Aercap (AER) Stock Price, News & Analysis

Company Overview

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa. AerCap was formed through the growth of several aviation finance businesses, including its acquisition of International Lease Finance Corporation in 2014 and the aircraft leasing business of General Electric, known as GE Capital Aviation Services, in 2021. AerCap is led by Chief Executive Officer Aengus Kelly.

Key Stats

• Today's Range: $142.52 to $145.29
• 50-Day Range: $138.36 to $155.38
• 52-Week Range: $118.96 to $158.80
• Volume: 993,440 shs
• Average Volume: 1.17 million shs
• Market Capitalization: $24.18 billion
• P/E Ratio: 7.13
• Dividend Yield: 1.10%
• Price Target: $172.56
• Consensus Rating: Moderate Buy

Aercap Stock Analysis - MarketRank™

Aercap scored higher than 90% of companies evaluated by MarketBeat, and ranked 142nd out of 664 stocks in the industrials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.0 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Aercap has received a consensus rating of Moderate Buy. The company's average rating score is 2.91, and is based on 1 strong buy rating, 8 buy ratings, 2 hold ratings, and no sell ratings.

Upside Potential

Aercap has a consensus price target of $172.56, representing about 19.1% upside from its current price of $144.90.

Amount of Analyst Coverage

Aercap has been the subject of 7 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: -3.61%

Earnings Growth

Earnings for Aercap are expected to decrease by -3.61% in the coming year, from $19.13 to $18.44 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Aercap is 7.13, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.79.

Price to Earnings Ratio vs. Sector

The P/E ratio of Aercap is 7.13, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 26.76.

Price to Earnings Growth Ratio

Aercap has a PEG Ratio of 0.57. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

Aercap has a P/B Ratio of 1.32. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.38% of the float of Aercap has been sold short.

Short Interest Ratio / Days to Cover

Aercap has a short interest ratio ("days to cover") of 3.31, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Aercap has recently increased by 16.43%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Aercap pays a meaningful dividend of 1.11%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Aercap has only been increasing its dividend for 2 years.

Dividend Coverage

The dividend payout ratio of Aercap is 7.87%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Aercap will have a dividend payout ratio of 8.68% next year. This indicates that Aercap will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.6 / 5
• News Sentiment: 0.19

News Sentiment

Aercap has a news sentiment score of 0.19. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.52 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 7 news articles for Aercap this week, compared to 4 articles on an average week.

Search Interest

Only 5 people have searched for AER on MarketBeat in the last 30 days. This is a decrease of -29% compared to the previous 30 days.

MarketBeat Follows

5 people have added Aercap to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 0.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Aercap insiders have not sold or bought any company stock.

Percentage Held by Insiders

0.52% of the stock of Aercap is held by insiders.

Percentage Held by Institutions

96.42% of the stock of Aercap is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Last Earnings: 7/29/2026
• Record date for 9/3 Dividend: 8/12/2026
• Ex-Dividend for 9/3 Dividend: 8/12/2026
• Dividend Payable: 9/03/2026
• Today: 10/11/2026
• Next Earnings (Estimated): 10/28/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Industrials
• Industry: Trading Companies & Distributors
• Sub-Industry: Trading Companies & Distributors
• Current Symbol: NYSE:AER
• CIK: 1378789
• Web: www.aercap.com
• Phone: (531) 819-2010
• Fax: 353-1672-0270
• Employees: 668
• Year Founded: 1996

Price Target and Rating

• Average Price Target for Aercap: $172.56
• High Price Target: $190.00
• Low Price Target: $150.00
• Potential Upside/Downside: +19.1%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.91
• Research Coverage: 11 Analysts

Profitability

• EPS (Trailing Twelve Months): $20.32
• Trailing P/E Ratio: 7.13
• Forward P/E Ratio: 7.57
• P/E Growth: 0.57
• Net Income: $3.75 billion
• Net Margins: 37.85%
• Pretax Margin: 41.13%
• Return on Equity: 17.60%
• Return on Assets: 4.51%

Debt

• Debt-to-Equity Ratio: 2.32
• Current Ratio: 0.28
• Quick Ratio: 0.28

Sales & Book Value

• Annual Sales: $8.52 billion
• Price / Sales: 2.84
• Cash Flow: $33.16 per share
• Price / Cash Flow: 4.37
• Book Value: $109.80 per share
• Price / Book: 1.32

Miscellaneous

• Outstanding Shares: 166,880,000
• Free Float: 166,009,000
• Market Cap: $24.18 billion
• Optionable: Optionable
• Beta: 0.98