AerCap Holdings N.V.
No SEC Form 4 filings for $AER in the last 30 days.
See all $AER insider activity →AerCap Holdings NV reports Q3 earnings Wednesday, with analysts expecting $4.44 EPS on $2.12B revenue, down sequentially but up 12.2% year-over-year. The company completed 204 transactions, including 85 aircraft sales, and repurchased $783M in shares. Analysts anticipate asset sales and full-year guidance will be key focus areas, with a mean price target of $179.80, suggesting 21.6% upside.
AerCap, the world's largest aircraft lessor, is selling Boeing 767 freighters as cargo demand softens and shifting focus to newer, more efficient aircraft. The company sold nine 767 freighters in Q3, generating $1.4 billion in asset sales at a 20% margin. AerCap is investing in narrowbody and widebody programs like the Airbus A321P2F and Boeing 777-300ERSF. Global air cargo demand rose 4.4% YoY in August, but manufacturing constraints and fuel price increases pose risks.
U.S. analyst updates on October 12th, 2026, show a cautious outlook with more price-target reductions than increases. Financials, insurance, and real estate saw conservative valuations, while tech sentiment was mixed. Energy received stronger support, and healthcare saw positive coverage.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning AER (AerCap Holdings N.V.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent AER coverage spans financial news, earnings and corporate actions.
Earnings preview suggests potential downside if results miss forecasts, but buyback may provide support.
The asset sales and buyback provide immediate cash and EPS accretion, likely supporting the stock price in the short term.
Target increase with Buy reiteration is modestly bullish for AerCap.
Analyst upgrade and higher price target may lift the stock.
The announcement itself does not change fundamentals; investors may position ahead of the earnings release.
AlphAI scores every news story that mentions AER with an AI model for sentiment and relevance, and aggregates insider trades from AerCap Holdings N.V.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
AerCap Holdings NV reports Q3 earnings Wednesday, with analysts expecting $4.44 EPS on $2.12B revenue, down sequentially but up 12.2% year-over-year. The company completed 204 transactions, including 85 aircraft sales, and repurchased $783M in shares. Analysts anticipate asset sales and full-year guidance will be key focus areas, with a mean price target of $179.80, suggesting 21.6% upside.
2 min readAerCap, the world's largest aircraft lessor, is selling Boeing 767 freighters as cargo demand softens and shifting focus to newer, more efficient aircraft. The company sold nine 767 freighters in Q3, generating $1.4 billion in asset sales at a 20% margin. AerCap is investing in narrowbody and widebody programs like the Airbus A321P2F and Boeing 777-300ERSF. Global air cargo demand rose 4.4% YoY in August, but manufacturing constraints and fuel price increases pose risks.
2 min readU.S. analyst updates on October 12th, 2026, show a cautious outlook with more price-target reductions than increases. Financials, insurance, and real estate saw conservative valuations, while tech sentiment was mixed. Energy received stronger support, and healthcare saw positive coverage.
6 min readTD Cowen kept a Buy rating on AerCap Holdings with a $185 price target, suggesting 27.8% upside. The company reported strong aircraft sales and a diverse customer base, boosting its market position.
1 min readAerCap Holdings N.V. (NYSE: AER) announced it will release its third quarter 2026 financial results on October 28, 2026, and host a conference call at 8:30 a.m. Eastern Time. The earnings press release and presentation slides will be available on the company's website. AerCap is a global leader in aviation leasing, serving 300 customers worldwide.
1 min readAerCap Holdings N.V. (AER) reported Q3 2026 transactions: 85 leases, 34 purchases, 85 sales, $900M in financing, $783M in share buybacks, and a $0.40/share dividend. The company is a global leader in aviation leasing, serving 300 customers worldwide.
2 min readAerCap Holdings (AER) agreed to lease 10 Airbus A321neo jets to Frontier Airlines, replacing older A320neo leases. The deal increases AerCap's exposure to larger, next-generation aircraft. The company has a market cap of $21.8 billion and focuses on aircraft leasing and management. Analysts note potential risks, including earnings declines and interest coverage pressures.
2 min readAerCap Holdings (NYSE:AER) delivered its 100th Boeing 787, including the 25th for Aeroméxico. The company has the largest 787 order book, with 140 aircraft owned or on order, and a total portfolio of 3,567 assets. AerCap's Q2 results showed strong demand and constrained supply, with 488 asset transactions in H1 2026. However, risks include concentration in Boeing 787, capital commitments, and macroeconomic headwinds. Analysts are bullish, with an average target price of $177.89 and 22.5% upside
2 min readAerCap (AER) was upgraded to a Zacks Rank #1 (Strong Buy) due to upward earnings estimate revisions. Analysts expect $18.95 EPS for 2026, with estimates rising 10% over the past three months. The upgrade reflects optimism about the company's earnings outlook, potentially driving stock price increases.
2 min readBaron Financials ETF added AerCap Holdings N.V. (AER) as a new holding, citing its position as the world's largest aircraft leasing company. AER closed at $147.97 on August 27, 2026, with a 52-week range of $118.93 to $158.81. The ETF highlights AER's steady growth, skilled management, and cheap valuation, benefiting from global air travel growth and aircraft shortages.
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