AERIndustrials · Rental & Leasing ServicesThe 10 Wall Street analysts covering AerCap Holdings NV hold a median 12-month price target of $180 — +27.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 19 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores AerCap Holdings NV on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (99): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (64): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AER, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +27.1% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | Citigroup | Maintains | Buy | $173 → $178 |
| 30 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $155 → $165 |
| 30 July 2026 | Truist Securities | Maintains | Buy | $175 → $180 |
| 20 July 2026 | Citigroup | Initiates | Buy | — |
| 20 July 2026 | Citigroup | Initiates | Buy | $173 |
| 16 July 2026 | TD Cowen | Maintains | Buy | — |
| 16 July 2026 | TD Cowen | Maintains | Buy | $175 → $180 |
| 8 July 2026 | Truist Securities | Maintains | Buy | $161 → $175 |
| 8 July 2026 | Truist Securities | Maintains | Buy | — |
| 7 July 2026 | Barclays | Maintains | Overweight | $164 → $179 |
| 7 July 2026 | Barclays | Maintains | Overweight | — |
| 7 July 2026 | Susquehanna | Maintains | Positive | $170 → $176 |
| 7 July 2026 | Susquehanna | Maintains | Positive | — |
| 30 Apr 2026 | Barclays | Maintains | Overweight | — |
| 30 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 30 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 30 Apr 2026 | Susquehanna | Maintains | Positive | — |
| 30 Apr 2026 | TD Cowen | Maintains | Buy | — |
| 30 Apr 2026 | Truist Securities | Maintains | Buy | — |
| 2 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AER appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, AerCap Holdings NV returned +17.8% against +16.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 63% of US stocks
Cheaper than 47% of US stocks
Cheaper than 67% of US stocks
Cheaper than 30% of US stocks
Higher than 62% of US stocks
Higher than 12% of US stocks
Higher than 52% of US stocks
Higher than 98% of US stocks
Higher than 94% of US stocks
Higher than 80% of US stocks
Higher than 73% of US stocks
Higher than 25% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AerCap Holdings NV has a market value of $22.3B and an enterprise value of $63.0B.
Revenue in the twelve months to 30 June 2026: $9.0B. The latest quarter grew 14.9% year on year.
Net income over the same four quarters: $3.4B, a 37.9% net margin.
Diluted earnings per share, trailing twelve months: $20.32.
Free cash flow in the twelve months to 30 June 2026: −$307.3M.
AerCap Holdings NV spent $2.9B on share buybacks and $223.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 7.0×; forward P/E: 7.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.13%, paying out 7% of earnings.
AerCap Holdings NV employs 668 people — $13.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AerCap Holdings NV — and when they’d sell — is the membership. See the Ticker Nerd 20 →
AerCap CEO Aengus Kelly appeared on CNBC's "Squawk Box" to discuss the state of aircraft demand and growth markets. The interview focuses on the outlook for aircraft demand across various markets.
Why it matters — AER watchers would care because the CEO's remarks on aircraft demand growth markets signal the demand environment that underpins the company's leasing business.
A Zacks Investment Research article compares AerCap (AER) and Westinghouse Air Brake Technologies (WAB) as potential value-stock picks within the Transportation - Equipment and Leasing sector. The piece poses the question of which of the two stocks is more attractive to value investors.
Why it matters — It highlights how AerCap is being evaluated against a peer from a value-investing perspective, which is relevant to AER watchers considering the stock's valuation appeal.
Zacks upgraded AerCap Holdings to a Zacks Rank #1 (Strong Buy), citing growing optimism about the company's earnings prospects. The note suggests this could support the stock in the near term.
Why it matters — An upgraded analyst ranking signals improving expectations for AerCap's earnings, which is directly relevant to investors tracking the company.
On September 1, 2026, AerCap Holdings (AER) was included in Zacks Investment Research's Rank #1 (Strong Buy) value stocks list, alongside BLMN and PKX. This designation reflects the stock being identified as a strong value buy by Zacks' ranking system.
Why it matters — A Zacks Rank #1 (Strong Buy) value designation signals that analysts' research system currently considers AerCap a top-tier value stock, which AER watchers would view as a notable positive recognition.
Zacks Investment Research reports that the Transportation - Equipment and Leasing industry faces headwinds from inflation, tariff-related tensions and supply-chain disruptions. Despite these challenges, it identifies WAB, AER and R as companies likely to stand out.
Why it matters — AER is named among the companies expected to stand out despite industry-wide headwinds, which is relevant to those tracking the stock.
The 10 Wall Street analysts covering AerCap Holdings NV have a median 12-month price target of $180, with estimates ranging from $165 to $190. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering AerCap Holdings NV, 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AerCap Holdings NV 98 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, AerCap Holdings NV ranks 98 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (99 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +27.1% from the last close, and Ticker Nerd's factor model ranks AerCap Holdings NV 98 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AerCap Holdings NV publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AER are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $165 to $190 over the next 12 months.
AerCap Holdings NV returned +17.8% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
AerCap Holdings N.V. is a global aviation leasing company that provides airlines with access to commercial aircraft, engines, and helicopters through long-term lease agreements.
The most recent item we track (CNBC Television, 8 Sept 2026): "AerCap CEO on growth markets for aircraft demand". AerCap CEO Aengus Kelly appeared on CNBC's "Squawk Box" to discuss the state of aircraft demand and growth markets. The interview focuses on the outlook for aircraft demand across various markets.
AerCap Holdings N.V. is a global aviation leasing company that provides airlines with access to commercial aircraft, engines, and helicopters through long-term lease agreements. The company serves a broad customer base with fleet solutions that support passenger and cargo operations across a wide range of markets. Its business is centered on owning, managing, and leasing aviation assets, along with related services such as asset management, remarketing, and portfolio management. AerCap’s operations span multiple regions worldwide, making it a key intermediary in the aviation finance market for airlines seeking flexible fleet access without direct ownership. The company also focuses on modern, fuel-efficient aircraft and other in-demand aviation assets, which are central to its commercial offering. AerCap Holdings N.V. is headquartered in Dublin, Ireland.
CEO Mr. Aengus Kelly A.C.A. · 668 employees · Ireland · https://www.aercap.com
