JetBlue Airways Corporation $JBLU Shares Acquired by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in JetBlue Airways Corporation (NASDAQ:JBLU) by 625.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 171,100 shares of the transportation company’s stock after acquiring an additional 147,500 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in JetBlue Airways were worth $779,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Wesbanco Bank Inc. grew its stake in shares of JetBlue Airways by 80.0% in the fourth quarter. Wesbanco Bank Inc. now owns 270,000 shares of the transportation company’s stock valued at $1,228,000 after buying an additional 120,000 shares in the last quarter. Adirondack Capital Advisors LLC acquired a new position in JetBlue Airways during the 4th quarter worth $50,000. U S Global Investors Inc. grew its stake in JetBlue Airways by 4.9% during the 4th quarter. U S Global Investors Inc. now owns 4,728,754 shares of the transportation company’s stock worth $21,516,000 after purchasing an additional 219,622 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH grew its stake in JetBlue Airways by 783.9% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 164,677 shares of the transportation company’s stock worth $749,000 after purchasing an additional 146,047 shares in the last quarter. Finally, Merit Financial Group LLC acquired a new position in JetBlue Airways during the 4th quarter worth $47,000. 83.71% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting JetBlue Airways

Here are the key news stories impacting JetBlue Airways this week:

• Positive Sentiment: JetBlue and United Airlines are rolling out reciprocal loyalty benefits through their “Blue Sky” collaboration, giving eligible TrueBlue and MileagePlus members added perks such as priority services and more ways to earn and redeem points. That could support customer retention and improve JetBlue’s network appeal. Article Title
• Positive Sentiment: JetBlue also began scheduled flying on “Blueprint II,” a refreshed special livery on a new Airbus A220, which is a branding and fleet-positive update that may help reinforce the airline’s image. Article Title
• Neutral Sentiment: Investor commentary citing Carl Icahn’s continued bullish stance suggests some activist or value-oriented interest in the name, but there was no major new corporate action attached to the report. Article Title
• Neutral Sentiment: Zacks Research recently lifted some longer-term earnings estimates, including turning its Q4 2027 EPS view positive, which may support a recovery thesis, though JetBlue still faces losses in the near term.
• Negative Sentiment: Pomerantz LLP said it is investigating claims on behalf of JetBlue investors, adding a legal overhang that can pressure the stock when confidence is already fragile. Article Title
• Negative Sentiment: Analysts at Zacks Research also cut multiple near-term EPS estimates for JetBlue, including FY2026 and the next several quarters, reinforcing concerns that profitability remains weak. Article Title

Wall Street Analyst Weigh In

Several research firms recently commented on JBLU. TD Cowen raised JetBlue Airways from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. Weiss Ratings reissued a “sell (d-)” rating on shares of JetBlue Airways in a research note on Tuesday, April 21st. The Goldman Sachs Group lowered their target price on JetBlue Airways from $4.00 to $3.50 and set a “sell” rating for the company in a research note on Wednesday, April 1st. Evercore boosted their target price on JetBlue Airways from $5.00 to $6.00 and gave the stock an “in-line” rating in a research note on Thursday, January 29th. Finally, Seaport Research Partners raised JetBlue Airways from a “neutral” rating to a “buy” rating and set a $8.00 target price for the company in a research note on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $4.88.

Insider Activity

In other news, Director Thomas Winkelmann sold 35,473 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $4.70, for a total transaction of $166,723.10. Following the completion of the transaction, the director directly owned 13,379 shares of the company’s stock, valued at approximately $62,881.30. This represents a 72.61% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 2.41% of the company’s stock.

JetBlue Airways Stock Performance

NASDAQ:JBLU opened at $4.58 on Monday. The stock has a 50-day simple moving average of $4.74 and a 200-day simple moving average of $4.88. The stock has a market cap of $1.70 billion, a P/E ratio of -2.36 and a beta of 1.69. JetBlue Airways Corporation has a 1 year low of $3.84 and a 1 year high of $6.50. The company has a debt-to-equity ratio of 4.25, a quick ratio of 0.64 and a current ratio of 0.70.

JetBlue Airways (NASDAQ:JBLU) last released its quarterly earnings data on Tuesday, April 28th. The transportation company reported ($0.87) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.72) by ($0.15). The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.24 billion. JetBlue Airways had a negative return on equity of 32.76% and a negative net margin of 7.78%.The company’s revenue was up 4.7% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.59) earnings per share. As a group, analysts anticipate that JetBlue Airways Corporation will post -2.83 earnings per share for the current fiscal year.

About JetBlue Airways

JetBlue Airways Corporation is a low-cost scheduled passenger airline headquartered in Long Island City, New York. Since commencing service in 2000, the carrier has built a reputation for combining competitive fares with enhanced onboard amenities, including free in-flight entertainment, complimentary snacks and beverages, and onboard Wi-Fi. JetBlue operates a single fleet type of Airbus A320 family and Embraer 190 aircraft, which supports its focus on efficiency and operational consistency.

The airline’s core offerings include economy-class travel and a premium business-class product known as Mint, which features lie-flat seats, curated culinary options and elevated service on select transcontinental and international routes.