AerCap Holdings NV
$ 149.79
2.54%
04 Mar - close price
- Market Cap 25,496,039,000 USD
- Current Price $ 149.79
- High / Low $ 149.94 / 145.88
- Stock P/E 7.03
- Book Value 112.59
- EPS 21.30
- Next Earning Report 2026-05-06
- Dividend Per Share $1.21
- Dividend Yield 1.1 %
- Next Dividend Date 2026-03-19
- ROA 0.04 %
- ROE 0.21 %
- 52 Week High 154.52
- 52 Week Low 84.76
About
AerCap Holdings NV is engaged in the leasing, financing, sale and management of commercial aircraft and engines in mainland China, Hong Kong, Macau, the United States, Ireland and internationally. The company is headquartered in Dublin, Ireland.
Analyst Target Price
$161.67
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-02-06 | 2025-10-29 | 2025-07-30 | 2025-04-29 | 2025-02-21 | 2024-10-30 | 2024-08-01 | 2024-05-01 | 2024-02-23 | 2023-10-27 | 2023-07-31 | 2023-05-02 |
| Reported EPS | 3.95 | 4.97 | 2.83 | 3.68 | 3.31 | 2.41 | 3.01 | 3.29 | 3.11 | 4.86 | 2.56 | 2.34 |
| Estimated EPS | 3.36 | 3.08 | 2.82 | 2.7966 | 2.5719 | 2.41 | 2.37 | 2.41 | 2.45 | 2.8 | 2.06 | 1.98 |
| Surprise | 0.59 | 1.89 | 0.01 | 0.8834 | 0.7381 | 0 | 0.64 | 0.88 | 0.66 | 2.06 | 0.5 | 0.36 |
| Surprise Percentage | 17.5595% | 61.3636% | 0.3546% | 31.5884% | 28.6986% | 0% | 27.0042% | 36.5145% | 26.9388% | 73.5714% | 24.2718% | 18.1818% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-05-06 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | 3.7 |
| Currency | USD |
Previous Dividend Records
| Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Apr 2025 | Dec 2024 | Sep 2024 | Jun 2024 | |
|---|---|---|---|---|---|---|---|---|
| Payment Date | 2026-03-19 | 2025-12-04 | 2025-09-04 | 2025-06-05 | 2025-04-03 | 2024-12-05 | 2024-09-05 | 2024-06-13 |
| Amount | $0.4 | $0.27 | $0.27 | $0.27 | $0.27 | $0.25 | $0.25 | $0.25 |
Next Dividend Records
| Dividend per share (year): | $1.21 |
| Dividend Yield | 1.1% |
| Next Dividend Date | 2026-03-19 |
| Ex-Dividend Date | 2026-02-25 |
Recent News: AER
2026-03-04 13:53:12
AerCap Holdings N.V. (NYSE: AER) has scheduled its annual general meeting (AGM) for April 15, 2026, in Amsterdam, outlining proposals for dividend increases, share buybacks, and key governance changes. The company intends to introduce an annual non-binding say-on-pay vote and will seek approval for the reappointment of directors, including aviation veteran Doug Parker. AerCap also highlighted its strong financial performance in 2025, with record GAAP net income of $3.8 billion and adjusted net income of $2.7 billion, while returning approximately $6.9 billion to shareholders over the past three years.
2026-03-03 17:52:08
AerCap Holdings NV (AER) shares fell 3.69% on March 3, trading at $144.68, which is 6.62% below its 52-week high but 69.08% above its 52-week low. Wall Street analysts provide an average target price of $163.13, suggesting a 12.75% upside, with a consensus "Outperform" rating. However, GuruFocus' estimated GF Value of $122.25 predicts a 15.5% downside.
2026-03-02 16:51:43
Morgan Stanley has increased its price target for AerCap Holdings (AER) to $160 from $150, while maintaining an Equal-Weight rating. This adjustment reflects a positive outlook on the aircraft leasing company's future performance. Other analysts like Barclays, Truist Securities, Susquehanna, and B of A Securities have also issued positive ratings and raised price targets for AER in recent months.
2026-03-01 11:52:24
AerCap (AER) has reported record earnings, announced a new US$1 billion share repurchase program, and increased its quarterly dividend for 2026, leading to a strong 1-year total shareholder return of 48.44%. Despite this momentum, the stock is considered 6.4% undervalued at its current price of $150.36 against a fair value estimate of $160.56, suggesting potential for further upside. However, tighter credit conditions or changes in the lease market could impact its future margins and valuation assumptions.
2026-03-01 11:52:24
M3F Inc. significantly increased its stake in Aercap Holdings N.V. (NYSE:AER) by purchasing an additional 31,000 shares, bringing its total holdings to 208,500 shares valued at approximately $25.23 million. This comes as Aercap reported strong quarterly earnings, beating analyst expectations, and announced a raised quarterly dividend of $0.40 per share. The company also provided optimistic guidance for its fiscal year 2026 EPS.
2026-03-01 11:36:00
Quantbot Technologies LP reduced its stake in Aercap Holdings N.V. (AER) by 36.9% in Q3, selling 23,939 shares. Despite this sale, other major institutional investors significantly increased their positions, bringing institutional ownership to 96.42%. Analysts maintain a "Moderate Buy" consensus, with raised price targets, following Aercap's strong Q4 earnings beat, favorable FY2026 EPS guidance, and an increased quarterly dividend.
