American Airlines Group (NASDAQ:AAL – Get Free Report) had its price objective lifted by stock 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 points to a potential upside of 62.06% from the company’s current price.
A number of other brokerages have also commented on AAL. Barclays upped their price objective on American Airlines Group from $12.00 to $16.00 and gave the company an “equal weight” rating in a report on Monday, January 12th. TD Cowen reaffirmed a “buy” rating on shares of American Airlines Group in a research note on Wednesday, January 7th. Citigroup boosted their target price on shares of American Airlines Group from $19.00 to $21.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Bank of America upped their price objective on American Airlines Group from $15.00 to $17.00 and gave the company a “neutral” rating in a research note on Tuesday, January 6th. Finally, UBS Group increased their price objective on American Airlines Group from $20.00 to $21.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Eight research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $17.75.
Check Out Our Latest Stock Analysis on AAL
American Airlines Group Stock Up 0.2%
American Airlines Group (NASDAQ:AAL – Get Free Report) last issued its earnings results on Tuesday, January 27th. The airline reported $0.16 EPS for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22). The firm had revenue of $14 billion during 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 for the quarter was up 2.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.86 earnings per share. 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. As a group, equities analysts predict that American Airlines Group will post 2.42 earnings per share for the current year.
Hedge Funds Weigh In On American Airlines Group
Several hedge funds and other institutional investors have recently added to or reduced their stakes in AAL. Root Financial Partners LLC bought a new stake in shares of American Airlines Group in the third quarter worth $30,000. West Branch Capital LLC bought a new position in American Airlines Group in the 4th quarter worth approximately $31,000. MassMutual Private Wealth & Trust FSB grew its stake in American Airlines Group by 102.0% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 2,353 shares of the airline’s stock valued at $36,000 after acquiring an additional 1,188 shares in the last quarter. Guerra Advisors Inc purchased a new stake in shares of American Airlines Group in the third quarter worth about $37,000. Finally, UMB Bank n.a. increased its position in American Airlines Group by 845.1% in the third quarter. UMB Bank n.a. now owns 3,251 shares of the airline’s stock worth $37,000 after purchasing an additional 2,907 shares during the last quarter. 52.44% of the stock is owned by institutional investors.
American Airlines Group News Summary
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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