AER AerCap Holdings N.V. Ordinary Shares

NYSE · Trading Companies & Distributors
$149.67
Price · Aug 19, 2026
52W Range
$114–$159
79% of range
Analyst Rating
BUY
15 analysts
Price Target
$179
+20% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

AER Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$149.66
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$114 – $159

AER Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
AER
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
AER
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
AER
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
AER
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
AER
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
AER
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
Aug. 12, 2026$0.4000
May 13, 2026$0.4000
Feb. 25, 2026$0.4000
Aug. 13, 2025$0.2700
May 14, 2025$0.2700
March 12, 2025$0.2700
Nov. 13, 2024$0.2500
Aug. 14, 2024$0.2500
May 21, 2024$0.2500

AER Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 15 analysts
  • Strong Buy 3 20.0%
  • Buy 10 66.7%
  • Hold 2 13.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

10 analysts · 2026-08-17
Median target $180.00 +20.3%
Mean target $179.30 +19.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.97%
Period EPS Actual EPS Est Surprise
June 30, 2026 $5.14 $4.14 1.00%
March 31, 2026 $5.39 $3.77 1.6%
Dec. 31, 2025 $3.79 $3.44 0.35%
Sept. 30, 2025 $4.97 $3.11 1.9%
June 30, 2025 $2.83 $2.75 0.08%
March 31, 2025 $3.68 $2.77 0.91%

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 743 filers · $11.7B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
96 (-18 vs prior Q) 55 (-5 vs prior Q) 257 (+20 vs prior Q) 230 (+3 vs prior Q) -6.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
STATE STREET CORP $780,153,093 5,351,498 6.66% Shares
TWO SIGMA INVESTMENTS, LP $494,921,496 3,394,989 4.23% Shares
DONALD SMITH & CO., INC. $424,584,833 2,912,504 3.63% Shares
59 North Capital Management, LP $407,372,880 2,794,436 3.48% Shares
ARGA Investment Management, LP $367,494,470 2,520,884 3.14% Shares
LYRICAL ASSET MANAGEMENT LP $362,078,014 2,483,729 3.09% Shares
NORGES BANK $353,664,758 2,426,017 3.02% Shares
LONDON CO OF VIRGINIA $353,253,340 2,423,092 3.02% Shares
Mawer Investment Management Ltd. $352,822,296 2,420,238 3.01% Shares
WGI DM, LLC $347,633,840 2,384,647 2.97% Shares
Ninety One UK Ltd $296,227,725 2,032,019 2.53% Shares
TWO SIGMA ADVISERS, LP $259,084,272 1,802,200 2.21% Shares
High Ground Investment Management LLP $232,246,491 1,593,130 1.98% Shares
AustralianSuper Pty Ltd $223,408,287 1,532,503 1.91% Shares
GEODE CAPITAL MANAGEMENT, LLC $192,723,411 1,336,941 1.65% Shares
L1 Capital International Pty Ltd $189,721,882 1,301,426 1.62% Shares
MBB PUBLIC MARKETS I LLC $178,469,999 1,224,242 1.52% Shares
NEUBERGER BERMAN GROUP LLC $158,986,184 1,089,530 1.36% Shares
Qube Research & Technologies Ltd $134,562,812 923,054 1.15% Shares
Empyrean Capital Partners, LP $131,202,000 900,000 1.12% Shares
Sculptor Capital LP $125,735,250 862,500 1.07% Shares
Brandywine Global Investment Management, LLC $125,546,902 873,309 1.07% Shares
Dorsey Asset Management, LLC $111,788,186 766,828 0.95% Shares
Rockefeller Capital Management L.P. $108,898,391 747,005 0.93% Shares
COOKE & BIELER LP $103,056,401 706,931 0.88% Shares
AXIOM INVESTORS LLC /DE $100,066,745 686,423 0.85% Shares
Avantyr Capital Partners, LP $99,999,832 685,964 0.85% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $98,145,219 673,242 0.84% Shares
EAGLE CAPITAL MANAGEMENT LLC $94,082,008 645,370 0.80% Shares
WELLINGTON MANAGEMENT GROUP LLP $90,209,684 618,807 0.77% Shares
ENVESTNET ASSET MANAGEMENT INC $87,863,255 602,711 0.75% Shares
BlackRock, Inc. $84,260,111 577,995 0.72% Shares
Swiss National Bank $79,756,238 547,100 0.68% Shares
Vinva Investment Management Ltd $79,423,418 537,641 0.68% Shares
FRANKLIN RESOURCES INC $76,669,638 525,927 0.65% Shares
FMR LLC $73,485,691 504,086 0.63% Shares
Caisse de depot et placement du Quebec $71,429,139 489,979 0.61% Shares
CANADA PENSION PLAN INVESTMENT BOARD $68,109,874 467,210 0.58% Shares
Alyeska Investment Group, L.P. $67,359,981 462,066 0.58% Shares
VR Advisory Services Ltd $65,133,484 446,793 0.56% Shares
BARCLAYS PLC $63,208,896 433,591 0.54% Shares
JONES FINANCIAL COMPANIES LLLP $62,369,803 419,124 0.53% Shares
TODD ASSET MANAGEMENT LLC $62,195,725 426,641 0.53% Shares
BNP PARIBAS FINANCIAL MARKETS $59,189,741 406,021 0.51% Shares
REDWOOD CAPITAL MANAGEMENT, LLC $58,933,897 404,266 0.50% Shares
140 Summer Partners LP $58,210,683 399,305 0.50% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $57,986,040 397,764 0.50% Shares
Luxor Capital Group, LP $56,316,272 386,310 0.48% Shares
National Pension Service $54,110,037 371,176 0.46% Shares
California Public Employees Retirement System $52,298,575 358,750 0.45% Shares
Sumitomo Mitsui Trust Group, Inc. $49,146,083 337,125 0.42% Shares
BRUNI J V & CO /CO $48,627,835 333,570 0.42% Shares
Assenagon Asset Management S.A. $47,427,628 325,337 0.41% Shares
AMERICAN CENTURY COMPANIES INC $45,391,810 311,372 0.39% Shares
Zurich Insurance Group Ltd/FI $44,311,289 303,960 0.38% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $43,093,880 295,609 0.37% Shares
STOREBRAND ASSET MANAGEMENT AS $42,845,179 293,903 0.37% Shares
MILLENNIUM MANAGEMENT LLC $42,431,601 291,066 0.36% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $40,526,840 278,000 0.35% Call option
Cander Asset Management LP $40,451,326 277,482 0.35% Shares
MACKENZIE FINANCIAL CORP $39,202,137 268,913 0.33% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $38,315,503 262,831 0.33% Shares
Ion Asset Management Ltd. $36,300,000 300,000 0.31% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $35,101,389 237,911 0.30% Shares
VANGUARD ASSET MANAGEMENT, Ltd $33,412,922 229,201 0.29% Shares
GOLDMAN SACHS GROUP INC $32,928,349 225,877 0.28% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $32,905,171 225,718 0.28% Shares
Mitsubishi UFJ Trust & Banking Corp $31,884,127 218,714 0.27% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $30,953,981 225,645 0.26% Shares
TOCQUEVILLE ASSET MANAGEMENT L.P. $30,757,393 210,985 0.26% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $30,621,594 223,222 0.26% Shares
HARRIS ASSOCIATES L P $30,322,240 208,000 0.26% Shares
Aristotle Capital Boston, LLC $30,091,525 206,417 0.26% Shares
Arbejdsmarkedets Tillaegspension $29,928,634 205,300 0.26% Shares
VICTORY CAPITAL MANAGEMENT INC $29,181,220 200,173 0.25% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $28,396,924 194,793 0.24% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $27,052,686 185,572 0.23% Shares
Bruce & Co., Inc. $26,969,300 185,000 0.23% Shares
Meridian Wealth Management, LLC $26,761,418 183,574 0.23% Shares
AVIVA PLC $26,570,009 182,261 0.23% Shares
INTECH INVESTMENT MANAGEMENT LLC $26,216,929 179,839 0.22% Shares
LAZARD ASSET MANAGEMENT LLC $24,963,805 171,243 0.21% Shares
JANE STREET GROUP, LLC $24,397,887 167,361 0.21% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $23,282,961 159,713 0.20% Shares
Pictet Asset Management Holding SA $23,182,196 159,020 0.20% Shares
CITADEL ADVISORS LLC $22,935,422 157,329 0.20% Shares
Allianz Asset Management GmbH $22,870,112 156,881 0.20% Shares
Focus Partners Wealth $22,721,068 155,858 0.19% Shares
KLP KAPITALFORVALTNING AS $22,581,322 154,900 0.19% Shares
VANGUARD GROUP INC $22,505,628 156,550 0.19% Shares
O'Keefe Stevens Advisory, Inc. $22,406,672 153,702 0.19% Shares
Townsend & Associates, Inc $21,930,731 147,851 0.19% Shares
SEB Asset Management AB $21,597,837 148,153 0.18% Shares
TUDOR INVESTMENT CORP ET AL $21,444,238 147,100 0.18% Shares
CITADEL ADVISORS LLC $20,554,980 141,000 0.18% Call option
Charter Oak Advisors LP $20,112,975 137,968 0.17% Shares
VANGUARD CAPITAL MANAGEMENT LLC $20,080,903 137,748 0.17% Shares
Robeco Institutional Asset Management B.V. $19,589,331 134,376 0.17% Shares
Saudi Central Bank $19,521,400 133,910 0.17% Shares
Korea Investment CORP $19,093,973 130,978 0.16% Shares

Company insiders 34 insiders · 14 officers · 19 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Aengus Kelly Chief Executive Officer May 6, 2026 S 56,725 0 8 $-7,441,459
Klaus W Heinemann Chief Executive officer Dec. 9, 2010 J 894,926 0 0 $0
Soeren Eric Ferre CEO - AerCap Group Svcs Dec. 11, 2008 A 173,366 0 0 $0
Peter Juhas Chief Financial Officer May 12, 2026 S 183,574 0 4 $-10,998,763
Keith A Helming Chief Financial Officer March 27, 2017 J 884,248 0 0 $0
Philip Gene Scruggs President & Chief Comm. Off. Dec. 11, 2017 J 667,317 0 0 $0
Wouter Marinus Den Dikken Chief Operating Officer May 30, 2017 S 205,808 0 0 $0
Cormac Stuart Chief Accounting Officer June 15, 2026 S 0 0 1 $-1,667,537
Vincent Drouillard General Counsel May 7, 2026 S 91,323 0 1 $-675,600
Paul Rofe Group Treasurer May 8, 2013 A 269,632 0 0 $0
Joseph Venuto Chief Technical Officer March 14, 2013 J 0 0 0 $0
Kenneth Wigmore Chief Marketing Officer March 14, 2013 J — 0 0 $0
Edward O'Byrne Chief Investment Officer March 14, 2013 J — 0 0 $0
Patricius Petrus Johannus Den Elzen Chief Trading Officer Nov. 14, 2008 P 159,581 0 0 $0
Robert G Warden Director May 8, 2026 G 240 0 0 $0
Julian Bradford Branch Director April 15, 2026 M 36,906 0 0 $0
Stacey Cartwright Director April 15, 2026 M 4,783 0 0 $0
Michael George Walsh Director Dec. 31, 2017 J 500 0 0 $0
Salem Rashed Abdulla Ali Al Noaimi Director Dec. 31, 2017 J 3,335 0 0 $0
Michael Gradon Director Dec. 31, 2017 J 3,380 0 0 $0
Marius Jonkhart Director Dec. 31, 2017 J 16,605 0 0 $0
Pieter Korteweg Director Dec. 31, 2017 J 25,557 0 0 $0
James N Chapman Director Dec. 31, 2017 J 11,261 0 0 $0
James A Lawrence Director Dec. 31, 2017 J 100,000 0 0 $0
Paul T Dacier Director Dec. 31, 2017 J 14,597 0 0 $0
Walter Field Mclallen Director Dec. 31, 2016 J — 0 0 $0
Robert H Benmosche Director Dec. 31, 2014 J — 0 0 $0
Gerald Porter Strong Director Dec. 31, 2012 J — 0 0 $0
Ronald J. Bolger Director Dec. 31, 2010 J — 0 0 $0
David J. Teitelbaum Director Dec. 31, 2010 J — 0 0 $0
Niall Greene Director Dec. 31, 2010 J — 0 0 $0
Brett W Ingersoll Director Dec. 31, 2010 J — 0 0 $0
Rita Forst — Aug. 6, 2026 S 7,333 0 2 $-622,560
Cole T Reese — Dec. 11, 2008 A 219,227 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 6 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
General Electric Company, GE Capital Global Holdings, LLC, GE Capital US Holdings, Inc. ×4 filings Nov. 16, 2023 — Initial filing — SEC
Waha AC Coöperatief U.A., Waha Capital PJSC, Avia Holding Limited ×27 filings Dec. 5, 2019 — Initial filing — SEC
American International Group, Inc. ×3 filings Aug. 26, 2015 — Initial filing — SEC
Stephen Feinberg ×6 filings March 25, 2013 — Initial filing — SEC
Undisclosed reporting person Aug. 14, 2007 — Initial filing — SEC
Undisclosed reporting person Nov. 30, 2006 — Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 61 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
EWN · iShares, Inc. 2.64% 121,699 SH Aug. 8, 2026 Daily
BSCQ · Invesco Exchange-Traded Self-Indexe… 1.87% 66,436,000 Aug. 8, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 1.38% 50,093,000 Aug. 8, 2026 Daily
ESIM · Strategy Shares 1.32% 1,533 NS April 30, 2026 N-PORT
CZA · Invesco Exchange-Traded Fund Trust 1.19% 15,120 SH Aug. 8, 2026 Daily
GSY · Invesco Actively Managed Exchange-T… 1.03% 40,000,000 Aug. 8, 2026 Daily
GURU · Global X Funds 1.01% 4,126 NS April 30, 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0.91% 41,215,000 Aug. 8, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.90% 104,826 SH Aug. 8, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.71% 20,661,000 Aug. 8, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS 0.61% 50,308,000 PA Aug. 8, 2026 Daily
LRGF · iShares Trust 0.54% 128,306 SH Aug. 8, 2026 Daily
IVLU · iShares Trust 0.52% 152,000 SH Aug. 8, 2026 Daily
VRP · Invesco Exchange-Traded Fund Trust … 0.45% 13,145,000 Aug. 8, 2026 Daily
BSCU · Invesco Exchange-Traded Self-Indexe… 0.40% 10,517,000 Aug. 8, 2026 Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.40% 21,526 NS May 31, 2026 N-PORT
TOUS · T. Rowe Price Exchange-Traded Funds… 0.38% 37,828 NS April 30, 2026 N-PORT
VCEB · VANGUARD WORLD FUND 0.37% 4,700,000 PA Aug. 8, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS 0.35% 179,454,000 PA Aug. 8, 2026 Daily
EZU · iShares, Inc. 0.32% 199,687 SH Aug. 8, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS 0.26% 191,804,000 PA Aug. 8, 2026 Daily
GTOS · Invesco Actively Managed Exchange-T… 0.25% 304,000 Aug. 8, 2026 Daily
DMXF · iShares Trust 0.23% 13,967 SH Aug. 8, 2026 Daily
EFV · iShares Trust 0.22% 426,850 SH Aug. 8, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS 0.22% 3,985,000 PA Aug. 8, 2026 Daily
AVDE · AMERICAN CENTURY ETF TRUST 0.21% 256,008 NS May 31, 2026 N-PORT
GLOF · iShares Trust 0.20% 2,886 SH Aug. 8, 2026 Daily
AVSD · AMERICAN CENTURY ETF TRUST 0.19% 6,335 NS May 31, 2026 N-PORT
IMTM · iShares Trust 0.17% 46,074 SH Aug. 8, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.16% 210,000 Aug. 8, 2026 Daily
AVIV · AMERICAN CENTURY ETF TRUST 0.16% 20,644 NS May 31, 2026 N-PORT
IEUR · iShares Trust 0.16% 93,337 SH Aug. 8, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS 0.15% 11,694,000 PA Aug. 8, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS 0.15% 3,017,000 PA Aug. 8, 2026 Daily
TIER · T. Rowe Price Exchange-Traded Funds… 0.14% 272 NS April 30, 2026 N-PORT
CRBN · iShares Trust 0.14% 10,328 SH Aug. 8, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS 0.12% 72,975,000 PA Aug. 8, 2026 Daily
EFA · iShares Trust 0.11% 578,614 SH Aug. 8, 2026 Daily
ESUM · Strategy Shares 0.11% 1,151 NS April 30, 2026 N-PORT
BSV · VANGUARD BOND INDEX FUNDS 0.10% 64,985,000 PA Aug. 8, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS 0.10% 955,000 PA Aug. 8, 2026 Daily
IEFA · iShares Trust 0.10% 1,223,652 SH Aug. 8, 2026 Daily
IDEV · iShares Trust 0.09% 185,290 SH Aug. 8, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS 0.07% 170,000 PA Aug. 8, 2026 Daily
ACWX · iShares Trust 0.07% 52,046 SH Aug. 8, 2026 Daily
IXUS · iShares Trust 0.06% 225,891 SH Aug. 8, 2026 Daily
NEAR · iShares U.S. ETF Trust 0.05% 2,670,000 SH Aug. 8, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS 0.05% 267,662,000 PA Aug. 8, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS 0.05% 5,639,000 PA Aug. 8, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.05% 1,504,000 Aug. 8, 2026 Daily