SCHEDULE: Dimensional Fund Advisors Reports 3.4% Stake in Air Lease Corp

Dimensional Fund Advisors LP has filed an amended Schedule 13G, disclosing a 3.4% beneficial ownership stake in Air Lease Corp's common stock as of December 31, 2025.

Summary

• Dimensional Fund Advisors LP reported beneficial ownership of 3,783,714 shares of Air Lease Corp common stock.
• This ownership represents 3.4% of the total class of securities.
• Dimensional Fund Advisors LP holds sole voting power over 3,607,060 shares and sole dispositive power over 3,783,714 shares.
• The firm acts as an investment adviser to various funds which are the actual owners of the securities, and Dimensional disclaims beneficial ownership for purposes other than Section 13(d) of the Securities Exchange Act of 1934.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Air Lease Corp.

Sentiment

Score: 6

Explanation: The filing is a routine Schedule 13G amendment disclosing a passive ownership stake by a major investment advisor. While it doesn't provide new operational or financial data, the continued presence of a significant institutional holder like Dimensional Fund Advisors LP can be viewed as a neutral to slightly positive signal regarding the company's stability and investment appeal.

Positives

• A significant institutional investment advisor, Dimensional Fund Advisors LP, holds a substantial stake in Air Lease Corp, potentially signaling confidence in the company's long-term prospects.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding Air Lease Corp's future outlook.

Management Comments

• Dimensional Fund Advisors LP, an investment adviser registered under Section 203 of the Investment Advisors Act of 1940, furnishes investment advice to four investment companies registered under the Investment Company Act of 1940, and serves as investment manager or sub-adviser to certain other commingled funds, group trusts and separate accounts.
• Dimensional disclaims beneficial ownership of such securities.
• The filing of this Schedule 13G shall not be construed as an admission that the reporting person or any of its affiliates is the beneficial owner of any securities covered by this Schedule 13G for any other purposes than Section 13(d) of the Securities Exchange Act of 1934.
• I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

This filing indicates continued institutional interest in Air Lease Corp, a major player in the aircraft leasing industry. The presence of a significant stake by a large investment advisor like Dimensional Fund Advisors suggests that the company remains an attractive holding for diversified portfolios, aligning with broader trends of institutional investment in established aviation lessors.

Comparison to Industry Standards

• This filing is a disclosure of beneficial ownership by an investment advisor, not a performance report for Air Lease Corp. Therefore, direct comparisons to industry benchmarks or specific comparable companies/projects are not provided within the filing itself.

Stakeholder Impact

• Shareholders: The continued holding by a large institutional investor like Dimensional Fund Advisors LP may reinforce confidence in Air Lease Corp's stock as a long-term investment.
• Management: The filing confirms that a significant portion of the company's stock is held by a passive institutional investor, indicating stability in the shareholder base without immediate pressure for control changes.

Key Dates

Keywords

Air Lease Corp, Dimensional Fund Advisors, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Institutional Investor