$AER
AerCap Holdings N.V. · NYSE · Industrials
- Market cap
- 22.85B
- Volume
- 863.1K
- P/E
- 7.14
- Day range
- 144.60 – 146.38
- 52w range
- 118.93 – 158.81
- Analyst target
- 179.30
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$AER -0.74% at 145.40 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 94.93% · insiders 4.36% · 1,021 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 13.75M | $2.00B | 8.24% | 2026-06-30 |
| Harris Associates L.P. | 6.46M | $939.31M | 3.87% | 2026-06-30 |
| State Street Corporation | 5.35M | $778.11M | 3.21% | 2026-06-30 |
| Two Sigma Investments, LP | 3.39M | $493.63M | 2.03% | 2026-06-30 |
| JPMORGAN CHASE & CO | 3.34M | $484.98M | 2.00% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 3.18M | $462.66M | 1.91% | 2026-06-30 |
| Donald Smith & Co., Inc. | 2.91M | $423.48M | 1.75% | 2026-06-30 |
| 59 North Capital Management, LP | 2.79M | $406.31M | 1.67% | 2026-06-30 |
| Franklin Resources, Inc. | 2.61M | $380.18M | 1.57% | 2026-06-30 |
| ARGA Investment Management, LP | 2.52M | $366.54M | 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 = strong buy, 5 = sell) · mean target 179.30
- 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
- TD CowenBuymain2026-04-30
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 Matters2026-07-29Open
- 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
- 6-KCorporate Changes & Voting Matters2026-01-15Open
- 6-KCorporate Changes & Voting Matters2026-01-06Open
- 6-KCorporate Changes & Voting Matters2025-12-03Open
Latest AER news
- 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
- AER or WAB: Which Is the Better Value Stock Right Now?
AER vs. WAB: Which Stock Is the Better Value Option?
Fri, 04 Sep 2026 15:40:03 +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
- Best Value Stocks to Buy for September 1st
AER, BLMN and PKX made it to the Zacks Rank #1 (Strong Buy) value stocks list on September 1, 2026.
Tue, 01 Sep 2026 08:47:00 +0000
- Zacks Industry Outlook Highlights Wabtec, AerCap and Ryder System
Wabtec, AerCap and Ryder stand out as transport equipment plays despite inflation, tariffs and supply-chain pressures weighing on the industry.
Mon, 31 Aug 2026 15:07:00 +0000
- AerCap Holdings (AER) Joins Baron Capital Fund, Is The Valuation Gap Still Compelling?
Recent attention on AerCap Holdings (AER) follows its addition to Baron Capital’s Financials ETF, where the fund highlights the company’s scale in aircraft leasing, its perceived resilience to AI disruption, and its updated earnings expectations. AerCap Holdings’ share price has been relatively steady in the short term, closing at $147.49 with a 90 day share price return of 5.81%. Longer term momentum looks stronger, with a 1 year total shareholder return of 20.64% and a 5 year total...
Sat, 29 Aug 2026 16:14:08 +0000
- AerCap (AER) Stock Could Be Below Fair Value After A 180% Run
AerCap Holdings has delivered strong share price gains over the past few years, yet recent price action has been more muted. This puts fresh attention on whether the current valuation still looks attractive for new money. With the stock at US$147.49 and a high overall value score, investors are weighing how much of the story is already reflected in the price. Over 5 years, AerCap Holdings has returned 180.5%, which sets a high bar for what future gains would need to justify. The key support...
Sat, 29 Aug 2026 05:05:15 +0000
- Did Baron’s ETF Move and Earnings Revisions Just Shift AerCap Holdings' (AER) Investment Narrative?
In recent weeks, AerCap Holdings has drawn attention as Baron Capital added the company to its Baron Financials ETF and other commentary highlighted its history of earnings surprises and upward revisions to earnings estimates. These developments emphasize AerCap’s appeal to institutional investors, who view its global aircraft leasing scale and earnings track record as key strengths in a constrained supply market. Against this backdrop of fresh institutional interest and confidence in...
Sat, 29 Aug 2026 01:09:04 +0000