Arbejdsmarkedets Tillaegspension Makes New Investment in Aercap Holdings N.V. $AER

Posted by Stanley Muller on May 15th, 2026

Arbejdsmarkedets Tillaegspension purchased a new position in Aercap Holdings N.V. (NYSE:AER – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 166,492 shares of the financial services provider’s stock, valued at approximately $23,935,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Mizuho Markets Cayman LP increased its stake in Aercap by 45,615.5% during the 3rd quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock valued at $424,769,000 after purchasing an additional 3,502,812 shares in the last quarter. Alyeska Investment Group L.P. grew its stake in shares of 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 acquiring an additional 961,890 shares during the period. High Ground Investment Management LLP bought a new stake in shares of Aercap in the third quarter worth approximately $90,571,000. UBS Group AG grew its stake in shares of Aercap by 178.6% in the fourth quarter. UBS Group AG now owns 1,158,903 shares of the financial services provider’s stock worth $166,604,000 after acquiring an additional 742,863 shares during the period. Finally, WGI DM LLC grew its stake in shares of Aercap by 40.6% in the third quarter. WGI DM LLC now owns 2,555,812 shares of the financial services provider’s stock worth $309,253,000 after acquiring an additional 738,176 shares during the period. Hedge funds and other institutional investors own 96.42% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on AER shares. JPMorgan Chase & Co. lifted their price target 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. Susquehanna raised their price objective on shares of Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a report on Thursday, April 30th. Barclays raised their price objective on shares of Aercap from $162.00 to $164.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. TD Cowen raised their price objective on shares of Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Truist Financial lifted their price target on shares of Aercap from $159.00 to $161.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $163.13.

View Our Latest Report on AER

Aercap Trading Down 0.6%

Aercap stock opened at $141.99 on Friday. The stock has a market cap of $23.70 billion, a P/E ratio of 6.22, a PEG ratio of 1.00 and a beta of 0.95. The company has a debt-to-equity ratio of 2.34, a current ratio of 0.24 and a quick ratio of 0.24. Aercap Holdings N.V. has a 1 year low of $105.65 and a 1 year high of $154.94. The firm’s 50 day moving average price is $140.66 and its 200-day moving average price is $140.96.

Aercap (NYSE:AER – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $5.39 earnings per share for the quarter, topping the consensus estimate of $3.59 by $1.80. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The company had revenue of $2.30 billion for the quarter, compared to analysts’ expectations of $2.07 billion. During the same quarter in the previous year, the business posted $3.68 earnings per share. Aercap’s quarterly revenue was up 7.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. On average, equities analysts predict that Aercap Holdings N.V. will post 17.23 earnings per share for the current fiscal year.

Aercap announced that its board has authorized a share buyback program on Wednesday, April 29th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows 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 shares are undervalued.

Aercap Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Wednesday, May 13th will be issued a $0.40 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s dividend payout ratio is presently 7.01%.

About Aercap

(Free Report)

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.