American Airlines Group (NASDAQ:AAL – Get Free Report) had its target price dropped by research analysts at Wells Fargo & Company from $17.00 to $12.00 in a note issued to investors on Monday,Benzinga reports. The brokerage currently has an “equal weight” rating on the airline’s stock. Wells Fargo & Company‘s price objective indicates a potential upside of 10.50% from the stock’s current price.
A number of other analysts have also weighed in on AAL. TD Cowen lowered their price objective on shares of American Airlines Group from $17.00 to $13.00 and set a “buy” rating for the company in a research note on Monday, March 9th. Weiss Ratings reissued a “sell (d+)” rating on shares of American Airlines Group in a research report on Monday, December 29th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $17.00 price target on shares of American Airlines Group in a research report on Wednesday, January 28th. Argus raised shares of American Airlines Group to a “hold” rating in a research report on Wednesday, January 28th. Finally, Bank of America increased their price objective on shares of American Airlines Group from $15.00 to $17.00 and gave the company a “neutral” rating in a research note on Tuesday, January 6th. Six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $15.47.
Get Our Latest Analysis on AAL
American Airlines Group Stock Up 3.5%
American Airlines Group (NASDAQ:AAL – Get Free Report) last posted its quarterly earnings results on Tuesday, January 27th. The airline reported $0.16 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22). The firm had revenue of $14 billion for the quarter, compared to the consensus estimate of $14.12 billion. American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.American Airlines Group’s quarterly revenue was up 2.5% compared to the same quarter last year. During the same period in the previous year, the company posted $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. On average, research analysts expect that American Airlines Group will post 2.42 earnings per share for the current year.
Institutional Investors Weigh In On American Airlines Group
A number of institutional investors and hedge funds have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC grew its holdings in shares of American Airlines Group by 21.8% during the fourth quarter. EverSource Wealth Advisors LLC now owns 4,276 shares of the airline’s stock worth $66,000 after purchasing an additional 766 shares during the last quarter. Arizona State Retirement System lifted its holdings in shares of American Airlines Group by 1.7% in the 3rd quarter. Arizona State Retirement System now owns 48,781 shares of the airline’s stock valued at $548,000 after purchasing an additional 811 shares during the last quarter. NewEdge Advisors LLC boosted its position in shares of American Airlines Group by 6.6% in the 2nd quarter. NewEdge Advisors LLC now owns 13,251 shares of the airline’s stock valued at $149,000 after purchasing an additional 823 shares during the period. Frank Rimerman Advisors LLC boosted its position in shares of American Airlines Group by 4.5% in the 4th quarter. Frank Rimerman Advisors LLC now owns 22,346 shares of the airline’s stock valued at $343,000 after purchasing an additional 954 shares during the period. Finally, US Bancorp DE grew its stake in American Airlines Group by 7.9% during the 3rd quarter. US Bancorp DE now owns 13,469 shares of the airline’s stock worth $151,000 after buying an additional 983 shares during the last quarter. 52.44% of the stock is owned by hedge funds and other institutional investors.
American Airlines Group News Summary
Here are the key news stories impacting American Airlines Group this week:
- Positive Sentiment: Management raised first-quarter revenue expectations (now >10% year-over-year) and improved the Q1 loss outlook, which traders cited as the primary catalyst for the stock rally. Delta, American Airlines lift Q1 guidance on strong travel demand
- Positive Sentiment: Sector momentum: peers like Delta also raised guidance and the broader travel demand rebound lifted airline stocks, supporting AAL’s move higher in early trading. Delta Air Lines Up 5%, American Airlines Up 4% as Travel Demand Lifts the Sector
- Positive Sentiment: Ancillary/loyalty improvement: AAdvantage expanded redemption options (gift cards from major brands), which can boost engagement and non‑ticket revenue over time. American Airlines Expands AAdvantage Rewards As Shares Trade Below Targets
- Neutral Sentiment: Investor outreach: American presented at the JPMorgan Industrials Conference (transcript available) — useful for detail but not an immediate price mover absent new guidance. American Airlines Group Inc. (AAL) Presents at JPMorgan Industrials Conference 2026 Transcript
- Neutral Sentiment: Short‑interest data published for March appears anomalous (reported as 0 shares / 0 days), suggesting a data error rather than a material short‑squeeze signal. (No reliable source link available.)
- Negative Sentiment: Rising jet‑fuel/oil prices remain a clear headwind — several reports show higher fuel costs are pressuring margins and investor sentiment across the sector. American Airlines Group (AAL) shares under pressure amid dramatic increase in oil prices
- Negative Sentiment: Analyst adjustments: UBS cut estimates and several firms trimmed targets; UBS lowered AAL’s price target from $21 to $15, and Wells Fargo cut its target to $12 (equal weight), which caps upside in some investors’ models. Benzinga coverage of price target changes US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs
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.
Further Reading
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