Oakmark Funds, advised by Harris Associates, released its fourth-quarter 2025 investor letter, outperforming the S&P 500 Index with a return of 4.78%. The fund aims for capital appreciation through investments in large-cap US companies. AerCap Holdings N.V. stock closed at $144.28 per share, with a one-month return of 2.36% and a market capitalization of $25.727 billion.

In its investor letter, Oakmark Fund highlighted AerCap Holdings N.V. as the largest aircraft lessor globally, benefiting from global travel demand growth. The company’s scale advantages lead to a higher ROE than peers, with a history of low to mid teens ROE. AerCap’s portfolio value is believed to be understated, making its valuation attractive.

AerCap Holdings N.V. is not among the 30 Most Popular Stocks Among Hedge Funds, with 55 hedge fund portfolios holding the stock at the end of the third quarter. While acknowledging its potential, certain AI stocks are seen to offer greater upside potential with less downside risk. For those seeking an undervalued AI stock, a free report on the best short-term AI stock is available.

Read more at Yahoo Finance: Will AerCap Holdings (AER) Benefit from Secular Growth in Global Travel Demand?