Aercap Holdings N.V. (NYSE:AER) Receives $129.43 Consensus Target Price from Brokerages

Shares of Aercap Holdings N.V. (NYSE:AER) have been assigned a consensus recommendation of “Moderate Buy” from the eleven analysts that are covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, one has given a hold recommendation, eight have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $133.00.

AER has been the topic of several recent research reports. Susquehanna raised their price target on Aercap from $130.00 to $134.00 and gave the stock a “positive” rating in a report on Wednesday, August 13th. TD Cowen increased their target price on Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Bank of America raised their target price on Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Barclays upped their price target on shares of Aercap from $132.00 to $144.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Finally, Zacks Research upgraded shares of Aercap from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 16th.

Aercap Trading Up 0.5%

NYSE AER opened at $132.91 on Tuesday. The company has a debt-to-equity ratio of 2.57, a quick ratio of 0.44 and a current ratio of 0.44. Aercap has a one year low of $85.57 and a one year high of $135.01. The company has a 50-day simple moving average of $123.58 and a 200-day simple moving average of $116.82. The firm has a market capitalization of $24.83 billion, a PE ratio of 6.30, a price-to-earnings-growth ratio of 2.50 and a beta of 1.40.

Aercap (NYSE:AER) last issued its earnings results on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.16 by $1.81. Aercap had a net margin of 45.41% and a return on equity of 15.31%. The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2 billion. During the same quarter last year, the company posted $2.41 earnings per share. Aercap’s revenue was up 18.5% on a year-over-year basis. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. On average, equities analysts forecast that Aercap will post 11.29 earnings per share for the current year.

Aercap Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Wednesday, November 12th will be given a dividend of $0.27 per share. The ex-dividend date is Wednesday, November 12th. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. Aercap’s payout ratio is currently 5.12%.

Institutional Trading of Aercap

Large investors have recently added to or reduced their stakes in the business. Norges Bank bought a new position in shares of Aercap in the second quarter worth $241,392,000. Mawer Investment Management Ltd. bought a new stake in shares of Aercap during the second quarter valued at about $181,377,000. 59 North Capital Management LP lifted its holdings in Aercap by 40.6% in the first quarter. 59 North Capital Management LP now owns 5,209,534 shares of the financial services provider’s stock worth $532,258,000 after purchasing an additional 1,504,620 shares during the period. Dorsey Asset Management LLC acquired a new stake in Aercap in the first quarter worth about $116,325,000. Finally, Ninety One UK Ltd grew its position in Aercap by 44.8% in the 2nd quarter. Ninety One UK Ltd now owns 2,794,925 shares of the financial services provider’s stock valued at $327,006,000 after buying an additional 864,348 shares in the last quarter. 96.42% of the stock is currently owned by institutional investors and hedge funds.

Aercap Company Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.