Ultime notizie per AerCap Holdings (NYSE:AER) Azioni

AerCap Holdings

AerCap Holdings NV is an aircraft leasing company. Its major activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, United States, and Other countries.

AerCap Holdings NV

APPLIED ENERGETICS INC by Applied Energetics, Inc.

Applied Energetics Inc

Aergo - United States Dollar

APPLIED ENERGETIC PFD A by Applied Energetics, Inc.

AQUILA EU RNWBLES INC FD by AQUILA EUROPEAN RENEWABLES INCOME FD

AER ENERGY RES INC by AER Energy Resources, Inc.

AER Energy Resources Inc

Aerodome Finance - United States Dollar

Aerius International Inc

Aeries Technology, Inc. - Class A Ordinary Share

Aeries Technology Inc

Goldman Sachs analyst Catherine O'Brien reinstates AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) with a Buy and announces $119 price target.

News

Price Target

Initiation

Analyst Ratings

Goldman Sachs Reinstates Buy on AerCap Holdings, Announces $119 Price Target

Every quarter, I track the 13F filings at the SEC. These are the reports filed by money managers of all stripes that show what the funds owned during the most recent quarter. When you compare the current list to the prior quarter, you come away with a clear picture of what institutions are buying for their customers and themselves.
When I started in the business, it took several days past the deadline to get a copy of the filings. I would go through the current and previous filings with a ruler and a yellow highlighter to track the changes. It was laborious but profitable. Today, the filings are made available instantly, and the portfolios and changes are posted to the internet instantly.
The Thundering Herd of Wall Street and the Instant Experts of the Internet will flock to read the filings of the best-known money managers and investors. Obviously, Warren Buffett gets a lot of attention. So do Carl Icahn and Cathie Wood. Bill Ackman also garners some attention. The number of people who dig deeper to find managers that are doing business away from the spotlights and consistently delivering high returns is small.
The famous investors are famous because they did well over time. However, they now manage billions of dollars, and their opportunity set is limited to large-cap stocks. You can do okay with their stocks, but if you want better than okay, you have to dig deeper.
If you joined the circus of Buffettology and just owned the top 20 holdings of Berkshire Hathaway for the last 10 years, you have earned about half the return of the S&amp;P 500. You did much worse as an Icahn clone investor. A very small portion of Klarman&#8217;s fund is invested in stocks these days as he finds bargains in other asset classes like debt and real estate. The stocks Baupost Fund has purchased have not been big winners for the most part.
If you could make the same derivatives bets Bill Ackman made when he made them, you would have done pretty well. If you just bought the stocks he did, you would have lagged the indexes. If you bought the top 20 stocks held by Donald Smith and Company, you would have crushed the market over the last decade. You would have crushed the market for over 20 years cloning this unknown investment firm.
You would have never owned the most exciting stocks. About half the time, you would have trailed the index in a given calendar year. In the years you outperformed, you outperformed by a massive margin.
This approach is incredibly boring.
Donald Smith and Company focuses on the bottom 10% of the stock market as measured by price-to-book value. They narrow the universe down to the cheapest ones and buy the ones they think have the highest potential for recovery. They have done that for over 40 years with exceptional results. Elections, crashes, melt-ups, and meltdowns have come and gone, and this firm just keeps its head down and buys cheap stocks.
As it turns out, boring is profitable.
Founder Donald Smith passed away in 2019, but his associates have kept the firm going with the same mission. The top 20 holdings contain no tech stocks. They do not even own a single tech stock or uranium miner. Donald Smith and Company owns some insurance companies, energy firms, homebuilders, REITs, and even steel companies.
Using their 13F filings to manage your portfolio or find ideas would have delivered market-beating returns that grew your wealth at a much faster pace than owning an index fund. $10,000 invested in the index with dividends reinvested would have piled up to a total of about $67,300. Shamelessly cloning the Donald Smith and Company portfolio would have given you over $151,000.
Today is the deadline for 13F filings covering holdings on September 30, 2024. The Instant Experts and talking heads will be out discussing what the famous investors have been doing. The key is to focus on what the investors who are still crushing the market are doing. We will talk more about this idea over the next week. For now, here are the top 20 stocks owned by Donald Smith and Company as of the end of the third quarter:

<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Aercap holdings</td>
<td>(Ticker: AER)</td>
</tr>
<tr>
<td>Eldorado Gold</td>
<td>(Ticker: EGO)</td>
</tr>
<tr>
<td>M/i &nbsp;Homes</td>
<td>(Ticker: MHO)</td>
</tr>
<tr>
<td>Jackson Financial</td>
<td>(Ticker: JXN)</td>
</tr>
<tr>
<td>Unum</td>
<td>(Ticker: UNM)</td>
</tr>
<tr>
<td>Genworth</td>
<td>(Ticker: GNW)</td>
</tr>
<tr>
<td>US Steel</td>
<td>(Ticker: X)</td>
</tr>
<tr>
<td>Iamgold</td>
<td>(Ticker: IAG)</td>
</tr>
<tr>
<td>Civitas</td>
<td>(Ticker: CIVI)</td>
</tr>
<tr>
<td>Taylor Morrison Homes</td>
<td>(Ticker: TMHC)</td>
</tr>
<tr>
<td>Howard Hughes Corporation</td>
<td>(Ticker: HHH)</td>
</tr>
<tr>
<td>Corebridge</td>
<td>(Ticker: CRBG)</td>
</tr>
<tr>
<td>Golar LNG</td>
<td>(Ticker: GLNG)</td>
</tr>
<tr>
<td>Park Hotles and Resorts</td>
<td>(Ticker: PK)</td>
</tr>
<tr>
<td>Equinox Gold</td>
<td>(Ticker: EQX)</td>
</tr>
<tr>
<td>Beazer Homes</td>
<td>(Ticker: BZH)</td>
</tr>
<tr>
<td>Siriuspoint ltd</td>
<td>(Ticker: SPNT)</td>
</tr>
<tr>
<td>Radian Group</td>
<td>(Ticker: RDN)</td>
</tr>
<tr>
<td>Ternium</td>
<td>(Ticker: TX)</td>
</tr>
<tr>
<td>Ally Financial</td>
<td>(Ticker: ALLY)</td>
</tr>
</tbody>
</table>
</figure>

Opinion

ALLY

CIVI

GLNG

SPNT

TMHC

C-Suite Buys of the Week: November 14, 2024

AerCap CEO Says We Have Not Taken Delivery Of Any Max Aircraft Since Boeing Strike Began; We Have So Far Pushed Eight Max Aircraft From 2024 Into 2025 And Subsequently Into 2026

<ul>
<li>Increased full-year 2024 adjusted earnings per share guidance from approximately $10.25 to approximately $10.70, not including any gains on sale for the fourth quarter of 2024.</li>
</ul>

Guidance

AerCap Holdings Raised FY24 Adj. EPS Guidance To $10.70 (Prior $10.25) Vs. $11.24 Est.

Earnings

Earnings Misses

AerCap Holdings Q3 2024 Adj. EPS $2.41, Inline, Sales $1.767B Miss $1.919B Estimate

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.49% on an annualized basis producing an average annual return of 17.55%. Currently, AerCap Holdings has a market capitalization of $18.75 billion. 
Buying $100 In AER: If an investor had bought $100 of AER stock 15 years ago, it would be worth $1,148.91 today based on a price of $96.09 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730210417_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much $100 Invested In AerCap Holdings 15 Years Ago Would Be Worth Today

Deutsche Bank analyst Koosh Patel maintains AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) with a Buy and raises the price target from $110 to $115.

Deutsche Bank Maintains Buy on AerCap Holdings, Raises Price Target to $115

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.37% on an annualized basis producing an average annual return of 17.15%. Currently, AerCap Holdings has a market capitalization of $18.34 billion. 
Buying $100 In AER: If an investor had bought $100 of AER stock 15 years ago, it would be worth $1,066.52 today based on a price of $93.98 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1728318617_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning AerCap Holdings Stock In The Last 15 Years

AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) today announced that it has signed lease agreements with Azerbaijan Airlines ("AZAL") for six new Airbus CFM LEAP powered aircraft, including three A320neos and three A321neos which are scheduled to deliver in 2026.
The lease agreements were signed by Samir Rzayev, President of Azerbaijan Airlines CJSC, and Peter Anderson, Chief Commercial Officer of AerCap.
"AerCap is delighted to welcome AZAL as a new customer and support them with their ongoing fleet and network expansion," said Peter Anderson, the Chief Commercial Officer of AerCap. "The A320neo and A321neo are among the most desirable and in-demand aircraft in the world and will not only enable AZAL to serve more customers across more destinations but will also support their commitment to modernizing their fleet with the most technologically advanced fuel-efficient aircraft on the market. We wish the AZAL team every success with their expansion plans and look forward to a long and successful partnership."
"The signing of these six leases significantly expands our fleet replacement, in particular with the popular A321neo. These aircraft are intended to meet the evolving needs of our passengers, providing them with maximum comfort and convenience, while also contributing to the expansion of our airline's route network. We aim to create better travel opportunities and meet customer expectations by opening new destinations and improving service quality. In addition, the document signed with a major company like AerCap further demonstrates AZAL's strong credibility in the international aviation market," said Samir Rzayev, AZAL President.

AerCap Signs Lease with Azerbaijan Airlines for Six New Airbus A320neo and A321neo Aircraft

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.46% on an annualized basis producing an average annual return of 17.33%. Currently, AerCap Holdings has a market capitalization of $18.27 billion. 
Buying $1000 In AER: If an investor had bought $1000 of AER stock 15 years ago, it would be worth $10,676.17 today based on a price of $93.63 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727814658_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

With earnings season winding down, Chris Ballard, managing director at Check Capital Management, shared his exclusive insights on the companies that have caught his attention for their stellar performance <a href="https://www.benzinga.com/earnings">and growth potential</a>.
Here are his top stock picks based on their latest earnings results:
<h1 class="wp-block-heading">Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</h1>
Alphabet continues to stand out in Ballard&#8217;s view, delivering impressive growth across key segments. 
&#8220;Search revenues were up 14%, with expanding margins, and YouTube Ads grew 13%, making it the most streamed TV service in the U.S.,&#8221; he noted. 
Google Cloud&#8217;s quarterly revenue milestone of $10 billion also adds to the tech giant's appeal. 
Despite the U.S. government's public scrutiny, Ballard emphasized Alphabet&#8217;s robust cash generation and clean balance sheet, making it a compelling choice for long-term investors.
<h1 class="wp-block-heading">First Citizens BancShares Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>)</h1>
Ballard also highlighted First Citizens BancShares as a notable performer. 
&#8220;It's one of the best banks in the nation, with returns on assets at 1.4% and return on equity at 14.1%,&#8221; he explained. 
What sets First Citizens apart is its ability to achieve these results with less risk, avoiding complex global trading and derivative transactions, noted Ballard. Their simple strategy of taking low-cost deposits and lending to safe borrowers has been the key to their success.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40937291/bank-stocks-hit-inflection-point-after-feds-50-basis-point-cut-analyst-reveal-top-p">Bank Stocks Hit Inflection Point After Fed&#8217;s 50 Basis Point Cut, Analyst Reveals Top Picks</a>
<h1 class="wp-block-heading">AerCap Holdings NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>)</h1>
In the aviation leasing space, Ballard praised AerCap for its strong results and raised guidance. 
&#8220;Gus Kelly's strategy of selling assets at a premium and buying back stock at a discount continues to drive value,&#8221; Ballard noted. AerCap's earnings have surged, boosting their per-share book value by 25% over the past year. Despite a 50% rise in the stock price, Ballard still sees it as attractively valued.
When asked about sector performance and reacting to negative earnings reports like FedEx's, Ballard emphasized a long-term approach. 
"We don't make knee-jerk reactions. If the issues are macroeconomic, we hold our position. FedEx has ambitious cost-cutting initiatives that will likely drive future growth."
For investors looking to capitalize on post-earnings moves, Ballard suggests focusing on companies with strong fundamentals and not being swayed by market noise.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/government/24/09/41028133/could-visa-rebound-like-alphabet-doj-lawsuit-weighs-on-stock-but-opportunity-looms">Could Visa Rebound Like Alphabet? DOJ Lawsuit Weighs On Stock, But Opportunity Looms</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Hedge Funds

Exclusives

Tech

Interview

FCNCA

GOOG

GOOGL

EXCLUSIVE: Alphabet, AerCap, First Citizens: Asset Manager's Trio Of Post-Earnings Bets

WIIM

ACHR

AZUL

BEEM

CENX

EVTL

FLNC

GTLS

JCSE

JOBY

KALU

LICY

MVST

NRGV

PLUG

RKLB

RYAAY

SCCO

SKIL

SPXC

STLD

TORO

VALE

Shares of companies in the broader industrial space are trading higher following the Fed's announcement to cut rates by 50 basis points yesterday, which could support investment and economic growth.

AerCap shares are trading higher after the company announced a $500 million share repurchase program.

Buybacks

AerCap Holdings Plans New $500M Share Repurchase Program, Which Will Run Through March 31, 2025

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 4.97% on an annualized basis producing an average annual return of 16.66%. Currently, AerCap Holdings has a market capitalization of $18.14 billion. 
Buying $1000 In AER: If an investor had bought $1000 of AER stock 15 years ago, it would be worth $10,222.25 today based on a price of $92.95 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725559215_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 15 Years Ago, You Would Have $10,000 Today

AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of senior notes, consisting of $1,300 million aggregate principal amount of the Issuers' 4.625% Senior Notes due 2029 (the "2029 Notes") and $1,100 million aggregate principal amount of the Issuers' 4.950% Senior Notes due 2034 (the "2034 Notes" and, together with the 2029 Notes, the "Notes"). The Notes will be fully and unconditionally guaranteed on a senior unsecured basis by the Company and certain other subsidiaries of the Company.
The Issuers intend to use the net proceeds from the Notes for general corporate purposes, including to acquire, invest in, finance or refinance aircraft assets and to repay indebtedness.
RBC Capital Markets, Wells Fargo Securities, BofA Securities, HSBC, Fifth Third Securities and SOCIETE GENERALE are serving as joint book-running managers for the underwritten public offering.

Offerings

AerCap Holdings N.V. Announces Pricing Of $2.4B Aggregate Principal Amount Of Senior Notes

ATMU

BLDR

CARR

FTAI

GTES

HAYW

Shares of companies in the broader industrial sector are trading lower amid overall market weakness. Weakness may be due to August's ISM Manufacturing PMI data indicating an economic contraction.

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.33% on an annualized basis producing an average annual return of 17.24%. Currently, AerCap Holdings has a market capitalization of $18.63 billion. 
Buying $100 In AER: If an investor had bought $100 of AER stock 15 years ago, it would be worth $1,071.30 today based on a price of $95.44 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1724259610_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 15 Years Ago, You Would Have $1,100 Today

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.44% on an annualized basis producing an average annual return of 17.35%. Currently, AerCap Holdings has a market capitalization of $18.23 billion. 
Buying $1000 In AER: If an investor had bought $1000 of AER stock 15 years ago, it would be worth $11,200.24 today based on a price of $93.41 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1723568468_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 15 Years Ago Would Be Worth $11,000 Today

ALTG

ARIS

ARRY

ASLE

ATKR

AXON

CAAP

CAPT

CDLR

CHRW

CMPR

CNTM

DRVN

Embraer-Empresa Brasileira De Aeronautica

EVEX

EXPD

FWRD

GWAV

HUBB

HYLN

HYZN

LICN

MYRG

NCNC

NKLA

NVRI

PRIM

REZI

ROCK

RUSHA

RUSHB

SHLS

STAF

TFII

TOMZ

TPIC

ULCC

WLFC

XPON

Shares of companies within the broader industrial sector are trading lower amid overall market weakness following weak US data.

AerCap Holdings N.V. (AER) Q3 2024 Earnings Call Transcript

Aercap Holdings (AER) has released an update. AerCap Holdings N.V. has announced a quarterly cash dividend of $0.25 per share, payable on December ...

AerCap Holdings Declares Quarterly Dividend Amid Tax Considerations

Aercap Holdings (AER – Research Report), the Industrials sector company, was revisited by a Wall Street analyst yesterday. Analyst Kristine Liwag f...

AerCap Holdings: Hold Rating Amid Mixed Financial Signals and Balanced Risk-Reward Profile

Analyst Moshe Orenbuch from TD Cowen maintained a Buy rating on Aercap Holdings (AER – Research Report) and keeping the price target at $130.00. Mo...

Moshe Orenbuch Issues Buy Rating for AerCap Holdings Amid Strong Financial Position and Positive Growth Outlook

AerCap declares $0.25 dividend

AerCap Stock Still Scores A Strong Buy Rating

Aercap Holdings (AER) has released an update. AerCap Holdings has secured a settlement with an insurer for less than half of the potential $250 mil...

AerCap Secures Partial Insurance Settlement

Appleseed Fund 2024 Annual  Shareholder Letter

George Soros' Soros Fund Management disclosed in an SEC filing its holdings as of September 30, 2024. Soros' new buys during the third quarter incl...

Soros boosts stake in AstraZeneca, exits Apple position

AerCap resumed with a Buy at Goldman Sachs

AAPL

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Contracts

Press Releases

AerCap Announces Delivery of First Three Airbus A321neo Aircraft to AirAsia as Part of Fifteen Aircraft Deal

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Second Quarter of 2024

AerCap Holdings N.V. Announces Pricing of $2.4 Billion Aggregate Principal Amount of Senior Notes

AerCap Holdings N.V. Announces New $500 Million Share Repurchase Program

AerCap Signs Lease Agreements with New Customer Azerbaijan Airlines for Six New Airbus A320NEO Family Aircraft

AerCap Holdings N.V. Announces Closing of $500 Million Inaugural Sukuk Issuance

AerCap Leased, Purchased and Sold 226 Assets in the Third Quarter 2024 and Signed Financing Transactions for Approximately $10.5 Billion

AerCap Holdings N.V. to Release Third Quarter 2024 Financial Results on October 30, 2024

AerCap Holdings N.V. Reports Financial Results for the Third Quarter 2024

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Third Quarter of 2024

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Ultime notizie per AerCap Holdings (NYSE:AER) Azioni

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