Aercap (AER) Stock Price, News & Analysis

Company Overview

AerCap Holdings N.V. is a leading global aircraft leasing company that acquires, leases and sells commercial jet aircraft and engines. The company’s core business involves sourcing new and used aircraft from manufacturers and third parties, structuring long-term operating leases with airlines, and optimizing asset performance through active portfolio management. In addition to leasing, AerCap provides lease consulting, engine support, maintenance rights trade and sale-and-leaseback financing solutions to airlines seeking flexible and capital-efficient fleet strategies.

The company’s fleet spans a broad mix of narrowbody and widebody aircraft models from major manufacturers such as Airbus, Boeing and Embraer, as well as a selection of high-utilization regional jets. AerCap’s integrated approach combines aircraft acquisition expertise with in-house technical and commercial teams that oversee maintenance, remarketing and residual value risk. By aligning lease structures with airline network plans and fleet utilization requirements, AerCap helps carriers manage capacity, upgrade to more fuel-efficient aircraft and maintain operational reliability.

Headquartered in Dublin, Ireland, AerCap operates from key aviation hubs including New York, Singapore, Tokyo and Amsterdam. The company serves customers in more than 80 countries, ranging from major network carriers to low-cost and regional operators. Its global footprint and local market insight enable AerCap to match aircraft supply with evolving airline demand across mature and emerging markets.

Since its public listing in 2014, AerCap has grown through strategic acquisitions and partnerships, including the integration of major leasing portfolios. Under the leadership of Chairman and Chief Executive Officer Aengus Kelly and a management team with deep industry experience, the company continues to pursue fleet expansion, technology-driven asset management and sustainable financing solutions to support the long-term growth of the global aviation sector.

Key Stats

• Today's Range: $115.03 to $117.42
• 50-Day Range: $103.82 to $117.35
• 52-Week Range: $82.21 to $118.07
• Volume: 912,170 shs
• Average Volume: 1.35 million shs
• Market Capitalization: $21.65 billion
• P/E Ratio: 10.28
• Dividend Yield: 0.93%
• Price Target: $119.25
• Consensus Rating: Moderate Buy

Aercap Stock Analysis - MarketRank™

Aercap scored higher than 51% of companies evaluated by MarketBeat, and ranked 81st out of 126 stocks in the transportation sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Aercap has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on 7 buy ratings, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

Aercap has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 3.01%

Earnings Growth

Earnings for Aercap are expected to grow by 3.01% in the coming year, from $11.29 to $11.63 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Aercap is 10.28, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.62.

Price to Earnings Ratio vs. Sector

The P/E ratio of Aercap is 10.28, which means that it is trading at a less expensive P/E ratio than the Transportation sector average P/E ratio of about 13.08.

Price to Earnings Growth Ratio

Aercap has a PEG Ratio of 2.36. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Aercap has a P/B Ratio of 1.26. 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

1.44% 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 1.7, 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 30.73%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Aercap has a dividend yield of 0.93%, 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 9.58%. 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 9.29% next year. This indicates that Aercap will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

1.44% 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 1.7, 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 30.73%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.9 / 5
• News Sentiment: 0.98

News Sentiment

Aercap has a news sentiment score of 0.98. 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 0.53 average news sentiment score of Transportation companies.

News Coverage This Week

MarketBeat has tracked 17 news articles for Aercap this week, compared to 12 articles on an average week.

Search Interest

2 people have searched for AER on MarketBeat in the last 30 days.

MarketBeat Follows

3 people have added Aercap to their MarketBeat watchlist in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 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

Only 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.

AER Stock Analysis - Frequently Asked Questions

How have AER shares performed this year?

Aercap's stock was trading at $95.70 on January 1st, 2025. Since then, AER stock has increased by 21.1% and is now trading at $115.89.

How were Aercap's earnings last quarter?

Aercap Holdings N.V. (NYSE:AER) released its quarterly earnings data on Wednesday, April, 30th. The financial services provider reported $3.68 EPS for the quarter, topping analysts' consensus estimates of $2.69 by $0.99. The firm's revenue was up 2.9% compared to the same quarter last year.
Read the conference call transcript.

How will Aercap's stock buyback program work?

Aercap's Board of Directors authorized a stock buyback program on Wednesday, February 26th 2025, which permits the company to buy back $1,000,000,000 in shares, according to EventVestor. This means that the company could repurchase up to 4.9% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company's management believes its shares are undervalued.

Who are Aercap's major shareholders?

Top institutional investors of Aercap include Confluence Investment Management LLC (0.01%).
View institutional ownership trends.

How do I buy shares of Aercap?

Shares of AER stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Aercap own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Aercap investors own include Humana (HUM), American Water Works (AWK), Waste Connections (WCN), Voyager Therapeutics (VYGR), TotalEnergies (TTE), The RMR Group (RMR) and DiamondRock Hospitality (DRH).

Company Calendar

• Last Earnings: 4/30/2025
• Record date for 6/5 Dividend: 5/14/2025
• Ex-Dividend for 6/5 Dividend: 5/14/2025
• Dividend Payable: 6/05/2025
• Today: 7/04/2025
• Next Earnings (Estimated): 7/30/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Transportation
• Industry: TRANS - EQP&LSNG
• Sub-Industry: Business Services
• Current Symbol: NYSE:AER
• CIK: 1378789
• Web: www.aercap.com
• Phone: (531) 819-2010
• Fax: 353-1672-0270
• Employees: 740
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: $119.25
• High Stock Price Target: $130.00
• Low Stock Price Target: $111.00
• Potential Upside/Downside: +2.9%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.67
• Research Coverage: 9 Analysts

Profitability

• EPS (Trailing Twelve Months): $11.27
• Trailing P/E Ratio: 10.28
• Forward P/E Ratio: 10.26
• P/E Growth: 2.36
• Net Income: $2.10 billion
• Net Margins: 26.53%
• Pretax Margin: 28.81%
• Return on Equity: 13.84%
• Return on Assets: 3.26%

Debt

• Debt-to-Equity Ratio: 2.69
• Current Ratio: 0.21
• Quick Ratio: 0.21

Sales & Book Value

• Annual Sales: $8.00 billion
• Price / Sales: 2.71
• Cash Flow: $27.46 per share
• Price / Cash Flow: 4.22
• Book Value: $92.00 per share
• Price / Book: 1.26

Miscellaneous

• Outstanding Shares: 186,780,000
• Free Float: 185,812,000
• Market Cap: $21.65 billion
• Optionable: Optionable
• Beta: 1.38