Natixis Advisors LLC Buys 7,395 Shares of Aercap Holdings N.V. $AER

Key Points

• Natixis Advisors LLC increased its stake in Aercap by 2.5%, buying 7,395 shares to hold 301,706 shares (about 0.16%) valued at roughly $36.5 million, and institutional investors own about 96.42% of the stock.
• Aercap beat estimates with $3.95 EPS (vs. $3.31) and $2.24B revenue (vs. $2.07B), issued FY2026 guidance of $12.00–$13.00 EPS, and trades at a low P/E of ~6.5 with a market cap near $23.3B.
• The company raised its quarterly dividend to $0.40 (annualized $1.60, yield ~1.1%), and analysts rate the stock a Moderate Buy on average with an average price target of $153.38 (8 Buys, 2 Holds).

Natixis Advisors LLC boosted its stake in shares of Aercap Holdings N.V. (NYSE:AER - Free Report) by 2.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 301,706 shares of the financial services provider's stock after buying an additional 7,395 shares during the period. Natixis Advisors LLC owned approximately 0.16% of Aercap worth $36,506,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Savant Capital LLC increased its position in Aercap by 2.4% during the third quarter. Savant Capital LLC now owns 3,417 shares of the financial services provider's stock valued at $413,000 after acquiring an additional 80 shares during the last quarter. Kathmere Capital Management LLC lifted its holdings in shares of Aercap by 3.9% in the 3rd quarter. Kathmere Capital Management LLC now owns 2,246 shares of the financial services provider's stock worth $272,000 after acquiring an additional 85 shares during the last quarter. Huntington National Bank boosted its stake in shares of Aercap by 11.7% during the 3rd quarter. Huntington National Bank now owns 895 shares of the financial services provider's stock worth $108,000 after purchasing an additional 94 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of Aercap by 26.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider's stock worth $46,000 after purchasing an additional 94 shares during the period. Finally, Epiq Partners LLC grew its holdings in Aercap by 0.4% during the 3rd quarter. Epiq Partners LLC now owns 23,108 shares of the financial services provider's stock valued at $2,796,000 after purchasing an additional 98 shares during the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Weiss Ratings reissued a "buy (b+)" rating on shares of Aercap in a research report on Wednesday, January 21st. Zacks Research cut Aercap from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, December 30th. Morgan Stanley increased their price target on Aercap from $150.00 to $160.00 and gave the stock an "equal weight" rating in a report on Monday, March 2nd. Truist Financial initiated coverage on Aercap in a research note on Tuesday, December 9th. They set a "buy" rating and a $159.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 price objective on Aercap and gave the company a "buy" rating in a report on Tuesday, February 10th. Eight analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $153.38.

Aercap Trading Up 2.4%

Shares of AER opened at $139.35 on Tuesday. The firm has a market capitalization of $23.25 billion, a price-to-earnings ratio of 6.53, a PEG ratio of 1.20 and a beta of 1.01. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. Aercap Holdings N.V. has a 1-year low of $85.57 and a 1-year high of $154.94. The company has a 50-day moving average of $145.61 and a 200 day moving average of $134.98.

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

Aercap Increases Dividend

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

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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