Aercap (NYSE:AER – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 16.800-16.800 for the period, compared to the consensus EPS estimate of 17.200. The company issued revenue guidance of -.
Wall Street Analysts Forecast Growth
Several research firms have weighed in on AER. JPMorgan Chase & Co. raised their target price on shares of Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Truist Financial raised their target price on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings raised shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, July 8th. TD Cowen upped their price target on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, Barclays raised their price objective on Aercap from $164.00 to $179.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Aercap currently has a consensus rating of “Buy” and an average price target of $170.89.
Aercap Price Performance
Aercap (NYSE:AER – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $1.00. The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period in the prior year, the business earned $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, analysts anticipate that Aercap will post 17.39 EPS for the current fiscal year.
Aercap Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, August 12th. Aercap’s dividend payout ratio is presently 7.01%.
Aercap announced that its board has initiated a stock repurchase plan on Wednesday, April 29th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the financial services provider to reacquire up to 4.3% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its stock is undervalued.
Key Aercap News
Here are the key news stories impacting Aercap this week:
- Positive Sentiment: Q2 earnings and revenue exceeded expectations. AerCap reported adjusted EPS of $5.14, up from $2.83 a year earlier and above the roughly $3.94–$4.14 consensus range. Revenue rose 14.9% year over year to $2.22 billion, topping the $2.10 billion estimate. AerCap Tops Q2 Earnings and Revenue Estimates
- Positive Sentiment: Aircraft leasing demand remains favorable. Management cited continued demand as a key driver of the quarter’s results, supporting fleet utilization, lease rates and earnings visibility. Strong results helped push AER to a new one-year high. Continued Demand Drives AerCap Figures
- Positive Sentiment: AerCap declared a quarterly dividend of $0.40 per share. Shareholders of record on August 12 will receive the payment on September 3. The dividend provides an additional shareholder return, though its annualized yield is approximately 1.1%.
- Neutral Sentiment: Full-year guidance was updated to $16.80 in EPS. The company described its results as strong and raised 2026 guidance, but the stated EPS outlook is below the approximately $17.20 analyst consensus cited in reports. This could limit further upside unless operating performance continues to exceed expectations. AerCap Reports Strong Q2 Results and Raises 2026 Guidance
Hedge Funds Weigh In On Aercap
A number of hedge funds and other institutional investors have recently modified their holdings of AER. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in Aercap in the fourth quarter worth $282,665,000. Alyeska Investment Group L.P. raised its position in 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. Two Sigma Investments LP grew its position in shares of Aercap by 49.9% during the 3rd quarter. Two Sigma Investments LP now owns 1,586,800 shares of the financial services provider’s stock valued at $192,003,000 after acquiring an additional 528,315 shares during the period. Qube Research & Technologies Ltd increased its stake in shares of Aercap by 46.2% during the 3rd quarter. Qube Research & Technologies Ltd now owns 1,301,699 shares of the financial services provider’s stock worth $157,506,000 after purchasing an additional 411,364 shares during the last quarter. Finally, Amundi raised its holdings in shares of Aercap by 19.7% in the 4th quarter. Amundi now owns 2,303,560 shares of the financial services provider’s stock worth $331,160,000 after purchasing an additional 378,718 shares during the period. Hedge funds and other institutional investors own 96.42% of the company’s stock.
About Aercap
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.
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