Lazard Asset Management LLC Has $17.57 Million Stake in Aercap Holdings N.V. $AER

Lazard Asset Management LLC increased its holdings in shares of Aercap Holdings N.V. (NYSE:AER) by 18.8% in the first quarter, HoldingsChannel reports. The institutional investor owned 128,092 shares of the financial services provider’s stock after purchasing an additional 20,226 shares during the quarter. Lazard Asset Management LLC’s holdings in Aercap were worth $17,572,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Harbor Capital Advisors Inc. acquired a new stake in Aercap during the 4th quarter worth $27,000. Greenline Wealth Management LLC bought a new stake in shares of Aercap during the 4th quarter valued at $30,000. Advisory Services Network LLC acquired a new position in shares of Aercap in the 3rd quarter valued at $35,000. Cedar Mountain Advisors LLC acquired a new position in shares of Aercap in the 1st quarter valued at $44,000. Finally, Geneos Wealth Management Inc. boosted its position in shares of Aercap by 26.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 94 shares during the last quarter. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Aercap Trading Down 3.5%

NYSE:AER opened at $148.63 on Thursday. Aercap Holdings N.V. has a fifty-two week low of $105.65 and a fifty-two week high of $156.33. The company has a debt-to-equity ratio of 2.34, a current ratio of 0.24 and a quick ratio of 0.24. The stock has a market capitalization of $24.80 billion, a PE ratio of 6.51, a price-to-earnings-growth ratio of 1.07 and a beta of 0.94. The business’s 50-day simple moving average is $144.57 and its 200-day simple moving average is $143.42.

Aercap (NYSE:AER) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $1.00. Aercap had a return on equity of 16.01% and a net margin of 45.22%.The business had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.10 billion. During the same period in the previous year, the firm earned $2.83 EPS. Aercap’s quarterly revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Sell-side analysts expect that Aercap Holdings N.V. will post 17.39 earnings per share for the current fiscal year.

Aercap announced that its Board of Directors has approved a share repurchase program on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to purchase up to 4.3% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Aercap Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, August 12th. Aercap’s dividend payout ratio is 7.01%.

Trending Headlines about Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: AerCap reported adjusted net income of $811 million, or $5.14 per share, well above the $4.14 consensus estimate. Revenue rose 14.9% year over year to $2.22 billion, also exceeding expectations, while EPS increased from $2.83 in the prior-year quarter. AerCap Reports Strong Second-Quarter 2026 Results
• Positive Sentiment: The aircraft lessor raised its 2026 outlook and maintained strong profitability, with a reported net margin of 45.22% and return on equity of 16.01%. The results reinforce the company’s earnings momentum and operational strength. AerCap Second-Quarter Earnings Report
• Positive Sentiment: AerCap declared a quarterly dividend of $0.40 per share. Shareholders of record on August 12 will receive payment on September 3; the annualized dividend is $1.60 per share, representing an indicated yield of approximately 1.1%.
• Neutral Sentiment: The company filed its unaudited second-quarter interim financial report with the SEC, providing investors with detailed financial statements and notes. AerCap Second-Quarter Interim Financial Report
• Negative Sentiment: Although management raised its 2026 guidance, the reported EPS target of $16.80 is below the roughly $17.20 consensus cited in the update. That lower-than-expected outlook may be prompting caution and offsetting the quarterly earnings beat.

Analysts Set New Price Targets

A number of brokerages recently commented on AER. Weiss Ratings raised Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Wednesday, July 8th. Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Morgan Stanley decreased their target price on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a research report on Thursday, April 30th. TD Cowen upped their price target on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Finally, Barclays increased their price target on shares of Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Aercap has a consensus rating of “Buy” and an average price target of $168.67.

About Aercap

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.