Yahoo Finance • 13 days ago

ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million

Aristotle Capital Boston cut its stake in ACI Worldwide(NASDAQ:ACIW) by 105,810 shares in the first quarter, an estimated $4.44 million trade based on quarterly average pricing, according to a May 15, 2026, SEC filing. What happened Aris... Full story

Yahoo Finance • 13 days ago

Perella Weinberg Stock Lags the Market. One Fund Just Bought $15 Million More

On May 15, 2026, Aristotle Capital Boston disclosed in an SEC filing that it bought 745,994 shares of Perella Weinberg Partners(NASDAQ:PWP), an estimated $14.66 million trade based on quarterly average pricing. What happened According to... Full story

Yahoo Finance • 13 days ago

Huron Revenue Hit a Record $444 Million. So Why Did This Fund Trim Its Stake?

On May 15, 2026, Aristotle Capital Boston disclosed selling 40,351 shares of Huron Consulting Group(NASDAQ:HURN), an estimated $6.07 million trade based on quarterly average pricing. What happened According to an SEC filing dated May 15,... Full story

Yahoo Finance • 18 days ago

Why The Narrative Around AerCap (AER) Is Shifting As Analysts Rework Targets And Assumptions

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. AerCap Holdings is back in focus as analysts refresh their models and lift several price targets, with one key fair value estimate... Full story

Yahoo Finance • 19 days ago

Is AerCap Holdings N.V. (AER) Among the Best European Industrial Stocks to Buy?

A AerCap Holdings N.V. (NYSE:AER) is among the Best Industrial Stocks. On April 29, 2026, AerCap Holdings N.V. (NYSE:AER) reported Q1 2026 results. The GAAP net income was $818 million, or $4.96 per share. The adjusted net income was $889... Full story

Yahoo Finance • 25 days ago

AerCap (AER) Q1 2026 Earnings Transcript

Image source: The Motley Fool. DATE Wednesday, April 29, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Aengus Kelly Chief Financial Officer — Peter Juhas Full Conference Call Transcript Aengus Kelly: Thank you for... Full story

Yahoo Finance • 30 days ago

The Bull Case For AerCap Holdings (AER) Could Change Following Strong Q1 2026 Earnings And Dividend Steadiness

AerCap Holdings N.V. has released its first-quarter 2026 results, reporting higher sales of US$1,872.49 million, revenue of US$2,241.73 million, and net income of US$818.13 million compared with the same period a year earlier, while also c... Full story

Yahoo Finance • last month

L1 Capital International Fund Trimmed AerCap Holdings N.V. (AER) on Strong Performance

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy emphasizes investments in high-quality compan... Full story

Yahoo Finance • 2 months ago

Quant check on David Einhorn's Greenlight Capital holdings post Q1

[Close up image of wooden cubes with alphabet Q1 on office desk.] mohd izzuan David Einhorn's Greenlight Capital funds gave a return of 6.5% in Q1 vs. a broader market drop of 4.4% in the S&P 500 index. The significant winners in the quar... Full story

Yahoo Finance • 2 months ago

Investor Sells Entire Tri Pointe Homes Stake Amid 55% Stock Surge and Pending Deal

O'Keefe Stevens Advisory, Inc. fully exited its position in Tri Pointe Homes(NYSE:TPH), according to an SEC filing dated April 7, 2026, selling 430,731 shares for an estimated $17.52 million based on quarterly average pricing. What happen... Full story

Yahoo Finance • 3 months ago

Bill Nygren's Strategic Moves: Significant Reduction in Alphabet Inc. Holdings

This article first appeared on GuruFocus. Exploring the Fourth Quarter 2025 N-PORT Filing Bill Nygren (Trades, Portfolio) recently submitted the N-PORT filing for the fourth quarter of 2025, providing insights into his investment moves d... Full story

Yahoo Finance • 3 months ago

Solid Results Lifted AerCap Holdings (AER) in Q4

The London Company, an investment management company, released its fourth-quarter 2025 investor letter for its “The London Company Mid Cap Strategy”. A copy of the letter can be downloaded here. In Q4 2025, US equities posted the third con... Full story

Yahoo Finance • 3 months ago

Abbott Laboratories: A Key Reduction in Robert Bruce's Portfolio

This article first appeared on GuruFocus. Exploring the Strategic Moves of a Seasoned Value Investor Robert Bruce (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investmen... Full story

Yahoo Finance • 4 months ago

CHECK Capital Makes a Big Bet on Sirius XM (SIRI) With a Purchase of 822,000 Shares Worth $17.7 Million

What happened According to a Securities and Exchange Commission (SEC) filing dated February 6, 2026, CHECK Capital Management increased its stake in Sirius XM(NASDAQ:SIRI) by 821,657 shares during the fourth quarter. The estimated transac... Full story

Yahoo Finance • 4 months ago

US Stock Market Today: S&P 500 Futures Slip As Growth Jitters Offset Softer Yields

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The Morning Bull - US Market Morning Update Friday, Feb, 6 2026 U... Full story

Yahoo Finance • 4 months ago

Pre-Market Earnings Report for February 6, 2026 : PM, CBOE, BIIB, AER, CG, CNC, NVT, ROIV, PAA, AN, MKTX, PIPR

The following companies are expected to report earnings prior to market open on 02/06/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Philip Morris International Inc (PM)is reporting for the quarter end... Full story

Yahoo Finance • 5 months ago

Truist Highlights AerCap’s (AER) Dominant Market Position and Steady Book Value Appreciation

AerCap Holdings (NYSE:AER) is one of the most profitable value stocks to invest in right now. On December 9, Truist initiated coverage of AerCap with a Buy rating and $159 price target. Truist highlighted AerCap’s dominant market position... Full story

Yahoo Finance • 5 months ago

Looking at the Narrative for AerCap After Analyst Upgrades and Tight Leasing Market Developments

AerCap Holdings has seen a modest uptick in its fair value estimate to about $149.22 per share, as analysts update their models after an exceptional quarter and ongoing tightness in the aircraft leasing market. While the discount rate rema... Full story

Yahoo Finance • 6 months ago

AerCap signs lease deal with Uzbekistan cargo airline

* AerCap (AER [https://seekingalpha.com/symbol/AER]) has signed lease agreements for two new Airbus A321neo aircraft with Uzbekistan-based cargo airline, My Freighter. * The aircraft are scheduled to be delivered in the fourth quarter... Full story

Yahoo Finance • 6 months ago

AerCap Cargo delivers first Boeing 777-300ERSF to Hong Kong-based Fly Meta

* AerCap Holdings N.V. (AER [https://seekingalpha.com/symbol/AER]) on Monday said [https://seekingalpha.com/pr/20323001-aercap-cargo-delivers-first-boeing-777minus-300ersf-to-fly-meta]that it has delivered the first of three Boeing (BA [... Full story