Vanguard Group Inc. Sells 4,254 Shares of Aercap Holdings N.V. $AER

Posted by Brian Himes on May 15th, 2026

Vanguard Group Inc. lowered its stake in Aercap Holdings N.V. (NYSE:AER – Free Report) by 0.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 456,993 shares of the financial services provider’s stock after selling 4,254 shares during the quarter. Vanguard Group Inc. owned about 0.24% of Aercap worth $65,697,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Mizuho Markets Cayman LP raised its stake in shares of Aercap by 45,615.5% in the third quarter. Mizuho Markets Cayman LP now owns 3,510,491 shares of the financial services provider’s stock worth $424,769,000 after buying an additional 3,502,812 shares during the period. Ninety One UK Ltd raised its stake in shares of Aercap by 1.1% in the fourth quarter. Ninety One UK Ltd now owns 2,804,003 shares of the financial services provider’s stock worth $403,103,000 after buying an additional 31,794 shares during the period. WGI DM LLC raised 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 buying an additional 738,176 shares during the period. Mawer Investment Management Ltd. raised its stake in shares of Aercap by 35.1% in the third quarter. Mawer Investment Management Ltd. now owns 2,093,694 shares of the financial services provider’s stock worth $253,337,000 after buying an additional 543,465 shares during the period. Finally, Ameriprise Financial Inc. raised its stake in shares of Aercap by 1.3% in the third quarter. Ameriprise Financial Inc. now owns 1,958,577 shares of the financial services provider’s stock worth $237,409,000 after buying an additional 25,034 shares during the period. Institutional investors own 96.42% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. TD Cowen increased their target price on Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. JPMorgan Chase & Co. increased their target price on Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a research report on Friday, May 1st. Deutsche Bank Aktiengesellschaft set a $175.00 target price on Aercap and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Finally, Susquehanna increased their target price on Aercap from $165.00 to $170.00 and gave the stock a “positive” rating in a research report on Thursday, April 30th. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $163.13.

Check Out Our Latest Stock Report on Aercap

Aercap Stock Performance

NYSE AER opened at $141.99 on Friday. The stock has a market capitalization of $23.70 billion, a PE ratio of 6.22, a P/E/G ratio of 1.00 and a beta of 0.95. The business has a 50 day simple moving average of $140.66 and a two-hundred day simple moving average of $140.96. 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.

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

Aercap Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Wednesday, May 13th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, May 13th. Aercap’s dividend payout ratio (DPR) is currently 7.01%.

Aercap declared that its board has authorized a stock repurchase plan on Wednesday, April 29th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the financial services provider to buy up to 4.3% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board of directors believes its stock is undervalued.

Aercap Profile

(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.