AerCap Secures $1 Billion Insurance Award for Russian Losses

An announcement from Aercap Holdings ( (AER) ) is now available.

On June 11, 2025, AerCap Holdings announced that the Commercial Court in London ruled in favor of its claim for an indemnity of approximately $1 billion under the ‘War and Allied Perils’ insurance policy. This judgment pertains to aircraft and engines leased to Russian airlines that were not recovered following Russia’s invasion of Ukraine in February 2022. The indemnity, due by July 2, 2025, will significantly contribute to AerCap’s total pre-tax recoveries related to the Ukraine conflict, bringing the total to about $2.5 billion. However, ongoing claims against insurers and reinsurers of Russian airlines’ insurance policies remain uncertain in terms of collection and timing.

The most recent analyst rating on (AER) stock is a Buy with a $119.00 price target. To see the full list of analyst forecasts on Aercap Holdings stock, see the AER Stock Forecast page.

Spark’s Take on AER Stock

According to Spark, TipRanks’ AI Analyst, AER is a Outperform.

AerCap’s overall stock score reflects strong financial performance with solid revenue and profit growth, bolstered by positive earnings call outcomes and technical indicators pointing to upward momentum. Despite challenges like high leverage and negative free cash flow, the company’s valuation suggests an attractive investment opportunity. The recent earnings call highlighted robust operational results and strategic initiatives, supporting a favorable outlook.

To see Spark’s full report on AER stock, click here.

More about Aercap Holdings

AerCap Holdings N.V. is a global leader in aviation leasing, providing comprehensive fleet solutions to approximately 300 customers worldwide. The company is listed on the New York Stock Exchange and operates from its headquarters in Dublin, with offices in various international locations.

Average Trading Volume: 1,658,849

Technical Sentiment Signal: Buy

Current Market Cap: $20.36B

For an in-depth examination of AER stock, go to TipRanks’ Stock Analysis page.