Vinva Investment Management Ltd Raises Position in Aercap Holdings N.V. $AER

Key Points

• Vinva Investment Management Ltd boosted its stake in Aercap by 2,152.9% in Q3, adding 41,098 shares to hold 43,007 shares worth about $5.22 million, signaling notable institutional buying.
• Aercap beat quarterly expectations with $3.95 EPS (vs. $3.31 est.) and $2.24B revenue (vs. $2.07B est.), and set FY2026 guidance of 12.00–13.00 EPS, reinforcing analyst optimism.
• The company raised its quarterly dividend to $0.40 (annualized $1.60, ~1.2% yield) and institutional investors own roughly 96.42% of the stock; shares trade at a ~6.38 P/E with a ~$22.7B market cap.

Vinva Investment Management Ltd lifted its stake in shares of Aercap Holdings N.V. (NYSE:AER - Free Report) by 2,152.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 43,007 shares of the financial services provider's stock after buying an additional 41,098 shares during the period. Vinva Investment Management Ltd's holdings in Aercap were worth $5,224,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of AER. Citigroup Inc. boosted its holdings in Aercap by 12.7% during the 3rd quarter. Citigroup Inc. now owns 176,919 shares of the financial services provider's stock worth $21,407,000 after acquiring an additional 19,975 shares during the last quarter. ARGA Investment Management LP raised its holdings in shares of Aercap by 210.8% in the third quarter. ARGA Investment Management LP now owns 31,140 shares of the financial services provider's stock valued at $3,768,000 after purchasing an additional 21,120 shares during the last quarter. Robeco Institutional Asset Management B.V. lifted its position in shares of Aercap by 13.9% during the third quarter. Robeco Institutional Asset Management B.V. now owns 135,992 shares of the financial services provider's stock valued at $16,455,000 after purchasing an additional 16,611 shares in the last quarter. Alberta Investment Management Corp boosted its holdings in Aercap by 142.4% during the third quarter. Alberta Investment Management Corp now owns 38,300 shares of the financial services provider's stock worth $4,634,000 after purchasing an additional 22,500 shares during the last quarter. Finally, Resona Asset Management Co. Ltd. purchased a new position in Aercap during the second quarter worth about $5,990,000. Institutional investors own 96.42% of the company's stock.

Aercap Trading Down 3.3%

NYSE:AER opened at $136.17 on Monday. Aercap Holdings N.V. has a 1 year low of $85.57 and a 1 year high of $154.94. The stock's fifty day moving average price is $145.70 and its two-hundred day moving average price is $134.83. The company has a debt-to-equity ratio of 2.38, a current ratio of 0.23 and a quick ratio of 0.23. The company has a market cap of $22.72 billion, a P/E ratio of 6.38, a P/E/G ratio of 1.20 and a beta of 1.01.

Aercap (NYSE:AER - Get Free Report) last announced its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.64. Aercap had a return on equity of 15.11% and a net margin of 44.04%.The company had revenue of $2.24 billion during the quarter, compared to analysts' expectations of $2.07 billion. The firm's quarterly revenue was up 8.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.31 earnings per share. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. As a group, analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.40 per share. This is a boost from Aercap's previous quarterly dividend of $0.27. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, February 25th. Aercap's dividend payout ratio (DPR) is currently 7.50%.

Wall Street Analyst Weigh In

Several research firms have commented on AER. Truist Financial started coverage on shares of Aercap in a research note on Tuesday, December 9th. They issued a "buy" rating and a $159.00 price objective for the company. Weiss Ratings restated a "buy (b+)" rating on shares of Aercap in a research note on Wednesday, January 21st. Morgan Stanley upped their target price on Aercap from $150.00 to $160.00 and gave the company an "equal weight" rating in a report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft set a $175.00 price target on Aercap and gave the stock a "buy" rating in a report on Tuesday, February 10th. Finally, Zacks Research cut Aercap from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, December 30th. Eight investment 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, Aercap has an average rating of "Moderate Buy" and an average target price of $153.38.

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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