Institutional Investors Lead Shift in Aercap Holdings NV (NYSE:AER) Sentiment

AerCap Holdings N.V. (NYSE:AER) Logo

Sentiment for Aercap Holdings NV (NYSE:AER)

Aercap Holdings NV (NYSE:AER) institutional sentiment increased to 1.36 in 2018 Q2. Its up 0.24, from 1.12 in 2018Q1. The ratio improved, as 144 hedge funds increased or started new equity positions, while 106 reduced and sold their stock positions in Aercap Holdings NV. The hedge funds in our partner’s database now own: 124.41 million shares, down from 127.53 million shares in 2018Q1. Also, the number of hedge funds holding Aercap Holdings NV in their top 10 equity positions was flat from 13 to 13 for the same number . Sold All: 22 Reduced: 84 Increased: 113 New Position: 31.

AerCap Holdings N.V., an independent aircraft leasing company, engages in the lease, financing, sale, and management of commercial aircraft and engines in China, the United States, Ireland, and internationally. The company has market cap of $7.35 billion. The firm provides aircraft asset management services, including remarketing aircraft; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; and conducting ongoing lessee financial performance reviews. It has a 7.28 P/E ratio. The Company’s aircraft asset management services also comprise periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructurings negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research services.

The stock decreased 2.94% or $1.51 during the last trading session, reaching $49.99. About 1.05M shares traded. AerCap Holdings N.V. (NYSE:AER) has risen 14.36% since December 6, 2017 and is uptrending. It has underperformed by 1.26% the S&P500.

Analysts await AerCap Holdings N.V. (NYSE:AER) to report earnings on February, 13. They expect $1.69 earnings per share, up 1.20 % or $0.02 from last year’s $1.67 per share. AER’s profit will be $248.34 million for 7.39 P/E if the $1.69 EPS becomes a reality. After $1.79 actual earnings per share reported by AerCap Holdings N.V. for the previous quarter, Wall Street now forecasts -5.59 % negative EPS growth.

Donald Smith & Co. Inc. holds 11.59% of its portfolio in AerCap Holdings N.V. for 7.40 million shares. Greenlight Capital Inc owns 4.06 million shares or 7.01% of their US portfolio. Moreover, Centaur Capital Partners L.P. has 6.64% invested in the company for 77,000 shares. The Colorado-based Cambiar Investors Llc has invested 5.88% in the stock. Raffles Associates Lp, a New York-based fund reported 117,723 shares.

AerCap Holdings N.V. (NYSE:AER) Ratings Coverage

Ratings analysis reveals 33% of AerCap Holdings’s analysts are positive. Out of 3 Wall Street analysts rating AerCap Holdings, 1 give it “Buy”, 1 “Sell” rating, while 1 recommend “Hold”. The lowest target is $49 while the high is $69. The stock’s average target of $59 is 18.02% above today’s ($49.99) share price. AER was included in 4 notes of analysts from July 31, 2018. The stock of AerCap Holdings N.V. (NYSE:AER) earned “Overweight” rating by Barclays Capital on Tuesday, July 31. The firm has “Equal-Weight” rating by Stephens given on Tuesday, July 31. Morgan Stanley maintained AerCap Holdings N.V. (NYSE:AER) rating on Wednesday, November 14. Morgan Stanley has “Underweight” rating and $49 target. On Monday, August 6 the stock rating was maintained by Morgan Stanley with “Underweight”.

More important recent AerCap Holdings N.V. (NYSE:AER) news were published by: Streetinsider.com which released: “Einhorn’s Greenlight Capital Enters Michael Kors (KORS), Seadrill (SDRL); Cuts GM (GM), Liquidates Apple (AAPL) – StreetInsider.com” on November 14, 2018, also Gurufocus.com published article titled: “David Einhorn’s Greenlight Re Slides Again in November – GuruFocus.com”, Gurufocus.com published: “Risk-Reward With 2 Aircraft Leasing Companies – GuruFocus.com” on November 13, 2018. More interesting news about AerCap Holdings N.V. (NYSE:AER) was released by: Seekingalpha.com and their article: “Steady AerCap Continues To Offer Value – Seeking Alpha” with publication date: September 20, 2018.

AerCap Holdings N.V. (NYSE:AER) Ratings Chart

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