PFA Pension Forsikringsaktieselskab Buys Shares of 13,006 Aercap Holdings N.V. $AER

Key Points

• PFA Pension bought a new stake of 13,006 shares of Aercap (NYSE:AER) in Q4, valued at about $1.875 million, and institutional investors now own roughly 96.42% of the company amid large stake increases from firms like Mizuho (which added ~3.5M shares).
• Aercap reported a strong quarter with $5.39 EPS vs. $3.59 expected and revenue of $2.30 billion beating estimates, set FY2026 guidance of about 14.50 EPS, and sell-side analysts expect ~17.08 EPS for the current fiscal year.
• The board approved a $1.0 billion buyback (up to ~4.3% of shares) and declared a $0.40 quarterly dividend (1.2% yield), while analysts maintain a consensus rating of “Moderate Buy” with an average price target of about $163.13.

PFA Pension Forsikringsaktieselskab bought a new stake in shares of Aercap Holdings N.V. (NYSE:AER - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 13,006 shares of the financial services provider's stock, valued at approximately $1,875,000.

A number of other institutional investors also recently modified their holdings of the stock. Mizuho Markets Cayman LP boosted its stake in shares of Aercap by 45,615.5% during the 3rd quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider's stock valued at $424,769,000 after buying an additional 3,502,812 shares during the period. Ninety One UK Ltd boosted its stake in shares of Aercap by 1.1% during the 4th quarter. Ninety One UK Ltd now owns 2,804,003 shares of the financial services provider's stock valued at $403,103,000 after buying an additional 31,794 shares during the period. WGI DM LLC boosted its stake in shares of Aercap by 40.6% during the 3rd quarter. WGI DM LLC now owns 2,555,812 shares of the financial services provider's stock valued at $309,253,000 after buying an additional 738,176 shares during the period. Mawer Investment Management Ltd. boosted its stake in shares of Aercap by 35.1% during the 3rd quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider's stock valued at $253,337,000 after buying an additional 543,465 shares during the period. Finally, Ameriprise Financial Inc. boosted its stake in shares of Aercap by 1.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,958,577 shares of the financial services provider's stock valued at $237,409,000 after buying an additional 25,034 shares during the period. Institutional investors and hedge funds own 96.42% of the company's stock.

Analyst Ratings Changes

AER has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft set a $175.00 price objective on shares of Aercap and gave the company a "buy" rating in a research note on Tuesday, February 10th. JPMorgan Chase & Co. lifted their price objective on shares of Aercap from $150.00 to $155.00 and gave the company an "overweight" rating in a research note on Thursday, April 30th. Truist Financial lifted their price objective on shares of Aercap from $159.00 to $161.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Susquehanna lifted their price objective on shares of Aercap from $165.00 to $170.00 and gave the company a "positive" rating in a research note on Thursday. Finally, TD Cowen lifted their price objective on shares of Aercap from $170.00 to $175.00 and gave the company a "buy" rating in a research note on Thursday. Eight equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $163.13.

Aercap Stock Down 2.2%

AER stock opened at $137.89 on Tuesday. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 2.34. Aercap Holdings N.V. has a 1 year low of $105.65 and a 1 year high of $154.94. The company has a fifty day simple moving average of $141.15 and a 200 day simple moving average of $139.52. The firm has a market cap of $23.01 billion, a PE ratio of 6.04, a PEG ratio of 0.99 and a beta of 0.95.

Aercap (NYSE:AER - Get Free Report) last announced its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 EPS for the quarter, topping the consensus estimate of $3.59 by $1.80. The firm had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $2.07 billion. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The business's quarterly revenue was up 7.9% on a year-over-year basis. During the same quarter last year, the firm posted $3.68 EPS. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. Sell-side analysts anticipate that Aercap Holdings N.V. will post 17.08 EPS for the current fiscal year.

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Wednesday, May 13th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.2%. The ex-dividend date is Wednesday, May 13th. Aercap's dividend payout ratio (DPR) is 7.01%.

Aercap declared that its Board of Directors has approved a stock repurchase program on Wednesday, April 29th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to buy up to 4.3% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's board of directors believes its stock is undervalued.

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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