AerCap Reports $13.2 Billion in Transactions for 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
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AerCap Holdings N.V. has announced its major business transactions during the full year and fourth quarter 2025: Full Year 2025 Transactions: Signed 371 lease agreements, completed 145 purchases and 189 sale transactions; Signed financing transactions for approximately $13.2 billion; Received cash insurance proceeds of approximately $1.5 billion, which primarily included proceeds from the June 11, 2025 judgment by the London Commercial Court, in respect of its assets lost in Russia in 2022; Repurchased approximately 22.1 million shares, at an average price of $109.92 per share, for a total of approximately $2.4 billion. Fourth Quarter 2025 Transactions: Signed 122 lease agreements; Completed 40 purchases for 30 aircraft; Completed 78 sale transactions for 62 aircraft; Signed financing transactions for approximately $8.5 billion
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Analyst Views on AER
Wall Street analysts forecast AER stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AER is 153.71 USD with a low forecast of 141.00 USD and a high forecast of 162.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 142.640
Low
141.00
Averages
153.71
High
162.00
Current: 142.640
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.
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