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

American Airlines Group (NASDAQ:AAL) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of -0.650-0.650 for the period, compared to the consensus earnings per share estimate of 0.350. The company issued revenue guidance of -. American Airlines Group also updated its Q3 2026 guidance to -0.700–0.100 EPS.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on AAL. Citigroup lowered their price objective on American Airlines Group from $22.00 to $19.00 and set a “buy” rating on the stock in a report on Friday. Sanford C. Bernstein lifted their price target on American Airlines Group from $20.00 to $23.00 and gave the company a “market outperform” rating in a research note on Wednesday, July 1st. Wells Fargo & Company restated a “market perform” rating on shares of American Airlines Group in a research note on Tuesday, June 30th. Zacks Research upgraded American Airlines Group from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Finally, Morgan Stanley raised their target price on American Airlines Group from $20.00 to $24.00 and gave the company an “overweight” rating in a report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, American Airlines Group has a consensus rating of “Hold” and a consensus price target of $19.18.

American Airlines Group Stock Performance

Shares of AAL stock opened at $14.48 on Friday. The stock has a fifty day moving average price of $15.35 and a 200 day moving average price of $13.71. The stock has a market cap of $9.58 billion, a PE ratio of -29.55 and a beta of 1.32. American Airlines Group has a 1 year low of $10.09 and a 1 year high of $18.79.

American Airlines Group (NASDAQ:AAL) last posted its earnings results on Thursday, July 23rd. The airline reported $0.15 earnings per share for the quarter, beating the consensus estimate of $0.03 by $0.12. American Airlines Group had a negative return on equity of 9.11% and a negative net margin of 0.56%.The company had revenue of $16.73 billion for the quarter, compared to analyst estimates of $16.70 billion. During the same quarter in the prior year, the company earned $0.95 earnings per share. American Airlines Group’s revenue was up 16.3% compared to the same quarter last year. American Airlines Group has set its Q3 2026 guidance at -0.700–0.100 EPS and its FY 2026 guidance at -0.650-0.650 EPS. As a group, equities research analysts predict that American Airlines Group will post 0.2 earnings per share for the current year.

Insider Buying and Selling

In other American Airlines Group news, COO David Seymour sold 56,456 shares of the firm’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $18.00, for a total transaction of $1,016,208.00. Following the completion of the transaction, the chief operating officer directly owned 969,033 shares in the company, valued at approximately $17,442,594. This trade represents a 5.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.70% of the company’s stock.

Key American Airlines Group News

Here are the key news stories impacting American Airlines Group this week:

• Positive Sentiment: JPMorgan raised its price target on AAL to $24 from $22 and kept an overweight rating, signaling greater confidence in the stock’s upside after the post-earnings pullback. Benzinga
• Positive Sentiment: Zacks added American Airlines to its Rank #1 (Strong Buy) list, while other commentary said the stock looks technically oversold and could be due for a turnaround. Zacks
• Positive Sentiment: Analysts and market commentary pointed to improving sentiment around revenue strategy, premium demand, loyalty growth, and network gains, which supports the case for a recovery after the stock’s recent drop. Yahoo Finance
• Neutral Sentiment: American Airlines reported record quarterly revenue of $16.74 billion and beat EPS expectations, but investors are balancing that strength against a sharp profit decline year over year and a weaker full-year outlook. GlobeNewswire
• Negative Sentiment: The main pressure point remains surging jet fuel costs, which led American Airlines to cut its earnings guidance and cloud the profit outlook despite strong demand trends. CNBC

Institutional Investors Weigh In On American Airlines Group

A number of large investors have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd increased its position in American Airlines Group by 208.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the airline’s stock worth $50,000 after buying an additional 2,217 shares in the last quarter. Zions Bancorporation National Association UT purchased a new position in American Airlines Group in the 4th quarter valued at about $57,000. EFG International AG acquired a new stake in shares of American Airlines Group during the 4th quarter worth about $98,000. Diversify Advisory Services LLC purchased a new stake in shares of American Airlines Group during the second quarter worth about $118,000. Finally, UMB Bank n.a. grew its holdings in shares of American Airlines Group by 144.9% during the fourth quarter. UMB Bank n.a. now owns 7,961 shares of the airline’s stock worth $122,000 after buying an additional 4,710 shares in the last quarter. Institutional investors and hedge funds own 52.44% of the company’s stock.

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.