Will AerCap Holdings (AER) Benefit from Secular Growth in Global Travel Demand?

In its fourth-quarter 2025 capitalist letter, Oakmark Fund highlighted stocks specified arsenic AerCap Holdings N.V. (NYSE:AER). AerCap Holdings N.V. (NYSE:AER) engages successful the lease, financing, sale, and absorption of formation equipment. On January 13, 2026, AerCap Holdings N.V. (NYSE:AER) banal closed astatine $144.28 per share. One-month instrumentality of AerCap Holdings N.V. (NYSE:AER) was 2.36%, and its shares gained 49.13% of their worth implicit the past 52 weeks. AerCap Holdings N.V. (NYSE:AER) has a marketplace capitalization of $25.727 billion.

Oakmark Fund stated the pursuing regarding AerCap Holdings N.V. (NYSE:AER) successful its 4th fourth 2025 capitalist letter:

"AerCap Holdings N.V. (NYSE:AER) is the largest craft lessor globally. Aircraft leasing is simply a ample marketplace that benefits from secular maturation successful planetary question demand. We deliberation AerCap possesses standard advantages that alteration the institution to gain a higher instrumentality connected equity (ROE) than its peers. We besides judge management’s opportunistic, returns-focused attack to integrated and inorganic maturation is simply a cardinal operator of the company’s best-in-class performance. We began purchasing AerCap shares astatine a humble premium to publication worth oregon a single-digit price-to-earnings (P/E) multiple. We find this valuation charismatic for a concern that has historically generated a low- to-mid teens ROE and has sustainable competitory advantages. Moreover, we judge the publication worth of AerCap’s portfolio is understated, fixed the important increases successful craft and motor values successful caller years."

AerCap Holdings N.V. (NYSE:AER) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 55 hedge money portfolios held AerCap Holdings N.V. (NYSE:AER) astatine the extremity of the 3rd quarter, compared to 63 successful the erstwhile quarter. While we admit the imaginable of AerCap Holdings N.V. (NYSE:AER) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.