101.33 USD
+2.26
2.28%
At close Mar 14, 4:00 PM EDT
After hours
101.33
+0.00
0.00%
1 day
2.28%
5 days
3.86%
1 month
0.63%
3 months
4.14%
6 months
7.87%
Year to date
5.15%
1 year
20.02%
5 years
386.23%
10 years
131.45%
 

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

0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

182% more call options, than puts

Call options by funds: $83.9M | Put options by funds: $29.8M

16% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 61

14% more funds holding in top 10

Funds holding in top 10: 36 [Q3] → 41 (+5) [Q4]

14% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 183

1% more funds holding

Funds holding: 535 [Q3] → 541 (+6) [Q4]

1% more capital invested

Capital invested by funds: $15.5B [Q3] → $15.6B (+$148M) [Q4]

0% less ownership

Funds ownership: 77.82% [Q3] → 77.81% (-0%) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$115
13%
upside
Avg. target
$120
18%
upside
High target
$125
23%
upside

3 analyst ratings

positive
100%
neutral
0%
negative
0%
B of A Securities
Ronald Epstein
66% 1-year accuracy
21 / 32 met price target
23%upside
$125
Buy
Maintained
7 Mar 2025
Susquehanna
Christopher Stathoulopoulos
57% 1-year accuracy
12 / 21 met price target
18%upside
$120
Positive
Maintained
27 Feb 2025
Barclays
Terry Ma
48% 1-year accuracy
10 / 21 met price target
13%upside
$115
Overweight
Maintained
27 Feb 2025

Financial journalist opinion

Based on 11 articles about AER published over the past 30 days

Negative
CNBC Television
3 days ago
AerCap CEO on what could happen to Boeing if trade tension escalates
AerCap CEO Aengus Kelly discusses the impact of tariffs on Boeing's production and delivery timeline.
AerCap CEO on what could happen to Boeing if trade tension escalates
Negative
CNBC
3 days ago
Boeing plane prices could increase by millions with tariffs, says AerCap CEO
AerCap CEO Aengus Kelly said a worst-case tariff scenario could move Boeing prices up by $40 million. Kelly also said his company has seen a "marked improvement" in Boeing products over the past couple of years.
Boeing plane prices could increase by millions with tariffs, says AerCap CEO
Negative
CNBC Television
3 days ago
AerCap CEO on tariff impact: A Boeing 787 will go up by $40 million 'in worst case scenario'
CNBC's Phil LeBeau and AerCap CEO Aengus Kelly join 'Squawk Box' to discuss the state of global airline travel demand, impact of tariffs, Boeing's production and delivery timeline, and more.
AerCap CEO on tariff impact: A Boeing 787 will go up by $40 million 'in worst case scenario'
Positive
The Motley Fool
5 days ago
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2 Dividend Stocks to Double Up On Right Now
Positive
Seeking Alpha
1 week ago
AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
AerCap's Q4 earnings validated my bullish stance, showcasing a 43% gain on sale margin and highlighting the company's deeply understated book value. Q1 recoveries related to the Ukraine Conflict could be substantial with the London Mega trial concluding and insurers beginning to settle. Basic lease rents may rise $700 million in 2025, driven by higher lease rates on new asset deliveries and fewer COVID era leases.
AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
Positive
Seeking Alpha
2 weeks ago
AerCap: A Solid Growth Opportunity With Growing Dividends
AerCap's stock price increased by nearly 11% since my Strong Buy rating in October 2024, outperforming the S&P 500's 5.1% return. Despite delivery delays from Boeing and Airbus, AerCap's total revenues grew 7% due to higher aircraft trading activity and attractive margins. AerCap's liquidity is strong, with $20 billion covering capital expenditures and debt maturities, providing excess coverage of $10 billion.
AerCap: A Solid Growth Opportunity With Growing Dividends
Neutral
PRNewsWire
2 weeks ago
AerCap Holdings N.V. Announces 20-F Filing
DUBLIN , Feb. 26, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced it has filed its annual report on Form 20-F, including its audited financial statements for the fiscal year ended December 31, 2024, with the U.S. Securities and Exchange Commission (the "SEC") in accordance with United States requirements.
AerCap Holdings N.V. Announces 20-F Filing
Neutral
Seeking Alpha
2 weeks ago
AerCap Holdings N.V. (AER) Q4 2024 Earnings Call Transcript
AerCap Holdings N.V. (NYSE:AER ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Aengus Kelly - CEO Peter Juhas - CFO Joseph McGinley - IR Conference Call Participants Hillary Cacanando - Deutsche Bank Jamie Baker - J.P.
AerCap Holdings N.V. (AER) Q4 2024 Earnings Call Transcript
Positive
Zacks Investment Research
2 weeks ago
AerCap (AER) Tops Q4 Earnings and Revenue Estimates
AerCap (AER) came out with quarterly earnings of $3.31 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $3.11 per share a year ago.
AerCap (AER) Tops Q4 Earnings and Revenue Estimates
Neutral
Reuters
2 weeks ago
AerCap CEO sees mixed Russia outlook if and when market reopens
The head of the world's largest aircraft leasing company, AerCap , said on Wednesday that Russia may look to buy whole aircraft or engines if and when its markets reopen, but that leasing and parts-trading would take longer to resume.
AerCap CEO sees mixed Russia outlook if and when market reopens
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