AerCap (AER)

• Market cap: $19.3B
• 1 day: 2.33%
• 5 days: 8.00%
• 1 month: -5.12%
• 3 months: 1.72%
• 6 months: -0.63%
• Year to date: 1.02%
• 1 year: 16.46%
• 5 years: 298.49%
• 10 years: 111.81%
• Sector: Industrials
• Industry: Rental & Leasing Services

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 Q4 regulatory disclosures by fund managers ($100M+ AUM)

182% more call options, than puts

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

20% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 61

14% more funds holding in top 10

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

13% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 184

1% more funds holding

Funds holding: 536 [Q3] → 544 (+8) [Q4]

2% more capital invested

Capital invested by funds: $15.4B [Q3] → $15.6B (+$233M) [Q4]

0.41% more ownership

Funds ownership: 77.36% [Q3] → 77.78% (+0.41%) [Q4]

Research analyst outlook

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

• Low target: $101 4% upside
• Avg. target: $115 18% upside
• High target: $125 28% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Morgan Stanley Kristine Liwag 52% 1-year accuracy 11 / 21 met price target	4% upside $101	Equal-Weight Maintained	11 Apr 2025
B of A Securities Ronald Epstein 61% 1-year accuracy 20 / 33 met price target	28% upside $125	Buy Maintained	7 Mar 2025
Susquehanna Christopher Stathoulopoulos 47% 1-year accuracy 9 / 19 met price target	23% upside $120	Positive Maintained	27 Feb 2025
Barclays Terry Ma 67% 1-year accuracy 14 / 21 met price target	18% upside $115	Overweight Maintained	27 Feb 2025