Oakmark U.S. Large Value Strategy Outperforms Benchmark in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy AER?
Source: seekingalpha
- Return on Investment: The Oakmark U.S. Large Value Strategy achieved a net return of 4.79% in Q4, significantly outperforming the Russell 1000 Value Index's 3.81%, indicating the effectiveness of its investment strategy and market adaptability.
- New Portfolio Positions: During this period, the fund initiated positions in AerCap Holdings, the world's largest aircraft lessor, Amrize, a producer of building materials and construction solutions, and CDW Corporation, an IT solutions company, reflecting optimism about these sectors' prospects.
- Position Reduction Strategy: Concurrently, the fund eliminated its holdings in Bank of New York Mellon and Magna, indicating a cautious outlook on these companies' future performance amid changing market conditions.
- Market Outlook Analysis: Despite macroeconomic challenges, Bank of New York Mellon's Q4 earnings report demonstrated strong business performance; however, its shares are still considered pricey, suggesting that investors should carefully assess its investment value.
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Analyst Views on AER
Wall Street analysts forecast AER stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 147.760
Low
141.00
Averages
153.71
High
162.00
Current: 147.760
Low
141.00
Averages
153.71
High
162.00
About AER
AerCap Holdings N.V. is an Ireland-based company, which is primarily engaged in aviation leasing. The Company provides a range of assets for lease, including narrowbody and widebody aircraft, regional jets, freighters, engines and helicopters. Its portfolio consists of 3,536 aircraft, engines, including engines owned and managed by its Shannon Engine Support Ltd (SES) joint venture, and helicopters that were owned, on order or managed. In addition, it offers aftermarket components, equipment and services through its materials business and the lease, purchase and financing of spare engines. Its passenger aircraft portfolio includes Airbus A220 Family, Airbus A320neo Family, Airbus A320 Family, Airbus A330neo Family, Airbus A330neo Family, Airbus A350, Boeing 737 MAX, Boeing 737NG, Boeing 777-200ER/ 300-ER, Boeing 787 and Embraer E190/E195/E2. Its freight aircraft portfolio includes Airbus A321, Boeing 737 and Boeing 767/777.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AerCap Files Annual 20-F Report for Fiscal Year 2025
- Annual Report Submission: AerCap Holdings N.V. filed its Form 20-F with the SEC on February 12, 2026, including audited financial statements for the fiscal year ending December 31, 2025, ensuring compliance with U.S. regulations and enhancing investor confidence.
- Global Leadership Position: As the global leader in aviation leasing, AerCap serves approximately 300 customers, providing comprehensive fleet solutions that solidify its competitive edge in the aviation leasing industry.
- Information Access Channels: Investors can access the 20-F report through AerCap's website and the SEC's site, and the company offers complimentary paper copies upon request, improving information transparency and accessibility.
- Forward-Looking Statements: The report includes forward-looking statements that highlight projections of future performance and events, cautioning investors about potential risks and uncertainties to ensure reasonable expectations regarding the company's future developments.
See More
AerCap Files Annual 20-F Report for Fiscal Year 2025
- Annual Report Submission: AerCap Holdings N.V. filed its Form 20-F with the SEC on February 12, 2026, including audited financial statements for the fiscal year ended December 31, 2025, ensuring compliance with U.S. regulatory requirements and enhancing investor trust in the company's transparency.
- Global Aviation Leasing Leader: As a leader in global aviation leasing, AerCap serves approximately 300 customers with comprehensive fleet solutions, demonstrating its strong market position and operational capabilities within the industry.
- Information Access Channels: Investors can access the detailed 20-F report on AerCap's website and the SEC's site, while also being able to request complimentary paper copies, further enhancing customer convenience and flexibility in information retrieval.
- Forward-Looking Statement Caution: The report includes forward-looking statements that highlight uncertainties regarding future performance, cautioning investors to consider various risk factors that could impact the company's operations, including capital availability and geopolitical risks, ensuring a clear understanding of potential risks for investors.
See More
FRONTIER CEO AFFIRMS NO LIQUIDITY PENALTY IN AIRCRAFT RETURN AGREEMENT WITH AERCAP
No Liquidity Penalty: The CEO of Frontier has stated that there is no liquidity penalty associated with an aircraft return deal with AerCap.
Aircraft Return Deal: The agreement involves the return of an aircraft, indicating a strategic move in Frontier's operations.
See More
Frontier and AerCap Reach Aircraft Leasing Agreement
- Early Aircraft Returns: Frontier has entered a non-binding agreement with AerCap for the early return of 24 A320neo aircraft, expected to be completed in Q2 2026, which will enhance fleet efficiency and operational productivity as these leases were set to expire in the next two to eight years.
- Future Sale-Leaseback Transactions: AerCap will engage in 10 future sale-leaseback transactions scheduled for 2028 and 2029, providing Frontier with increased flexibility to adapt to market demands while strengthening its competitive position in the airline industry.
- Deepening Strategic Partnership: Frontier's CEO, Jimmy Dempsey, noted that this agreement signifies a robust partnership with AerCap and CFM International, aimed at improving airline productivity through disciplined fleet management, thereby solidifying its market presence.
- Industry Leadership: AerCap's CEO, Aengus Kelly, highlighted that this transaction not only optimizes Frontier's fleet but also showcases AerCap's unique commercial capabilities and OEM relationships, further enhancing their long-term partnership with Frontier.
See More
AERCAP CEO: Confident That Boeing and Airbus Will Approach Demand Targets by 2030, Yet Supply Will Continue to Be Structurally Restricted into the 2030s
Airbus Demand Forecast: Airbus anticipates that it will get closer to meeting demand for aircraft by 2030.
Supply Limitations: Despite the expected increase in demand, supply will remain structurally limited well into the 2030s.
See More
AerCap Reports Strong Financial Results for 2025
- Strong Financial Performance: AerCap reported a net income of $633 million and earnings per share of $3.79 for Q4 2025, reflecting robust growth compared to the same period in 2024, which is expected to enhance investor confidence moving forward.
- Record Asset Sales: The company sold $3.9 billion in assets during 2025, achieving a net gain of $819 million, showcasing its improved asset management capabilities while providing capital for future investments.
- Increased Shareholder Returns: AerCap announced a new $1 billion share repurchase program and raised its quarterly dividend to $0.40 per share, indicating a commitment to creating long-term value for shareholders and enhancing market appeal.
- Improved Financial Health: As of December 31, 2025, AerCap's shareholders' equity reached $18.32 billion, a 7% increase from 2024, demonstrating ongoing improvements in capital structure and financial stability.
See More
AerCap Files Annual 20-F Report for Fiscal Year 2025
- Annual Report Submission: AerCap Holdings N.V. filed its Form 20-F with the SEC on February 12, 2026, including audited financial statements for the fiscal year ending December 31, 2025, ensuring compliance with U.S. regulations and enhancing investor confidence.
- Global Leadership Position: As the global leader in aviation leasing, AerCap serves approximately 300 customers, providing comprehensive fleet solutions that solidify its competitive edge in the aviation leasing industry.
- Information Access Channels: Investors can access the 20-F report through AerCap's website and the SEC's site, and the company offers complimentary paper copies upon request, improving information transparency and accessibility.
- Forward-Looking Statements: The report includes forward-looking statements that highlight projections of future performance and events, cautioning investors about potential risks and uncertainties to ensure reasonable expectations regarding the company's future developments.
See More
AerCap Files Annual 20-F Report for Fiscal Year 2025
- Annual Report Submission: AerCap Holdings N.V. filed its Form 20-F with the SEC on February 12, 2026, including audited financial statements for the fiscal year ended December 31, 2025, ensuring compliance with U.S. regulatory requirements and enhancing investor trust in the company's transparency.
- Global Aviation Leasing Leader: As a leader in global aviation leasing, AerCap serves approximately 300 customers with comprehensive fleet solutions, demonstrating its strong market position and operational capabilities within the industry.
- Information Access Channels: Investors can access the detailed 20-F report on AerCap's website and the SEC's site, while also being able to request complimentary paper copies, further enhancing customer convenience and flexibility in information retrieval.
- Forward-Looking Statement Caution: The report includes forward-looking statements that highlight uncertainties regarding future performance, cautioning investors to consider various risk factors that could impact the company's operations, including capital availability and geopolitical risks, ensuring a clear understanding of potential risks for investors.
See More
FRONTIER CEO AFFIRMS NO LIQUIDITY PENALTY IN AIRCRAFT RETURN AGREEMENT WITH AERCAP
No Liquidity Penalty: The CEO of Frontier has stated that there is no liquidity penalty associated with an aircraft return deal with AerCap.
Aircraft Return Deal: The agreement involves the return of an aircraft, indicating a strategic move in Frontier's operations.
See More
Frontier and AerCap Reach Aircraft Leasing Agreement
- Early Aircraft Returns: Frontier has entered a non-binding agreement with AerCap for the early return of 24 A320neo aircraft, expected to be completed in Q2 2026, which will enhance fleet efficiency and operational productivity as these leases were set to expire in the next two to eight years.
- Future Sale-Leaseback Transactions: AerCap will engage in 10 future sale-leaseback transactions scheduled for 2028 and 2029, providing Frontier with increased flexibility to adapt to market demands while strengthening its competitive position in the airline industry.
- Deepening Strategic Partnership: Frontier's CEO, Jimmy Dempsey, noted that this agreement signifies a robust partnership with AerCap and CFM International, aimed at improving airline productivity through disciplined fleet management, thereby solidifying its market presence.
- Industry Leadership: AerCap's CEO, Aengus Kelly, highlighted that this transaction not only optimizes Frontier's fleet but also showcases AerCap's unique commercial capabilities and OEM relationships, further enhancing their long-term partnership with Frontier.
See More
AERCAP CEO: Confident That Boeing and Airbus Will Approach Demand Targets by 2030, Yet Supply Will Continue to Be Structurally Restricted into the 2030s
Airbus Demand Forecast: Airbus anticipates that it will get closer to meeting demand for aircraft by 2030.
Supply Limitations: Despite the expected increase in demand, supply will remain structurally limited well into the 2030s.
See More
AerCap Reports Strong Financial Results for 2025
- Strong Financial Performance: AerCap reported a net income of $633 million and earnings per share of $3.79 for Q4 2025, reflecting robust growth compared to the same period in 2024, which is expected to enhance investor confidence moving forward.
- Record Asset Sales: The company sold $3.9 billion in assets during 2025, achieving a net gain of $819 million, showcasing its improved asset management capabilities while providing capital for future investments.
- Increased Shareholder Returns: AerCap announced a new $1 billion share repurchase program and raised its quarterly dividend to $0.40 per share, indicating a commitment to creating long-term value for shareholders and enhancing market appeal.
- Improved Financial Health: As of December 31, 2025, AerCap's shareholders' equity reached $18.32 billion, a 7% increase from 2024, demonstrating ongoing improvements in capital structure and financial stability.
See More
