Billionaire George Soros Stock Portfolio: Top 10 Stock Picks

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

Soros Fund Management’s stake as of Q3: $150.59 million

AerCap Holdings N.V. (NYSE:AER), based in Ireland, is a leading player in the aviation leasing sector, offering an extensive range of assets including narrowbody and widebody aircraft, regional jets, freighters, engines, and helicopters.

In December, Goldman Sachs resumed coverage of AER with a Buy rating, noting the company’s well-diversified portfolio and promising growth prospects. Goldman’s analysts project a 14% increase in book value per share and a 12% rise in earnings per share, driven by robust asset sales and strategic share buybacks. In tandem, Citi affirmed its Buy rating and raised its price target to $117 from $113, while revising its earnings per share forecast to $11.63 for the current year, while projecting $13.18 and $14.28 for 2025 and 2026, respectively.

AerCap Holdings N.V. (NYSE:AER) continues to maintain a strong financial position, with record operating cash flows of $5.6 billion over the past 12 months. In the third quarter of 2024, the company repurchased $500 million in shares, bringing the total for the first nine months of the year to $1.2 billion. While expected delivery delays from Boeing and Airbus are likely to impact Q4 targets, AerCap seems well-capitalized, holding approximately $23 billion in liquidity.