AerCap (AER) Stock Price, News & Analysis

Company Overview

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters. AerCap works with airlines across a broad range of international markets and supports customers with fleet planning, aircraft delivery, remarketing and other lifecycle management services.

AerCap traces its roots to 1995 and expanded significantly through the acquisition of International Lease Finance Corporation in 2014 and GE Capital Aviation Services in 2021. The company is led by Chief Executive Officer Aengus Kelly.

Key Stats

• Today's Range: $174.58 to $177.31
• 50-Day Range: $138.36 to $177.11
• 52-Week Range: $129.85 to $177.31
• Volume: 951,750 shs
• Average Volume: 1.33 million shs
• Market Capitalization: $29.56 billion
• P/E Ratio: 8.36
• Dividend Yield: 0.90%
• Price Target: $185.88
• Consensus Rating: Buy

AerCap Stock Analysis - MarketRank™

AerCap scored higher than 86% of companies evaluated by MarketBeat, and ranked 187th out of 655 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: 2.9 / 5
• Analyst Rating: Buy

Consensus Rating

AerCap has received a consensus rating of Buy. The company's average rating score is 3.10, and is based on 2 strong buy ratings, 7 buy ratings, 1 hold rating, and no sell ratings.

Upside/Downside

The consensus price target for AerCap is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

AerCap has been the subject of 8 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: -11.57%

Earnings Growth

Earnings for AerCap are expected to decrease by -11.57% in the coming year, from $22.30 to $19.72 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of AerCap is 8.36, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.24.

Price to Earnings Ratio vs. Sector

The P/E ratio of AerCap is 8.36, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 31.40.

Price to Earnings Growth Ratio

AerCap has a PEG Ratio of 0.60. 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 1.59. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.03% 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 1.37, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in AerCap has recently decreased by 32.66%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

AerCap has a dividend yield of 0.91%, which is in 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 8.20%. 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 8.11% next year. This indicates that AerCap will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.2 / 5
• News Sentiment: 1.08

News Sentiment

AerCap has a news sentiment score of 1.08. 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 higher news sentiment than the 0.55 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 9 news articles for AerCap this week, compared to 4 articles on an average week.

Search Interest

Only 4 people have searched for AER on MarketBeat in the last 30 days. This is a decrease of -20% compared to the previous 30 days.

MarketBeat Follows

Only 4 people have added AerCap to their MarketBeat watchlist in the last 30 days. This is a decrease of 0% compared to the previous 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

• Record date for 9/3 Dividend: 8/12/2026
• Ex-Dividend for 9/3 Dividend: 8/12/2026
• Dividend Payable: 9/03/2026
• Last Earnings: 10/28/2026
• Ex-Dividend for 12/3 Dividend: 11/10/2026
• Today: 11/11/2026
• Record date for 12/3 Dividend: 11/11/2026
• Dividend Payable: 12/03/2026
• 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: $185.88
• High Price Target: $200.00
• Low Price Target: $175.00
• Potential Upside/Downside: +5.0%
• Consensus Rating: Buy
• Rating Score (0-4): 3.10
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $19.51
• Trailing P/E Ratio: 8.36
• Forward P/E Ratio: 8.98
• P/E Growth: 0.6
• Net Income: $3.75 billion
• Net Margins: 34.47%
• Pretax Margin: 36.58%
• Return on Equity: 18.26%
• Return on Assets: 4.70%

Debt

• Debt-to-Equity Ratio: 2.32
• Current Ratio: 0.41
• Quick Ratio: 0.41

Sales & Book Value

• Annual Sales: $8.52 billion
• Price / Sales: 3.47
• Cash Flow: $33.35 per share
• Price / Cash Flow: 5.31
• Book Value: $111.59 per share
• Price / Book: 1.59

Miscellaneous

• Outstanding Shares: 166,880,000
• Free Float: 166,009,000
• Market Cap: $29.56 billion
• Optionable: Optionable
• Beta: 0.99