Sumitomo Mitsui Trust Group Inc. Lowers Stock Position in Aercap Holdings N.V. $AER

Posted by Francis Steltz on Jul 13th, 2026

Sumitomo Mitsui Trust Group Inc. decreased its position in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 9.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 340,282 shares of the financial services provider’s stock after selling 35,877 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Aercap were worth $46,680,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in AER. Harbor Capital Advisors Inc. acquired a new position in shares of Aercap in the fourth quarter valued at approximately $27,000. Greenline Wealth Management LLC acquired a new stake in Aercap during the 4th quarter worth approximately $30,000. Advisory Services Network LLC purchased a new position in Aercap in the 3rd quarter valued at approximately $35,000. Geneos Wealth Management Inc. grew its stake in shares of Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after acquiring an additional 94 shares in the last quarter. Finally, GAMMA Investing LLC grew its stake in shares of Aercap by 36.5% in the fourth quarter. GAMMA Investing LLC now owns 359 shares of the financial services provider’s stock worth $52,000 after acquiring an additional 96 shares in the last quarter. Institutional investors and hedge funds own 96.42% of the company’s stock.

Aercap Trading Down 0.1%

AER opened at $149.70 on Monday. Aercap Holdings N.V. has a one year low of $105.65 and a one year high of $155.99. The company has a market cap of $24.98 billion, a P/E ratio of 6.56, a PEG ratio of 1.04 and a beta of 0.94. The company has a debt-to-equity ratio of 2.34, a quick ratio of 0.24 and a current ratio of 0.24. The business’s 50-day simple moving average is $143.06 and its 200-day simple moving average is $143.05.

Aercap (NYSE:AER – Get Free Report) last announced its quarterly earnings results on Tuesday, March 31st. The financial services provider reported $5.39 EPS for the quarter. The company had revenue of $2.30 billion for the quarter. Aercap had a net margin of 45.22% and a return on equity of 16.01%. As a group, equities research analysts expect that Aercap Holdings N.V. will post 17.34 EPS for the current fiscal year.

Aercap Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Wednesday, May 13th were given a dividend of $0.40 per share. The ex-dividend date was Wednesday, May 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Aercap’s payout ratio is 7.01%.

Aercap declared that its Board of Directors has initiated a stock buyback program on Wednesday, April 29th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

Several research firms recently commented on AER. Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 1st. Weiss Ratings upgraded Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Wednesday. Barclays boosted their price objective on Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Truist Financial lifted their price target on shares of Aercap from $161.00 to $175.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Finally, TD Cowen increased their price objective on shares of Aercap from $170.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Aercap currently has a consensus rating of “Moderate Buy” and an average price target of $167.50.

Get Our Latest Stock Analysis on AER

Aercap Company 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.