Market Cap
$22.2B
AER
AerCap Holdings N.V.
$144.34 ▲ +0.28%
Prev close $143.93Market cap$22.2B
ConsensusStrong Buy
12-mo target$179.30 (+24.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10) Services
Snapshot
The big-picture read on AER right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (87%)
Insider Activity
$0.00 buy / $19.7M sell
Insider Net $
-$19.7M
SEC Reports
10
Congressional
6 trades
Price chart 30d -1.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 short_volume
Sep 16, 2026 SEC Short Volume: AER — 66.9% short (0.3M / 0.5M)
Short: 337,462 | Exempt: 910 | TRF Vol: 504,061 | Short Ratio: 66.9% | Off-exchange volume (dark poo
AerCap's board approved a $1 billion share repurchase program through June 30, 2027, funded by cash on hand and operatio
6-K — Impact 5/10
Aug 6, 2026 Insider
Forst Rita sold 2,000 shares
Director @ $155.64 ($311.3K)
Aug 6, 2026 Insider
Jul 29, 2026 SEC Forst Rita sold 2,000 shares
Director @ $155.64 ($311.3K)
AerCap reported Q2 2026 EPS of $5.14, beating consensus of $3.96 by 29.6%, though the press release only confirms the fi
PRESS-RELEASE — Impact 6/10
AerCap reported Q2 2026 net income of $726M ($4.59 diluted EPS), down from $1.26B ($7.09) in Q2 2025, primarily due to a
6-K — Impact 6/10
Jun 15, 2026 Insider
Stuart Cormac sold 11,644 shares
Chief Accounting Officer @ $143.21 ($1.7M)
Apr 30, 2026 Congress
Michael McCaul sell
$1,001 - $15,000 — House
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 20, 2026 | Citigroup | INITIATE | Buy | 55% |
| Jul 16, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 8, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% |
Price targets
Where 10 covering analysts think AER trades over the next 12 months.
$179.30 +24.2% upside Strong Buy
Current$144.34 Low$165.00 Median$180.00 High$190.00 10 analysts
$165.00$190.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 4 bullish, 0 bearish, 0 mixed, 6 neutral · avg impact 4.4/10.
BULLISH6-K5/10
AerCap's board approved a $1 billion share repurchase program through June 30, 2027, funded by cash
Sep 16, 2026
BULLISHPRESS-RELEASE6/10
AerCap reported Q2 2026 EPS of $5.14, beating consensus of $3.96 by 29.6%, though the press release
Jul 29, 2026
BULLISH6-K6/10
AerCap reported Q2 2026 net income of $726M ($4.59 diluted EPS), down from $1.26B ($7.09) in Q2 2025
Jul 29, 2026
NEUTRALPRESS-RELEASE2/10
AerCap issued a press release announcing the date and dial-in details for its Q2 2026 earnings confe
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: AER — 66.9% short (0.3M / 0.5M)
Short: 337,462 | Exempt: 910 | TRF Vol: 504,061 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
short_interest_report
Short Interest: AER up 25% to 3.3M shares
Settlement 2026-08-31 | Days to cover: 3.16 | ≈2.14% of shares outstanding (est.)
Aug 20, 2026
short_volume
Short Volume: AER — 70.4% short (0.4M / 0.5M)
Short: 369,045 | Exempt: 257 | TRF Vol: 524,185 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
Aug 14, 2026
other
AerCap, Boeing and Aeroméxico Celebrate Dreamliner Milestones
DUBLIN, Aug. 14, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that it has delivered its tenth Boe
Jul 29, 2026
earnings
AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Second Quarter of 2026
DUBLIN, July 29, 2026 /PRNewswire/ --AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial re
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.15 | $3.88–$4.45 | -16.6% | +0.0% | 7↑ 1↓ | $2.1B | 9 |
| Next Q | $4.12 | $3.63–$4.44 | 4.4% | +0.0% | 7↑ 1↓ | $2.1B | 9 |
| Current FY | $18.72 | $17.66–$19.35 | 21.8% | +0.0% | 8↑ 0↓ | $8.6B | 10 |
| Next FY | $18.21 | $15.83–$19.75 | -2.7% | +0.0% | 8↑ 0↓ | $8.4B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.145 | — |
| 7d ago | $4.145 | — |
| 30d ago | $4.145 | — |
| 60d ago | $3.945 | +0.200 |
| 90d ago | $3.930 | +0.215 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 47 transactions. Net -$19.7M — $0.00 bought, $19.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Forst Rita | Director | SELL | 2,000 | $155.64 | $311.3K |
| Aug 6, 2026 | Forst Rita | Director | SELL | 2,000 | $155.64 | $311.3K |
| Jun 15, 2026 | Stuart Cormac | Chief Accounting Officer | SELL | 11,644 | $143.21 | $1.7M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | SELL | 164 | $146.51 | $24.0K |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | SELL | 8,194 | $145.85 | $1.2M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | SELL | 43,800 | $145.02 | $6.4M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | SELL | 23,842 | $143.77 | $3.4M |
| May 8, 2026 | Warden Robert G | Director | GIFT | 240 | — | — |
| May 8, 2026 | Warden Robert G | Director | GIFT | 265 | — | — |
| May 8, 2026 | Warden Robert G | Director | GIFT | 632 | — | — |
Congressional trades
AER trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 6 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | May 11, 2026(12d) |
| Apr 10, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | May 11, 2026(32d) |
| Mar 3, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | Apr 10, 2026(39d) |
| Feb 13, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | AerCap Holdings NV | Mar 12, 2026(28d) |
| Feb 3, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | Mar 12, 2026(38d) |
| Jan 13, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | AerCap Holdings NV | Feb 12, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AER.
Shares short
3,398,166
Settlement Sep 15, 2026
Change vs prior
+2.9%
Semi-monthly cycle
Days to cover
2.9
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All AER filing & press-release reports (10)
- 6-K reportSep 16, 2026
- PRESS-RELEASE reportJul 29, 2026
- 6-K reportJul 29, 2026
- PRESS-RELEASE reportJul 3, 2026
- 6-K reportJul 3, 2026
- PRESS-RELEASE reportJul 3, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 14, 2026
- 6-K reportApr 29, 2026
- 3 reportApr 27, 2026