Aercap Holdings N.V. (NYSE:AER) Stock Has Consensus Target Price of $173.11 According to Brokerages

Key Points

• Analysts maintain a “Moderate Buy” consensus on AerCap, with eight buy ratings, two holds and one strong-buy rating. The average 12-month price target is $173.11 versus the reported share price of $144.99.
• AerCap exceeded quarterly expectations, reporting $5.14 in EPS versus the $4.14 consensus estimate and $2.17 billion in revenue, up 14.9% year over year.
• The company pays a quarterly dividend of $0.40, equivalent to a $1.60 annualized payout and a 1.1% yield; institutional investors own approximately 96.42% of shares.

Aercap Holdings N.V. (NYSE:AER - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the eleven ratings firms that are currently covering the company, Marketbeat reports. Two research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has given a strong buy rating to the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $173.11.

A number of equities research analysts recently issued reports on AER shares. Zacks Research cut shares of Aercap from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, September 29th. Weiss Ratings upgraded shares of Aercap from a "buy (b+)" rating to a "buy (a-)" rating in a research report on Thursday, October 8th. Barclays boosted their price target on shares of Aercap from $164.00 to $179.00 and gave the company an "overweight" rating in a research report on Tuesday, July 7th. Morgan Stanley upped their price objective on shares of Aercap from $155.00 to $165.00 and gave the stock an "equal weight" rating in a research note on Thursday, July 30th. Finally, Citigroup raised their price objective on shares of Aercap from $173.00 to $178.00 and gave the stock a "buy" rating in a report on Thursday, July 30th.

Aercap Stock Performance

Shares of NYSE:AER opened at $144.99 on Tuesday. The business's fifty day moving average price is $145.37 and its two-hundred day moving average price is $144.91. Aercap has a fifty-two week low of $118.96 and a fifty-two week high of $158.80. The stock has a market capitalization of $24.20 billion, a price-to-earnings ratio of 7.14, a price-to-earnings-growth 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.

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 (EPS) for the quarter, topping the consensus estimate of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%. The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.10 billion. During the same period in the prior year, the company posted $2.83 earnings per share. The business's revenue for the quarter was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, analysts predict that Aercap will post 19.26 EPS for the current fiscal year.

Aercap Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th were issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Wednesday, August 12th. Aercap's payout ratio is presently 7.87%.

Institutional Investors Weigh In On Aercap

A number of large investors have recently bought and sold shares of the business. Cordatus Wealth Management LLC raised its position in shares of Aercap by 2.6% during the third quarter. Cordatus Wealth Management LLC now owns 5,525 shares of the financial services provider's stock worth $793,000 after acquiring an additional 140 shares during the last quarter. SteelPeak Wealth LLC lifted its stake in shares of Aercap by 14.5% during the third quarter. SteelPeak Wealth LLC now owns 27,464 shares of the financial services provider's stock valued at $3,942,000 after acquiring an additional 3,484 shares during the period. Counterpoint Mutual Funds LLC acquired a new position in shares of Aercap during the third quarter valued at $281,000. USA Financial Formulas acquired a new position in shares of Aercap during the third quarter valued at $141,000. Finally, Assenagon Asset Management S.A. boosted its holdings in Aercap by 10.2% in the third quarter. Assenagon Asset Management S.A. now owns 358,577 shares of the financial services provider's stock valued at $51,463,000 after acquiring an additional 33,240 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

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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