Dec 31, 2025 • MarketBeat
BULLISH
Generate Investment Management Ltd Has $8.47 Million Stake in Aercap Holdings N.V. $AER
Generate Investment Management Ltd reduced its stake in Aercap Holdings N.V. by 10.4% in the third quarter, holding 70,000 shares valued at approximately $8.47 million. Despite this reduction, Aercap has shown strong financial performance, beating earnings and revenue estimates and receiving a "Moderate Buy" consensus rating from analysts with a target price of $146.29. The company also announced a quarterly dividend of $0.27 per share.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Allspring Global Investments Holdings LLC Lowers Position in Aercap Holdings N.V. $AER
Allspring Global Investments Holdings LLC significantly reduced its stake in Aercap Holdings N.V. by 24.8% during the third quarter, now holding 3,489,212 shares valued at $428.3 million, making it their 14th largest holding. Despite this reduction, Aercap beat earnings expectations with $4.97 EPS and $2.31 billion revenue, and analysts maintain a "Moderate Buy" rating with a consensus price target of $146.29. Several other institutional investors, however, increased their positions in Aercap during recent quarters.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
180 Wealth Advisors LLC Sells 10,941 Shares of Aercap Holdings N.V. $AER
180 Wealth Advisors LLC significantly reduced its stake in Aercap Holdings N.V. (NYSE:AER) by 83.3% in the third quarter, selling 10,941 shares to hold 2,192 shares valued at $265,000. Despite this, Aercap reported strong Q3 earnings, surpassing analyst expectations with $4.97 EPS and $2.31 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average target price of $146.29. Several other institutional investors adjusted their positions in Aercap, with notable increases from Zurich Insurance Group Ltd FI and Assenagon Asset Management S.A.
Dec 28, 2025 • MarketBeat
SOMEWHAT-BULLISH
Voya Investment Management LLC Trims Stock Position in Aercap Holdings N.V. $AER
Voya Investment Management LLC reduced its stake in Aercap Holdings N.V. by 24.5% during the third quarter, selling 6,968 shares and retaining 21,462 shares valued at $2.597 million. Aercap (NYSE:AER) exceeded Q3 earnings expectations, reporting an EPS of $4.97 against an estimated $3.16, and revenue of $2.31 billion against an estimated $2.0 billion. The company has a "Moderate Buy" consensus rating from analysts with an average target price of $146.29, and recently declared a quarterly dividend of $0.27 per share.
Dec 26, 2025 • MarketBeat
SOMEWHAT-BULLISH
Cooper Investors PTY Ltd. Lowers Stock Position in Aercap Holdings N.V. $AER
Cooper Investors PTY Ltd. significantly reduced its stake in Aercap Holdings N.V. by 54.7% in Q3, selling 57,695 shares, but it still remains the fund's 24th largest holding. Despite this divestment, institutional ownership remains high at 96.42%, with several other major institutions increasing or initiating positions. Aercap reported strong Q3 earnings, exceeding estimates, and trades at a low P/E ratio while paying a quarterly dividend.
Dec 24, 2025 • Travel And Tour World
BULLISH
AerCap and Thai Airways Lead the Way in Sustainable Aviation with New Airbus A321neo Delivery
AerCap has delivered the first of ten Airbus A321neo aircraft to Thai Airways, marking a significant step in the airline's fleet modernization and sustainability efforts. The A321neo aircraft features advanced energy-efficient technologies that will reduce fuel consumption and carbon emissions by up to 20%. This delivery strengthens the long-standing partnership between AerCap and Thai Airways, contributing to a greener future for global aviation.