American Airlines Group (NASDAQ:AAL – Get Free Report) had its price objective hoisted by analysts at JPMorgan Chase & Co. from $20.00 to $22.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the airline’s stock. JPMorgan Chase & Co.‘s price target would indicate a potential upside of 63.54% from the company’s current price.
A number of other equities research analysts also recently commented on the company. UBS Group lifted their target price on American Airlines Group from $20.00 to $21.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Wells Fargo & Company began coverage on shares of American Airlines Group in a research report on Thursday, December 18th. They set an “equal weight” rating and a $17.00 target price for the company. Citigroup increased 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. TD Cowen reiterated a “buy” rating on shares of American Airlines Group in a research note on Wednesday, January 7th. Finally, Jefferies Financial Group increased their target price on shares of American Airlines Group from $12.00 to $13.00 and gave the stock a “hold” rating in a research note on Wednesday, October 1st. Eight analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $17.75.
Check Out Our Latest Analysis on AAL
American Airlines Group Trading Down 0.7%
American Airlines Group (NASDAQ:AAL – Get Free Report) last posted 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 company had revenue of $14 billion for the quarter, compared to analyst estimates of $14.12 billion. American Airlines Group had a net margin of 1.11% and a negative return on equity of 18.14%. The business’s revenue was up 2.5% compared to the same quarter last year. During the same quarter last year, the company 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. Equities research analysts forecast that American Airlines Group will post 2.42 earnings per share for the current fiscal year.
Institutional Trading of American Airlines Group
Institutional investors and hedge funds have recently bought and sold shares of the business. HB Wealth Management LLC grew its stake in American Airlines Group by 46.7% during the 4th quarter. HB Wealth Management LLC now owns 19,334 shares of the airline’s stock worth $296,000 after purchasing an additional 6,154 shares in the last quarter. M&T Bank Corp raised its holdings in American Airlines Group by 818.7% during the fourth quarter. M&T Bank Corp now owns 212,892 shares of the airline’s stock worth $3,264,000 after purchasing an additional 189,720 shares in the last quarter. Evergreen Capital Management LLC lifted its position in American Airlines Group by 175.1% in the fourth quarter. Evergreen Capital Management LLC now owns 60,771 shares of the airline’s stock valued at $932,000 after acquiring an additional 38,680 shares during the last quarter. TD Waterhouse Canada Inc. boosted its position in shares of American Airlines Group by 74.8% in the 4th quarter. TD Waterhouse Canada Inc. now owns 3,500 shares of the airline’s stock valued at $54,000 after purchasing an additional 1,498 shares during the period. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its position in shares of American Airlines Group by 35.5% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 160,021 shares of the airline’s stock worth $2,453,000 after acquiring an additional 41,945 shares during the last quarter. 52.44% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting American Airlines Group
Here are the key news stories impacting American Airlines Group this week:
- Positive Sentiment: Record revenue, balance?sheet improvement and upbeat 2026 targets — American reported record Q4 revenue ($14.0B) and record full?year revenue ($54.6B), reduced total debt by $2.1B in 2025, and expects >$2B free cash flow and FY?2026 adjusted EPS of $1.70–$2.70. American Airlines Reports Fourth-Quarter and Full-Year 2025 Financial Results
- Positive Sentiment: Strong premium and corporate travel demand — management and reporters say premium cabins and corporate travelers drove much of the revenue strength and the company sees continued premium demand into 2026, supporting the company’s upbeat profit outlook. American Airlines forecasts 2026 profit above estimates on strong premium demand
- Neutral Sentiment: Value / analyst perspectives — some outlets highlight AAL as a value play after the pullback and a range of analyst price targets remain above the current price, but ratings are mixed (buy and sell among analysts), so the impact is uncertain. Here’s Why American Airlines (AAL) is a Strong Value Stock
- Neutral Sentiment: Industry positioning — coverage notes that airline ETFs and peers are diverging (AAL vs. JetBlue/United positioning in hubs), which could affect sector flows but is not AAL?specific news. American Airlines, JetBlue Earnings Highlight Diverging Paths For Airline ETFs
- Negative Sentiment: Quarterly miss and weaker near?term guidance — Q4 EPS came in at $0.16 vs. consensus ~$0.38 and revenue slightly missed. Management set Q1?2026 guidance implying an adjusted loss (-$0.50 to -$0.10) that is weaker than street expectations, pressuring sentiment. American Airlines (AAL) Lags Q4 Earnings and Revenue Estimates
- Negative Sentiment: Severe operational disruption from Winter Storm Fern — the storm caused the largest weather disruption in the carrier’s history (thousands of cancellations), added cost and recovery complexity; the company has taken on extra pay to re?staff and recover ops which raises near?term costs and execution risk. American Airlines is offering some flight attendants double pay as it scrambles to get back to normal
- Negative Sentiment: Government shutdown impact — management said the shutdown reduced Q4 revenue by about $325M, and late?quarter softness required stronger January bookings to offset; this contributed to the profit miss and adds uncertainty to near?term results. American Airlines Gives Upbeat Outlook Following $325 Million Revenue Hit From Shutdown
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.
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