Aercap Holdings N.V. $AER Shares Bought by MBB Public Markets I LLC

Key Points

• MBB Public Markets I LLC boosted its Aercap stake by 34.7% in Q3 to 1,133,357 shares, making Aercap 18.2% of the fund (its 2nd-largest position) worth about $137.1 million.
• Aercap beat quarterly estimates (EPS $3.95 vs. $3.31; revenue $2.24B vs. $2.07B), set FY‑2026 guidance of 12.00–13.00 EPS, and raised its quarterly dividend from $0.27 to $0.40 (annualized $1.60, ~1.2% yield).
• Other large investors (JPMorgan, Mawer, Two Sigma, Norges Bank) also increased or initiated positions, lifting institutional ownership to 96.42%, while analysts hold a consensus "Moderate Buy" with a $153.38 target.

MBB Public Markets I LLC boosted its holdings in Aercap Holdings N.V. (NYSE:AER - Free Report) by 34.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,133,357 shares of the financial services provider's stock after purchasing an additional 292,042 shares during the period. Aercap comprises 18.2% of MBB Public Markets I LLC's portfolio, making the stock its 2nd largest position. MBB Public Markets I LLC owned 0.61% of Aercap worth $137,136,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. JPMorgan Chase & Co. grew its position in shares of Aercap by 25.0% during the second quarter. JPMorgan Chase & Co. now owns 2,873,872 shares of the financial services provider's stock worth $336,243,000 after buying an additional 575,320 shares in the last quarter. Mawer Investment Management Ltd. boosted its stake in Aercap by 35.1% during the 3rd quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider's stock valued at $253,337,000 after acquiring an additional 543,465 shares during the last quarter. Norges Bank acquired a new position in Aercap during the 2nd quarter worth $241,392,000. Ameriprise Financial Inc. grew its holdings in Aercap by 1.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,958,577 shares of the financial services provider's stock worth $237,409,000 after acquiring an additional 25,034 shares in the last quarter. Finally, Two Sigma Investments LP increased its position in shares of Aercap by 49.9% in the 3rd quarter. Two Sigma Investments LP now owns 1,586,800 shares of the financial services provider's stock worth $192,003,000 after purchasing an additional 528,315 shares during the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Aercap Stock Performance

Shares of AER stock opened at $135.14 on Tuesday. The company has a market cap of $22.55 billion, a P/E ratio of 6.33, a PEG ratio of 1.17 and a beta of 1.01. The business has a 50 day moving average of $144.78 and a two-hundred day moving average of $135.49. Aercap Holdings N.V. has a 52 week low of $85.57 and a 52 week high of $154.94. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38.

Aercap (NYSE:AER - Get Free Report) last announced its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.64. The business had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The business's revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the business posted $3.31 EPS. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, analysts anticipate that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Wednesday, February 25th will be issued a $0.40 dividend. This is a boost from Aercap's previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.2%. Aercap's dividend payout ratio is 7.50%.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on AER shares. Zacks Research downgraded Aercap from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, December 30th. Barclays increased their target price on Aercap from $144.00 to $162.00 and gave the stock an "overweight" rating in a report on Tuesday, January 6th. Morgan Stanley lifted their target price on Aercap from $150.00 to $160.00 and gave the stock an "equal weight" rating in a research report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the stock a "buy" rating in a research note on Tuesday, February 10th. Finally, Weiss Ratings reaffirmed a "buy (b+)" rating on shares of Aercap in a report on Wednesday, January 21st. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $153.38.

Aercap Profile

AerCap Holdings N.V. NYSE: AER is a global aircraft leasing and aviation finance company that acquires, leases, sells and manages commercial aircraft and engines. Its core services include operating leases, finance leases, sale-and-leaseback transactions, aircraft trading and remarketing, and asset management for airline customers. The company also provides related commercial and technical support services designed to optimize fleet utilization and residual values over the life cycle of aircraft and engines.

Operating with a broad global footprint, AerCap serves airlines and other aviation customers across North America, Europe, Asia-Pacific, Latin America, the Middle East and Africa.

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