Aercap (AER) Stock Price, News & Analysis

Company Overview

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. The company has grown through fleet purchases and strategic transactions to build a diversified portfolio of aircraft types and lease contracts that spans regional, narrowbody and widebody aircraft. AerCap’s business model focuses on long-term lease relationships as well as opportunistic trading and disposal of assets to capture value through different market cycles.

AerCap is publicly listed on the New York Stock Exchange under the ticker AER and is led by an experienced management team focused on aviation finance and asset management. The company’s customer base includes commercial airlines, cargo carriers and other operators that rely on external leasing to manage capacity and capital requirements. AerCap’s combination of leasing, financing and remarketing capabilities positions it as a leading provider of aircraft lifecycle solutions for the global airline industry.

Key Stats

• Today's Range: $138.39 to $140.55
• 50-Day Range: $131.60 to $151.36
• 52-Week Range: $105.65 to $154.94
• Volume: 819,235 shs
• Average Volume: 1.45 million shs
• Market Capitalization: $23.14 billion
• P/E Ratio: 6.08
• Dividend Yield: 1.15%
• Price Target: $163.13
• Consensus Rating: Buy

Aercap Stock Analysis - MarketRank™

Aercap scored higher than 94% of companies evaluated by MarketBeat, and ranked 8th out of 131 stocks in the transportation sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.0 / 5
• Analyst Rating: Buy

Consensus Rating

Aercap has received a consensus rating of Buy. The company's average rating score is 3.10, and is based on 2 strong buy ratings, 7 buy ratings, 1 hold rating, and no sell ratings.

Upside Potential

Aercap has a consensus price target of $163.13, representing about 17.6% upside from its current price of $138.68.

Amount of Analyst Coverage

Aercap has been the subject of 8 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: -1.51%

Earnings Growth

Earnings for Aercap are expected to decrease by -1.51% in the coming year, from $17.23 to $16.97 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Aercap is 6.08, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.78.

Price to Earnings Ratio vs. Sector

The P/E ratio of Aercap is 6.08, which means that it is trading at a less expensive P/E ratio than the Transportation sector average P/E ratio of about 23.15.

Price to Earnings Growth Ratio

Aercap has a PEG Ratio of 0.97. PEG Ratios around 1 indicate that a company is correctly valued.

Price to Book Value per Share Ratio

Aercap has a P/B Ratio of 1.26. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.05% of the float of Aercap has been sold short.

Short Interest Ratio / Days to Cover

Aercap has a short interest ratio ("days to cover") of 1.25, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Aercap has recently decreased by 9.06%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Aercap pays a meaningful dividend of 1.15%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Aercap has only been increasing its dividend for 2 years.

Dividend Coverage

The dividend payout ratio of Aercap is 7.01%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Aercap will have a dividend payout ratio of 9.43% next year. This indicates that Aercap will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: 1.25

News Sentiment

Aercap has a news sentiment score of 1.25. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.43 average news sentiment score of Transportation companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for Aercap this week, compared to 6 articles on an average week.

Search Interest

Only 9 people have searched for AER on MarketBeat in the last 30 days. This is a decrease of -10% compared to the previous 30 days.

MarketBeat Follows

3 people have added Aercap to their MarketBeat watchlist in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: 0.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Aercap insiders have not sold or bought any company stock.

Percentage Held by Insiders

0.52% of the stock of Aercap is held by insiders.

Percentage Held by Institutions

96.42% of the stock of Aercap is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Record date for 3/19 Dividend: 2/25/2026
• Ex-Dividend for 3/19 Dividend: 2/25/2026
• Dividend Payable: 3/19/2026
• Last Earnings: 3/31/2026
• Record date for 6/4 Dividend: 5/13/2026
• Ex-Dividend for 6/4 Dividend: 5/13/2026
• Today: 5/24/2026
• Dividend Payable: 6/04/2026
• Next Earnings (Estimated): 7/29/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Transportation
• Industry: TRANS - EQP&LSNG
• Sub-Industry: Business Services
• Current Symbol: NYSE:AER
• CIK: 1378789
• Web: www.aercap.com
• Phone: (531) 819-2010
• Fax: 353-1672-0270
• Employees: 740
• Year Founded: 1996

Price Target and Rating

• Average Price Target for Aercap: $163.13
• High Price Target: $175.00
• Low Price Target: $150.00
• Potential Upside/Downside: +17.6%
• Consensus Rating: Buy
• Rating Score (0-4): 3.10
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $22.82
• Trailing P/E Ratio: 6.08
• Forward P/E Ratio: 8.05
• P/E Growth: 0.97
• Net Income: $3.75 billion
• Net Margins: 45.22%
• Pretax Margin: 49.19%
• Return on Equity: 16.01%
• Return on Assets: 4.04%

Debt

• Debt-to-Equity Ratio: 2.34
• Current Ratio: 0.24
• Quick Ratio: 0.24

Sales & Book Value

• Annual Sales: $8.52 billion
• Price / Sales: 2.72
• Cash Flow: $33.18 per share
• Price / Cash Flow: 4.18
• Book Value: $110.25 per share
• Price / Book: 1.26

Miscellaneous

• Outstanding Shares: 166,880,000
• Free Float: 166,009,000
• Market Cap: $23.14 billion
• Optionable: Optionable
• Beta: 0.95