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.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. BMO Capital Markets upped their price objective on shares of American Airlines Group from $13.50 to $19.50 and gave the company a “market perform” rating in a research report on Thursday, July 2nd. Wells Fargo & Company reiterated a “market perform” rating on shares of American Airlines Group in a research note on Tuesday, June 30th. Melius Research downgraded American Airlines Group from a “buy” rating to a “hold” rating and increased their price target for the company from $15.00 to $19.00 in a report on Tuesday, July 7th. Barclays raised their price objective on American Airlines Group from $16.00 to $19.00 and gave the company an “equal weight” rating in a research note on Thursday, June 25th. Finally, Citigroup lifted their price objective on American Airlines Group from $14.00 to $22.00 and gave the stock a “buy” rating in a report on Friday, June 26th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, American Airlines Group presently has a consensus rating of “Hold” and an average target price of $19.37.

American Airlines Group Stock Performance

AAL opened at $14.79 on Thursday. The company has a 50-day moving average of $15.29 and a 200-day moving average of $13.71. The company has a market capitalization of $9.78 billion, a P/E ratio of 47.71 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 quarterly earnings results on Thursday, July 23rd. The airline reported $0.15 EPS for the quarter, topping analysts’ consensus estimates of $0.03 by $0.12. The business had revenue of $16.73 billion during the quarter, compared to the consensus estimate of $16.70 billion. American Airlines Group had a negative return on equity of 9.11% and a net margin of 0.36%.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, sell-side analysts expect that American Airlines Group will post 0.57 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, COO David Seymour sold 69,343 shares of American Airlines Group stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $17.00, for a total value of $1,178,831.00. Following the completion of the transaction, the chief operating officer owned 1,025,489 shares in the company, valued at approximately $17,433,313. This trade represents a 6.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.70% of the stock is currently owned by corporate insiders.

Key American Airlines Group News

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

• Positive Sentiment: American Airlines delivered a Q2 earnings and revenue beat, along with record quarterly revenue, which supports the stock. American Airlines continues to execute on commercial priorities, delivering highest quarterly revenue in company history
• Neutral Sentiment: Analysts have noted the stock has already climbed this year, but opinions remain split on whether the valuation is justified. American Airlines Stock Has Climbed 24% This Year, but Analysts Can’t Agree on Its Worth
• Neutral Sentiment: Investors are also watching the company’s long-term push to close the profitability gap with Delta and United, though that remains a future goal rather than an immediate catalyst. Can American Airlines (AAL) Close the Profitability Gap With Delta and United?
• Negative Sentiment: The company’s updated full-year 2026 EPS guidance of -0.65 to 0.65 came in well below the consensus estimate of $0.35, signaling uneven profit expectations ahead.
• Negative Sentiment: Third-quarter 2026 EPS guidance of -0.70 to -0.10 also missed expectations, even though revenue guidance of $15.9 billion to $16.3 billion roughly matched forecasts.

Hedge Funds Weigh In On American Airlines Group

A number of hedge funds have recently added to or reduced their stakes in the business. Compound Planning Inc. acquired a new stake in shares of American Airlines Group during the fourth quarter worth $174,000. Invesco Ltd. boosted its holdings in shares of American Airlines Group by 3.0% in the 4th quarter. Invesco Ltd. now owns 3,349,837 shares of the airline’s stock valued at $51,353,000 after buying an additional 96,145 shares during the period. Corient Private Wealth LLC grew its position in shares of American Airlines Group by 151.6% during the 4th quarter. Corient Private Wealth LLC now owns 104,251 shares of the airline’s stock valued at $1,598,000 after buying an additional 62,812 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its stake in American Airlines Group by 8.4% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 59,864 shares of the airline’s stock worth $918,000 after acquiring an additional 4,653 shares during the period. Finally, State of Tennessee Department of Treasury raised its stake in American Airlines Group by 14.1% during the fourth quarter. State of Tennessee Department of Treasury now owns 308,915 shares of the airline’s stock worth $4,736,000 after acquiring an additional 38,236 shares during the period. Institutional investors and hedge funds own 52.44% of the company’s stock.

American Airlines Group Company 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.