Solid Results Lifted AerCap Holdings (AER) in Q4

3 weeks ago 18

Soumya Eswaran

Wed, February 25, 2026 astatine 8:00 AM CST 3 min read

The London Company, an concern absorption company, released its fourth-quarter 2025 capitalist missive for its “The London Company Mid Cap Strategy”. A transcript of the missive tin beryllium downloaded here. In Q4 2025, US equities posted the 3rd consecutive 4th of higher returns, with the Russell 3000 Index rising 2.4%. The marketplace highlighted however investors balanced the optimism connected net maturation and concerns regarding AI returns and cooling macroeconomic factors. In the quarter, the portfolio returned 3.2% (3.0% net) compared to a 0.2% summation successful the Russell Midcap Index. Both banal enactment and assemblage vulnerability contributed to the comparative show of the portfolio successful the quarter. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, London Company Mid Cap Strategy highlighted AerCap Holdings N.V. (NYSE:AER). AerCap Holdings N.V. (NYSE:AER) is simply a starring aviation leasing institution headquartered successful Dublin, Ireland. On February 24, 2026, AerCap Holdings N.V. (NYSE:AER) banal closed astatine $148.06 per share. One-month instrumentality of AerCap Holdings N.V. (NYSE:AER) was 3.80%, and its shares gained 44.67% implicit the past 52 weeks. AerCap Holdings N.V. (NYSE:AER) has a marketplace capitalization of $25.27 billion.

London Company Mid Cap Strategy stated the pursuing regarding AerCap Holdings N.V. (NYSE:AER) successful its 4th fourth 2025 capitalist letter:

"AerCap Holdings N.V. (NYSE:AER) – AER shares performed good each twelvemonth aft reporting coagulated quarterly results. We judge the institution is sitting successful the enviable presumption of owning the largest portfolio of craft successful a seller’s market. The security recoveries during the twelvemonth were a bully windfall, which was utilized to repurchase shares. The institution should beryllium capable to proceed increasing publication worth per stock via ample acquisition leasebacks oregon M&A, fixed its historically debased leverage."

Is AerCap Holdings N.V. (AER) Top Stock Pick successful Billionaire George Soros' Portfolio?

AerCap Holdings N.V. (NYSE:AER) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 54 hedge money portfolios held AerCap Holdings N.V. (NYSE:AER) astatine the extremity of the 4th quarter, compared to 55 successful the erstwhile quarter. While we admit the imaginable of AerCap Holdings N.V. (NYSE:AER) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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