Kize Capital LP Has $13.60 Million Stake in AerCap Holdings (NYSE:AER)

Kize Capital LP increased its position in shares of AerCap Holdings (NYSE:AER - Free Report) by 7.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 142,078 shares of the financial services provider's stock after purchasing an additional 10,000 shares during the quarter. AerCap accounts for about 12.2% of Kize Capital LP's investment portfolio, making the stock its 4th largest holding. Kize Capital LP owned about 0.07% of AerCap worth $13,597,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in AerCap by 0.6% during the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 19,192 shares of the financial services provider's stock valued at $1,837,000 after acquiring an additional 115 shares in the last quarter. Signaturefd LLC boosted its position in shares of AerCap by 3.2% in the 4th quarter. Signaturefd LLC now owns 5,717 shares of the financial services provider's stock valued at $547,000 after purchasing an additional 177 shares during the period. Dorsey & Whitney Trust CO LLC boosted its holdings in shares of AerCap by 3.8% in the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 5,322 shares of the financial services provider's stock worth $509,000 after buying an additional 194 shares during the period. Inspire Advisors LLC grew its position in AerCap by 3.4% during the 4th quarter. Inspire Advisors LLC now owns 6,336 shares of the financial services provider's stock worth $606,000 after purchasing an additional 209 shares in the last quarter. Finally, Williamson Legacy Group LLC raised its position in AerCap by 2.5% during the fourth quarter. Williamson Legacy Group LLC now owns 10,674 shares of the financial services provider's stock valued at $1,022,000 after buying an additional 261 shares during the period. 96.42% of the stock is owned by institutional investors and hedge funds.

AerCap Price Performance

AER stock traded up $2.31 during trading on Friday, hitting $97.44. The company had a trading volume of 2,686,544 shares, compared to its average volume of 1,396,842. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 2.89. The company has a fifty day moving average price of $99.40 and a two-hundred day moving average price of $97.10. AerCap Holdings has a fifty-two week low of $82.21 and a fifty-two week high of $107.36. The company has a market cap of $18.20 billion, a P/E ratio of 7.72, a P/E/G ratio of 2.22 and a beta of 1.46.

AerCap (NYSE:AER - Get Free Report) last announced its earnings results on Wednesday, February 26th. The financial services provider reported $3.31 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.56 by $0.75. The business had revenue of $2.07 billion during the quarter, compared to analysts' expectations of $1.97 billion. AerCap had a net margin of 32.38% and a return on equity of 13.98%. Equities research analysts expect that AerCap Holdings will post 11.29 earnings per share for the current fiscal year.

AerCap announced that its Board of Directors has authorized a share buyback plan on Wednesday, February 26th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the financial services provider to purchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company's board believes its stock is undervalued.

AerCap Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 3rd. Shareholders of record on Wednesday, March 12th were given a $0.27 dividend. This is an increase from AerCap's previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, March 12th. This represents a $1.08 annualized dividend and a yield of 1.11%. AerCap's payout ratio is presently 9.99%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Bank of America increased their target price on shares of AerCap from $105.00 to $125.00 and gave the stock a "buy" rating in a research report on Friday, March 7th. UBS Group cut shares of AerCap to an "underperform" rating in a research note on Friday, March 7th. Susquehanna lifted their target price on shares of AerCap from $108.00 to $120.00 and gave the stock a "positive" rating in a report on Thursday, February 27th. Barclays reissued an "overweight" rating and set a $115.00 target price (up previously from $113.00) on shares of AerCap in a research report on Thursday, February 27th. Finally, Morgan Stanley dropped their target price on shares of AerCap from $112.00 to $101.00 and set an "equal weight" rating on the stock in a research report on Friday, April 11th. One research analyst has rated the stock with a sell rating, one has assigned a hold rating and six have given a buy rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $117.14.

AerCap Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.