AerCap
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
4 analyst ratings
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 |
Financial journalist opinion
Based on 5 articles about AER published over the past 30 days









