AerCapAER
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
64% more call options, than puts
Call options by funds: $137M | Put options by funds: $83.7M
25% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 56
3.08% more ownership
Funds ownership: 80.74% [Q4 2024] → 83.83% (+3.08%) [Q1 2025]
2% more capital invested
Capital invested by funds: $15.7B [Q4 2024] → $16B (+$337M) [Q1 2025]
0% more funds holding
Funds holding: 545 [Q4 2024] → 546 (+1) [Q1 2025]
4% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 207
5% less funds holding in top 10
Funds holding in top 10: 42 [Q4 2024] → 40 (-2) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Susquehanna Christopher Stathoulopoulos | 12%upside $130 | Positive Maintained | 13 May 2025 |
Morgan Stanley Kristine Liwag | 4%downside $111 | Equal-Weight Maintained | 1 May 2025 |
JP Morgan Jamie Baker | 2%downside $114 | Overweight Maintained | 1 May 2025 |
Financial journalist opinion
Based on 4 articles about AER published over the past 30 days









