10 Stocks on Jim Cramer’s Radar

3. AerCap Holdings N.V. (NYSE:AER)

Number of Hedge Fund Holders: 69

Noting its 27 cents a share dividend and a newly implemented $1 billion share buyback program, a caller asked Cramer’s opinion of AerCap Holdings N.V. (NYSE:AER) and Cramer replied, “It’s a winner. I think you should buy it. I really like it. I love management.”

AerCap (NYSE:AER) focuses on leasing, financing, selling, and managing commercial flight equipment, providing asset management, cash management, and administrative services. O’keefe Stevens Advisory stated the following regarding the company in its Q4 2024 investor letter:

“AerCap Holdings N.V. (NYSE:AER) performed well in 2024 due to a robust secondary market for used aircraft stemming from supply shortages. Throughout 2024, the stock rose steadily, finishing the year up 29.8%, while initiating its first dividend in May. Our thesis remains unchanged as secondary transactions occur at significant premiums to carrying values. We are most excited that lease renewals signed in 2023-2024 will finally impact results, improving profitability. We expect AerCap to compound book value in the mid-teens over the next several years. We expect another year of above-average returns as the stock trades at tangible book value, 7.5 times our 2025 EPS estimate, and optionality related to Russian insurance claims.”