AERCAP HOLDINGS ($AER) posted quarterly earnings results for Q4 2025 on Friday, February 6th. The company reported earnings of $3.95 per share, beating estimates of $3.44 by $0.51. The company also reported revenue of $2,244,310,000, beating estimates of $2,120,070,800 by $124,239,200.
You can see Quiver Quantitative's $AER stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
AERCAP HOLDINGS Hedge Fund Activity
We have seen 274 institutional investors add shares of AERCAP HOLDINGS stock to their portfolio, and 315 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIZUHO MARKETS CAYMAN LP added 3,502,812 shares (+45615.5%) to their portfolio in Q3 2025, for an estimated $423,840,252
- JBF CAPITAL, INC. added 2,398,500 shares (+11155.8%) to their portfolio in Q3 2025, for an estimated $290,218,500
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,367,657 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $286,486,497
- WELLINGTON MANAGEMENT GROUP LLP removed 2,005,639 shares (-42.6%) from their portfolio in Q3 2025, for an estimated $242,682,319
- BLACKROCK, INC. added 1,615,704 shares (+14.8%) to their portfolio in Q3 2025, for an estimated $195,500,184
- PERPETUAL LTD removed 1,295,143 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $186,189,757
- EAGLE CAPITAL MANAGEMENT LLC removed 1,174,947 shares (-9.2%) from their portfolio in Q3 2025, for an estimated $142,168,587
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AERCAP HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $AER in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/06/2026
- B of A Securities issued a "Buy" rating on 11/04/2025
- TD Cowen issued a "Buy" rating on 10/30/2025
To track analyst ratings and price targets for AERCAP HOLDINGS, check out Quiver Quantitative's $AER forecast page.
AERCAP HOLDINGS Price Targets
Multiple analysts have issued price targets for $AER recently. We have seen 6 analysts offer price targets for $AER in the last 6 months, with a median target of $153.5.
Here are some recent targets:
- Terry Ma from Barclays set a target price of $162.0 on 01/06/2026
- Arren Cyganovich from Truist Securities set a target price of $159.0 on 12/09/2025
- Christopher Stathoulopoulos from Susquehanna set a target price of $157.0 on 11/11/2025
- Kristine Liwag from Morgan Stanley set a target price of $150.0 on 11/11/2025
- Ronald Epstein from B of A Securities set a target price of $150.0 on 11/04/2025
- Moshe Orenbuch from TD Cowen set a target price of $150.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
