AER Aercap Holdings N.V.
XNYS
147.68
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
AER
$147.68
—
Key stats
$147.68
- 52-Week Range
- $118.96 – $158.81
- YTD
- +2.11%
- IV Rank (30D)
- 65.15
- Straddle Price
- $9.75
- P/C Vol Ratio
- 2.76
- Market Cap
- $23.2B
- Open
- $145.70
- Day Range
- $144.28 – $148.15
- Volume
- 1,876,817
- Prev Close
- $147.87
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.65% (VRP-adj) |
| WACC | 5.27% |
| Volatility Risk Premium | +23.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 2.38 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $145.33 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $145.13 |
| Bollinger Width / SMA20 | 3.0% (drives anchor stability) |
| Net Debt | $42.2B |
Peers used for multiples: ASML, BA, DAL, GD, GE, LMT, RTX, UPS
60-Day Conviction
60%
20-Day Fair Value
≈ by Nov 20, 2026
$147.07
α -0.4%
rank 46%
conviction
28%
40-Day Fair Value
≈ by Dec 21, 2026
$146.91
α -0.5%
rank 46%
conviction
15%
60-Day Fair Value
≈ by Jan 19, 2027
$145.06
α -1.8%
rank 46%
conviction
60%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $19.79 | 0% | |
| Peer P/E | n/a | 0% | median 20.8× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 14.2× · 6 peers |
| Peer P/B | n/a | 0% | median 5.6× · 7 peers |
| Peer P/S | n/a | 0% | median 1.6× · 7 peers |
| Market Anchor (SMA50) | $145.33 | 67% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $148.50 | 33% | 22 strikes · skew -0.07 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-EQUIPMENT RENTAL & LEASING, NEC (7359) · industry map
- Exchange
- XNYS
- Market Cap
- $23.2B
- Employees
- 668
- List Date
- 2006-11-21
- CIK
- 0001378789
- Next Earnings
- 2026-10-28 (Pre-Market)
- EPS Forecast
- $4.45 (3 est.)
- Homepage
- https://www.aercap.com
AerCap Holdings NV is an aircraft leasing company. Its activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. It has one business segment: leasing, financing, sales, and management of commercial flight equipment (Commercial Flight Equipment Segment). Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, the United…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -11.99% | -6.94% | 9.08% | 5.82% | -0.80% | -0.67% | -0.92% |
| Feb | 21.57% | -15.49% | -3.37% | -0.16% | 8.50% | 2.84% | 2.31% |
| Mar | 23.98% | -4.95% | -10.90% | 12.36% | 1.16% | -8.69% | 2.16% |
| Apr | -2.18% | -7.50% | 0.21% | -1.39% | 3.58% | 1.61% | -0.94% |
| May | 0.46% | 5.91% | 0.67% | 8.41% | 9.29% | -1.10% | 3.94% |
| Jun | -14.81% | -15.61% | 9.29% | 0.04% | 1.03% | 6.67% | -2.23% |
| Jul | 1.96% | 8.80% | 0.19% | 1.74% | -7.21% | 5.66% | 1.86% |
| Aug | 2.68% | -0.52% | -5.15% | 5.89% | 13.96% | -5.02% | 1.97% |
| Sep | 7.25% | -2.24% | 1.87% | 2.48% | -2.75% | -0.44% | 1.03% |
| Oct | -2.32% | 20.51% | 4.35% | -0.09% | 6.11% | 2.61%* | 5.20% |
| Nov | -11.82% | 14.42% | 9.38% | 5.35% | 2.29% | -- | 3.92% |
| Dec | 20.04% | -4.30% | 6.95% | -2.72% | 9.06% | -- | 5.81% |
| Total | 28.92% | -13.71% | 22.36% | 43.52% | 51.58% | 2.51% | 22.53% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $145.24
SMA 50: $145.28
SMA 200: $144.32
Current: $147.68
EMA 12: $145.67
EMA 26: $145.24
MACD: 0.4319 | Signal: 0.3657
BULLISH
ADX (14): 11.23
RANGE
+DI: 24.43
−DI: 20.07
Momentum Oscillators
RSI (14): 56.74
NEUTRAL
Stoch %K: 75.40
Stoch %D: 68.00
Williams %R: -15.44
Volume & Volatility
BB Upper: $148.63
BB Lower: $141.85
NEUTRAL
OBV: 62,905,657
Vol SMA 20: 1,091,726
Vol ROC: 19.04%
ATR: $3.22
True Range: $3.87
HV 20: 21.5%
HV 30: 20.6%
HV 60: 20.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (6/10)
- Key Drivers: Recent positive news headlines, moderate volatility, and technical signals indicating a range-bound market.
- Primary Risks: Potential for mean reversion, negative sentiment shift, or unexpected earnings miss.
- Investment Thesis: AER's valuation appears reasonable considering its relatively low beta and stable historical performance. However, the stock may require significant catalysts to break out of its current trading range.
- Recent News Sentiment Impact: Positive news headlines have contributed to a neutral-to-bullish bias.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL Medium-term (1-3 months): RANGEBOUND Long-term (3-12 months): UPTRENDING
Support/Resistance Levels:
- Lower Bollinger Band: $145.15
- Middle Band: $150.78
- Upper Band: $156.41
Momentum Signals:
- RSI: 49.19 (neutral)
- MACD: Bullish momentum
- Stochastic %K/D: Neutral-to-bullish
- Williams %R: -79.27 (oversold)
Volume Analysis: Moderate institutional interest, with a volume rate of change indicating a slight decline.
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines from GE Aerospace and AerCap, indicating strong demand for AER's products or services.
Sentiment Assessment: Generally positive sentiment, but slightly offset by neutral-to-negative headlines from other sectors.
Catalyst Identification: Upcoming earnings reports could provide a catalyst for price movement. Regulatory changes or product launches in the aerospace industry could also impact AER's stock performance.
Market Narrative: The recent news headlines align with the technical signals, suggesting a range-bound market. However, the options market is pricing in a moderate move, indicating potential volatility ahead.
Risk & Volatility Assessment
Beta Interpretation: Relatively low beta of 0.87 suggests lower risk compared to other stocks with higher betas.
Volatility Regime: Moderate volatility, with historical volatility levels indicating a stable trading range.
Options Market Signals:
- IV Rank: Low (16.9%)
- Put/Call Volume Ratio: Bearish sentiment
- Open Interest: 1,144 calls vs 1,377 puts
Downside Protection: Support at $145.15 and risk management considerations suggest maintaining a defensive stance.
Market Context & Positioning
Sector Performance: Aerospace sector performing well, with AER's peers experiencing moderate growth.
Institutional Activity: Moderate institutional interest, with a volume rate of change indicating a slight decline.
Correlation Analysis: Correlation with the SPY is 0.42, suggesting a moderately correlated market.
Relative Valuation: AER appears reasonably valued considering its low beta and stable historical performance.
Key Levels & Action Items
Critical Price Levels:
- Support: $145.15
- Resistance: $156.41
Breakout/Breakdown Levels:
- Short-term breakout: $156.41
- Short-term breakdown: $145.15
Time-Sensitive Catalysts: Upcoming earnings reports and regulatory changes could provide catalysts for price movement.
Risk Management: Maintain a defensive stance, using stop-loss levels at $145.15 to limit potential losses. Consider scaling out of positions if the stock approaches its upper Bollinger Band or experiences a strong breakout.
Generated
News
All AER news →
AER Options Activity & IV Rank
AER IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 29.2%
7-DTE IV: —
Expected Move: $9.75
7-DTE Move: $9.75
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 38
Put Volume: 105
P/C Volume: 2.763
BEARISH
Call OI: 571
Put OI: 1,033
P/C OI: 1.809
Total OI: 1,604
ATM Options Pricing
ATM Call: $3.60
ATM Put: $6.15
Call %: 2.4%
Put %: 4.2%
Chain Summary
Chain Volume: 2,209
Chain OI: 16,713
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 42nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
42%
vs own history
GEX tilt
+0.31
OI-weighted, today
Vanna tilt
+0.65
δ-sensitivity to IV
Charm tilt
-0.85
δ-decay vs time
Vanna tilt +0.65: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.85: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 28 ATM contracts, 6k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
16%
+4.1
pts
EXTREME
ATM 28.4% / Wing 32.5%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)65.2MediumOct 22
Straddle Price (30 DTE)$9.75Oct 22
Beta Analysis
Risk Metrics
Beta: 0.9312
Alpha: 11.19%
Correlation: 0.4450
R-Squared: 19.8%
Stock Volatility: 26.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
AER Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 176,115,641 (as of 2025-12-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
12 filers$99.78M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $40.53M | 40.62% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $20.55M | 20.60% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $19.04M | 19.08% | 2026-06-30 |
| 4 | Walleye Trading LLC | $9.68M | 9.70% | 2026-06-30 |
| 5 | SCOPUS ASSET MANAGEMENT, L.P. | $4.37M | 4.38% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $2.87M | 2.87% | 2025-09-30 |
| 7 | TUDOR INVESTMENT CORP ET AL | $816.37K | 0.82% | 2026-06-30 |
| 8 | Verition Fund Management LLC | $626.85K | 0.63% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $437.34K | 0.44% | 2026-06-30 |
| 10 | Squarepoint Ops LLC | $408.18K | 0.41% | 2026-06-30 |
| 11 | Walleye Capital LLC | $349.87K | 0.35% | 2026-06-30 |
| 12 | Alphadyne Asset Management LP | $102.05K | 0.10% | 2026-06-30 |
13 filers$45.52M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $18.95M | 41.63% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $7.38M | 16.20% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $6.90M | 15.15% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $6.85M | 15.05% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $2.68M | 5.90% | 2025-09-30 |
| 6 | Walleye Trading LLC | $743.48K | 1.63% | 2026-06-30 |
| 7 | Verition Fund Management LLC | $437.34K | 0.96% | 2026-06-30 |
| 8 | Walleye Capital LLC | $379.03K | 0.83% | 2026-06-30 |
| 9 | Two Sigma Investments, LP Custodian | $364.45K | 0.80% | 2026-06-30 |
| 10 | Cubist Systematic Strategies, LLC | $314.60K | 0.69% | 2025-09-30 |
| 11 | Squarepoint Ops LLC | $276.98K | 0.61% | 2026-06-30 |
| 12 | Alphadyne Asset Management LP | $189.51K | 0.42% | 2026-06-30 |
| 13 | MAI Capital Management | $58.31K | 0.13% | 2026-06-30 |
AER Insider Trading (Form 4)
Latest: 2026-08-11Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-11 | Rita Forst | Director | Sell (S) | −2,000 | $155.64 | -$311.3K | EDGAR |
| 2026-08-10 | Rita Forst | Director | Sell (S) | −2,000 | $155.64 | -$311.3K | EDGAR |
| 2026-06-17 | Cormac Stuart | Chief Accounting Officer | Sell (S) | −11,644 | $143.21 | -$1.67M | EDGAR |
| 2026-05-18 | Robert G Warden | Director | Gift (G) | −1,974 | — | EDGAR | |
| 2026-05-13 | Peter Juhas | Chief Financial Officer | Sell (S) | −76,000 | $144.72 | -$11.00M | EDGAR |
| 2026-05-08 | Vincent Drouillard | General Counsel | Sell (S) | −4,504 | $150.00 | -$675.6K | EDGAR |
| 2026-05-08 | Aengus Kelly | Chief Executive Officer | Sell (S) | −50,000 | $148.83 | -$7.44M | EDGAR |
| 2026-04-21 | Aengus Kelly | Chief Executive Officer | Mixed | +347,990 | $147.45 | -$22.41M | EDGAR |
| 2026-04-21 | Vincent Drouillard | General Counsel | Mixed | +9,097 | $147.45 | -$870.4K | EDGAR |
| 2026-04-21 | Peter Juhas | Chief Financial Officer | Mixed | +18,195 | $147.45 | -$1.74M | EDGAR |
| 2026-04-17 | Rita Forst | Director | Mixed | +1,739 | $148.97 | -$239.2K | EDGAR |
| 2026-04-17 | Robert G Warden | Director | Mixed | +2,107 | $148.97 | -$184.4K | EDGAR |
| 2026-04-17 | Julian Bradford Branch | Director | Mixed | +13,020 | $148.97 | -$1.79M | EDGAR |
| 2026-04-17 | Stacey Cartwright | Director | Mixed | +1,739 | $148.97 | -$239.2K | EDGAR |
| 2026-03-26 | Cormac Stuart | Chief Accounting Officer | Other (J) | +109 | $135.21 | $14.7K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
AER Insider Holdings
8 insiders · @ $147.68
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Aengus Kelly | Chief Executive Officer | 1,254,644 | $185.29M | -$24.30M | 24 | 2026-05-08 |
| 2 | Peter Juhas | Chief Financial Officer | 377,653 | $55.77M | -$11.00M | 2 | 2026-05-13 |
| 3 | Vincent Drouillard | General Counsel | 200,492 | $29.61M | -$675.6K | 2 | 2026-05-08 |
| 4 | Julian Bradford Branch | Director | 36,906 | $5.45M | $0 | 1 | 2026-04-17 |
| 5 | Robert G Warden | Director | 28,455 | $4.20M | $0 | 11 | 2026-05-18 |
| 6 | Cormac Stuart | Chief Accounting Officer | 13,239 | $1.96M | -$1.67M | 2 | 2026-06-17 |
| 7 | Rita Forst | Director | 7,333 | $1.08M | -$622.6K | 3 | 2026-08-11 |
| 8 | Stacey Cartwright | Director | 4,783 | $706.4K | $0 | 1 | 2026-04-17 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
AER Board & Officers
As of SEC filings through Aug 11, 2026Directors 11
- Paul T Dacier · since May 27, 2010
- Robert G Warden · on file since Jan 2011
- Aengus Kelly · listed since Apr 2015
- James A Lawrence · since May 5, 2017
- Michael George Walsh · since May 5, 2017
- Jennifer VanBelle · since Mar 18, 2026
- Julian Bradford Branch · since Mar 18, 2026
- Rita Forst · since Mar 18, 2026
- Stacey Cartwright · since Mar 18, 2026
- Victoria Clare Jarman · since Mar 18, 2026
- W Douglas Parker · since Apr 15, 2026
Officers 5
- Aengus Kelly · Chief Executive Officer · listed since May 2011
- Peter Juhas · Chief Financial Officer · since Mar 31, 2017
- Cormac Stuart · Chief Accounting Officer · since Mar 18, 2026
- Peter Deane Anderson · Chief Commercial Officer · since Mar 18, 2026
- Vincent Drouillard · General Counsel · since Mar 18, 2026
Changes in the last 10 years (14)
| Apr 15, 2026 | W Douglas Parker became a director |
| Mar 18, 2026 | Vincent Drouillard became General Counsel |
| Mar 18, 2026 | Victoria Clare Jarman became a director |
| Mar 18, 2026 | Stacey Cartwright became a director |
| Mar 18, 2026 | Rita Forst became a director |
| Mar 18, 2026 | Peter Deane Anderson became Chief Commercial Officer |
| Mar 18, 2026 | Julian Bradford Branch became a director |
| Mar 18, 2026 | Jennifer VanBelle became a director |
| Mar 18, 2026 | Cormac Stuart became Chief Accounting Officer |
| May 5, 2017 | Michael George Walsh became a director |
| May 5, 2017 | James A Lawrence became a director |
| Mar 31, 2017 | Peter Juhas became Chief Financial Officer |
| Mar 27, 2017 | Philip Gene Scruggs listed as Chief Comm. Off. and President (previously CCO & President) in SEC filings |
| Jan 3, 2017 | Walter Field McLallen first on file as a director |
Not reported recently (9)
- James N Chapman · Last reported as a director in an SEC filing dated Jan 2, 2018
- Marius Jonkhart · Last reported as a director in an SEC filing dated Jan 2, 2018
- Michael Gradon · Last reported as a director in an SEC filing dated Jan 2, 2018
- Pieter Korteweg · Last reported as a director in an SEC filing dated Jan 2, 2018
- Noaimi Salem Rashed Abdulla Ali Al · Last reported as a director in an SEC filing dated Jan 2, 2018
- Philip Gene Scruggs · Last reported as Chief Comm. Off. and President in an SEC filing dated Dec 11, 2017
- Dikken Wouter Marinus den · Last reported as Chief Operating Officer in an SEC filing dated May 31, 2017
- Keith A Helming · Last reported as Chief Financial Officer in an SEC filing dated Mar 27, 2017
- Walter Field McLallen · Last reported as a director in an SEC filing dated Jan 3, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AER Proposed Insider Sales (Form 144)
Latest: 2026-08-06
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $310K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Rita Forst (1, $310K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Rita Forst | Director | 2,000 | $310.3K | 2026-08-06 | UBS | — | EDGAR |
| 2026-05-11 | Peter Juhas | Chief Financial Officer | 76,000 | $11.40M | 2026-05-11 | Charles Schwab and Co. Inc. | — | EDGAR |
| 2026-05-06 | Kelly Aengus | Chief Executive Officer & Executive Director | 50,000 | $7.23M | 2026-05-06 | Royal Bank of Canada Wealth Mana… | — | EDGAR |
| 2026-02-18 | Forst Rita | Director | 1,000 | $152.6K | 2026-02-19 | UBS | — | EDGAR |
| 2026-02-17 | Aengus Kelly | Chief Executive Officer & Executive Director | 65,000 | $9.78M | 2026-02-17 | Royal Bank of Canada Wealth Mana… | — | EDGAR |
| 2025-12-12 | Kelly Aengus | Chief Executive Officer & Executive Director | 50,000 | $7.06M | 2025-12-12 | Royal Bank of Canada Wealth Mana… | — | EDGAR |
| 2025-12-05 | Forst Rita | Director | 1,000 | $139.9K | 2025-12-05 | UBS | — | EDGAR |
| 2025-11-24 | Juhas Peter | Chief Financial Officer | 7,500 | $987.5K | 2025-11-24 | Charles Schwab and Co. Inc. | — | EDGAR |
| 2025-11-06 | Anderson Peter | Chief Commercial Officer | 197,965 | $26.45M | 2025-11-06 | DBS Bank Ltd | — | EDGAR |
| 2025-10-31 | Cartwright Stacey | Director | 3,500 | $456.3K | 2025-10-31 | LGT Wealth Management UK LLP | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
81 ETFs hold AER
25 shown · $860.83M total exposure · 0.13% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IEFA iShares Core MSCI EAFE ETF | iShares (BlackRock) | 0.09% | $175.4M | $191.0B | 2026-10-20 |
| 2 | EFA iShares MSCI EAFE ETF | iShares (BlackRock) | 0.11% | $83.9M | $77.3B | 2026-10-20 |
| 3 | FENI Fidelity Enhanced International ETF | Fidelity | 0.57% | $65.7M | $11.6B | 2026-10-20 |
| 4 | EFV iShares MSCI EAFE Value ETF | iShares (BlackRock) | 0.21% | $63.4M | $30.7B | 2026-10-20 |
| 5 | BSCQ Invesco BulletShares 2026 Corporate Bond ETF | Invesco | 1.90% | $57.6M | — | 2026-10-20 |
| 6 | AVDE Avantis International Equity ETF | Avantis | 0.21% | $41.0M | $19.5B | 2026-10-20 |
| 7 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.08% | $32.3M | $40.9B | 2026-10-20 |
| 8 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.06% | $31.9M | $58.1B | 2026-10-20 |
| 9 | BSCS Invesco BulletShares 2028 Corporate Bond ETF | Invesco | 0.83% | $29.1M | — | 2026-10-20 |
| 10 | EZU iShares MSCI Eurozone ETF | iShares (BlackRock) | 0.31% | $28.7M | $9.3B | 2026-10-20 |
| 11 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.08% | $28.5M | $34.0B | 2026-10-20 |
| 12 | JAVA JPMorgan Active Value ETF | JPMorgan | 0.36% | $26.4M | $7.4B | 2026-10-21 |
| 13 | IVLU iShares MSCI Intl Value Factor ETF | iShares (BlackRock) | 0.51% | $23.0M | $4.5B | 2026-10-20 |
| 14 | LRGF iShares U.S. Equity Factor ETF | iShares (BlackRock) | 0.58% | $21.6M | $3.7B | 2026-10-20 |
| 15 | BSCW Invesco BulletShares 2032 Corporate Bond ETF | Invesco | 1.29% | $19.7M | — | 2026-10-20 |
| 16 | VT Vanguard Total World Stock ETF | Vanguard | 0.02% | $19.0M | — | 2026-09-30 |
| 17 | EWN iShares MSCI Netherlands ETF | iShares (BlackRock) | 2.63% | $16.5M | $633.9M | 2026-10-20 |
| 18 | BSCR Invesco BulletShares 2027 Corporate Bond ETF | Invesco | 0.35% | $15.8M | — | 2026-10-20 |
| 19 | PKW Invesco BuyBack Achievers ETF | Invesco | 0.85% | $14.8M | — | 2026-10-20 |
| 20 | IEUR iShares Core MSCI Europe ETF | iShares (BlackRock) | 0.15% | $14.2M | $9.5B | 2026-10-20 |
| 21 | GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | Goldman | 0.08% | $12.6M | $15.2B | 2026-10-20 |
| 22 | JIVE JPMorgan International Value ETF | JPMorgan | 0.27% | $12.1M | $4.5B | 2026-10-21 |
| 23 | ACWX iShares MSCI ACWI ex U.S. ETF | iShares (BlackRock) | 0.06% | $11.3M | $17.7B | 2026-10-20 |
| 24 | BSCT Invesco BulletShares 2029 Corporate Bond ETF | Invesco | 0.28% | $8.6M | — | 2026-10-20 |
| 25 | VRP Invesco Variable Rate Preferred ETF | Invesco | 0.26% | $7.9M | — | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-12-31 | — | — | — | — |
| Q4 '24 | 2024-12-31 | — | — | — | — |
| Q4 '23 | 2023-12-31 | — | — | — | — |
| Q4 '22 | 2022-12-31 | — | — | — | — |
| Q4 '21 | 2021-12-31 | — | — | — | — |
| Q4 '20 | 2020-12-31 | — | — | — | — |
| Q2 '20 | 2020-06-30 | $1.17B | $246.06M | $1.92 | — |
| Q4 '19 | 2019-12-31 | — | — | — | — |
| Q2 '19 | 2019-06-30 | $1.19B | $331.46M | $2.42 | — |
| Q4 '18 | 2018-12-31 | — | — | — | — |
| Q4 '17 | 2017-12-31 | — | — | — | — |
| Q4 '16 | 2016-12-31 | — | — | — | — |
Q4 2025 • period ending 2025-12-31 • filed 2026-02-12
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
3.96M
SI % of Float
2.48%
Days to Cover
3.31
Short Vol Ratio
45.5%
Free Float
159.38M
Float %
95.5%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-05-15