AER
AerCap Holdings N.V.
$135.71
-0.90%
$24.3B
No data for this timeframe.
Vol
Market Cap$24.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Insider Activity0B / 3S
Insider Net $-$4.5M
SEC Reports4
Congressional6 trades
Exchange NYSE·Sector Services-Equipment Rental & Leasing, NEC·Inc. P7·CIK 0001378789·Prev Close $136.94
Recent Activity
May 18, 2026
SEC
Two AerCap insiders—CEO Aengus Kelly and General Counsel Vincent Drouillard—sold a combined $1.05M in open-market sales
CLUSTER — Impact 3/10
May 14, 2026
SEC
AerCap's CEO, CFO, and General Counsel collectively sold $4.48M in open-market shares over a 7-day window, with the CFO'
CLUSTER — Impact 3/10
May 12, 2026
Insider
Juhas Peter sold 23,842 shares
Chief Financial Officer @ $143.77 ($3.4M)
May 12, 2026
short_interest
FTD: AER — 5,949 shares ($0.9M) failed to deliver
Settlement: 20260512, Price: $146.22, FTD Value: $869,862.78, AERCAP HOLDINGS NV ORD SHS
May 8, 2026
Insider
Warden Robert G sold 740 shares
Director @ $0.00 ($0.00)
May 7, 2026
Insider
Drouillard Vincent sold 4,504 shares
General Counsel @ $150.00 ($675.6K)
Apr 30, 2026
Congress
Michael McCaul sell
$1,001 - $15,000 — House
Apr 29, 2026
SEC
AerCap reported record Q1 2026 results with GAAP net income of $818 million ($4.96 diluted EPS), up 27% YoY from $643 mi
6-K — Impact 8/10
Price Targets
$165.50
+19.0% upside
Buy
Current $139.02
Low $155.00
Median $166.50
High $175.00
8 analysts
$155.00
$175.00
Analyst Ratings
2Strong Buy
10Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 30, 2026 | Susquehanna | MAINTAIN | Positive → Positive |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.00 ▲ +13.4% | $3.64 — $4.45 | 42% YoY | 8 |
| Next Q | $3.93 ▲ +0.6% | $3.62 — $4.35 | -21% YoY | 8 |
| Current FY | $17.20 ▲ +0.8% | $16.15 — $18.00 | 12% YoY | 8 |
| Next FY | $17.02 ▲ +5.1% | $15.67 — $18.85 | -1% YoY | 8 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Two AerCap insiders—CEO Aengus Kelly and General Counsel Vincent Drouillard—sold a combined $1.05M in open-market sales
May 18, 2026
NEUTRAL
CLUSTER
3/10
AerCap's CEO, CFO, and General Counsel collectively sold $4.48M in open-market shares over a 7-day window, with the CFO'
May 14, 2026
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 12, 2026 | Juhas Peter | SELL | $3.4M |
| May 8, 2026 | Warden Robert | G | $0.00 |
| May 7, 2026 | Drouillard Vincent | SELL | $675.6K |
| May 6, 2026 | Kelly Aengus | SELL | $378.3K |
| Apr 20, 2026 | Drouillard Vincent | M | $0.00 |
Congressional Trades
1 members: 0 buys, 6 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $1,001 - $15,000 |
| Michael McCaul | R | SELL | $1,001 - $15,000 |
| Michael McCaul | R | SELL | $1,001 - $15,000 |
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
8 unique insiders with 3 transactions. Net insider value: -$4.5M ($0.00 bought, $4.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 12, 2026 | Juhas Peter | Chief Financial Officer | SELL | 23,842 | $143.77 | $3.4M |
| May 8, 2026 | Warden Robert G | Director | G | 740 | $0.00 | $0.00 |
| May 7, 2026 | Drouillard Vincent | General Counsel | SELL | 4,504 | $150.00 | $675.6K |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer | SELL | 2,563 | $147.59 | $378.3K |
| Apr 20, 2026 | Drouillard Vincent | General Counsel | M | 15,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Drouillard Vincent | General Counsel | F | 5,903 | $147.45 | $870.4K |
| Apr 20, 2026 | Drouillard Vincent | General Counsel | M | 15,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Juhas Peter | Chief Financial Officer | M | 30,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Juhas Peter | Chief Financial Officer | F | 11,805 | $147.45 | $1.7M |
| Apr 20, 2026 | Juhas Peter | Chief Financial Officer | M | 30,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Kelly Aengus | Chief Executive Officer | M | 500,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Kelly Aengus | Chief Executive Officer | F | 152,010 | $147.45 | $22.4M |
| Apr 20, 2026 | Kelly Aengus | Chief Executive Officer | M | 500,000 | $0.00 | $0.00 |
| Apr 15, 2026 | Cartwright Stacey | Director | M | 3,345 | $0.00 | $0.00 |
| Apr 15, 2026 | Cartwright Stacey | Director | F | 1,606 | $148.97 | $239.2K |
| Apr 15, 2026 | Cartwright Stacey | Director | M | 807 | $0.00 | $0.00 |
| Apr 15, 2026 | Branch Julian Bradford | Director | M | 25,039 | $0.00 | $0.00 |
| Apr 15, 2026 | Branch Julian Bradford | Director | F | 12,019 | $148.97 | $1.8M |
| Apr 15, 2026 | Branch Julian Bradford | Director | M | 1,216 | $0.00 | $0.00 |
| Apr 15, 2026 | Forst Rita | Director | M | 3,345 | $0.00 | $0.00 |
| Apr 15, 2026 | Forst Rita | Director | F | 1,606 | $148.97 | $239.2K |
| Apr 15, 2026 | Forst Rita | Director | M | 807 | $0.00 | $0.00 |
| Apr 15, 2026 | Warden Robert G | Director | M | 3,345 | $0.00 | $0.00 |
| Apr 15, 2026 | Warden Robert G | Director | F | 1,238 | $148.97 | $184.4K |
| Apr 15, 2026 | Warden Robert G | Director | M | 807 | $0.00 | $0.00 |
| Mar 24, 2026 | Stuart Cormac | Chief Accounting Officer | J | 109 | $135.21 | $14.7K |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
CLUSTER
3/10
Two AerCap insiders—CEO Aengus Kelly and General Counsel Vincent Drouillard—sold a combined $1.05M i
May 18, 2026
NEUTRAL
CLUSTER
3/10
AerCap's CEO, CFO, and General Counsel collectively sold $4.48M in open-market shares over a 7-day w
May 14, 2026
BULLISH
6-K
8/10
AerCap reported record Q1 2026 results with GAAP net income of $818 million ($4.96 diluted EPS), up
Apr 29, 2026
NEUTRAL
3
2/10
W. Douglas Parker filed a Form 3 initial statement of beneficial ownership with the SEC, indicating
Apr 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 2 strong buy, 10 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$165.50 mean target
+19.0% upside
Buy (1.50)
$155.00 Low
$175.00 High
| Metric | Value |
|---|---|
| Current Price | $139.02 |
| Target Low | $155.00 |
| Target Mean | $165.50 |
| Target Median | $166.50 |
| Target High | $175.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$4.00 | $3.64 | $4.45 | 41.5% | +13.4% | 7↑ 0↓ | $2.1B | 9.3% | 8 |
| Next Q 2026-09-30 |
$3.93 | $3.62 | $4.35 | -20.9% | +0.6% | 4↑ 4↓ | $2.1B | -11.1% | 8 |
| Current FY 2026-12-31 |
$17.20 | $16.15 | $18.00 | 11.9% | +0.8% | 8↑ 0↓ | $8.4B | -1.1% | 8 |
| Next FY 2027-12-31 |
$17.02 | $15.67 | $18.85 | -1.0% | +5.1% | 7↑ 0↓ | $8.4B | -0.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.005 | |
| 7d ago | $3.508 | +0.496 |
| 30d ago | $3.530 | +0.474 |
| 60d ago | $3.530 | +0.474 |
| 90d ago | $3.680 | +0.324 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 30, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 6, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Jan 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 6 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | May 11, 2026 (12d) |
| Apr 10, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | May 11, 2026 (32d) |
| Mar 3, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | Apr 10, 2026 (39d) |
| Feb 13, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | AerCap Holdings NV | Mar 12, 2026 (28d) |
| Feb 3, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | Mar 12, 2026 (38d) |
| Jan 13, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | Feb 12, 2026 (31d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
short_interest
FTD: AER — 5,949 shares ($0.9M) failed to deliver
Settlement: 20260512, Price: $146.22, FTD Value: $869,862.78, AERCAP HOLDINGS NV ORD SHS
Apr 29, 2026
earnings_calendar
AER Q1 2026 Earnings Scheduled — 2026-04-29
Apr 10, 2026
short_interest
FTD: AER — 9,959 shares ($1.4M) failed to deliver
Settlement: 20260410, Price: $145.27, FTD Value: $1,446,743.93, AERCAP HOLDINGS NV ORD SHS