Is AerCap Holdings N.V. (AER) A Good Stock To Buy Now?
Is AER a good stock to buy? We came across a bullish thesis on AerCap Holdings N.V. on Bristlemoon Capital’s Substack. In this article, we will summarize the bulls’ thesis on AER.
Aercap Holdings N.v. (AER)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eagle Capital Management Boykin Curry | 7,315,306 | $1,003,513,665 | -29% | 3.36% |
| 2. | Harris Associates Natixis Global Asset Management | 5,901,622 | $809,584,536 | +2% | 1.08% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 3,535,599 | $485,013,471 | +97% | 0.39% |
| 4. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 3,150,675 | $432,209,597 | +3% | 7.78% |
| 5. | 59 North Capital Michael Bilger | 3,123,399 | $428,467,875 | -6% | 12.78% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $48.58 | 500 | $24,290.00 | 500 | 2017-08-24 | Filing | |
| $49.69 | 46,720 | $2,321,516.80 | 100,000 | 2017-08-09 | Filing | |
| $49.91 | 53,280 | $2,659,204.80 | 53,280 | 2017-08-07 | Filing | |
| $35.25 | 1,500 | $52,875.00 | 14,536 | 2016-02-26 | Filing | |
| $34.00 | 3,500 | $119,000.00 | 13,036 | 2016-02-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $146.51 | 164 | $24,027.64 | 183,574 | 2026-05-12 | Filing | |
| $145.85 | 8,194 | $1,195,094.90 | 183,738 | 2026-05-12 | Filing | |
| $145.02 | 43,800 | $6,351,876.00 | 191,932 | 2026-05-12 | Filing | |
| $143.77 | 23,842 | $3,427,764.34 | 235,732 | 2026-05-12 | Filing | |
| $150.35 | 3,071 | $461,724.85 | 56,725 | 2026-05-06 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,938,190 | $1,774,860,898 | 0.03% | |
| 2. | 5,093,957 | $698,798,628 | 0.02% | |
| 3. | 3,789,356 | $519,823,856 | 0.13% | |
| 4. | 3,071,135 | $405,328,504 | 0.03% | |
| 5. | 2,810,328 | $385,520,782 | 0.89% |
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AerCap Holdings N.V. (NYSE:AER) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to AerCap Holdings N.V. Q1 2026 Financial Results Call.
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L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
AerCap Holdings N.V. (AER) Target Lifted to $160 at Morgan Stanley
On March 2, Morgan Stanley raised the firm’s price target on AerCap Holdings N.V. (NYSE:AER) to $160 from $150 while maintaining an Equal Weight rating on the shares.
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Solid Results Lifted AerCap Holdings (AER) in Q4
The London Company, an investment management company, released its fourth-quarter 2025 investor letter for its “The London Company Mid Cap Strategy”. A copy of the letter can be downloaded here.
Deutsche Bank Raises its Price Target on AerCap Holdings N.V. (AER) to $175 and Maintains a Buy Rating
On February 10, 2026, Deutsche Bank raised its price target on AerCap Holdings N.V.
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