$AER
AerCap Holdings N.V. · NYSE · Industrials
- Market cap
- 22.94B
- Volume
- 1.04M
- P/E
- 7.15
- Day range
- 144.10 – 146.22
- 52w range
- 119.91 – 158.81
- Analyst target
- 179.80
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$AER -1.19% at 145.92 George Soros and 0 other tracked billionaires hold it. $UPS $FDX $BA https://billionairestrading.com/stocks/AER
Company summary
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews. Its aircraft and engine asset management services also include periodically inspecting the leased aircraft and engines; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. In addition, the company provides corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
Institutional ownership
Institutions hold 94.72% · insiders 4.37% · 1,035 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 13.75M | $2.01B | 8.24% | 2026-06-30 |
| Harris Associates L.P. | 6.46M | $942.66M | 3.87% | 2026-06-30 |
| State Street Corporation | 5.35M | $780.89M | 3.21% | 2026-06-30 |
| Two Sigma Investments, LP | 3.39M | $495.40M | 2.03% | 2026-06-30 |
| JPMORGAN CHASE & CO | 3.34M | $486.72M | 2.00% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 3.18M | $464.32M | 1.91% | 2026-06-30 |
| Donald Smith & Co., Inc. | 2.91M | $424.99M | 1.75% | 2026-06-30 |
| 59 North Capital Management, LP | 2.79M | $407.76M | 1.67% | 2026-06-30 |
| Franklin Resources, Inc. | 2.61M | $381.54M | 1.57% | 2026-06-30 |
| ARGA Investment Management, LP | 2.52M | $367.85M | 1.51% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| FORST RITA | Director | Sale at price 155.64 per share. | 2.0K | 2026-08-06 |
| FORST RITA | Director | Sale at price 155.64 per share. | 2.0K | 2026-08-06 |
| STUART CORMAC | Officer | Sale at price 143.21 per share. | 11.6K | 2026-06-15 |
| JUHAS PETER | Chief Financial Officer | Sale at price 143.77 - 146.51 per share. | 76.0K | 2026-05-12 |
| WARDEN ROBERT G | Director | Stock Gift at price 0.00 per share. | 2.9K | 2026-05-08 |
| DROUILLARD VINCENT | General Counsel | Sale at price 150.00 per share. | 4.5K | 2026-05-07 |
| KELLY AENGUS | Chief Executive Officer | Sale at price 147.59 - 150.35 per share. | 50.0K | 2026-05-06 |
| KELLY AENGUS | Chief Executive Officer | — | 500.0K | 2026-04-20 |
| JUHAS PETER | Chief Financial Officer | — | 30.0K | 2026-04-20 |
| DROUILLARD VINCENT | General Counsel | — | 15.0K | 2026-04-20 |
| WARDEN ROBERT G | Director | — | 3.3K | 2026-04-15 |
| CARTWRIGHT STACEY | Director | — | 3.3K | 2026-04-15 |
Analyst ratings
Consensus score 1.40 (1 = strong buy, 5 = sell) · mean target 179.80
- TD CowenBuymain2026-10-12
- CitigroupBuymain2026-07-30
- Morgan StanleyEqual-Weightmain2026-07-30
- Truist SecuritiesBuymain2026-07-30
- CitigroupBuyinit2026-07-20
- TD CowenBuymain2026-07-16
- Truist SecuritiesBuymain2026-07-08
- BarclaysOverweightmain2026-07-07
- SusquehannaPositivemain2026-07-07
- JP MorganOverweightmain2026-04-30
Earnings
Next report: 2026-10-28
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 4.97 | 3.08 | 1.89 |
| 4Q2025 | 3.95 | 3.40 | 0.55 |
| 1Q2026 | 5.39 | 3.71 | 1.68 |
| 2Q2026 | 5.14 | 4.14 | 1.00 |
SEC filings
- 6-KCorporate Changes & Voting Matters2026-10-07Open
- 6-KCorporate Changes & Voting Matters2026-09-23Open
- 6-KCorporate Changes & Voting Matters2026-09-16Open
- 6-KCorporate Changes & Voting Matters2026-07-29Open
- 6-KCorporate Changes & Voting Matters2026-07-07Open
- 6-KCorporate Changes & Voting Matters2026-04-29Open
- 6-K/ACorporate Changes & Voting Matters2026-03-05Open
- 6-KCorporate Changes & Voting Matters2026-03-04Open
- 20-FPeriodic Financial Reports2026-02-12Open
- 6-KCorporate Changes & Voting Matters2026-02-06Open
Latest AER news
- AerCap Holdings (AER) Just Gave Investors Something To Think About
AerCap Holdings dividend decision puts cash returns in focus AerCap Holdings (AER) recently declared a quarterly cash dividend of $0.40 per ordinary share for the third quarter of 2026, giving investors a fresh data point on the stock’s current income profile. AerCap Holdings shares trade at US$144.29 after a small pullback over the past day, while the stock still shows a solid 1-year total shareholder return of 19.53% and a very strong 3-year total shareholder return of 151.88%. This...
Wed, 14 Oct 2026 23:21:11 +0000
- AER vs. WAB: Which Stock Should Value Investors Buy Now?
AER vs. WAB: Which Stock Is the Better Value Option?
Wed, 14 Oct 2026 14:40:04 +0000
- Wall Street Analysts Think AerCap (AER) Could Surge 25.77%: Read This Before Placing a Bet
The consensus price target hints at a 25.8% upside potential for AerCap (AER). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Thu, 08 Oct 2026 12:55:03 +0000
- AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026
AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the third quarter 2026:
Mon, 05 Oct 2026 11:00:00 +0000
- AER or WAB: Which Is the Better Value Stock Right Now?
AER vs. WAB: Which Stock Is the Better Value Option?
Mon, 28 Sep 2026 14:40:05 +0000
- AerCap Holdings N.V. Announces Pricing of $1.5 Billion Aggregate Principal Amount of Senior Notes
AerCap Funding Designated Activity Company (the "Issuer"), a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of senior notes, consisting of $750 million aggregate principal amount of the Issuer's 5.500% Senior Notes due 2030 (the "2030 Notes") and $750 million aggregate principal amount of the Issuer's 5.875% Senior Notes due 2033 (the "2033 Notes" and, together with the 2030 Notes, the "Notes"). The Notes will be fully and unconditionally guarante
Wed, 23 Sep 2026 20:06:00 +0000
- AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery
AerCap Holdings N.V. (NYSE:AER) recently achieved a significant milestone with its 100th Boeing 787 delivery from its direct orderbook with Boeing, which happened to be the 25th Dreamliner for Aeroméxico. The company delivered its 10th Boeing 787 to Grupo Aeroméxico through a lease agreement. The delivery will play an important part in the expansion of […]
Sat, 05 Sep 2026 18:04:05 +0000
- AerCap (AER) Moves to Strong Buy: Rationale Behind the Upgrade
AerCap (AER) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Tue, 01 Sep 2026 16:00:03 +0000