O Keefe Stevens Advisory Inc. Increases Holdings in Aercap Holdings N.V. $AER

Key Points

• O Keefe Stevens Advisory Inc. increased its stake in Aercap Holdings N.V. by 4.3% during Q2, now holding 111,293 shares worth approximately $13 million, making it the 10th largest position in its investment portfolio.
• Aercap reported earnings per share (EPS) of $2.83 for the last quarter, exceeding the consensus estimate by $0.08, despite revenue falling short of expectations at $1.89 billion.
• The company announced a $0.27 quarterly dividend, reflecting an annualized yield of 0.9%, and maintains a dividend payout ratio of 6.72%.

O Keefe Stevens Advisory Inc. raised its stake in Aercap Holdings N.V. (NYSE:AER - Free Report) by 4.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 111,293 shares of the financial services provider's stock after acquiring an additional 4,590 shares during the period. Aercap comprises about 3.7% of O Keefe Stevens Advisory Inc.'s investment portfolio, making the stock its 10th largest position. O Keefe Stevens Advisory Inc. owned 0.06% of Aercap worth $13,021,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Mather Group LLC. grew its position in Aercap by 230.1% in the first quarter. Mather Group LLC. now owns 307 shares of the financial services provider's stock valued at $31,000 after acquiring an additional 214 shares during the period. Quarry LP bought a new stake in shares of Aercap during the first quarter worth $37,000. Geneos Wealth Management Inc. grew its holdings in shares of Aercap by 26.6% during the first 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 last quarter. Summit Securities Group LLC bought a new stake in shares of Aercap during the first quarter worth $64,000. Finally, Blue Trust Inc. grew its holdings in shares of Aercap by 42.2% during the first quarter. Blue Trust Inc. now owns 1,318 shares of the financial services provider's stock worth $135,000 after purchasing an additional 391 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

Aercap Price Performance

Aercap stock opened at $125.58 on Friday. The business's 50-day simple moving average is $118.30 and its 200 day simple moving average is $111.93. The stock has a market cap of $23.46 billion, a price-to-earnings ratio of 7.81, a P/E/G ratio of 2.51 and a beta of 1.40. Aercap Holdings N.V. has a 12-month low of $85.57 and a 12-month high of $125.93. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 2.57.

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

Aercap Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Shareholders of record on Wednesday, August 13th were paid a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, August 13th. This represents a $1.08 annualized dividend and a yield of 0.9%. Aercap's dividend payout ratio is presently 6.72%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on AER shares. Weiss Ratings restated a "buy (b+)" rating on shares of Aercap in a report on Saturday, September 27th. Susquehanna increased their target price on Aercap from $130.00 to $134.00 and gave the stock a "positive" rating in a report on Wednesday, August 13th. Barclays increased their target price on Aercap from $115.00 to $131.00 and gave the stock an "overweight" rating in a report on Thursday, July 10th. Finally, Morgan Stanley increased their target price on Aercap from $111.00 to $120.00 and gave the stock an "equal weight" rating in a report on Thursday, July 17th. Seven analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Aercap currently has a consensus rating of "Moderate Buy" and an average price target of $122.57.

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.

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