Intech Investment Management 13F: Adds $11M to AerCap (AER) Stake

Intech Investment Management Grows AerCap Holdings Position

Intech Investment Management raised its stake in AerCap Holdings N.V. (NYSE:AER) by 57.6%, according to its most recent Form 13F filing with the Securities and Exchange Commission for the period ended May 8, 2026. The institutional investor bought an additional 77,052 shares during the quarter, bringing its total holding to 210,772 shares. The reported value of the position stood at approximately $31.1 million based on the filing data.

Position Details and Share Count Changes

Prior to this adjustment, Intech Investment Management owned 133,720 shares of the aircraft leasing company. The purchase of 77,052 shares resulted in a 57.6% increase in the fund's total position. Institutional 13F filings are backward-looking and reflect holdings as of the reporting date, meaning they may not represent the investor's current position today.

AerCap Stock Trades Near Mid-Range Levels

Shares of AerCap traded around $147.75 on Saturday, remaining close to its 50-day moving average of $147.82 and above its 200-day moving average of $144.03. The stock has traded between a 52-week low of $118.93 and a 52-week high of $158.81. The company has a price-to-earnings ratio of 7.03 and a forward P/E of 7.85.

Analysts Set New Price Targets

Wall Street firms have maintained positive sentiment on the stock through recent months. On October 12, 2026, TD Cowen maintained its Buy rating while raising its price target to $185.00 from $180.00. Earlier, on July 30, 2026, Citigroup maintained a Buy rating with a target of $178.00, Morgan Stanley kept an Equal-Weight rating with a $165.00 target, and Truist Securities maintained a Buy rating with a target of $180.00. Overall, the stock carries a consensus strong buy recommendation and a mean price target of $179.30 across ten analyst opinions.

AerCap Holdings Business Overview

AerCap Holdings N.V. is based in Dublin, Ireland, and operates as a major global lessor of commercial flight equipment. The company manages, finances, and leases aircraft, engines, and helicopters to airlines worldwide, while also providing asset management, parts supply, and corporate administrative services to the aviation industry.

What to Watch at AerCap Holdings N.V.

Investors tracking AerCap will look toward the company's next earnings report scheduled for October 28, 2026, alongside subsequent institutional filings to monitor whether funds continue to adjust their positions in the stock.