Federated Hermes Inc. Increases Stock Position in American Airlines Group Inc. $AAL

Federated Hermes Inc. increased its stake in shares of American Airlines Group Inc. (NASDAQ:AAL) by 22.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,703,238 shares of the airline’s stock after purchasing an additional 489,309 shares during the period. Federated Hermes Inc. owned approximately 0.41% of American Airlines Group worth $30,384,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Root Financial Partners LLC purchased a new stake in American Airlines Group during the 3rd quarter valued at $30,000. Bogart Wealth LLC increased its position in American Airlines Group by 35.1% during the third quarter. Bogart Wealth LLC now owns 3,855 shares of the airline’s stock valued at $43,000 after acquiring an additional 1,002 shares during the last quarter. Vermillion & White Wealth Management Group LLC lifted its holdings in American Airlines Group by 52.8% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 4,339 shares of the airline’s stock valued at $49,000 after acquiring an additional 1,500 shares during the period. Laurel Wealth Advisors LLC boosted its position in American Airlines Group by 1,022.1% in the second quarter. Laurel Wealth Advisors LLC now owns 4,466 shares of the airline’s stock worth $50,000 after purchasing an additional 4,068 shares during the last quarter. Finally, Quent Capital LLC bought a new stake in shares of American Airlines Group during the 3rd quarter valued at about $54,000. Hedge funds and other institutional investors own 52.44% of the company’s stock.

American Airlines Group Stock Down 1.6%

Shares of American Airlines Group stock opened at $13.30 on Friday. The firm has a market cap of $8.78 billion, a price-to-earnings ratio of 78.24, a PEG ratio of 0.52 and a beta of 1.23. American Airlines Group Inc. has a twelve month low of $8.50 and a twelve month high of $17.40. The business has a 50-day moving average price of $14.97 and a 200-day moving average price of $13.32.

American Airlines Group (NASDAQ:AAL) last issued its quarterly earnings data on Tuesday, January 27th. The airline reported $0.16 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.22). The firm had revenue of $14 billion for the quarter, compared to analysts’ expectations of $14.12 billion. American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.The firm’s revenue was up 2.5% on a year-over-year basis. During the same period last year, the company earned $0.86 earnings per share. 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, equities analysts expect that American Airlines Group Inc. will post 2.42 EPS for the current fiscal year.

American Airlines Group News Summary

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

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on AAL shares. Citigroup raised their price objective on shares of American Airlines Group from $19.00 to $21.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Susquehanna upgraded shares of American Airlines Group from a “neutral” rating to a “positive” rating and lifted their price target for the stock from $14.00 to $20.00 in a research note on Friday, January 9th. JPMorgan Chase & Co. boosted their price objective on shares of American Airlines Group from $20.00 to $22.00 and gave the company an “overweight” rating in a research report on Wednesday. Argus raised American Airlines Group to a “hold” rating in a report on Wednesday. Finally, Wells Fargo & Company began coverage on American Airlines Group in a report on Thursday, December 18th. They set an “equal weight” rating and a $17.00 price target for the company. Eight analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $17.59.

American Airlines Group 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.