppell Advisory Solutions LLC lifted its stake in shares of Aercap by 441.2% in the 2nd quarter. Coppell Advisory Solutions LLC now owns 23,679 shares of the financial services provider's stock worth $3,452,000 after acquiring an additional 19,304 shares during the period. Finally, Wedge Capital Management L L P NC boosted its holdings in shares of Aercap by 5.4% in the second quarter. Wedge Capital Management L L P NC now owns 237,880 shares of the financial services provider's stock valued at $34,678,000 after acquiring an additional 12,235 shares in the last quarter. Hedge funds and other institutional investors own 96.42% of the company's stock.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap's business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.