Plato Investment Management Ltd Takes $1.76 Million Position in Aercap Holdings N.V. $AER

Plato Investment Management Ltd acquired a new position in shares of Aercap Holdings N.V. (NYSE:AER) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 12,115 shares of the financial services provider’s stock, valued at approximately $1,756,000.

A number of other hedge funds have also modified their holdings of the stock. Norges Bank acquired a new stake in shares of Aercap during the fourth quarter worth $352,172,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in Aercap in the 4th quarter worth about $282,665,000. L1 Capital International Pty Ltd increased its stake in Aercap by 344.2% in the 4th 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 in the last quarter. Mawer Investment Management Ltd. raised its holdings in Aercap by 56.3% during the 4th quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock worth $470,517,000 after buying an additional 1,179,241 shares during the period. Finally, Alyeska Investment Group L.P. raised its holdings in Aercap by 642.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,111,552 shares of the financial services provider’s stock worth $134,498,000 after buying an additional 961,890 shares during the period. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have commented on AER shares. Citigroup upped their price objective on shares of Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Susquehanna boosted their price target on shares of Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a report on Tuesday, July 7th. JPMorgan Chase & Co. raised their price objective on shares of Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Weiss Ratings cut shares of Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Thursday, July 30th. Finally, Morgan Stanley boosted their target price on shares of Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Aercap currently has a consensus rating of “Buy” and an average target price of $172.56.

Aercap Price Performance

NYSE AER opened at $150.39 on Tuesday. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. The firm has a market capitalization of $25.10 billion, a price-to-earnings ratio of 7.40, a price-to-earnings-growth ratio of 0.61 and a beta of 0.93. The company has a 50 day simple moving average of $148.29 and a 200-day simple moving average of $144.21. Aercap Holdings N.V. has a 52-week low of $112.93 and a 52-week high of $158.80.

Aercap (NYSE:AER) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. The firm had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The firm’s revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm posted $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities research analysts predict that Aercap Holdings N.V. will post 18.95 earnings per share for the current fiscal 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 issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, August 12th. Aercap’s payout ratio is currently 7.87%.

Aercap announced that its Board of Directors has initiated a stock buyback program on Wednesday, April 29th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the financial services provider to purchase up to 4.3% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management 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.