Research Analysts’ Weekly Ratings Updates for AerCap (AER)

A number of firms have modified their ratings and price targets on shares of AerCap (NYSE: AER) recently:

• 3/7/2025 – AerCap was downgraded by analysts at UBS Group AG to an “underperform” rating.
• 3/7/2025 – AerCap had its price target raised by analysts at Bank of America Co. from $105.00 to $125.00. They now have a “buy” rating on the stock.
• 2/27/2025 – AerCap had its “overweight” rating reaffirmed by analysts at Barclays PLC. They now have a $115.00 price target on the stock, up previously from $113.00.
• 2/27/2025 – AerCap had its price target raised by analysts at Susquehanna from $108.00 to $120.00. They now have a “positive” rating on the stock.

AerCap Stock Down 0.3 %

Shares of NYSE:AER opened at $101.06 on Monday. The company has a market capitalization of $18.88 billion, a price-to-earnings ratio of 8.01, a P/E/G ratio of 2.22 and a beta of 1.83. The company has a debt-to-equity ratio of 2.89, a current ratio of 0.67 and a quick ratio of 0.67. The business’s 50-day moving average is $98.10 and its 200-day moving average is $96.45. AerCap Holdings has a 1 year low of $81.93 and a 1 year high of $107.36.

AerCap (NYSE:AER) last posted its quarterly earnings results on Wednesday, February 26th. The financial services provider reported $3.31 earnings per share for the quarter, topping analysts’ consensus estimates of $2.56 by $0.75. AerCap had a return on equity of 13.98% and a net margin of 32.38%. The business had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $1.97 billion. Equities research analysts predict that AerCap Holdings will post 11.29 earnings per share for the current year.

AerCap Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 3rd. Stockholders of record on Wednesday, March 12th will be paid a $0.27 dividend. The ex-dividend date of this dividend is Wednesday, March 12th. This is an increase from AerCap’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a dividend yield of 1.07%. AerCap’s dividend payout ratio is 9.99%.

Hedge Funds Weigh In On AerCap

Institutional investors have recently modified their holdings of the business. Norges Bank bought a new position in AerCap during the fourth quarter valued at $218,517,000. Darsana Capital Partners LP bought a new position in AerCap during the third quarter valued at $94,720,000. Alyeska Investment Group L.P. grew its holdings in AerCap by 139.1% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,505,799 shares of the financial services provider’s stock valued at $144,105,000 after purchasing an additional 875,950 shares during the period. TOMS Capital Investment Management LP grew its holdings in AerCap by 118.8% during the fourth quarter. TOMS Capital Investment Management LP now owns 1,398,000 shares of the financial services provider’s stock valued at $133,789,000 after purchasing an additional 759,000 shares during the period. Finally, Millennium Management LLC grew its holdings in AerCap by 190.7% during the fourth quarter. Millennium Management LLC now owns 1,074,931 shares of the financial services provider’s stock valued at $102,871,000 after purchasing an additional 705,212 shares during the period. 96.42% of the stock is owned by institutional investors.

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.