Voya Investment Management LLC Raises Holdings in Air Lease Corporation $AL

29 Dec 2025, 07:58 by Scott Moore · The Cerbat Gem

Voya Investment Management LLC increased its position in shares of Air Lease Corporation (NYSE:AL – Free Report) by 104.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,641 shares of the transportation company’s stock after buying an additional 18,195 shares during the period. Voya Investment Management LLC’s holdings in Air Lease were worth $2,269,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Norges Bank purchased a new position in Air Lease during the 2nd quarter valued at about $71,910,000. Cubist Systematic Strategies LLC purchased a new position in Air Lease during the second quarter valued at approximately $22,986,000. Adage Capital Partners GP L.L.C. bought a new position in Air Lease in the second quarter worth approximately $22,217,000. Boston Partners raised its stake in Air Lease by 104.4% in the second quarter. Boston Partners now owns 648,679 shares of the transportation company’s stock worth $37,938,000 after buying an additional 331,291 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC lifted its holdings in Air Lease by 7.9% during the second quarter. Allspring Global Investments Holdings LLC now owns 3,619,226 shares of the transportation company’s stock worth $211,797,000 after buying an additional 265,423 shares during the period. 94.59% of the stock is owned by hedge funds and other institutional investors.

Air Lease Stock Performance

AL opened at $64.25 on Monday. The company has a market cap of $7.18 billion, a P/E ratio of 7.44 and a beta of 1.19. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 2.42. The firm’s 50-day moving average price is $63.90 and its 200-day moving average price is $61.31. Air Lease Corporation has a 52-week low of $38.25 and a 52-week high of $64.40.

Air Lease (NYSE:AL – Get Free Report) last released its earnings results on Monday, November 3rd. The transportation company reported $1.29 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.13. Air Lease had a net margin of 35.08% and a return on equity of 7.84%. The company had revenue of $725.39 million for the quarter, compared to the consensus estimate of $744.59 million. During the same quarter in the previous year, the firm earned $0.82 EPS. Air Lease’s revenue was up 5.1% compared to the same quarter last year. As a group, equities analysts anticipate that Air Lease Corporation will post 5.16 EPS for the current fiscal year.

Air Lease Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 4th will be given a dividend of $0.22 per share. The ex-dividend date of this dividend is Thursday, December 4th. This represents a $0.88 dividend on an annualized basis and a yield of 1.4%. Air Lease’s payout ratio is currently 10.20%.

Insiders Place Their Bets

In other Air Lease news, EVP Kishore Korde sold 20,662 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $64.10, for a total transaction of $1,324,434.20. Following the sale, the executive vice president owned 50,091 shares in the company, valued at approximately $3,210,833.10. The trade was a 29.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Steven F. Udvar-Hazy sold 19,000 shares of Air Lease stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $64.12, for a total value of $1,218,280.00. Following the sale, the director directly owned 1,391,366 shares of the company’s stock, valued at $89,214,387.92. This trade represents a 1.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 760,593 shares of company stock valued at $48,668,588. 6.80% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on AL shares. Deutsche Bank Aktiengesellschaft lowered Air Lease from a “buy” rating to a “hold” rating and set a $65.00 price target for the company. in a research report on Wednesday, September 3rd. Cowen downgraded shares of Air Lease from a “buy” rating to a “hold” rating in a report on Wednesday, September 3rd. TD Cowen lowered shares of Air Lease from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, September 3rd. Weiss Ratings restated a “buy (b)” rating on shares of Air Lease in a report on Wednesday, October 8th. Finally, Zacks Research lowered shares of Air Lease from a “hold” rating to a “strong sell” rating in a research note on Wednesday, November 5th. Four equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $59.50.

Check Out Our Latest Stock Analysis on AL

Air Lease Company Profile

(Free Report)

Air Lease Corporation (NYSE: AL) is a leading aircraft leasing company that acquires commercial jet aircraft and leases them to airlines worldwide. The firm’s core business activities include direct aircraft acquisition, lease management and portfolio remarketing. By structuring sale‐and‐leaseback transactions, operating leases and secured loans, Air Lease provides flexible financing solutions that enable carriers to modernize their fleets without committing large amounts of capital to ownership.