California State Teachers Retirement System Buys 31,642,391 Shares of Aercap Holdings N.V. $AER

Posted by on Sep 10th, 2026

California State Teachers Retirement System lifted its stake in Aercap Holdings N.V. (NYSE:AER – Free Report) by 14,175.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,865,613 shares of the financial services provider’s stock after acquiring an additional 31,642,391 shares during the period. California State Teachers Retirement System owned 0.19% of Aercap worth $4,645,369,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in AER. State Street Corp boosted its position in Aercap by 3.7% during the fourth quarter. State Street Corp now owns 5,112,626 shares of the financial services provider’s stock valued at $735,003,000 after purchasing an additional 184,425 shares in the last quarter. Mawer Investment Management Ltd. raised its holdings in Aercap by 56.3% in the fourth quarter. Mawer Investment Management Ltd. now owns 3,272,935 shares of the financial services provider’s stock worth $470,517,000 after purchasing an additional 1,179,241 shares in the last quarter. Donald Smith & CO. Inc. purchased a new stake in shares of Aercap during the second quarter valued at about $424,585,000. JPMorgan Chase & Co. lifted its position in shares of Aercap by 2.7% during the fourth quarter. JPMorgan Chase & Co. now owns 2,738,772 shares of the financial services provider’s stock valued at $393,726,000 after buying an additional 71,923 shares during the last quarter. Finally, WGI DM LLC lifted its position in shares of Aercap by 1.2% during the fourth quarter. WGI DM LLC now owns 2,586,515 shares of the financial services provider’s stock valued at $371,837,000 after buying an additional 30,703 shares during the last quarter. 96.42% of the stock is currently owned by hedge funds and other institutional investors.

Aercap Stock Down 1.7%

NYSE:AER opened at $141.12 on Thursday. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 2.32. Aercap Holdings N.V. has a twelve month low of $118.93 and a twelve month high of $158.80. The company has a market cap of $23.55 billion, a PE ratio of 6.95, a P/E/G ratio of 0.57 and a beta of 0.93. The company’s 50 day moving average is $149.14 and its two-hundred day moving average is $144.19.

Aercap (NYSE:AER – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping 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 business had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.10 billion. During the same quarter last year, the company posted $2.83 earnings per share. The business’s quarterly revenue was up 14.9% on a year-over-year basis. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Analysts anticipate that Aercap Holdings N.V. will post 18.95 EPS for the current year.

Aercap Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Wednesday, August 12th were paid a $0.40 dividend. The ex-dividend date was Wednesday, August 12th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Aercap’s dividend payout ratio (DPR) is 7.87%.

Wall Street Analysts Forecast Growth

AER has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $190.00 price objective on shares of Aercap in a research report on Thursday, July 30th. Weiss Ratings lowered shares of Aercap from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday, July 30th. Morgan Stanley increased their price objective on Aercap from $155.00 to $165.00 and gave the company an “equal weight” rating in a report on Thursday, July 30th. Citigroup raised their price objective on Aercap from $173.00 to $178.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Finally, Susquehanna boosted their target price on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Aercap presently has a consensus rating of “Buy” and a consensus price target of $172.56.

Read Our Latest Analysis on Aercap

Aercap Company Profile

(Free Report)

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. The company provides aircraft, engine and helicopter leasing services to airlines and other aviation customers worldwide.

AerCap’s business includes operating leases, finance leases, aircraft sales, asset management and fleet transition services. Its portfolio is centered on commercial passenger aircraft and also includes freighter aircraft, aircraft engines and helicopters.

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Institutional Ownership by Quarter for Aercap (NYSE:AER)

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