Oppenheimer Asset Management Inc. Sells 7,734 Shares of Aercap Holdings N.V. $AER

Key Points

• Oppenheimer Asset Management sold 7,734 Aercap shares, trimming its stake by 28.3% to 19,586 shares worth about $2.82 million at the end of the quarter.
• Aercap beat Q1 estimates (EPS $5.39 vs. $3.59; revenue $2.30B vs. $2.07B), reiterated full-year adjusted EPS guidance of $14.50 and authorized a $1.0 billion share buyback (up to ~4.3% of shares), signaling management confidence.
• Analyst sentiment is largely positive with eight Buys and two Holds and an average price target of $163.13; the company also declared a $0.40 quarterly dividend (approx. 1.1% yield).

Oppenheimer Asset Management Inc. lessened its holdings in Aercap Holdings N.V. (NYSE:AER - Free Report) by 28.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,586 shares of the financial services provider's stock after selling 7,734 shares during the period. Oppenheimer Asset Management Inc.'s holdings in Aercap were worth $2,816,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. Wedmont Private Capital increased its position in Aercap by 3.9% in the fourth quarter. Wedmont Private Capital now owns 1,979 shares of the financial services provider's stock worth $290,000 after purchasing an additional 74 shares during the last quarter. Argentarii LLC boosted its stake in Aercap by 2.8% during the fourth quarter. Argentarii LLC now owns 2,793 shares of the financial services provider's stock worth $402,000 after buying an additional 77 shares during the period. Savant Capital LLC boosted its stake in Aercap by 2.4% during the third quarter. Savant Capital LLC now owns 3,417 shares of the financial services provider's stock worth $413,000 after buying an additional 80 shares during the period. Kathmere Capital Management LLC boosted its stake in Aercap by 3.9% during the third quarter. Kathmere Capital Management LLC now owns 2,246 shares of the financial services provider's stock worth $272,000 after buying an additional 85 shares during the period. Finally, Huntington National Bank boosted its stake in Aercap by 11.7% during the third quarter. Huntington National Bank now owns 895 shares of the financial services provider's stock worth $108,000 after buying an additional 94 shares during the period. Institutional investors own 96.42% of the company's stock.

Analyst Ratings Changes

Several research analysts have commented on AER shares. JPMorgan Chase & Co. lifted their price objective on shares of Aercap from $150.00 to $155.00 and gave the stock an "overweight" rating in a research note on Thursday. Truist Financial lifted their price objective on shares of Aercap from $159.00 to $161.00 and gave the stock a "buy" rating in a research note on Thursday. Weiss Ratings reaffirmed a "buy (b+)" rating on shares of Aercap in a research note on Monday, April 20th. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on shares of Aercap and gave the stock a "buy" rating in a research note on Tuesday, February 10th. Finally, Morgan Stanley dropped their price objective on shares of Aercap from $160.00 to $155.00 and set an "equal weight" rating for the company in a research note on Thursday. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Aercap presently has an average rating of "Moderate Buy" and an average price target of $163.13.

Aercap Stock Up 0.2%

Shares of AER opened at $141.23 on Monday. The firm has a market capitalization of $23.57 billion, a P/E ratio of 6.19, a P/E/G ratio of 0.99 and a beta of 0.95. Aercap Holdings N.V. has a 12-month low of $105.65 and a 12-month high of $154.94. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 2.34. The firm has a fifty day moving average price of $141.15 and a 200-day moving average price of $139.52.

Aercap (NYSE:AER - Get Free Report) last issued its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.59 by $1.80. The firm had revenue of $2.30 billion during the quarter, compared to analyst estimates of $2.07 billion. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The business's revenue was up 7.9% on a year-over-year basis. During the same period in the previous year, the firm earned $3.68 earnings per share. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Equities research analysts expect that Aercap Holdings N.V. will post 17.08 earnings per share for the current year.

Aercap Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Wednesday, May 13th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, May 13th. Aercap's payout ratio is currently 7.01%.

Aercap announced that its Board of Directors has initiated a share buyback plan on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the financial services provider to purchase up to 4.3% of its shares through open market purchases. Shares buyback plans are typically a sign that the company's management believes its shares are undervalued.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q1 beat and capital return — AerCap reported stronger-than-expected Q1 results, reiterated full-year adjusted EPS guidance of $14.50 and authorized a $1.0 billion share repurchase program, signaling management confidence and boosting shareholder returns. AerCap outlines $14.50 full-year adjusted EPS and authorizes new $1B share repurchase program
• Positive Sentiment: Truist raises price target to $161 and keeps a Buy rating — a fresh $161 target and Buy stance adds upward analyst pressure and supports upside expectations. Aercap NYSE: AER Given New $161.00 Price Target at Truist Financial
• Positive Sentiment: JPMorgan raises target to $155 with an Overweight rating — another upward adjustment from a large bank that reinforces buy-side sentiment. Benzinga
• Positive Sentiment: Operational positioning — coverage noting AerCap’s strengthened footprint in the aviation leasing market, which supports medium-term revenue and lease-rate resilience. Aercap Strengthens Position in Aviation Sector
• Neutral Sentiment: Morgan Stanley trims price target from $160 to $155 but keeps an Equal Weight rating — a modest downgrade in target that still implies upside, producing mixed analyst signals. The Fly
• Neutral Sentiment: Quarterly dividend declared — AerCap set a $0.40 quarterly dividend (ex-dividend May 13), a small yield (~1.1%) that supports income-oriented holders but is not a major catalyst.
• Negative Sentiment: Fuel-cost risk highlighted — management noted elevated/prolonged jet-fuel prices as a headwind that could pressure airline profitability and leasing dynamics if sustained, introducing cyclical margin risk. AerCap says prolonged high oil prices could bring opportunities

Aercap Company 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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