AerCap Holdings N.V. (AER) Target Lifted to $160 at Morgan Stanley

AerCap Holdings N.V. (NYSE:AER) is among the 12 Best Very Cheap Stocks to Buy successful 2026.

On March 2, Morgan Stanley raised the firm’s terms people connected AerCap Holdings N.V. (NYSE:AER) to $160 from $150 portion maintaining an Equal Weight standing connected the shares. The steadfast said it updated its fiscal exemplary pursuing the company’s fourth-quarter results and absorption commentary, reflecting a refined outlook for the craft leasing company’s net trajectory and superior allocation strategy.

On February 5, AerCap Holdings N.V. (NYSE:AER) reported grounds fiscal results for full-year 2025. The institution generated GAAP nett income of $3.8 billion, oregon $21.30 per share, and adjusted nett income of $2.7 billion, oregon $15.37 per share—both representing institution records. AerCap besides reported a GAAP instrumentality connected equity of 21% and an adjusted instrumentality connected equity of 15%. Total gross reached an all-time precocious of $8.5 billion, portion craft income volumes besides acceptable a grounds astatine $3.9 billion. The institution reported a gain-on-sale borderline of 27% for the year, translating to astir doubly publication equity connected owned assets.

AerCap Holdings N.V. (NYSE:AER) returned astir $2.6 cardinal to shareholders during 2025 done stock repurchases and dividends, including the buyback of astir 22.1 cardinal shares. In December, the institution announced a caller $1 cardinal stock repurchase authorization and accrued its quarterly dividend to $0.40 per share. During the 4th fourth alone, AerCap repurchased 3.5 cardinal shares for $444 cardinal astatine an mean terms of $127.63 per share.

Looking ahead, AerCap Holdings N.V. (NYSE:AER) guided for adjusted net per stock of $12.00 to $13.00 successful 2026, excluding immoderate gains from plus sales. AerCap expects GAAP nett income of astir $1.7 cardinal and adjusted nett income of astir $2.0 cardinal aft adding backmost astir $300 cardinal successful purchase-accounting adjustments. Management noted that 2025 results included $3.95 per stock of gains connected merchantability that are not assumed successful the 2026 outlook.

Founded successful 1995, AerCap Holdings N.V. (NYSE:AER) is an Irish-American aviation leasing institution headquartered successful Dublin, Ireland. The institution leases commercialized aircraft, engines, and helicopters done semipermanent agreements with airlines astir the satellite and maintains offices crossed aggregate planetary markets.

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