Raiffeisen Bank International AG Lowers Stock Holdings in Aercap Holdings N.V. $AER

Key Points

• Raiffeisen Bank International AG reduced its AerCap holdings by 36.9% in the second quarter, selling 10,385 shares and retaining 17,776 shares valued at approximately $2.62 million. Institutional investors collectively own 96.42% of AerCap.
• Analysts remain broadly positive, with a consensus “Buy” rating and an average price target of $172.56; several firms recently raised their targets to between $165 and $180.
• AerCap reported quarterly EPS of $5.14, exceeding estimates by $1.00, while revenue rose 14.9% year over year to $2.17 billion. The company also maintains a quarterly dividend of $0.40 per share, yielding about 1.1%.

Raiffeisen Bank International AG cut its holdings in shares of Aercap Holdings N.V. (NYSE:AER - Free Report) by 36.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,776 shares of the financial services provider's stock after selling 10,385 shares during the period. Raiffeisen Bank International AG's holdings in Aercap were worth $2,623,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Groupe la Francaise grew 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 valued at $25,000 after purchasing an additional 124 shares in the last quarter. Greenline Wealth Management LLC acquired a new stake in Aercap during the 4th quarter worth approximately $30,000. Advisory Services Network LLC acquired a new stake in Aercap during the 3rd quarter worth approximately $35,000. Trust Co. of Vermont purchased a new position in Aercap in the 2nd quarter valued at approximately $38,000. Finally, Cedar Mountain Advisors LLC purchased a new position in Aercap in the 1st quarter valued at approximately $44,000. Institutional investors and hedge funds own 96.42% of the company's stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on AER. Truist Financial upped their price objective on Aercap from $175.00 to $180.00 and gave the stock a "buy" rating in a research report on Thursday, July 30th. Morgan Stanley lifted their target price on Aercap from $155.00 to $165.00 and gave the company an "equal weight" rating in a report on Thursday, July 30th. TD Cowen upped their price target on Aercap from $175.00 to $180.00 and gave the stock a "buy" rating in a report on Thursday, July 16th. Weiss Ratings downgraded Aercap from a "buy (a-)" rating to a "buy (b+)" rating in a report on Thursday, July 30th. Finally, Susquehanna increased their price target on Aercap from $170.00 to $176.00 and gave the company a "positive" rating in a research report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $172.56.

Aercap Price Performance

Shares of AER opened at $145.42 on Friday. Aercap Holdings N.V. has a twelve month low of $118.93 and a twelve month high of $158.80. The firm's fifty day simple moving average is $149.24 and its 200-day simple moving average is $144.43. The firm has a market capitalization of $24.27 billion, a price-to-earnings ratio of 7.16, a PEG ratio of 0.58 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 (NYSE:AER - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company's revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the previous year, the company earned $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities analysts forecast that Aercap Holdings N.V. will post 18.95 EPS for the current fiscal year.

Aercap Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th were issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, August 12th. Aercap's payout ratio is 7.87%.

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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