AerCapAER
Market Cap: $18B
About: AerCap Holdings NV is an aircraft leasing company. Its major activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, United States, and Other countries.
Employees: 679
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
46% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 54
17% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 166
6% more funds holding in top 10
Funds holding in top 10: 36 [Q1] → 38 (+2) [Q2]
5% more funds holding
Funds holding: 474 [Q1] → 499 (+25) [Q2]
5% more capital invested
Capital invested by funds: $15.7B [Q1] → $16.5B (+$811M) [Q2]
1.75% less ownership
Funds ownership: 85.93% [Q1] → 84.18% (-1.75%) [Q2]
53% less call options, than puts
Call options by funds: $80.5M | Put options by funds: $171M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Barclays Terry Ma 46% 1-year accuracy 6 / 13 met price target | 25%upside $113 | Overweight Maintained | 2 Aug 2024 |
Susquehanna Christopher Stathoulopoulos 65% 1-year accuracy 17 / 26 met price target | 19%upside $108 | Positive Maintained | 2 Aug 2024 |
TD Cowen Moshe Orenbuch 71% 1-year accuracy 5 / 7 met price target | 38%upside $125 | Buy Assumed | 29 Jul 2024 |
Barclays Terry Ma 46% 1-year accuracy 6 / 13 met price target | 23%upside $111 | Overweight Maintained | 18 Jul 2024 |
Financial journalist opinion
Based on 4 articles about AER published over the past 30 days