Oakmark Fund Investor Class Achieves 4.78% Return in Q4 2025, Outperforming S&P 500
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
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Source: seekingalpha
- Performance Overview: The Oakmark Fund (Investor Class) achieved a 4.78% return in Q4 2025, significantly outperforming the S&P 500 Index's 2.66%, demonstrating the effectiveness of its investment strategy and market adaptability.
- New Investment Positions: In Q4 2025, the fund added new positions in AerCap (NYSE:AER), Amrize (NYSE:AMRZ), and CDW (NASDAQ:CDW), indicating a positive outlook on the aviation leasing and technology services sectors, aiming to enhance overall returns through diversified investments.
- Exit Strategy Adjustments: The fund exited its positions in Bank of New York Mellon (BK) and Magna (MGA) during Q4 2025, reflecting its keen insight into market dynamics and the ability to flexibly adjust its portfolio to optimize risk-return profiles.
- Market Commentary Insights: The Oakmark Fund's Q4 2025 commentary reveals a profound understanding of the U.S. equity market, providing valuable insights for investors by combining market trends with portfolio performance, thereby enhancing trust among its investor base.
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: 143.970
Low
141.00
Averages
153.71
High
162.00
Current: 143.970
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.
