Aercap Holdings N.V. $AER Shares Bought by J. Safra Sarasin Holding AG

Key Points

• J. Safra Sarasin Holding AG increased its stake in Aercap Holdings by 33.7%, now holding nearly 20,000 shares valued at around $2.34 million.
• Aercap's latest earnings report showed EPS of $2.83, beating estimates, although its revenue for the quarter declined by 3.6% year-over-year.
• The company recently announced a quarterly dividend of $0.27 per share, equating to an annualized yield of 0.9%.

J. Safra Sarasin Holding AG lifted its holdings in Aercap Holdings N.V. (NYSE:AER - Free Report) by 33.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,998 shares of the financial services provider's stock after acquiring an additional 5,045 shares during the period. J. Safra Sarasin Holding AG's holdings in Aercap were worth $2,340,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Mather Group LLC. increased its position in shares of Aercap by 230.1% in the first quarter. Mather Group LLC. now owns 307 shares of the financial services provider's stock worth $31,000 after acquiring an additional 214 shares in the last quarter. Quarry LP acquired a new stake in shares of Aercap in the first quarter worth $37,000. Geneos Wealth Management Inc. increased its position in shares of Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider's stock worth $46,000 after acquiring an additional 94 shares in the last quarter. Summit Securities Group LLC acquired a new stake in shares of Aercap in the first quarter worth $64,000. Finally, Blue Trust Inc. increased its position in shares of Aercap by 42.2% in the first quarter. Blue Trust Inc. now owns 1,318 shares of the financial services provider's stock worth $135,000 after acquiring an additional 391 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company's stock.

Aercap Trading Up 1.1%

NYSE AER opened at $125.58 on Friday. Aercap Holdings N.V. has a 12 month low of $85.57 and a 12 month high of $125.93. The company has a debt-to-equity ratio of 2.57, a current ratio of 0.44 and a quick ratio of 0.44. The company has a market capitalization of $23.46 billion, a price-to-earnings ratio of 7.81, a price-to-earnings-growth ratio of 2.49 and a beta of 1.40. The company's fifty day moving average price is $118.30 and its two-hundred day moving average price is $111.88.

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

Aercap Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 4th. Shareholders of record on Wednesday, August 13th were paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Wednesday, August 13th. Aercap's dividend payout ratio is 6.72%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on AER shares. Weiss Ratings reissued a "buy (b+)" rating on shares of Aercap in a research report on Saturday, September 27th. Susquehanna upped their target price on shares of Aercap from $130.00 to $134.00 and gave the company a "positive" rating in a research note on Wednesday, August 13th. Barclays upped their target price on shares of Aercap from $115.00 to $131.00 and gave the company an "overweight" rating in a research note on Thursday, July 10th. Finally, Morgan Stanley upped their target price on shares of Aercap from $111.00 to $120.00 and gave the company an "equal weight" rating in a research note on Thursday, July 17th. Seven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Aercap presently has a consensus rating of "Moderate Buy" and an average target price of $122.57.

Aercap Profile

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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