American Airlines Group (NASDAQ:AAL) Releases FY 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of -0.400-1.100 for the period, compared to the consensus estimate of -0.370. The company issued revenue guidance of -. American Airlines Group also updated its Q2 2026 guidance to -0.200-0.200 EPS.

Analysts Set New Price Targets

A number of brokerages recently weighed in on AAL. Citigroup reduced their price target on shares of American Airlines Group from $21.00 to $14.00 and set a “buy” rating for the company in a research report on Friday, March 20th. Weiss Ratings reissued a “sell (d+)” rating on shares of American Airlines Group in a research report on Friday, March 27th. Jefferies Financial Group reduced their price target on shares of American Airlines Group from $15.00 to $12.00 and set a “hold” rating for the company in a research report on Thursday, March 12th. Wells Fargo & Company reduced their price target on shares of American Airlines Group from $17.00 to $12.00 and set an “equal weight” rating for the company in a research report on Monday, March 16th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of American Airlines Group in a research report on Wednesday, January 28th. Six investment 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. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $15.09.

American Airlines Group Stock Performance

Shares of NASDAQ:AAL opened at $11.78 on Friday. The company has a 50-day simple moving average of $11.77 and a 200-day simple moving average of $13.25. American Airlines Group has a one year low of $9.21 and a one year high of $16.50. The stock has a market capitalization of $7.79 billion, a price-to-earnings ratio of 69.29 and a beta of 1.25.

American Airlines Group (NASDAQ:AAL) last announced 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 net margin of 0.20% and a negative return on equity of 5.90%. The business had revenue of $13.91 billion during the quarter, compared to analysts’ expectations of $16.13 billion. During the same period in the prior year, the company earned ($0.59) earnings per share. The business’s revenue was up 10.8% compared to the same quarter last year. 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 forecast that American Airlines Group will post -1.05 EPS for the current fiscal year.

More American Airlines Group News

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

Institutional Investors Weigh In On American Airlines Group

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Two Sigma Investments LP raised its holdings in shares of American Airlines Group by 49.1% in the third quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock valued at $153,660,000 after buying an additional 4,500,897 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of American Airlines Group by 3.4% in the fourth quarter. Dimensional Fund Advisors LP now owns 6,934,622 shares of the airline’s stock valued at $106,306,000 after buying an additional 225,599 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in shares of American Airlines Group by 6.7% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 6,483,781 shares of the airline’s stock valued at $99,396,000 after buying an additional 406,393 shares during the last quarter. Voloridge Investment Management LLC raised its holdings in American Airlines Group by 30.6% during the fourth quarter. Voloridge Investment Management LLC now owns 4,869,928 shares of the airline’s stock worth $74,656,000 after purchasing an additional 1,140,239 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in American Airlines Group by 3.0% during the fourth quarter. Invesco Ltd. now owns 3,349,837 shares of the airline’s stock worth $51,353,000 after purchasing an additional 96,145 shares in the last quarter. 52.44% of the stock is owned by hedge funds and other institutional investors.

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.