Aercap (NYSE:AER) Cut to Hold at Zacks Research

Aercap (NYSE:AER) was downgraded by Zacks Research from a “strong-buy” rating to a “hold” rating in a report issued on Tuesday, Zacks reports.

Other equities research analysts have also recently issued reports about the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $190.00 price target on shares of Aercap in a research note on Thursday, July 30th. Weiss Ratings lowered Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Thursday, July 30th. Barclays lifted their price objective on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Citigroup upped their target price on Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Finally, Susquehanna increased their target price on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a report on Tuesday, July 7th. Nine analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Aercap presently has a consensus rating of “Moderate Buy” and an average price target of $172.56.

Aercap Price Performance

Shares of Aercap stock opened at $143.54 on Tuesday. Aercap has a twelve month low of $118.96 and a twelve month high of $158.80. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The company has a 50-day simple moving average of $147.34 and a two-hundred day simple moving average of $144.01. The stock has a market capitalization of $23.95 billion, a price-to-earnings ratio of 7.06, a price-to-earnings-growth ratio of 0.58 and a beta of 0.93.

Aercap (NYSE:AER) last posted 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. Aercap had a net margin of 37.85% and a return on equity of 17.60%. The firm had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.10 billion. During the same quarter in the previous year, the firm posted $2.83 EPS. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Analysts forecast that Aercap will post 18.95 EPS for the current year.

Institutional Investors Weigh In On Aercap

Large investors have recently modified their holdings of the business. Donald Smith & CO. Inc. bought a new position in shares of Aercap in the 2nd quarter valued at $424,585,000. JPMorgan Chase & Co. lifted its position in shares of Aercap by 2.7% during the 4th quarter. JPMorgan Chase & Co. now owns 2,738,772 shares of the financial services provider’s stock worth $393,726,000 after buying an additional 71,923 shares during the last quarter. L1 Capital International Pty Ltd boosted its stake in Aercap by 344.2% in the fourth quarter. L1 Capital International Pty Ltd now owns 1,527,454 shares of the financial services provider’s stock valued at $219,587,000 after buying an additional 1,183,616 shares in the last quarter. KBC Group NV boosted its stake in Aercap by 1.2% in the first quarter. KBC Group NV now owns 982,037 shares of the financial services provider’s stock valued at $134,715,000 after buying an additional 11,916 shares in the last quarter. Finally, Sei Investments Co. grew its position in Aercap by 23.2% in the first quarter. Sei Investments Co. now owns 769,611 shares of the financial services provider’s stock valued at $105,575,000 after acquiring an additional 144,857 shares during the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

About Aercap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company provides aircraft leasing and aviation finance services to airlines and other aviation customers worldwide, helping them access commercial aircraft and related equipment without owning the assets outright.

AerCap’s business includes the leasing, purchase, sale and financing of commercial passenger aircraft, cargo aircraft, engines and helicopters. It also provides asset management and fleet planning services, and supports customers through aircraft transitions, remarketing, maintenance coordination and other lifecycle activities.

The company serves airlines across major aviation markets, including North America, Europe, Asia-Pacific, the Middle East, Latin America and Africa.