Robeco Institutional Asset Management B.V. significantly increased its stake in Aercap Holdings N.V. (NYSE: AER) during the third quarter of 2026, boosting its position by 45.1%. The fund now holds 195,029 shares of the financial services provider, valued at $27,991,000. This acquisition follows similar moves by other institutional investors, including Donald Smith & CO. Inc., which initiated a new stake worth approximately $424,585,000 in the second quarter.
Ninety One UK Ltd also expanded its holdings in Aercap by 12.0% during the third quarter, bringing its total to 2,275,507 shares valued at $326,581,000. Other notable investors, such as SEB Asset Management AB, Sei Investments Co., and Swiss National Bank, have also increased their positions in Aercap in recent quarters. Collectively, institutional investors now own 96.42% of the company's stock.
Aercap's stock opened at $145.72 on Friday, October 23, 2026, with a market capitalization of $24.32 billion. The company reported strong quarterly earnings on July 29, 2026, with earnings per share (EPS) of $5.14, surpassing analyst estimates by $1.00. Aercap's revenue for the quarter was $2.17 billion, up 14.9% year-over-year. The company has set its FY 2026 guidance at 16.800 EPS.
Analysts have mixed views on Aercap, with ratings ranging from Strong Buy to Hold. The average target price for the stock is $173.11. The company recently declared a quarterly dividend of $0.40, paid on September 3, 2026, representing a dividend yield of 1.1%. Aercap's dividend payout ratio stands at 7.87%.