American Century Companies Inc. Has $21.08 Million Stake in Aercap Holdings N.V. $AER

Key Points

• American Century Companies increased its stake in Aercap by 19.1% to 174,247 shares (about $21.08M), and overall institutional ownership in Aercap stands at roughly 96.42%.
• Aercap beat quarterly expectations with $3.95 EPS vs. $3.31 est. and $2.24B revenue vs. $2.07B est., and set FY2026 guidance of 12.00–13.00 EPS (consensus currently ~11.29).
• The company raised its quarterly dividend to $0.40 (from $0.27), implying a $1.60 annualized payout and a ~1.1% yield, with an ex-dividend/record timetable in late February/March.

American Century Companies Inc. grew its stake in shares of Aercap Holdings N.V. (NYSE:AER - Free Report) by 19.1% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 174,247 shares of the financial services provider's stock after purchasing an additional 27,968 shares during the period. American Century Companies Inc. owned about 0.09% of Aercap worth $21,084,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of AER. Citigroup Inc. grew its position in Aercap by 12.7% in the 3rd quarter. Citigroup Inc. now owns 176,919 shares of the financial services provider's stock worth $21,407,000 after purchasing an additional 19,975 shares in the last quarter. ARGA Investment Management LP increased its stake in Aercap by 210.8% in the 3rd quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider's stock valued at $3,768,000 after buying an additional 21,120 shares during the last quarter. Robeco Institutional Asset Management B.V. lifted its position in shares of Aercap by 13.9% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 135,992 shares of the financial services provider's stock worth $16,455,000 after buying an additional 16,611 shares in the last quarter. Alberta Investment Management Corp lifted its position in shares of Aercap by 142.4% during the 3rd quarter. Alberta Investment Management Corp now owns 38,300 shares of the financial services provider's stock worth $4,634,000 after buying an additional 22,500 shares in the last quarter. Finally, Resona Asset Management Co. Ltd. purchased a new position in shares of Aercap in the 2nd quarter worth approximately $5,990,000. 96.42% of the stock is owned by hedge funds and other institutional investors.

Aercap Price Performance

Shares of NYSE:AER opened at $139.35 on Tuesday. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $23.25 billion, a PE ratio of 6.53, a P/E/G ratio of 1.20 and a beta of 1.01. Aercap Holdings N.V. has a twelve month low of $85.57 and a twelve month high of $154.94. The company has a 50-day moving average price of $145.61 and a two-hundred day moving average price of $134.98.

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

Aercap Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.40 per share. This is a boost from Aercap's previous quarterly dividend of $0.27. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, February 25th. Aercap's dividend payout ratio (DPR) is currently 7.50%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on AER shares. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the company a "buy" rating in a research report on Tuesday, February 10th. Zacks Research lowered Aercap from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, December 30th. Barclays lifted their target price on Aercap from $144.00 to $162.00 and gave the stock an "overweight" rating in a research note on Tuesday, January 6th. Susquehanna lifted their target price on Aercap from $134.00 to $157.00 and gave the stock a "positive" rating in a research note on Tuesday, November 11th. Finally, Truist Financial started coverage on shares of Aercap in a report on Tuesday, December 9th. They issued a "buy" rating and a $159.00 price target on the stock. Eight research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average 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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