Woodson Capital Management LP Sells 26,931 Shares of Aercap Holdings N.V. $AER

Woodson Capital Management LP trimmed its position in Aercap Holdings N.V. (NYSE:AER) by 15.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 142,069 shares of the financial services provider’s stock after selling 26,931 shares during the quarter. Aercap accounts for 3.1% of Woodson Capital Management LP’s holdings, making the stock its 16th biggest holding. Woodson Capital Management LP owned 0.08% of Aercap worth $17,190,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Versant Capital Management Inc grew its stake in shares of Aercap by 9.5% in the third quarter. Versant Capital Management Inc now owns 2,781 shares of the financial services provider’s stock valued at $337,000 after acquiring an additional 241 shares in the last quarter. Pacific Capital Partners Ltd raised its holdings in Aercap by 58.0% in the 3rd quarter. Pacific Capital Partners Ltd now owns 19,750 shares of the financial services provider’s stock valued at $2,390,000 after acquiring an additional 7,250 shares in the last quarter. Argentarii LLC lifted its position in shares of Aercap by 35.8% during the 3rd quarter. Argentarii LLC now owns 2,716 shares of the financial services provider’s stock valued at $329,000 after acquiring an additional 716 shares during the period. Nordea Investment Management AB grew its holdings in shares of Aercap by 6.2% during the 3rd quarter. Nordea Investment Management AB now owns 24,562 shares of the financial services provider’s stock worth $3,007,000 after purchasing an additional 1,425 shares in the last quarter. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA acquired a new stake in shares of Aercap during the 3rd quarter worth $1,018,000. Institutional investors and hedge funds own 96.42% of the company’s stock.

Aercap Price Performance

Aercap stock opened at $143.46 on Friday. The stock has a 50-day moving average price of $139.80 and a two-hundred day moving average price of $126.23. Aercap Holdings N.V. has a 12 month low of $85.57 and a 12 month high of $149.24. The company has a market capitalization of $26.80 billion, a PE ratio of 6.80, a P/E/G ratio of 0.73 and a beta of 1.08. The company has a current ratio of 0.30, a quick ratio of 0.30 and a debt-to-equity ratio of 2.43.

Aercap (NYSE:AER) last posted its quarterly earnings data on Wednesday, October 29th. The financial services provider reported $4.97 EPS for the quarter, beating analysts’ consensus estimates of $3.16 by $1.81. The company had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2 billion. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The company’s quarterly revenue was up 18.5% on a year-over-year basis. During the same period in the prior year, the firm posted $2.41 EPS. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Analysts expect that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Wednesday, November 12th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. Aercap’s dividend payout ratio (DPR) is currently 5.12%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on AER. Susquehanna increased their price objective on shares of Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research note on Tuesday, November 11th. Weiss Ratings reiterated a “buy (b+)” rating on shares of Aercap in a research report on Wednesday, October 8th. Truist Financial began coverage on shares of Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price objective for the company. Barclays raised their target price on Aercap from $144.00 to $162.00 and gave the company an “overweight” rating in a report on Tuesday, January 6th. Finally, Zacks Research cut Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Eight research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $148.86.

Aercap Profile

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.