California State Teachers Retirement System Trims Position in Aercap Holdings N.V. $AER

California State Teachers Retirement System decreased its position in Aercap Holdings N.V. (NYSE:AER) by 3.2% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 223,222 shares of the financial services provider’s stock after selling 7,298 shares during the quarter. California State Teachers Retirement System’s holdings in Aercap were worth $30,622,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Arkadios Wealth Advisors grew its stake in shares of Aercap by 2.7% during the 4th quarter. Arkadios Wealth Advisors now owns 2,525 shares of the financial services provider’s stock valued at $363,000 after purchasing an additional 67 shares during the period. Parallel Advisors LLC increased its position in shares of Aercap by 7.1% during the 1st quarter. Parallel Advisors LLC now owns 1,110 shares of the financial services provider’s stock valued at $152,000 after purchasing an additional 74 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake 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 period. CreativeOne Wealth LLC lifted its stake in shares of Aercap by 5.8% in the 4th quarter. CreativeOne Wealth LLC now owns 1,873 shares of the financial services provider’s stock worth $269,000 after purchasing an additional 103 shares during the period. Finally, Snowden Capital Advisors LLC boosted its holdings in shares of Aercap by 3.0% in the second quarter. Snowden Capital Advisors LLC now owns 3,622 shares of the financial services provider’s stock worth $424,000 after buying an additional 105 shares during the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Key Aercap News

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Strong Q2 results supported the stock. AerCap reported adjusted earnings of $5.14 per share, well above the $4.14 analyst consensus, while revenue of $2.22 billion exceeded expectations of $2.10 billion and increased 14.9% year over year. Management maintained fiscal 2026 earnings guidance of $16.80 per share. AerCap Holdings N.V. Q2 2026 Earnings Call Summary
• Positive Sentiment: Aircraft demand remains favorable. Continued demand for aircraft helped drive AerCap’s quarterly performance, reinforcing the outlook for leasing activity and earnings. Continued Demand Drives AerCap Figures
• Positive Sentiment: Analysts raised their valuation targets. Truist increased its target from $175 to $180 and maintained a “buy” rating. Morgan Stanley raised its target from $155 to $165, though it retained an “equal weight” rating, signaling more limited conviction. Analyst Price Target Updates
• Positive Sentiment: Positive investor signals continued. AER was added to Zacks’ Rank #1 “Strong Buy” value-stock list, and AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12. Best Value Stocks to Buy for July 31st
• Neutral Sentiment: Valuation expectations are mixed. Morgan Stanley’s “equal weight” rating indicates that, despite the higher target, the firm views much of the recent upside as reflected in the stock price.

Aercap Stock Down 1.3%

NYSE AER opened at $150.89 on Friday. Aercap Holdings N.V. has a 52 week low of $105.65 and a 52 week high of $156.33. The company has a quick ratio of 0.24, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The company has a market capitalization of $25.18 billion, a P/E ratio of 7.43, a price-to-earnings-growth ratio of 1.10 and a beta of 0.94. The stock’s 50-day moving average price is $145.08 and its 200-day moving average price is $143.53.

Aercap (NYSE:AER) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The firm’s revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.83 EPS. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, equities research analysts predict that Aercap Holdings N.V. will post 16.8 earnings per share for the current year.

Aercap Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 12th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $1.60 annualized dividend and a yield of 1.1%. Aercap’s payout ratio is currently 7.87%.

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

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. JPMorgan Chase & Co. boosted their target price on shares of Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $190.00 price target on shares of Aercap in a research report on Thursday. TD Cowen lifted their price target on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Truist Financial lifted their price target on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Barclays boosted their price objective 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. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Aercap presently has a consensus rating of “Buy” and a consensus price target of $172.56.

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.