Welcome to our dedicated page for Aercap Holdings Nv SEC filings (Ticker: AER), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The AerCap Holdings N.V. (AER) SEC filings page provides access to the company’s regulatory reports and disclosures as a foreign private issuer listed on the New York Stock Exchange. AerCap files annual reports on Form 20-F and interim reports on Form 6-K, along with registration statements and other documents that describe its aviation leasing business, financial position and risk profile.
Through its Form 6-K filings, AerCap reports other material events and financial information, including interim financial reports with unaudited condensed consolidated financial statements, details of major business transactions, share repurchase programs, dividend declarations and insurance recoveries related to assets lost in Russia. These filings also incorporate information into AerCap’s effective shelf registration statement on Form F-3 and its Form S-8 registration statements.
Several 6-K filings focus on capital markets and debt financing. They describe senior notes offerings by AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust, each a wholly owned subsidiary of AerCap. The notes are fully and unconditionally guaranteed on a senior unsecured basis by AerCap Holdings N.V. and certain other subsidiaries, and the company states that net proceeds are intended for general corporate purposes, including acquiring, investing in, financing or refinancing aircraft assets and repaying indebtedness.
Other filings detail share repurchase authorizations and dividend policy, explaining the size and duration of repurchase programs, the funding sources, and the flexibility to suspend or discontinue such programs. Dividend-related disclosures include information on Irish and Dutch dividend withholding tax considerations for different categories of shareholders, with references to the tax discussion in AerCap’s Form 20-F.
On Stock Titan, AerCap’s SEC filings are updated as they are made available on EDGAR, and AI-powered summaries can help readers interpret key sections of lengthy documents, such as interim financial statements, risk factor updates and descriptions of note offerings. This allows investors to quickly understand how AerCap’s leasing activities, financing strategy, insurance recoveries and shareholder return programs are reflected in its official regulatory reporting.
AerCap Holdings N.V. director Branch Julian Bradford has filed a Form 3 disclosing his equity stake in the company. He directly owns 23,886 Ordinary Shares and holds several restricted stock unit (RSU) awards covering 20,000, 2,213, 1,610 and 1,216 underlying Ordinary Shares.
The RSUs convert into Ordinary Shares on a one-for-one basis. According to the footnotes, specified RSU awards will fully vest on April 15, 2026 and December 17, 2026, subject to his continued service, providing a clear view of his current and potential future ownership.
AerCap Holdings N.V. reported an initial ownership filing for Chief Commercial Officer Peter Deane Anderson. He holds 115,988 Ordinary Shares directly and 279,069 Ordinary Shares indirectly through the AerCap Equity Incentive Plans Trust. The trust position represents compensatory share awards, including 93,023 restricted shares with service-based vesting and 186,046 restricted shares with service- and performance-based vesting that will be released to him only after vesting conditions are met.
AerCap Holdings N.V. is amending a prior submission only to re‑furnish shareholder meeting exhibits with updated formatting. The core content outlines the annual general meeting on April 15, 2026, where shareholders will review 2025 results, vote on the 2025 accounts, director (re)appointments, auditor renewal and several capital measures.
The Board highlights strong 2025 performance, including GAAP net income of $3.8 billion, adjusted net income of $2.7 billion, GAAP EPS of $21.30, adjusted EPS of $15.37, return on equity of 21% and adjusted return on equity of 15%. AerCap returned $2.6 billion to shareholders in 2025 through share repurchases and dividends, sold $3.9 billion of assets at an unlevered gain-on-sale margin of 27%, and grew book value per share by 19% to $112.59 as of December 31, 2025.
The Board proposes continuing a quarterly dividend policy targeting about $200 million annually, with the per‑share dividend raised to $0.40. Shareholders will be asked to renew authorizations to issue up to 10% new shares, repurchase up to 20% of outstanding shares over 18 months, increase equity incentive pools by 3,500,000 shares for each of two plans, and cancel repurchased shares. Governance items include an inaugural advisory Say‑on‑Pay vote, appointment of former American Airlines CEO Doug Parker as a new non‑executive director, reappointment of several incumbents, and renewal of KPMG Accountants N.V. as auditor for 2026.
AerCap Holdings N.V. has called its annual general meeting for April 15, 2026 in Amsterdam and released detailed proxy materials. Shareholders of record on March 18, 2026 will be entitled to attend and vote, with staged mailings of materials to allow more review time.
Key items include introducing an annual non-binding say‑on‑pay vote, approval of 2025 financial statements, director discharges and the (re)appointment of several non‑executive directors plus aviation veteran Doug Parker. The Board seeks renewed authority to issue up to 10% new shares, limit pre‑emptive rights, and repurchase up to 20% of share capital over 18 months, with the option to cancel repurchased shares.
The materials highlight a dividend policy targeting roughly $200 million annually, with the quarterly dividend recently increased to $0.40 per share, and note that AerCap repurchased 22.1 million shares in 2025 at an average price of $109.92. The Nomination and Compensation Committee describes a highly performance‑based pay framework, citing record 2025 GAAP net income of $3.8 billion, adjusted net income of $2.7 billion and adjusted EPS of $15.37, alongside about $6.9 billion returned to shareholders over three years and a leverage ratio of 2.1x.
AerCap Holdings N.V. reported a proposed sale of ordinary shares by Rita Forst via a Form 144 filing. The filing lists 1,000 ordinary shares as securities to be sold and records 1,000 ordinary shares sold on 12/05/2025. The filing also shows 10,400 shares listed under a Vesting of Restricted Stock event dated 12/17/2023 and indicates the vesting was cashless.
Eagle Capital Management, LLC has filed an amended Schedule 13G reporting its beneficial ownership in AerCap Holdings N.V. as of December 31, 2025. Eagle Capital reports beneficial ownership of 10,169,902 ordinary shares, representing 5.97% of AerCap’s outstanding ordinary shares.
The firm states it has sole voting and sole dispositive power over all 10,169,902 shares and no shared voting or dispositive power. Eagle Capital certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of AerCap.
AerCap Holdings N.V. insider Aengus Kelly has filed notice of a planned sale of up to 65,000 ordinary shares on the NYSE through Royal Bank of Canada Wealth Management, with an aggregate market value of $9,777,950. The filing notes 166,876,547 ordinary shares outstanding.
The shares to be sold come from a larger block of 633,157 ordinary shares that were acquired on 05/01/2022 through vesting of restricted stock in a cashless transaction. The notice also reports that Kelly sold 50,000 ordinary shares on 12/12/2025 for gross proceeds of $7,000,936.10.
AerCap Holdings N.V. files its annual report describing a capital‑intensive aircraft leasing business with significant leverage and detailed risk disclosures. The board approved a quarterly cash dividend of $0.40 per share payable in March 2026, subject to Irish and Dutch withholding tax rules and exemptions.
As of December 31, 2025, AerCap reports $43.8 billion of debt, equal to 61% of total assets, with interest payments of $1.9 billion in 2025 and $10.9 billion of floating‑rate borrowings. The company has 283 new aircraft, 35 engines and 12 helicopters on order and $11.0 billion of undrawn credit facilities.
The report emphasizes risks from funding needs, higher interest rates, inflation, geopolitical shocks such as the Ukraine conflict, emerging‑market exposure, trade tensions, environmental and ESG regulation, cyber and ransomware incidents, rising insurance costs, and evolving AI‑related operational and compliance challenges.
AerCap Holdings N.V. reported record results for 2025, driven by strong leasing income, asset sales and insurance recoveries. Net income was $633 million, or $3.79 per share, in Q4 and $3.8 billion, or $21.30 per share, for the full year. Adjusted net income reached $660 million in Q4 and $2.7 billion for 2025.
Operating cash flow was $5.4 billion for the year, while asset sales of $3.9 billion generated gains of $819 million. AerCap recorded $1.5 billion of insurance and other recoveries related to the Ukraine conflict in 2025, bringing total recoveries since 2023 to about $3 billion.
The company returned $2.6 billion to shareholders in 2025 through repurchasing 22.1 million shares and paying dividends, lifting book value per share to $112.59, up 19% year over year. The quarterly dividend was increased to $0.40 per share, and management issued 2026 adjusted EPS guidance of $12.00–$13.00.
AerCap Holdings N.V. disclosed that two wholly owned subsidiaries, AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust, have issued a total of $1.75 billion in new senior notes. The issuance consists of $900 million aggregate principal amount of 4.125% Senior Notes due 2029 and $850 million aggregate principal amount of 4.750% Senior Notes due 2033.
The notes are guaranteed by certain AerCap-related entities under a supplemental indenture, and the transaction is supported by an underwriting agreement with a syndicate of major investment banks. The documents related to this debt issuance, including the underwriting agreement, supplemental indenture, and multiple legal opinions and consents, are being incorporated into AerCap’s shelf Registration Statement on Form F-3.