Aercap Holdings N.V. $AER Holdings Raised by Dakota Wealth Management

Key Points

• Dakota Wealth Management increased its stake in Aercap Holdings by 41.2% during Q2, now owning a total of 8,657 shares valued at approximately $1,013,000.
• Several institutional investors, including JPMorgan Chase and 59 North Capital Management, have significantly increased their holdings in Aercap, contributing to 96.42% of the stock being owned by institutional investors.
• Aercap reported a quarterly EPS of $2.83, exceeding estimates, with revenue slightly down 3.6% year-over-year, and has set its FY 2025 EPS guidance at $11.60.

Dakota Wealth Management grew its position in Aercap Holdings N.V. (NYSE:AER - Free Report) by 41.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,657 shares of the financial services provider's stock after acquiring an additional 2,527 shares during the quarter. Dakota Wealth Management's holdings in Aercap were worth $1,013,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the company. 59 North Capital Management LP increased its holdings in shares of Aercap by 40.6% in the 1st quarter. 59 North Capital Management LP now owns 5,209,534 shares of the financial services provider's stock valued at $532,258,000 after acquiring an additional 1,504,620 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of Aercap by 43.7% in the 1st quarter. JPMorgan Chase & Co. now owns 2,298,552 shares of the financial services provider's stock valued at $234,843,000 after acquiring an additional 699,520 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in shares of Aercap by 1.9% in the 1st quarter. Ameriprise Financial Inc. now owns 1,950,255 shares of the financial services provider's stock valued at $200,278,000 after acquiring an additional 36,398 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of Aercap by 2.8% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 1,814,146 shares of the financial services provider's stock valued at $185,352,000 after acquiring an additional 49,537 shares during the last quarter. Finally, Russell Investments Group Ltd. increased its holdings in shares of Aercap by 13.0% in the 1st quarter. Russell Investments Group Ltd. now owns 1,166,677 shares of the financial services provider's stock valued at $119,200,000 after acquiring an additional 134,384 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

AER has been the subject of a number of recent research reports. Susquehanna upped their price objective on Aercap from $130.00 to $134.00 and gave the stock a "positive" rating in a research note on Wednesday, August 13th. Morgan Stanley upped their price objective on Aercap from $111.00 to $120.00 and gave the stock an "equal weight" rating in a research note on Thursday, July 17th. Finally, Barclays upped their price objective on Aercap from $115.00 to $131.00 and gave the stock an "overweight" rating in a research note on Thursday, July 10th. Six equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Aercap currently has a consensus rating of "Moderate Buy" and an average target price of $122.57.

Aercap Trading Up 0.7%

NYSE:AER opened at $123.18 on Friday. Aercap Holdings N.V. has a 1 year low of $85.57 and a 1 year high of $125.45. The stock has a market cap of $23.01 billion, a price-to-earnings ratio of 7.66, a PEG ratio of 2.46 and a beta of 1.46. The business has a fifty day moving average of $117.22 and a 200-day moving average of $111.21. The company has a debt-to-equity ratio of 2.57, a quick ratio of 0.44 and a current ratio of 0.44.

Aercap (NYSE:AER - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The financial services provider reported $2.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.75 by $0.08. Aercap had a return on equity of 13.13% and a net margin of 36.93%.The company had revenue of $1.89 billion during the quarter, compared to analysts' expectations of $2.03 billion. During the same quarter in the prior year, the business posted $3.01 earnings per share. The company's revenue for the quarter was down 3.6% compared to the same quarter last year. Aercap has set its FY 2025 guidance at 11.600-11.600 EPS. Equities analysts predict that Aercap Holdings N.V. will post 11.29 earnings per share for the current year.

Aercap Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 4th. Stockholders of record on Wednesday, August 13th were paid a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, August 13th. This represents a $1.08 annualized dividend and a dividend yield of 0.9%. Aercap's dividend payout ratio is presently 6.72%.

About Aercap

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.

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