AerCap (AER) Stock Insights

AER price $159.16 +3.69 +2.37%

Ticker
AER
Price
$159.16
Change
+3.69 +2.37%
Market cap ?
$25.02B
P/E ?
7.59
Forward P/E ?
8.35
Dividend yield ?
0.94%
Beta ?
0.98
Sector
Industrials
Industry
Rental & Leasing Services
Stocklytics score
45
Value
46
Quality
39
Growth
50

Stocklytics score rationale: value 46, quality 39, growth 50.

Financials

2016201720182019202020212022202320242025
5043031000503749300047999800004937340000449362900045889300007013550000758041800079966440008188951999

AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A…

Fair value

AER fair value $130.90. Price $159.16. Price is 22% above fair value.

Above fair value, and more expensive than usual. A larger premium than on more than 99% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Compare AER

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-02-05—4.51—2.15B
2026-10-286.564.562.42B2.15B
2026-07-295.144.142.17B2.10B
2026-04-295.393.722.24B2.07B
2026-02-063.953.402.24B2.11B
2025-10-294.973.101.89B1.98B
2025-07-302.832.681.89B2.01B
2025-04-303.682.752.08B2.01B
2025-02-263.312.572.07B1.96B
2024-10-302.412.411.95B1.92B
2024-08-013.012.371.89B1.89B
2024-05-013.292.411.93B1.95B
2024-02-233.112.441.73B1.91B
2023-10-272.812.441.89B1.90B
2023-07-312.562.061.92B1.89B
2023-05-022.341.981.87B1.82B
2023-03-022.661.981.80B1.76B
2022-11-032.211.381.69B1.65B
2022-08-111.911.451.63B1.62B
2022-05-172.231.391.79B1.90B
2022-03-300.441.941.44B1.35B
2021-11-103.352.371.01B704.55M
2021-07-291.921.381.04B1.09B
2021-04-281.931.121.10B1.02B
2021-03-021.020.831.03B1.02B
2020-11-101.241.371.03B5.92B
2020-07-291.821.371.20B847.17M
2020-05-052.141.751.24B964.80M
2020-02-132.341.951.26B1.01B
2019-11-082.011.891.19B1.08B
2019-07-302.421.661.28B825.28M
2019-05-011.681.611.21B1.13B
2019-02-141.621.651.22B1.20B
2018-10-301.791.581.17B1.01B
2018-07-301.701.471.19B988.70M
2018-05-031.731.571.22B1.03B
2018-02-141.671.431.26B1.04B
2017-11-021.621.461.27B1.09B
2017-08-031.671.411.26B1.01B
2017-05-091.621.441.24B1.16B

Dividends

Yield 0.92%. Payout ratio 6.60%. Frequency Quarterly.

Safety score 65/100 · Moderate. Payout ratio is 7% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 3 separate years. Yield is 0.9%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-08-12$0.402026-08-122026-09-03Quarterly
2026-05-13$0.402026-05-132026-06-04Quarterly
2026-02-25$0.402026-02-252026-03-19Quarterly
2025-11-12$0.272025-11-122025-12-04Quarterly
2025-08-13$0.272025-08-132025-09-04Quarterly
2025-05-14$0.272025-05-142025-06-05Quarterly
2025-03-12$0.272025-03-122025-04-03Quarterly
2024-11-13$0.252024-11-132024-12-05Quarterly
2024-08-14$0.252024-08-142024-09-05Quarterly
2024-05-21$0.252024-05-222024-06-13Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-08-06Forst RitaSell2.00K$155.64311.28K
2026-08-06Forst RitaSell2.00K$155.64311.28K
2026-06-15Stuart CormacSell11.64K$143.211.67M
2026-05-12Juhas PeterSell23.84K$143.773.43M
2026-05-12Juhas PeterSell43.80K$145.026.35M
2026-05-12Juhas PeterSell8.19K$145.851.20M
2026-05-12Juhas PeterSell164$146.5124.03K
2026-05-08Warden Robert GSell740——
2026-05-08Warden Robert GSell337——
2026-05-08Warden Robert GSell632——
2026-05-08Warden Robert GSell265——
2026-05-08Warden Robert GSell240——
2026-05-08Warden Robert GSell240——
2026-05-08Warden Robert GSell240——
2026-05-08Warden Robert GSell240——
2026-05-08Warden Robert GBuy240——
2026-05-07Drouillard VincentSell4.50K$150.00675.60K
2026-05-06Kelly AengusSell2.56K$147.59378.27K
2026-05-06Kelly AengusSell11.16K$148.431.66M
2026-05-06Kelly AengusSell8.20K$149.191.22M
2026-05-06Kelly AengusSell3.07K$150.35461.72K
2026-05-06Kelly AengusSell2.56K$147.59378.13K
2026-05-06Kelly AengusSell11.16K$148.431.66M
2026-05-06Kelly AengusSell8.20K$149.191.22M
2026-05-06Kelly AengusSell3.07K$150.35461.72K
2026-04-20Kelly AengusBuy500.00K——
2026-04-20Kelly AengusSell152.01K$147.4522.41M
2026-04-20Kelly AengusSell500.00K——
2026-04-20Juhas PeterBuy30.00K——
2026-04-20Juhas PeterSell11.80K$147.451.74M
2026-04-20Juhas PeterSell30.00K——
2026-04-20Drouillard VincentBuy15.00K——
2026-04-20Drouillard VincentSell5.90K$147.45870.40K
2026-04-20Drouillard VincentSell15.00K——
2026-04-15PARKER W DOUGLASOther0——
2026-04-15Warden Robert GBuy3.35K——
2026-04-15Warden Robert GSell1.24K$148.97184.42K
2026-04-15Warden Robert GSell1.47K——
2026-04-15Forst RitaBuy3.35K——
2026-04-15Forst RitaSell1.61K$148.97239.25K
2026-04-15Forst RitaSell1.47K——
2026-04-15Branch Julian BradfordBuy25.04K——
2026-04-15Branch Julian BradfordSell12.02K$148.971.79M
2026-04-15Branch Julian BradfordSell20.00K——
2026-04-15Cartwright StaceyBuy3.35K——
2026-04-15Cartwright StaceySell1.61K$148.97239.25K
2026-04-15Cartwright StaceySell1.47K——
2026-03-24Stuart CormacBuy109$135.2114.74K
2026-03-18Jarman Victoria ClareOther1.22K——
2026-03-18VanBelle JenniferOther0——
2026-03-18VanBelle JenniferOther807——
2026-03-18Stuart CormacOther0——
2026-03-18Stuart CormacOther0——
2026-03-18Kelly AengusOther0——
2026-03-18Kelly AengusOther0——
2026-03-18Kelly AengusOther0——
2026-03-18Kelly AengusOther500.00K——
2026-03-18Juhas PeterOther0——
2026-03-18Juhas PeterOther0——
2026-03-18Juhas PeterOther30.00K——
2026-03-18LAWRENCE JAMES AOther0——
2026-03-18LAWRENCE JAMES AOther1.42K——
2026-03-18Warden Robert GOther0——
2026-03-18Warden Robert GOther807——
2026-03-18Walsh Michael GeorgeOther0——
2026-03-18Walsh Michael GeorgeOther1.22K——
2026-03-18Forst RitaOther0——
2026-03-18Forst RitaOther807——
2026-03-18Drouillard VincentOther0——
2026-03-18Drouillard VincentOther0——
2026-03-18Drouillard VincentOther15.00K——
2026-03-18DACIER PAUL TOther0——
2026-03-18DACIER PAUL TOther2.04K——
2026-03-18Cartwright StaceyOther0——
2026-03-18Cartwright StaceyOther807——
2026-03-18Branch Julian BradfordOther0——
2026-03-18Branch Julian BradfordOther1.22K——
2026-03-18Anderson Peter DeaneOther0——
2026-03-18Anderson Peter DeaneOther0——
2018-05-31Scruggs Philip GeneSell742.00K——
2017-12-31Korteweg PieterBuy5.71K——
2017-12-31Gradon MichaelBuy3.39K——
2017-12-31Warden Robert GBuy2.25K——
2017-12-31Jonkhart MariusBuy3.39K——
2017-12-31CHAPMAN JAMES NBuy3.96K——
2017-12-31Al Noaimi Salem Rashed Abdulla AliBuy2.25K——
2017-12-31DACIER PAUL TBuy2.94K——
2017-12-31LAWRENCE JAMES ABuy3.39K——
2017-12-31Walsh Michael GeorgeBuy2.25K——
2017-12-11Scruggs Philip GeneBuy320.00K——
2017-08-24Walsh Michael GeorgeBuy500$48.5824.29K
2017-08-09LAWRENCE JAMES ABuy46.72K$49.692.32M
2017-08-07LAWRENCE JAMES ABuy53.28K$49.912.66M
2017-08-07Gradon MichaelSell742$50.1637.22K
2017-08-04Kelly AengusSell100.00K$49.874.99M
2017-05-30den Dikken Wouter MarinusSell50.00K$43.992.20M
2017-05-11CHAPMAN JAMES NSell4.00K$44.58178.32K
2017-05-11den Dikken Wouter MarinusBuy52.39K——
2017-05-11den Dikken Wouter MarinusSell100.00K$2.95295.00K
2017-05-05Walsh Michael GeorgeOther0——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 720, holders +33 vs prior quarter. Ownership 87.77%.

HolderSharesChangeChange %Value
BLACKROCK, INC.13.75M810.42K+6.26%2.00B
HARRIS ASSOCIATES L P6.46M558.52K+9.46%941.76M
STATE STREET CORP5.35M257.54K+5.06%780.15M
TWO SIGMA INVESTMENTS, LP3.39M-140.61K-3.98%494.92M
JPMORGAN CHASE & CO3.34M264.37K+8.61%492.12M
PRICE T ROWE ASSOCIATES INC /MD/3.18M-916.29K-22.36%463.87M
DONALD SMITH & CO., INC.2.91M-238.17K-7.56%424.58M
59 NORTH CAPITAL MANAGEMENT, LP2.79M-328.96K-10.53%407.37M
FRANKLIN TEMPLETON INC2.61M-1.17M-31.00%381.17M
ARGA INVESTMENT MANAGEMENT, LP2.52M2.52MNew367.49M
LYRICAL ASSET MANAGEMENT LP2.48M-118.12K-4.54%362.08M
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC2.51M95.83K+3.98%355.63M
NORGES BANK2.43M2.43MNew353.66M
LONDON CO OF VIRGINIA2.42M-120.98K-4.76%353.25M
MAWER INVESTMENT MANAGEMENT LTD.2.42M-259.62K-9.69%352.82M
WGI DM, LLC2.38M-82.47K-3.34%347.63M
AMUNDI2.07M-16.73K-0.80%301.99M
NINETY ONE UK LTD2.03M-778.31K-27.69%296.23M
MORGAN STANLEY2.02M179.58K+9.76%294.47M
LORD, ABBETT & CO. LLC1.76M-9.85K-0.56%255.93M
AMERIPRISE FINANCIAL INC1.63M-31.50K-1.90%237.96M
GEODE CAPITAL MANAGEMENT, LLC1.61M43.65K+2.79%232.46M
HIGH GROUND INVESTMENT MANAGEMENT LLP1.59M381.56K+31.49%232.25M
BANK OF AMERICA CORP /DE/1.59M46.65K+3.02%231.96M
AUSTRALIANSUPER PTY LTD1.53M83.46K+5.76%223.41M

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AerCap (AER) Stock Insights

AER$159.16+3.69 +2.37%

$25.02B

Market Cap

7.59

P/E

8.35

Forward P/E

45

Score

Price History