Frontier Group (NASDAQ:ULCC) Shares Gap Down on Insider Selling

Shares of Frontier Group Holdings, Inc. (NASDAQ:ULCC) gapped down before the market opened on Tuesday after an insider sold shares in the company. The stock had previously closed at $6.36, but opened at $5.92. Frontier Group shares last traded at $5.8090, with a volume of 1,024,538 shares changing hands.

Specifically, SVP Steve Schuller sold 5,000 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $6.00, for a total transaction of $30,000.00. Following the transaction, the senior vice president owned 94,926 shares of the company’s stock, valued at $569,556. This trade represents a 5.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ULCC. Weiss Ratings reiterated a “sell (d-)” rating on shares of Frontier Group in a report on Monday, December 29th. Bank of America reiterated an “underperform” rating and set a $4.00 target price (down previously from $5.00) on shares of Frontier Group in a report on Tuesday, January 6th. UBS Group restated a “neutral” rating and issued a $6.00 price target (up previously from $4.00) on shares of Frontier Group in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft downgraded shares of Frontier Group from a “buy” rating to a “hold” rating and set a $6.00 price objective for the company. in a research note on Tuesday. Finally, Susquehanna raised their target price on shares of Frontier Group from $4.00 to $5.00 and gave the company a “neutral” rating in a research note on Friday, January 9th. One research analyst has rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Reduce” and an average target price of $6.13.

Key Headlines Impacting Frontier Group

Here are the key news stories impacting Frontier Group this week:

• Positive Sentiment: Q4 beat — Frontier reported $0.23 EPS vs. consensus ~$0.10 and posted stable RASM with CASM improvements (CASM ex-fuel 7.36¢), showing operational resilience and that cost controls helped offset industry pressure. Frontier Beats Q4 Estimates (Zacks)
• Positive Sentiment: Cost savings & fleet plan — Management targets ~$200M in savings through 2027, a 10% growth rate and accelerated fleet rightsizing that could materially improve margins if executed. Frontier Targets Growth & Cost Savings (MSN)
• Positive Sentiment: AerCap fleet transaction — Non‑binding agreement for early return of 24 A320neos and up to 10 sale‑leaseback deals should allow faster fleet optimization and potential near‑term cash/lease flexibility. Fleet Optimization with AerCap (PR Newswire)
• Neutral Sentiment: Liquidity and metrics — Year‑end liquidity reported ~$874M (including expanded revolver), which cushions execution risk but doesn’t remove near‑term guidance pressure. Q4 Financial Results (PR Newswire)
• Neutral Sentiment: Short‑interest data appears anomalous / zero in the feeds (likely reporting noise), so it’s not a meaningful signal today. (data entries)
• Negative Sentiment: Weak 2026 guidance — Frontier set FY 2026 EPS of -$0.40 to -$0.50 and Q1 2026 EPS of -$0.44 to -$0.26, well below consensus (FY consensus ~+$0.02), which pressures near‑term valuation and investor expectations. Guidance & Results (PR Newswire)
• Negative Sentiment: Analyst/insider signals — Deutsche Bank downgraded ULCC to Hold and an SVP sold 5,000 shares; mixed analyst commentary and insider selling can add short‑term selling pressure. Deutsche Bank Downgrade (Finviz / The Fly) Insider Sale (InsiderTrades)
• Negative Sentiment: Market commentary warns the rally may be cooling — articles raising concerns about valuation and runway could amplify profit‑taking. MarketWatch: Concerns Over Rally

Frontier Group Trading Down 7.9%

The company has a quick ratio of 0.36, a current ratio of 0.40 and a debt-to-equity ratio of 0.79. The firm’s 50 day moving average is $5.18 and its two-hundred day moving average is $4.68. The stock has a market cap of $1.26 billion, a price-to-earnings ratio of -9.00 and a beta of 2.55.

Frontier Group (NASDAQ:ULCC) last posted its earnings results on Wednesday, February 11th. The company reported $0.23 EPS for the quarter, beating the consensus estimate of $0.10 by $0.13. Frontier Group had a negative return on equity of 25.73% and a negative net margin of 3.65%.Frontier Group’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.23 earnings per share. Frontier Group has set its FY 2026 guidance at -0.400-0.500 EPS and its Q1 2026 guidance at -0.440–0.260 EPS. Equities analysts anticipate that Frontier Group Holdings, Inc. will post 0.91 EPS for the current year.

Institutional Investors Weigh In On Frontier Group

Hedge funds have recently added to or reduced their stakes in the stock. Dimensional Fund Advisors LP grew its position in shares of Frontier Group by 5.5% during the third quarter. Dimensional Fund Advisors LP now owns 4,044,167 shares of the company’s stock worth $17,860,000 after acquiring an additional 209,154 shares during the last quarter. Bank of America Corp DE boosted its stake in Frontier Group by 39.2% during the 3rd quarter. Bank of America Corp DE now owns 3,027,309 shares of the company’s stock valued at $13,366,000 after purchasing an additional 852,798 shares during the period. Citigroup Inc. grew its position in Frontier Group by 14.1% in the 3rd quarter. Citigroup Inc. now owns 2,824,859 shares of the company’s stock worth $12,472,000 after purchasing an additional 348,739 shares during the last quarter. Balyasny Asset Management L.P. increased its stake in shares of Frontier Group by 48.4% in the third quarter. Balyasny Asset Management L.P. now owns 2,202,219 shares of the company’s stock valued at $9,723,000 after purchasing an additional 718,147 shares during the period. Finally, Geode Capital Management LLC raised its holdings in shares of Frontier Group by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 2,196,472 shares of the company’s stock valued at $10,347,000 after buying an additional 8,946 shares during the last quarter.

Frontier Group Company Profile

Frontier Group, trading on Nasdaq under the ticker ULCC, is the holding company for Frontier Airlines, an ultra-low-cost carrier based in Denver, Colorado. The company’s core business centers on providing no-frills air travel across a point-to-point network while generating ancillary revenue from add-on services such as baggage fees, seat selection, priority boarding and in-flight refreshments. This fare-plus-a-la-carte model allows Frontier to offer competitive base fares and maintain low operating costs.

Founded in February 1994 by industry veterans Andrew Levy and Russell Beardsmore, Frontier Airlines commenced operations with a small fleet of MD-80 aircraft.