National Pension Service Decreases Position in Aercap Holdings N.V. $AER

Key Points

• National Pension Service reduced its Aercap stake by 43% in the second quarter, selling 279,860 shares and retaining 371,176 shares worth approximately $54.1 million. Institutional investors collectively own 96.42% of Aercap.
• Aercap reported strong quarterly results, with EPS of $5.14 surpassing the $4.14 analyst estimate and revenue rising 14.9% year over year to $2.17 billion. The company maintained full-year 2026 EPS guidance of $16.80.
• Analyst sentiment remains positive, with a consensus “Buy” rating and an average price target of $172.56 versus the reported share price of $141.50; Aercap also pays a $0.40 quarterly dividend, yielding about 1.1%.

National Pension Service trimmed its holdings in shares of Aercap Holdings N.V. (NYSE:AER - Free Report) by 43.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 371,176 shares of the financial services provider's stock after selling 279,860 shares during the period. National Pension Service owned about 0.22% of Aercap worth $54,110,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of AER. Groupe la Francaise lifted its position in Aercap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider's stock valued at $25,000 after purchasing an additional 124 shares during the last quarter. Greenline Wealth Management LLC bought a new stake in Aercap in the fourth quarter worth $30,000. Trust Co. of Vermont bought a new stake in shares of Aercap during the second quarter valued at approximately $38,000. Advisory Services Network LLC bought a new stake in Aercap in the 3rd quarter worth about $35,000. Finally, Cedar Mountain Advisors LLC purchased a new stake in Aercap during the first quarter valued at $44,000. 96.42% of the stock is owned by institutional investors.

Aercap Stock Up 0.8%

Shares of AER stock opened at $141.50 on Friday. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. The stock has a 50 day moving average of $148.86 and a 200 day moving average of $144.10. Aercap Holdings N.V. has a twelve month low of $118.93 and a twelve month high of $158.80. The stock has a market cap of $23.61 billion, a P/E ratio of 6.96, a P/E/G ratio of 0.56 and a beta of 0.93.

Aercap (NYSE:AER - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.14 by $1.00. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The company had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.10 billion. During the same quarter in the prior year, the business posted $2.83 earnings per share. Aercap's revenue for the quarter was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, sell-side analysts expect that Aercap Holdings N.V. will post 18.95 EPS for the current year.

Aercap Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts recently weighed in on AER shares. Citigroup lifted their target price on shares of Aercap from $173.00 to $178.00 and gave the company a "buy" rating in a research note on Thursday, July 30th. Truist Financial raised their target price on shares of Aercap from $175.00 to $180.00 and gave the company a "buy" rating in a report on Thursday, July 30th. Zacks Research raised Aercap from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 20th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $190.00 target price on shares of Aercap in a research note on Thursday, July 30th. Finally, Morgan Stanley raised their price target on Aercap from $155.00 to $165.00 and gave the stock an "equal weight" rating in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target of $172.56.

Aercap 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. The company provides aircraft, engine and helicopter leasing services to airlines and other aviation customers worldwide.

AerCap's business includes operating leases, finance leases, aircraft sales, asset management and fleet transition services. Its portfolio is centered on commercial passenger aircraft and also includes freighter aircraft, aircraft engines and helicopters.

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