Aercap (AER) Stock Price, News & Analysis

Company Overview

Aercap Holdings N.V. is a leading global aircraft leasing company that acquires, leases and sells commercial jet aircraft to airlines worldwide. Headquartered in Dublin, Ireland, the company builds and manages a diversified portfolio of modern, fuel-efficient narrowbody and widebody aircraft. Aercap’s fleet supports carriers across passenger, cargo and hybrid operations, helping airlines optimize capacity, manage fleet renewal and reduce operating costs.

In addition to traditional operating leases, Aercap provides sale-and-leaseback financing, lease management and engine leasing services. The company leverages its scale and market presence to source aircraft on favorable terms, negotiate purchase commitments with manufacturers and offer tailored solutions such as short-term leases or lease extensions. Aercap’s asset trading activities include aircraft and engine remarketing, allowing airlines and investors to align fleet composition with changing demand.

Aercap serves airlines in Asia-Pacific, North America, Europe, Latin America and the Middle East, maintaining offices and technical teams in key aviation hubs. The company’s global footprint and strong relationships with original equipment manufacturers support a balanced approach to fleet deployment across mature and emerging markets. Aercap is led by Chief Executive Officer Aengus Kelly, whose finance and aviation background has guided the firm through major fleet acquisitions and industry cycles.

Key Stats

• Today's Range: $123.24 to $124.48
• 50-Day Range: $107.16 to $123.78
• 52-Week Range: $85.57 to $124.48
• Volume: 1.11 million shs
• Average Volume: 1.51 million shs
• Market Capitalization: $23.09 billion
• P/E Ratio: 7.68
• Dividend Yield: 0.87%
• Price Target: $122.57
• Consensus Rating: Moderate Buy

Aercap Stock Analysis - MarketRank™

Aercap scored higher than 59% of companies evaluated by MarketBeat, and ranked 68th out of 126 stocks in the transportation sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Aercap has received a consensus rating of Moderate Buy. The company's average rating score is 2.63, and is based on 6 buy ratings, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

Aercap has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 3.01%

Earnings Growth

Earnings for Aercap are expected to grow by 3.01% in the coming year, from $11.29 to $11.63 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Aercap is 7.70, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 28.65.

Price to Earnings Ratio vs. Sector

The P/E ratio of Aercap is 7.70, which means that it is trading at a less expensive P/E ratio than the Transportation sector average P/E ratio of about 14.55.

Price to Earnings Growth Ratio

Aercap has a PEG Ratio of 2.46. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Aercap has a P/B Ratio of 1.29. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.15% of the float of Aercap has been sold short.

Short Interest Ratio / Days to Cover

Aercap has a short interest ratio ("days to cover") of 1.7, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Aercap has recently decreased by 13.71%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Aercap has a dividend yield of 0.88%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

Aercap has only been increasing its dividend for 2 years.

Dividend Coverage

The dividend payout ratio of Aercap is 6.72%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Aercap will have a dividend payout ratio of 9.29% next year. This indicates that Aercap will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

1.15% of the float of Aercap has been sold short.

Short Interest Ratio / Days to Cover

Aercap has a short interest ratio ("days to cover") of 1.7, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Aercap has recently decreased by 13.71%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 3.6 / 5
• News Sentiment: 1.54

News Sentiment

Aercap has a news sentiment score of 1.54. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.97 average news sentiment score of Transportation companies.

News Coverage This Week

MarketBeat has tracked 26 news articles for Aercap this week, compared to 16 articles on an average week.

Search Interest

Only 2 people have searched for AER on MarketBeat in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

MarketBeat Follows

3 people have added Aercap to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Aercap insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 0.52% of the stock of Aercap is held by insiders.

Percentage Held by Institutions

96.42% of the stock of Aercap is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

AER Stock Analysis - Frequently Asked Questions

How have AER shares performed this year?

Aercap's stock was trading at $95.70 on January 1st, 2025. Since then, AER stock has increased by 29.4% and is now trading at $123.8160.

How were Aercap's earnings last quarter?

Aercap Holdings N.V. (NYSE:AER) posted its quarterly earnings data on Wednesday, July, 30th. The financial services provider reported $2.83 EPS for the quarter, beating the consensus estimate of $2.75 by $0.08. The company's revenue was down 3.6% compared to the same quarter last year.
Read the conference call transcript.

How will Aercap's stock buyback program work?

Aercap's board approved a stock buyback plan on Wednesday, February 26th 2025, which authorizes the company to repurchase $1,000,000,000 in outstanding shares, according to EventVestor. This means that the company could reacquire up to 4.9% of its shares through open market purchases. Shares buyback plans are typically an indication that the company's board believes its stock is undervalued.

Who are Aercap's major shareholders?

Top institutional investors of Aercap include State Street Corp (2.68%), Allspring Global Investments Holdings LLC (2.48%), 59 North Capital Management LP (2.29%) and Franklin Resources Inc. (2.22%).
View institutional ownership trends.

How do I buy shares of Aercap?

Shares of AER stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Aercap own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Aercap investors own include Humana (HUM), American Water Works (AWK), Waste Connections (WCN), Voyager Therapeutics (VYGR), TotalEnergies (TTE), The RMR Group (RMR) and DiamondRock Hospitality (DRH).

Company Calendar

• Record date for 6/5 Dividend: 5/14/2025
• Ex-Dividend for 6/5 Dividend: 5/14/2025
• Dividend Payable: 6/05/2025
• Last Earnings: 7/30/2025
• Record date for 9/4 Dividend: 8/13/2025
• Ex-Dividend for 9/4 Dividend: 8/13/2025
• Today: 8/29/2025
• Dividend Payable: 9/04/2025
• Next Earnings (Estimated): 10/29/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Transportation
• Industry: TRANS - EQP&LSNG
• Sub-Industry: Business Services
• Current Symbol: NYSE:AER
• CIK: 1378789
• Web: www.aercap.com
• Phone: (531) 819-2010
• Fax: 353-1672-0270
• Employees: 740
• Year Founded: 1996

Price Target and Rating

• Average Price Target for Aercap: $122.57
• High Price Target: $134.00
• Low Price Target: $114.00
• Potential Upside/Downside: -1.0%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.63
• Research Coverage: 8 Analysts

Profitability

• EPS (Trailing Twelve Months): $16.08
• Trailing P/E Ratio: 7.70
• Forward P/E Ratio: 10.96
• P/E Growth: 2.46
• Net Income: $2.10 billion
• Net Margins: 36.93%
• Pretax Margin: 40.17%
• Return on Equity: 13.13%
• Return on Assets: 3.11%

Debt

• Debt-to-Equity Ratio: 2.57
• Current Ratio: 0.44
• Quick Ratio: 0.44

Sales & Book Value

• Annual Sales: $8.00 billion
• Price / Sales: 2.89
• Cash Flow: $27.69 per share
• Price / Cash Flow: 4.47
• Book Value: $96.09 per share
• Price / Book: 1.29

Miscellaneous

• Outstanding Shares: 186,780,000
• Free Float: 185,812,000
• Market Cap: $23.12 billion
• Optionable: Optionable
• Beta: 1.44