The 11 most recent market catalysts affecting $AER, each scored for sentiment and estimated stock impact. Sourced from SEC EDGAR filings and financial news, analysed automatically as they are published.
Sep 2, 2026
Corporate Catalyst
Bearish
Impact 75
AerCap Holdings shares are trading lower after Frontier Group Holdings disclosed it entered into an agreement to terminate the lessors of 13 A320neo aircraft currently in operation.
The termination of 13 A320neo aircraft leases by Frontier Group directly impacts AerCap Holdings (AER) as a major aircraft lessor, leading to a negative reaction in its stock. This…
Sep 1, 2026
Geopolitical Risk
Neutral
Impact 65
U.S. Treasury Secretary Bessent On Iran, Sanctions, Says Will Be Looking At Airline Leasing Companies; Have Had Private Discussions With China
The US Treasury Secretary Bessent's statement indicates a new focus on airline leasing companies in the context of Iran sanctions, following discussions with China. This suggests a…
Jul 30, 2026
Market Technicals
Bullish
Impact 55
Citigroup Maintains Buy on AerCap Holdings, Raises Price Target to $178
Citigroup's analyst John Godyn has maintained a 'Buy' rating for AerCap Holdings and raised the price target from $173 to $178. This action reflects an analyst's updated valuation …
Jul 30, 2026
Corporate Catalyst
Bullish
Impact 55
Truist Securities Maintains Buy on AerCap Holdings, Raises Price Target to $180
Truist Securities analyst Arren Cyganovich has maintained a 'Buy' rating on AerCap Holdings (AER) and raised the price target from $175 to $180. This action signals continued confi…
Jul 29, 2026
Corporate Catalyst
Bullish
Impact 65
AerCap Holdings Raised Quarterly Dividend from 0.270 to $0.4000/Share, Yields $1.0384
AerCap Holdings has increased its quarterly dividend from $0.27 to $0.40 per share, representing a substantial 48% hike. This action indicates the company's robust financial perfor…
Jul 29, 2026
Corporate Catalyst
Bullish
Impact 75
AerCap Holdings Raises FY2026 Adj EPS Guidance from $14.50 to $16.80 vs $17.32 Est
AerCap Holdings (AER) announced an upward revision to its fiscal year 2026 adjusted EPS guidance, moving it from $14.50 to $16.80. This is a positive development for the company, i…
Jul 29, 2026
Corporate Catalyst
Neutral
Impact 75
AerCap Holdings Q2 Adj. EPS $5.14 Beats $4.10 Estimate, Sales $1.854B Miss $2.097B Estimate
The headline indicates a mixed bag for AerCap Holdings. While the significant EPS beat suggests strong profitability or effective cost management, the substantial revenue miss rais…
Jul 20, 2026
Corporate Catalyst
Neutral
Impact 65
Citigroup Initiates Coverage On AerCap Holdings with Buy Rating, Announces Price Target of $173
Citigroup analyst John Godyn initiated coverage on AerCap Holdings (AER) with a 'Buy' rating and a price target of $173. This is a positive development for AerCap as it signals a W…
Jul 20, 2026
Corporate Catalyst
Bullish
Impact 65
AerCap Forms 50/50 LEAP Engine Leasing JV With Air France To Support Growing Demand For Spare Turbofans
AerCap and Air France are establishing a joint venture to acquire and lease spare CFM LEAP engines, a critical component for modern aircraft. This move addresses the increasing nee…
Jul 20, 2026
Corporate Catalyst
Neutral
Impact 55
Reported Sunday, 'AerCap in Talks to Buy Boeing 787 Dreamliner Jets at UK Air Show' - Bloomberg
The 8-K filing is extremely sparse, simply linking to a Bloomberg article about AerCap potentially buying Boeing 787 Dreamliner jets. This indicates that AerCap is acknowledging th…
Jul 16, 2026
Corporate Catalyst
Bullish
Impact 55
TD Cowen Maintains Buy on AerCap Holdings, Raises Price Target to $180
This filing indicates that TD Cowen analyst Moshe Orenbuch has maintained a 'Buy' rating on AerCap Holdings (AER) and raised the price target from $175 to $180. This action reflect…
Not financial advice. AI-generated analysis for informational purposes only. Tradow AI LLC is not a registered investment adviser.