Epoch Investment Partners Inc. Has $1.71 Million Stake in Aercap Holdings N.V. $AER

Key Points

• Epoch Investment Partners Inc. increased its holdings in Aercap Holdings N.V. by 46%, acquiring an additional 5,273 shares, bringing its total to 16,747 shares valued at approximately $1.71 million.
• Analyst ratings for Aercap have improved, with several firms raising their price targets and maintaining a consensus rating of "Moderate Buy" and a consensus price target of $122.57.
• Aercap recently announced a quarterly dividend of $0.27 per share, reflecting a 0.9% yield, with the dividend payment scheduled for September 4th.

Epoch Investment Partners Inc. grew its holdings in Aercap Holdings N.V. (NYSE:AER - Free Report) by 46.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,747 shares of the financial services provider's stock after purchasing an additional 5,273 shares during the quarter. Epoch Investment Partners Inc.'s holdings in Aercap were worth $1,711,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Signaturefd LLC raised its position in shares of Aercap by 1.8% in the 1st quarter. Signaturefd LLC now owns 5,819 shares of the financial services provider's stock valued at $595,000 after acquiring an additional 102 shares during the period. Allworth Financial LP raised its position in shares of Aercap by 8.0% in the 1st quarter. Allworth Financial LP now owns 1,566 shares of the financial services provider's stock valued at $160,000 after acquiring an additional 116 shares during the period. Covestor Ltd raised its position in shares of Aercap by 9.6% in the 1st quarter. Covestor Ltd now owns 1,422 shares of the financial services provider's stock valued at $145,000 after acquiring an additional 125 shares during the period. CW Advisors LLC raised its position in shares of Aercap by 5.2% in the 1st quarter. CW Advisors LLC now owns 2,714 shares of the financial services provider's stock valued at $277,000 after acquiring an additional 135 shares during the period. Finally, Measured Wealth Private Client Group LLC raised its position in shares of Aercap by 3.1% in the 1st quarter. Measured Wealth Private Client Group LLC now owns 5,080 shares of the financial services provider's stock valued at $519,000 after acquiring an additional 154 shares during the period. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

AER has been the topic of a number of analyst reports. Barclays increased their price target on shares of Aercap from $115.00 to $131.00 and gave the company an "overweight" rating in a research report on Thursday, July 10th. Susquehanna increased their price target on shares of Aercap from $130.00 to $134.00 and gave the company a "positive" rating in a research report on Wednesday, August 13th. Finally, Morgan Stanley lifted their price target 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. Six investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $122.57.

Aercap Stock Down 0.1%

Shares of AER stock traded down $0.18 during trading on Monday, reaching $123.62. The company's stock had a trading volume of 1,753,048 shares, compared to its average volume of 1,737,158. The business has a fifty day moving average price of $114.40 and a 200-day moving average price of $108.32. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 2.57. The company has a market cap of $23.09 billion, a price-to-earnings ratio of 7.69, a price-to-earnings-growth ratio of 2.47 and a beta of 1.45. Aercap Holdings N.V. has a one year low of $85.57 and a one year high of $124.48.

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

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Investors of record on Wednesday, August 13th will be issued 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 is Wednesday, August 13th. Aercap's payout ratio is presently 6.72%.

Aercap Company 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.