AerCap (AER)

• Market cap: $19.1B
• 1 day: 1.80%
• 5 days: 0.24%
• 1 month: -7.17%
• 3 months: 1.38%
• 6 months: -0.03%
• Year to date: -0.18%
• 1 year: 13.97%
• 5 years: 329.85%
• 10 years: 107.15%
• Sector: Industrials
• Industry: Rental & Leasing Services

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 Q4 regulatory disclosures by fund managers ($100M+ AUM)

182% more call options, than puts

Call options by funds: $83.9M | Put options by funds: $29.8M

20% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 61

14% more funds holding in top 10

Funds holding in top 10: 36 [Q3] → 41 (+5) [Q4]

13% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 184

1% more funds holding

Funds holding: 536 [Q3] → 544 (+8) [Q4]

2% more capital invested

Capital invested by funds: $15.4B [Q3] → $15.6B (+$233M) [Q4]

0.41% more ownership

Funds ownership: 77.36% [Q3] → 77.78% (+0.41%) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $101 5% upside
• Avg. target: $115 20% upside
• High target: $125 30% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Morgan Stanley Kristine Liwag 57% 1-year accuracy 12 / 21 met price target	5% upside $101	Equal-Weight Maintained	11 Apr 2025
B of A Securities Ronald Epstein 58% 1-year accuracy 19 / 33 met price target	30% upside $125	Buy Maintained	7 Mar 2025
Susquehanna Christopher Stathoulopoulos 50% 1-year accuracy 9 / 18 met price target	25% upside $120	Positive Maintained	27 Feb 2025
Barclays Terry Ma 57% 1-year accuracy 12 / 21 met price target	20% upside $115	Overweight Maintained	27 Feb 2025