American Airlines Group (NASDAQ:AAL – Free Report) had its target price lowered by TD Cowen from $19.00 to $17.00 in a report released on Friday morning, Marketbeat.com reports. TD Cowen currently has a buy rating on the airline’s stock.
Several other equities research analysts have also recently issued reports on the company. BMO Capital Markets reiterated a “market perform” rating and issued a $17.00 price target on shares of American Airlines Group in a research note on Wednesday. JPMorgan Chase & Co. lifted their price objective on American Airlines Group from $20.00 to $22.00 and gave the company an “overweight” rating in a report on Wednesday. Bank of America increased their target price on American Airlines Group from $15.00 to $17.00 and gave the stock a “neutral” rating in a report on Tuesday, January 6th. Citigroup raised their price target on American Airlines Group from $19.00 to $21.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of American Airlines Group in a research note on Wednesday. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, American Airlines Group presently has a consensus rating of “Hold” and an average target price of $17.59.
Get Our Latest Stock Report on American Airlines Group
American Airlines Group Stock Performance
American Airlines Group (NASDAQ:AAL – Get Free Report) last issued its quarterly earnings data on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing the consensus estimate of $0.38 by ($0.22). The business had revenue of $14 billion during the quarter, compared to analyst estimates of $14.12 billion. American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.American Airlines Group’s revenue for the quarter was up 2.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.86 EPS. American Airlines Group has set its Q1 2026 guidance at -0.500–0.100 EPS and its FY 2026 guidance at 1.700-2.700 EPS. On average, analysts forecast that American Airlines Group will post 2.42 EPS for the current year.
Institutional Investors Weigh In On American Airlines Group
Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Root Financial Partners LLC bought a new position in American Airlines Group in the 3rd quarter valued at approximately $30,000. West Branch Capital LLC bought a new position in shares of American Airlines Group in the 4th quarter valued at $31,000. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of American Airlines Group by 102.0% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 2,353 shares of the airline’s stock valued at $36,000 after acquiring an additional 1,188 shares in the last quarter. Guerra Advisors Inc bought a new stake in American Airlines Group during the 3rd quarter worth $37,000. Finally, UMB Bank n.a. increased its holdings in American Airlines Group by 845.1% in the 3rd quarter. UMB Bank n.a. now owns 3,251 shares of the airline’s stock worth $37,000 after purchasing an additional 2,907 shares in the last quarter. 52.44% of the stock is owned by institutional investors.
More American Airlines Group News
Here are the key news stories impacting American Airlines Group this week:
- Positive Sentiment: American announced plans to resume nonstop U.S.–Venezuela service — the first U.S. carrier to return since 2019. Restored international routes can add incremental revenue and network utility if government approval and demand materialize. American Airlines to fly to Venezuela for first time since 2019
- Positive Sentiment: A JPMorgan analyst (reported by AmericanBankingNews) is optimistic, saying AAL’s stock price is expected to rise — analyst support can provide buying interest and counterbalance negative headlines. American Airlines Group Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
- Neutral Sentiment: TD Cowen cut its price target from $19 to $17 but kept a “buy” rating — that lowers the consensus upside while maintaining institutional conviction; raises questions about near-term upside vs. longer-term thesis. PT Lowered to $17 at TD Cowen
- Neutral Sentiment: Argus upgraded the stock to a “hold” — a modest vote of confidence but not a clear buy signal; incremental impact relative to larger analyst moves is limited. Argus upgrades AAL to Hold (reported)
- Negative Sentiment: Recent quarterly results (Jan. 27) disappointed: EPS of $0.16 vs. $0.38 expected and a slight revenue miss, with Q1 guidance set negative and FY 2026 guidance wide — these miss and cautious guidance weigh on valuation and investor confidence.
- Negative Sentiment: Market skeptics highlight fragile margins and execution risk — Seeking Alpha reiterated a “strong sell” view, citing thin margins, rising costs, and reliance on flawless execution to hit ambitious free-cash-flow targets. American Airlines: Mayday, Strong-Sell Confirmed
- Negative Sentiment: Operational disruptions from Winter Storm Fern remain a headline risk—Forbes notes the airline is recovering but still bears “deep scars” from the event, underscoring execution and reliability concerns. American Airlines Rebounds From Fern, But Deep Scars Remain
About American Airlines Group
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.
Read More
- Five stocks we like better than American Airlines Group
- Do not delete, read immediately
- NEW LAW: Congress Approves Setup For Digital Dollar?
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
- A U.S. “birthright” claim worth trillions – activated quietly
- The Crash Has Already Started (Most Just Don’t See It Yet)
Receive News & Ratings for American Airlines Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for American Airlines Group and related companies with MarketBeat.com's FREE daily email newsletter.
