Public Employees Retirement System of Ohio Purchases New Position in Aercap Holdings N.V. $AER

Key Points

• Public Employees Retirement System of Ohio acquired 92,352 Aercap shares worth approximately $13.5 million, while institutional investors collectively own 96.42% of the company.
• Aercap reported quarterly EPS of $5.14, beating estimates by $1.00, and revenue of $2.17 billion, up 14.9% year over year. The company also maintained a $0.40 quarterly dividend, yielding about 1.1% annually.
• Analysts remain broadly positive, with the stock carrying an average “Buy” rating and a $172.56 price target versus its recent $147.25 price; targets range as high as $190.

Public Employees Retirement System of Ohio acquired a new position in Aercap Holdings N.V. (NYSE:AER - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 92,352 shares of the financial services provider's stock, valued at approximately $13,463,000. Public Employees Retirement System of Ohio owned 0.06% of Aercap at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of AER. Groupe la Francaise boosted its holdings in shares of Aercap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider's stock worth $25,000 after acquiring an additional 124 shares during the period. Greenline Wealth Management LLC bought a new stake in shares of Aercap during the 4th quarter valued at $30,000. Trust Co. of Vermont bought a new stake in shares of Aercap during the 2nd quarter valued at $38,000. Advisory Services Network LLC purchased a new stake in Aercap during the 3rd quarter worth about $35,000. Finally, Cedar Mountain Advisors LLC purchased a new stake in Aercap during the 1st quarter worth about $44,000. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Aercap Stock Down 0.2%

AER stock opened at $147.25 on Monday. The company's 50 day moving average is $149.50 and its 200 day moving average is $144.50. The stock has a market cap of $24.57 billion, a price-to-earnings ratio of 7.25, a price-to-earnings-growth ratio of 0.59 and a beta of 0.93. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. Aercap Holdings N.V. has a 1-year low of $118.93 and a 1-year high of $158.80.

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

Aercap Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, August 12th. Aercap's dividend payout ratio is currently 7.87%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AER. Zacks Research upgraded Aercap from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 20th. Morgan Stanley increased their target price on shares of Aercap from $155.00 to $165.00 and gave the stock an "equal weight" rating in a research note on Thursday, July 30th. Citigroup raised their price target on shares of Aercap from $173.00 to $178.00 and gave the company a "buy" rating in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $190.00 price target on shares of Aercap in a report on Thursday, July 30th. Finally, Barclays increased their price objective on Aercap from $164.00 to $179.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and an average target price of $172.56.

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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