TD Cowen Raises AerCap (AER) Price Target to $185

TD Cowen has reiterated its Buy rating on AerCap Holdings N.V. and raised its price target to $185, a 27.11% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:19 PM EDT

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TD Cowen raised its price target on AerCap Holdings N.V. ($AER) to $185 from $180 on October 12, 2026, and rates the stock "Buy".

Since the rating, $AER is down 0.3% to date (from the $146.20 close on Oct 12, 2026).

AER AerCap Holdings N.V.

$145.69 +1.55% year to date

Daily close · Oct 16, 2026

Key Points

On October 12, 2026, TD Cowen reiterated its Buy rating on AerCap Holdings N.V. with a new price target of $185, up from $180.
TD Cowen's $185 price target implies 27.11% upside from AerCap Holdings N.V.'s ($AER) current $145.54 share price.
AerCap's stock is currently trading at $145.54 as of October 16, 2026, which is about 21.3% below the new target price.
The company's next earnings report is scheduled for October 28, 2026, and it reported a trailing twelve-month revenue of approximately $8.96 billion.

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TD Cowen has reiterated its Buy rating on AerCap Holdings N.V. (NYSE: AER) and raised its price target from $180 to $185 on October 12, 2026. This adjustment reflects the firm's confidence in AerCap's business performance amid a strong revenue growth trend of 14.9% year-over-year.

Other Institutional Activity in AerCap Holdings N.V.

Several other institutional investors have also shown interest in AerCap. BlackRock Inc. grew its holdings by 809,959 shares, ending with 13,748,609 shares valued at about $2.00 billion. Harris Associates L.P. added 558,313 shares, bringing its total to 6,460,145 shares worth approximately $941.2 million. State Street Corporation increased its position by 257,744 shares, totaling 5,351,498 shares valued at $779.7 million. Meanwhile, Two Sigma Investments, LP reduced its holdings by 140,721 shares, ending with 3,394,989 shares worth about $494.6 million, while JPMorgan Chase & Co. increased its stake by 264,420 shares, totaling 3,335,501 shares valued at approximately $486.0 million.

AerCap Holdings N.V. Stock Up 2.8%

AerCap's shares are trading at $145.54, which is significantly below the new target price of $185 set by TD Cowen. This price is also below the recent trading levels, indicating potential upside if the market aligns with analyst expectations. The stock has shown resilience, reflected in its revenue growth and profitability metrics.

12-month forecast

$AER price target

AerCap Holdings N.V. daily closes and this analyst's $185 target. Not advice.

Recent Earnings

AerCap reported a trailing twelve-month revenue of approximately $8.96 billion. The company has a net margin of 37.9% and a return on equity (ROE) of 18.7%, showcasing its strong financial health. The next earnings report is expected on October 28, 2026, which could provide further insights into its performance.

Insider Buying and Selling at AerCap Holdings N.V.

Insider trading activity includes several sales by executives. Chief Financial Officer Peter Juhas sold 76,000 shares for a total value of about $10.99 million on May 12, 2026. Officer Cormac Stuart sold 11,644 shares at an average price of $143.21 on June 15, 2026, valued at around $1.67 million. Additionally, Director Rita Forst sold 4,000 shares on August 6, 2026, at an average price of $155.64, totaling approximately $622,560.

Analysts Set New Price Targets

On October 12, 2026, TD Cowen maintained its Buy rating on AerCap with a price target of $185, up from $180. Earlier, Citigroup had initiated coverage with a Buy rating and a target of $173 on July 20, 2026, later raising it to $178 on July 30. Morgan Stanley maintained an Equal-Weight rating with a target of $165, while Truist Securities also maintained a Buy rating with a target of $180.

About AerCap Holdings N.V.

AerCap Holdings N.V. is involved in leasing, financing, selling, and managing commercial flight equipment globally. Based in Dublin, Ireland, the company plays a significant role in the aviation industry, offering services to clients in the United States, China, and beyond. The recent analyst call by TD Cowen reflects confidence in AerCap's ability to navigate the competitive landscape.

Bottom Line

Investors should watch for AerCap's upcoming earnings report on October 28, 2026, which may provide further insights into its financial performance. With TD Cowen maintaining a positive outlook, the stock's current trading level presents an interesting point for potential growth.