AerCap Holdings N.V. (AER) Stock Price & Analysis
AerCap Holdings N.V. (AER) closed at USD 147.68 on Thursday, October 22, 2026, down 0.13% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 147.87; the Oct 22, 2026 session ranged USD 144.28–148.15 on volume of 1,876,814 shares. Market capitalization is $23.21B, with a 52-week range of USD 119.91–158.81 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.
Also available as compact Markdown for AI agents: nexqual.com/AER.md
Key facts (AER)
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $21.1M; 5 not under a Rule 10b5-1 plan ($21.1M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.90 on a 1–5 scale) (10 analysts), mean target USD 179.8 (range 165–190).
- Total return with dividends: 1Y +23.4% vs S&P 500 +14.9%; 5Y +134.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 4.52, revenue estimate $2.15B.
Insider sales (SEC Form 4, open-market, last ~7 months) (AER)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-06 | Forst Rita | Director | 2,000 | $311K | 21.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-15 | Stuart Cormac | Chief Accounting Officer | 11,644 | $1.7M | 46% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-12 | Juhas Peter | Chief Financial Officer | 76,000 | $11.0M | 16.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-07 | Drouillard Vincent | General Counsel | 4,504 | $676K | 2.2% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-06 | Kelly Aengus | Chief Executive Officer | 50,000 | $7.4M | 0.7% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (AER)
Consensus Buy (mean 1.90 on a 1–5 scale), 10 analysts; mean target USD 179.8 (low 165, high 190).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | TD Cowen | Target raised | Buy | $180 → $185 |
| 2026-07-30 | Citigroup | Target raised | Buy | $173 → $178 |
| 2026-07-30 | Morgan Stanley | Target raised | Equal-Weight | $155 → $165 |
| 2026-07-30 | Truist Securities | Target raised | Buy | $175 → $180 |
| 2026-07-20 | Citigroup | Initiated | Buy | $173 |
| 2026-07-16 | TD Cowen | Target raised | Buy | $175 → $180 |
| 2026-07-08 | Truist Securities | Target raised | Buy | $161 → $175 |
| 2026-07-07 | Barclays | Target raised | Overweight | $164 → $179 |
| 2026-07-07 | Susquehanna | Target raised | Positive | $170 → $176 |
Total return (dividends reinvested) (AER)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +23.4% | +134.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +23.5% | +18.5% |
| Volatility (annualized) | 26.8% | 30.8% |
| Max drawdown | -14.8% (Feb 2026→Mar 2026) | -42.5% (Jan 2022→Jul 2022) |
AER suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Amazon (AMZN) | “AerCap Cargo's largest customers are Kalitta Air and Amazon.” |
| Customer | GE Aerospace (GE) | “We have longstanding relationships and contractual commitments with approximately 150 customers, including the two largest manufacturers of commercial aviation engines, GE Aerospace and CFMI, to which we provide spare engines services for their airline customers.” |
| Customer | Saudi Aramco | “Milestone's largest customers are CHC Helicopter, Bristow Helicopters, Saudi Aramco, and Omni Helicopters International.” |
| Partner | Airbus | “Additionally, new manufacturers may develop a narrowbody aircraft that competes with established aircraft types from Airbus, Boeing and Embraer, putting downward price pressure on, and decreasing the marketability of, aircraft from these manufacturers.” |
| Partner | AerCap Ireland | “Also, to perform some of our cash management services and insurance services from Ireland under our management arrangements with our joint ventures and securitization entities, we are required to have a license from the Irish regulatory authorities, which we have obtained.” |
| Competitor | Boeing (BA) | “Additionally, new manufacturers may develop a narrowbody aircraft that competes with established aircraft types from Airbus, Boeing and Embraer, putting downward price pressure on, and decreasing the marketability of, aircraft from these manufacturers.” |
Quoted from the company's 20-F filed Feb 12, 2026.
AER analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $4.52 | $3.95 | +14.5% | $2.15B | 9 |
| Next quarter (ends Dec 2026) | $4.07 | $3.84 | +5.9% | $2.06B | 9 |
| Current fiscal year (ends Dec 2026) | $19.00 | $17.31 | +9.8% | $8.63B | 10 |
| Next fiscal year (ends Dec 2027) | $18.22 | $17.11 | +6.5% | $8.41B | 9 |
Key Statistics (as of October 23, 2026 at 10:01 UTC)
| Price | USD 147.68 |
|---|---|
| Change | ▼ 0.13% (down) |
| Previous Close | USD 147.87 |
| Open | USD 145.7 |
| Day Range | USD 144.28 – 148.15 |
| 52-Week Range | USD 119.91 – 158.81 |
| Volume | 1,876,814 shares |
| Market Cap | $23.21B |
| Exchange | NYQ |
Technical Analysis (AER)
Nexqual's technical model rates AER "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 56.19 (neutral) |
| vs SMA50 | Above (USD 145.28) |
| MACD | 0.43 (positive) |
Analyst Ratings (AER)
Wall Street analysts rate AER "Buy" based on 10 analysts, with a mean price target of USD 179.8 (range USD 165–190), per Nexqual as of October 23, 2026 at 10:01 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 179.8 |
| High Target | USD 190 |
| Low Target | USD 165 |
| Buy / Hold / Sell | 9 / 1 / 0 |
Earnings (AER)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 4.52 |
| Revenue Estimate | $2.15B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 5.14 vs est 4.14 ▲ beat |
| 2026-03-31 | USD 5.39 vs est 3.71 ▲ beat |
| 2025-12-31 | USD 3.95 vs est 3.4 ▲ beat |
| 2025-09-30 | USD 4.97 vs est 3.08 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financials & Fundamentals (AER)
| Total Revenue | $8.96B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +14.90% |
| Gross Margin | +62.82% |
| Operating Margin | +57.50% |
| Profit Margin | +37.85% |
| ROE | +18.66% |
| Debt / Equity | 2.33 |
| Current Ratio | 1.3 |
| Total Cash | $1.72B |
| Total Debt | $42.83B |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Ownership (AER)
| Insider Ownership | +4.37% |
|---|---|
| Institutional Ownership | +94.72% |
| Shares Outstanding | 157.18M |
| Float | 146.68M |
| Short % of Float | +2.58% |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings, Inc. | USD 78.87 | ▲ 0.47% |
| UHAL | U-Haul Holding Company | USD 56.8 | ▲ 1.87% |
| R | Ryder System, Inc. | USD 265.53 | ▲ 10.49% |
| URI | United Rentals, Inc. | USD 1,111.02 | ▲ 3.93% |
| GATX | GATX Corporation | USD 167.5 | ▲ 1.95% |
| HRI | Herc Holdings Inc. | USD 133.55 | ▲ 1.38% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt