American Airlines Group (NASDAQ:AAL – Get Free Report) had its price target raised by equities researchers at BMO Capital Markets from $12.00 to $13.50 in a research note issued to investors on Friday, Marketbeat reports. The firm presently has a “market perform” rating on the airline’s stock. BMO Capital Markets’ target price points to a potential upside of 12.07% from the company’s current price.
A number of other equities research analysts have also recently commented on AAL. Rothschild & Co Redburn restated a “neutral” rating and set a $12.50 target price (down from $17.00) on shares of American Airlines Group in a research report on Thursday, March 5th. TD Cowen dropped their target price on American Airlines Group from $17.00 to $13.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. JPMorgan Chase & Co. raised their target price on American Airlines Group from $20.00 to $22.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Weiss Ratings reiterated a “sell (d+)” rating on shares of American Airlines Group in a research note on Friday, March 27th. Finally, Cantor Fitzgerald set a $17.00 price target on American Airlines Group in a research note on Friday, January 30th. Six equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $14.63.
Read Our Latest Stock Report on AAL
American Airlines Group Trading Up 2.3%
American Airlines Group (NASDAQ:AAL – Get Free Report) last posted its earnings results on Thursday, April 23rd. The airline reported ($0.40) EPS for the quarter, beating analysts’ consensus estimates of ($0.45) by $0.05. American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.The firm had revenue of $13.91 billion for the quarter, compared to analysts’ expectations of $16.13 billion. During the same period last year, the firm earned ($0.59) EPS. The company’s quarterly revenue was up 10.8% on a year-over-year basis. American Airlines Group has set its FY 2026 guidance at -0.400-1.100 EPS and its Q2 2026 guidance at -0.200-0.200 EPS. As a group, research analysts expect that American Airlines Group will post -1.05 EPS for the current year.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently made changes to their positions in the stock. MQS Management LLC acquired a new position in shares of American Airlines Group during the 1st quarter worth approximately $271,000. Janney Montgomery Scott LLC boosted its holdings in shares of American Airlines Group by 23.4% during the 1st quarter. Janney Montgomery Scott LLC now owns 29,995 shares of the airline’s stock worth $322,000 after purchasing an additional 5,687 shares during the last quarter. Pictet Asset Management Holding SA boosted its holdings in shares of American Airlines Group by 12.8% during the 1st quarter. Pictet Asset Management Holding SA now owns 29,099 shares of the airline’s stock worth $313,000 after purchasing an additional 3,312 shares during the last quarter. Louisiana State Employees Retirement System acquired a new position in shares of American Airlines Group during the 1st quarter worth approximately $2,057,000. Finally, Fifth Third Wealth Advisors LLC boosted its holdings in shares of American Airlines Group by 4.9% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 20,631 shares of the airline’s stock worth $222,000 after purchasing an additional 966 shares during the last quarter. 52.44% of the stock is currently owned by institutional investors and hedge funds.
American Airlines Group News Roundup
Here are the key news stories impacting American Airlines Group this week:
- Positive Sentiment: Q1 results beat the loss estimate: AAL reported an adjusted EPS loss of ($0.40) vs. consensus around ($0.45) and revenue rose year‑over‑year, which investors viewed as evidence demand remains strong despite headwinds. American Airlines shares take off on narrower-than-expected loss, revenue beat
- Positive Sentiment: Management said premium and overall demand remained strong even after fare increases to offset fuel — suggesting pricing power and unit revenue resilience going into summer travel. American Airlines Finds Fuel Price Spikes Won’t Stop Premium Travelers
- Positive Sentiment: Talks to deepen a partnership with Alaska Air could broaden AAL’s international footprint (transatlantic/transpacific joint business access) without the regulatory risk of a merger. Investors may see this as a lower‑risk way to expand revenue opportunities. American Airlines, Alaska Air explore deeper international partnership, sources say
- Neutral Sentiment: Management publicly dismissed a potential merger with United as anti‑competitive; this preserves AAL’s standalone strategic path but has limited immediate financial impact. American Airlines CEO says merger with United would be ‘bad for customers’
- Neutral Sentiment: Brand/amenity expansion: AAL is opening a very large Nashville lounge designed to enhance premium customer experience — positive for brand and loyalty over the medium term but immaterial to near‑term earnings. American Airlines’ massive new airport lounge will be the biggest in Nashville
- Negative Sentiment: Guidance cut and large fuel headwind: AAL warned fuel costs will rise by roughly $4 billion, updated FY2026 EPS guidance to -0.40 to -1.10 (wider and worse than consensus) and set Q2 guidance of -0.20 to 0.20, which is softer than Street expectations — this materially raises 2026 downside risk. American Airlines Cuts Profit Outlook After Fuel Prices Soar
- Negative Sentiment: Macro/geopolitical fuel risk remains a core downside: management cited Iran‑related disruptions contributing to higher jet fuel, and analysts flagged the possibility AAL could lose money in 2026 if prices persist. That headline risk keeps multiples and sentiment pressured. Airline Stock Brushes Off Lowered Full-Year Outlook
American Airlines Group Company Profile
American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world’s largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.
The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.
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