OMERS ADMINISTRATION Corp Purchases New Stake in Aercap Holdings N.V. $AER

OMERS ADMINISTRATION Corp acquired a new stake in shares of Aercap Holdings N.V. (NYSE:AER) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,400 shares of the financial services provider’s stock, valued at approximately $741,000.

Several other hedge funds also recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Aercap in the 4th quarter worth about $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Aercap during the fourth quarter worth about $282,665,000. L1 Capital International Pty Ltd lifted its position in shares of Aercap by 344.2% during the fourth quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock worth $219,587,000 after purchasing an additional 1,183,616 shares during the last quarter. Mawer Investment Management Ltd. grew its stake in Aercap by 56.3% in the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock worth $470,517,000 after purchasing an additional 1,179,241 shares in the last quarter. Finally, Alyeska Investment Group L.P. grew its stake in Aercap by 642.7% in the third quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock worth $134,498,000 after purchasing an additional 961,890 shares in the last quarter. 96.42% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

AER has been the topic of several research reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 price objective on shares of Aercap in a research note on Thursday. Susquehanna lifted their target price on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. Weiss Ratings upgraded Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, July 8th. JPMorgan Chase & Co. upped their price target on Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Finally, Barclays raised their price objective on Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Two investment 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, the stock presently has a consensus rating of “Buy” and an average price target of $172.56.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Q2 earnings beat estimates: AerCap reported adjusted earnings of $5.14 per share, exceeding the $4.14 consensus estimate, while revenue rose 14.9% year over year to $2.22 billion, above expectations of $2.10 billion. Adjusted net income was $811 million. AerCap Q2 2026 Results
• Positive Sentiment: Strong operating demand: Industry coverage pointed to continued demand for aircraft, a supportive backdrop for AerCap’s leasing activity and asset values. The earnings surprise helped push the stock to a new one-year high. Continued Demand Drives AerCap Figures
• Positive Sentiment: Higher analyst targets: Truist raised its price target from $175 to $180 and maintained a “buy” rating. Morgan Stanley lifted its target from $155 to $165, although it retained an “equal weight” rating.
• Positive Sentiment: Dividend announced: AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12, providing continued shareholder returns. AerCap Interim Financial Report
• Negative Sentiment: Guidance remains a watch point: AerCap set fiscal 2026 EPS guidance at $16.80, below the roughly $17.20–$17.39 analyst expectation, which could limit further gains despite the quarterly beat.

Aercap Price Performance

AER opened at $152.96 on Friday. The firm has a market cap of $25.53 billion, a price-to-earnings ratio of 7.53, a price-to-earnings-growth ratio of 1.07 and a beta of 0.94. Aercap Holdings N.V. has a fifty-two week low of $105.65 and a fifty-two week high of $156.33. The company’s 50-day moving average price is $144.84 and its 200 day moving average price is $143.48. The company has a quick ratio of 0.24, a current ratio of 0.24 and a debt-to-equity ratio of 2.34.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. Aercap had a net margin of 37.85% and a return on equity of 17.62%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.10 billion. During the same quarter last year, the company posted $2.83 earnings per share. Aercap’s revenue was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, sell-side analysts expect that Aercap Holdings N.V. will post 16.8 earnings per share for the current year.

Aercap Dividend Announcement

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 given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, August 12th. Aercap’s dividend payout ratio is presently 7.87%.

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

Aercap Profile

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.