6-K ·Filed Sep 16, 2026

AER

AerCap Holdings N.V.
BULLISH
Impact 5/10
Horizonweeks Processed16d 8h ago SEC0000950157-26-001018
Notable filing: 6-K
Actionable Insight ▲ Bullish

The $1B buyback authorization (4.7% of market cap) is a meaningful capital return signal. Monitor actual repurchase execution pace in upcoming filings; if AerCap aggressively buys back shares near current levels, it could provide price support. The program runs through June 2027, so near-term impact depends on management's pace.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+5d
AER ▲ +1.79% at T+5d
LONG call ✓ call won +1.79% · α vs SPY -0.77% · entry $142.21 → $144.76
Next anchor: T+20d in 12d
Latest observation: T+11 +3.18% FF3 residual α
Entry anchored
Sep 16, 2026
via day open
T+1d
+0.79%
call +0.79% · α -0.35%
$143.33
settled 15d ago
T+5d
+1.79%
call +1.79% · α -0.77%
$144.76
settled 9d ago
T+20d
—
call — · α —
—
in 12d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

AerCap's board approved a $1 billion share repurchase program through June 30, 2027, funded by cash on hand and operations. This signals management confidence in the company's financial position and capital allocation strategy, though the program may be suspended at any time.

Key Facts

  • Board authorized up to $1 billion in share repurchases through June 30, 2027
  • Repurchases may be made via open market or privately negotiated transactions
  • Program funded by cash on hand and cash from operations
  • Program may be suspended or discontinued at any time

Financial Impact

$1 billion share repurchase authorization, representing approximately 4.7% of AerCap's $21.4B market cap

share countepscash

Risk Factors

  • Program may be suspended or discontinued at any time
  • Actual repurchase timing and amount depend on market conditions and management discretion
  • No guarantee of execution — authorization does not obligate AerCap to repurchase any shares

Market Snapshot

Exchange
NYSE
Sector
Services-Equipment Rental & Leasing, NEC
Analyst Consensus
87% bullish (15 analysts)

Investment Themes

Services

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0000950157-26-001018
Document: 0000950157-26-001018-index-headers.html0000950157-26-001018
Document: 0000950157-26-001018-index.html0000950157-26-001018
Document: 0000950157-26-001018.txt0000950157-26-001018
10 reports for AER
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +9.55%Apr 29, 2026
Filters
Rows
Reports for AER — sortable, filterable
TypeNow
Sep 16, 2026
16d ago
6-K
BULLISH ★ 5/10
$142.21 $144.76▲ +1.79%▼ −0.77%$144.34 (+1.50%)
Jul 29, 2026
9w ago
Press Release
BULLISH ★ 6/10
$148.63 $155.13▲ +4.37%▼ −1.16%$144.34 (−2.89%)
Jul 29, 2026
9w ago
6-K
BULLISH ★ 6/10
$148.63 $155.13▲ +4.37%▼ −1.16%$144.34 (−2.89%)
Jul 3, 2026
13w ago
Press Release
NEUTRAL ★ 2/10
$147.84 $151.03▲ +2.16%▲ +1.23%$144.34 (−2.37%)
Jul 3, 2026
13w ago
Press Release
NEUTRAL ★ 5/10
$147.84 $151.03▲ +2.16%▲ +1.23%$144.34 (−2.37%)
Jun 29, 2026
13w ago
6-K
NEUTRAL ★ 4/10
$145.78 $153.45▲ +5.26%▲ +4.66%$144.34 (−0.99%)
May 9, 2026
20w ago
Insider Cluster
NEUTRAL ★ 3/10
$145.82 $139.79▼ −4.13%▼ −4.05%$144.34 (−1.01%)
May 6, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$150.63 $142.88▼ −5.15%▼ −6.32%$144.34 (−4.18%)
Apr 29, 2026
22w ago
6-K
BULLISH ★ 8/10
$138.11 $144.62▲ +4.71%▲ +1.60%$144.34 (+4.51%)
Apr 27, 2026
22w ago
3
NEUTRAL ★ 2/10
$137.13 $137.73▲ +0.44%▼ −1.25%$144.34 (+5.26%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (64h 40m)

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