AerCap
About: AerCap Holdings NV is an aircraft leasing company. Its 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.It has one business segment: leasing, financing, sales and management of commercial flight equipment (Commercial Flight Equipment Segment).Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include United Kingdom, United States, and Other countries.
Employees: 699
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
82% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 50
31% more call options, than puts
Call options by funds: $115M | Put options by funds: $88.3M
13% more capital invested
Capital invested by funds: $16B [Q1] → $18.1B (+$2.06B) [Q2]
6% more funds holding
Funds holding: 550 [Q1] → 583 (+33) [Q2]
1.18% less ownership
Funds ownership: 83.92% [Q1] → 82.75% (-1.18%) [Q2]
8% less funds holding in top 10
Funds holding in top 10: 40 [Q1] → 37 (-3) [Q2]
19% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 235
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Susquehanna
Christopher Stathoulopoulos
|
$134
|
Positive
Maintained
|
13 Aug 2025 |
|
Morgan Stanley
Kristine Liwag
|
$120
|
Equal-Weight
Maintained
|
17 Jul 2025 |
|
Barclays
Terry Ma
|
$131
|
Overweight
Maintained
|
10 Jul 2025 |
Financial journalist opinion
