Aercap Holdings N.V. $AER Shares Bought by Robeco Institutional Asset Management B.V.

Key Points

• Robeco increased its AerCap stake by 45.1% in the third quarter, acquiring 60,653 additional shares for a total of 195,029 shares valued at approximately $28 million. Institutional investors collectively own 96.42% of AerCap.
• AerCap reported quarterly earnings of $5.14 per share, beating estimates by $1.00, while revenue rose 14.9% year over year to $2.17 billion. The company also declared a quarterly dividend of $0.40, representing a 1.1% annualized yield.
• AerCap shares opened at $145.72, below the analyst consensus price target of $173.11. Analysts maintain a “Moderate Buy” consensus, although Zacks Research recently downgraded the stock to “Hold.”

Robeco Institutional Asset Management B.V. grew its position in Aercap Holdings N.V. (NYSE:AER - Free Report) by 45.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 195,029 shares of the financial services provider's stock after acquiring an additional 60,653 shares during the period. Robeco Institutional Asset Management B.V. owned 0.12% of Aercap worth $27,991,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Donald Smith & CO. Inc. bought a new stake in Aercap during the 2nd quarter worth approximately $424,585,000. Ninety One UK Ltd increased its holdings in Aercap by 12.0% during the 3rd quarter. Ninety One UK Ltd now owns 2,275,507 shares of the financial services provider's stock valued at $326,581,000 after purchasing an additional 243,488 shares in the last quarter. SEB Asset Management AB bought a new position in Aercap in the 1st quarter valued at $21,373,000. Sei Investments Co. raised its position in Aercap by 23.2% in the 1st quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider's stock valued at $105,575,000 after purchasing an additional 144,857 shares during the last quarter. Finally, Swiss National Bank raised its position in Aercap by 20.4% in the 1st quarter. Swiss National Bank now owns 579,800 shares of the financial services provider's stock valued at $79,537,000 after purchasing an additional 98,200 shares during the last quarter. Institutional investors own 96.42% of the company's stock.

Aercap Stock Down 1.3%

NYSE AER opened at $145.72 on Friday. The stock has a market capitalization of $24.32 billion, a P/E ratio of 7.17, a price-to-earnings-growth ratio of 0.58 and a beta of 0.98. Aercap Holdings N.V. has a 52 week low of $119.91 and a 52 week high of $158.80. The company has a debt-to-equity ratio of 2.32, a quick ratio of 0.28 and a current ratio of 0.28. The stock has a fifty day moving average of $145.07 and a 200-day moving average of $145.07.

Aercap (NYSE:AER - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $1.00. The business had revenue of $2.17 billion for the quarter, compared to analysts' expectations of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%. The firm's quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the business earned $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities research analysts forecast that Aercap Holdings N.V. will post 19.26 EPS for the current year.

Aercap Dividend Announcement

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

Analyst Upgrades and Downgrades

AER has been the topic of several research analyst reports. Zacks Research cut Aercap from a "strong-buy" rating to a "hold" rating in a report on Tuesday, September 29th. Truist Financial set a $180.00 price target on Aercap in a report on Monday, October 5th. Barclays lifted their price target on Aercap from $164.00 to $179.00 and gave the company an "overweight" rating in a report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $190.00 price target on shares of Aercap in a research report on Thursday, July 30th. Finally, Citigroup increased 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. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Aercap has a consensus rating of "Moderate Buy" and an average target price of $173.11.

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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