Oakmark U.S. Large Value Strategy Outperforms Benchmark in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
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 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: 144.000
Low
141.00
Averages
153.71
High
162.00
Current: 144.000
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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- Comparison with Estimates: This adjusted EPS surpasses the previous estimate of $3.40 by Ibes.
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- 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.
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- Increased Shareholder Returns: AerCap announced an increase in its quarterly dividend to $0.40 per share and returned $2.6 billion to shareholders through share repurchases in 2025, demonstrating confidence in future growth and commitment to enhancing shareholder value, which aims to boost investor confidence and market appeal.
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- Capital Return Strategy: The company returned $2.6 billion to shareholders in 2025 through the repurchase of 22.1 million shares at an average price of $109.92 per share, demonstrating a strong commitment to shareholder value and boosting market confidence in its future growth.
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AERCAP HOLDINGS FY ADJUSTED EPS PROJECTION SET BETWEEN USD 12-13
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Financial Performance: The company has reported adjusted earnings per share (EPS) for the fiscal year, indicating its financial health and operational efficiency.
Market Outlook: Aercap's outlook for the upcoming fiscal year suggests growth opportunities in the aviation sector, driven by increasing demand for air travel.
Strategic Initiatives: The company is focusing on expanding its fleet and enhancing customer relationships to strengthen its market position.
See More
Aercap Holdings Reports Q4 Adjusted EPS of $3.95, Exceeding IBES Estimate of $3.40
- Earnings Report: A report indicates that AERC Holdings has adjusted its earnings per share (EPS) for Q4 to $3.95.
- Comparison with Estimates: This adjusted EPS surpasses the previous estimate of $3.40 by Ibes.
See More
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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
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- Asset Sales and Reinvestment: The company sold $3.9 billion in assets during 2025, realizing $819 million in gains, while reinvesting $5.4 billion into its core business, adding 103 aircraft orders, indicating a proactive strategy in expanding operations and enhancing its asset portfolio.
- Increased Shareholder Returns: AerCap announced an increase in its quarterly dividend to $0.40 per share and returned $2.6 billion to shareholders through share repurchases in 2025, demonstrating confidence in future growth and commitment to enhancing shareholder value, which aims to boost investor confidence and market appeal.
- Optimistic Future Outlook: The company projects adjusted EPS for 2026 to be between $12.00 and $13.00, excluding any gains on sales, reflecting management's optimistic outlook for future performance and further strengthening market confidence in AerCap.
See More
AerCap Reports Q4 2025 Earnings with Strong Performance
- Strong Earnings Report: AerCap's Q4 2025 non-GAAP EPS of $3.95 exceeded expectations by $0.55, with revenue of $2.24 billion reflecting an 8.2% year-over-year increase, surpassing market forecasts by $120 million, indicating robust profitability and demand.
- Capital Return Strategy: The company returned $2.6 billion to shareholders in 2025 through the repurchase of 22.1 million shares at an average price of $109.92 per share, demonstrating a strong commitment to shareholder value and boosting market confidence in its future growth.
- Asset Investment: AerCap reinvested $5.4 billion in its core business, adding 103 aircraft orders, which reflects the company's optimistic outlook on the future aviation market and lays a solid foundation for long-term growth.
- Future Outlook: The company projects adjusted EPS for 2026 to be between $12.00 and $13.00, although below the consensus estimate of $14.80, it still reflects ongoing profitability and competitive strength in the market.
See More
AERCAP HOLDINGS FY ADJUSTED EPS PROJECTION SET BETWEEN USD 12-13
Company Overview: Aercap Holdings is a leading global aircraft leasing company, providing services to airlines and other aviation-related businesses.
Financial Performance: The company has reported adjusted earnings per share (EPS) for the fiscal year, indicating its financial health and operational efficiency.
Market Outlook: Aercap's outlook for the upcoming fiscal year suggests growth opportunities in the aviation sector, driven by increasing demand for air travel.
Strategic Initiatives: The company is focusing on expanding its fleet and enhancing customer relationships to strengthen its market position.
See More
