AerCapAER
Market Cap: 18.6B
About: AerCap Holdings NV is an aircraft leasing company. Its major activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, United States, and Other countries.
Employees: 679
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
54% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 56
16% more call options, than puts
Call options by funds: $140M | Put options by funds: $120M
10% more capital invested
Capital invested by funds: $14B [Q4 2023] → $15.5B (+$1.45B) [Q1 2024]
7% more funds holding
Funds holding: 441 [Q4 2023] → 471 (+30) [Q1 2024]
4% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 168
3% less funds holding in top 10
Funds holding in top 10: 37 [Q4 2023] → 36 (-1) [Q1 2024]
9.38% less ownership
Funds ownership: 94.18% [Q4 2023] → 84.8% (-9.38%) [Q1 2024]
Research analyst outlook
10 Wall Street Analysts provided 1 year price forecasts over the past 6 months
10 analyst ratings
Barclays Terry Ma | 19%upside $111 | Overweight Maintained | 18 Jul 2024 |
Morgan Stanley Kristine Liwag | 10%upside $103 | Equal-Weight Initiated | 7 Jun 2024 |
TD Cowen Helane Becker | 34%upside $125 | Buy Maintained | 23 May 2024 |
TD Cowen Helane Becker | 12%upside $105 | Buy Maintained | 9 May 2024 |
Deutsche Bank Koosh Patel | 18%upside $110 | Buy Maintained | 9 May 2024 |
Financial journalist opinion
Based on 12 articles about AER published over the past 30 days