Kize Capital LP Has $13.60 Million Position in AerCap Holdings (NYSE:AER)

Kize Capital LP lifted its position in shares of AerCap Holdings (NYSE:AER - Free Report) by 7.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 142,078 shares of the financial services provider's stock after purchasing an additional 10,000 shares during the quarter. AerCap makes up about 12.2% of Kize Capital LP's investment portfolio, making the stock its 4th largest position. Kize Capital LP owned 0.07% of AerCap worth $13,597,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Toth Financial Advisory Corp bought a new stake in AerCap during the fourth quarter worth about $29,000. Pinpoint Asset Management Ltd bought a new stake in AerCap during the 4th quarter worth approximately $35,000. Fortitude Family Office LLC acquired a new stake in AerCap during the 4th quarter valued at $38,000. TD Private Client Wealth LLC acquired a new stake in AerCap during the 3rd quarter valued at $78,000. Finally, Eagle Bay Advisors LLC raised its position in AerCap by 1,148.5% in the 4th quarter. Eagle Bay Advisors LLC now owns 1,261 shares of the financial services provider's stock valued at $121,000 after purchasing an additional 1,160 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on AER. Barclays restated an "overweight" rating and issued a $115.00 target price (up from $113.00) on shares of AerCap in a research note on Thursday, February 27th. Bank of America raised their price objective on shares of AerCap from $105.00 to $125.00 and gave the company a "buy" rating in a research report on Friday, March 7th. Morgan Stanley reduced their target price on shares of AerCap from $112.00 to $101.00 and set an "equal weight" rating on the stock in a research report on Friday, April 11th. Susquehanna raised their price target on shares of AerCap from $108.00 to $120.00 and gave the company a "positive" rating in a report on Thursday, February 27th. Finally, UBS Group downgraded AerCap to an "underperform" rating in a report on Friday, March 7th. One analyst has rated the stock with a sell rating, one has issued a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $117.14.

AerCap Trading Up 2.4 %

AER traded up $2.31 during trading on Friday, reaching $97.44. 2,686,544 shares of the company's stock were exchanged, compared to its average volume of 1,397,781. The company's fifty day moving average price is $99.40 and its 200-day moving average price is $97.16. The firm has a market capitalization of $18.20 billion, a PE ratio of 7.72, a P/E/G ratio of 2.22 and a beta of 1.46. AerCap Holdings has a fifty-two week low of $82.21 and a fifty-two week high of $107.36. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.67 and a current ratio of 0.67.

AerCap (NYSE:AER - Get Free Report) last announced its quarterly earnings data on Wednesday, February 26th. The financial services provider reported $3.31 EPS for the quarter, topping analysts' consensus estimates of $2.56 by $0.75. AerCap had a return on equity of 13.98% and a net margin of 32.38%. The business had revenue of $2.07 billion during the quarter, compared to analysts' expectations of $1.97 billion. As a group, equities analysts forecast that AerCap Holdings will post 11.29 EPS for the current year.

AerCap Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 3rd. Investors of record on Wednesday, March 12th were paid a dividend of $0.27 per share. This is a positive change from AerCap's previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, March 12th. This represents a $1.08 annualized dividend and a yield of 1.11%. AerCap's dividend payout ratio (DPR) is presently 9.99%.

AerCap announced that its board has authorized a stock buyback program on Wednesday, February 26th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to repurchase up to 4.9% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company's board believes its stock is undervalued.

AerCap Company Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.