Aercap Holdings N.V. has received a consensus recommendation of “Moderate Buy” from 11 brokerages currently covering the stock. Of those, eight have issued buy recommendations, two have assigned hold ratings and one has a sell rating. Over the past year analysts have set an average 12-month target price of $148.86. Notable recent actions include Truist Financial initiating coverage with a buy rating and a $159.00 target, Susquehanna raising its objective from $134.00 to $157.00 with a positive view, and Morgan Stanley increasing its target from $120.00 to $150.00 while maintaining equal-weight status.

Hedge funds and other institutional investors control 96.42% of Aercap’s shares. In the third quarter Mizuho Markets Cayman LP expanded its position by 45,615.5%, ending the period with 3,510,491 shares valued at approximately $424.8 million. Alyeska Investment Group L.P. boosted its stake by 642.7% to hold 1,111,552 shares worth $134.5 million, while Norges Bank and Mawer Investment Management each initiated new positions in Aercap valued at $241.4 million and $181.4 million, respectively. Ninety One UK Ltd increased its holdings by 44.8% to 2,794,925 shares, representing $327.0 million.

In the third quarter Aercap reported earnings per share of $4.97, surpassing consensus estimates by $1.81, on revenue of $2.31 billion which outpaced forecasts by $310 million and represented an 18.5% year-over-year increase. The company delivered a net margin of 45.41% and a return on equity of 15.16%. For fiscal 2025 management has issued EPS guidance of 13.70, while analysts expect full-year EPS of 11.29.

Aercap declared a quarterly dividend of $0.27 per share, paid on December 4 to shareholders of record as of November 12. This distribution annualizes to $1.08 per share, implying a yield of 0.8% and a payout ratio of approximately 5.12%.