American Airlines Group Inc. $AAL Shares Purchased by Retirement Systems of Alabama

Retirement Systems of Alabama boosted its position in shares of American Airlines Group Inc. (NASDAQ:AAL) by 29.7% during the third quarter, Holdings Channel.com reports. The firm owned 1,045,771 shares of the airline’s stock after buying an additional 239,698 shares during the quarter. Retirement Systems of Alabama’s holdings in American Airlines Group were worth $11,754,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in AAL. Quantbot Technologies LP acquired a new position in shares of American Airlines Group in the 2nd quarter worth approximately $10,917,000. Commonwealth Equity Services LLC increased its holdings in American Airlines Group by 51.5% in the 3rd quarter. Commonwealth Equity Services LLC now owns 868,776 shares of the airline’s stock valued at $9,765,000 after purchasing an additional 295,298 shares during the last quarter. U S Global Investors Inc. raised its position in American Airlines Group by 7.5% in the second quarter. U S Global Investors Inc. now owns 7,718,224 shares of the airline’s stock valued at $86,598,000 after purchasing an additional 536,978 shares during the period. Hussman Strategic Advisors Inc. lifted its stake in American Airlines Group by 100.0% during the second quarter. Hussman Strategic Advisors Inc. now owns 210,000 shares of the airline’s stock worth $2,356,000 after purchasing an additional 105,000 shares in the last quarter. Finally, Neo Ivy Capital Management acquired a new position in American Airlines Group during the second quarter worth $404,000. Hedge funds and other institutional investors own 52.44% of the company’s stock.

American Airlines Group Stock Performance

Shares of American Airlines Group stock opened at $13.44 on Thursday. The business has a 50-day simple moving average of $14.94 and a 200-day simple moving average of $13.31. American Airlines Group Inc. has a one year low of $8.50 and a one year high of $17.40. The company has a market cap of $8.87 billion, a PE ratio of 15.63, a P/E/G ratio of 0.46 and a beta of 1.23.

American Airlines Group (NASDAQ:AAL) last issued 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). American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.The firm had revenue of $14 billion during the quarter, compared to analysts’ expectations of $14.12 billion. During the same quarter in the prior year, the firm earned $0.86 EPS. The firm’s revenue was up 2.5% compared to the same quarter last year. 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, sell-side analysts predict that American Airlines Group Inc. will post 2.42 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Barclays boosted 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. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of American Airlines Group in a research report on Monday, December 29th. UBS Group boosted their price target on shares of American Airlines Group from $20.00 to $21.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Citigroup raised their price objective on shares of American Airlines Group from $19.00 to $21.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Finally, Susquehanna raised shares of American Airlines Group from a “neutral” rating to a “positive” rating and upped their target price for the stock from $14.00 to $20.00 in a research note on Friday, January 9th. Eight investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $17.75.

American Airlines Group News Summary

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

• Positive Sentiment: Company outlook and balance-sheet improvements — American issued FY‑2026 adjusted EPS guidance of $1.70–$2.70, expects >$2B free cash flow, and reduced debt by ~$2.1B in 2025, which supports longer‑term earnings and deleveraging. American Airlines Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Analyst upgrade — JPMorgan raised its price target to $22 and moved to an “overweight” stance, implying significant upside versus current levels and likely providing near‑term buying interest. Benzinga
• Neutral Sentiment: Record revenue but compressed profits — American reported record Q4 and full‑year revenue (Q4: $14.0B; FY: $54.6B), showing demand strength especially in premium/corporate channels, but margins and net income were materially lower year‑over‑year. Investors will weigh top‑line momentum against weak profitability. American Airlines forecasts 2026 profit above estimates on strong premium demand
• Neutral Sentiment: Analyst/valuation commentary — value‑oriented research (Zacks, others) highlights AAL as a potential value play given recent weakness and a median analyst target near $17, keeping the name on watch lists. Here’s Why American Airlines (AAL) is a Strong Value Stock
• Negative Sentiment: Earnings miss and near‑term pain — Q4 EPS of $0.16 missed consensus (~$0.38) and the company warned Q1 will see an adjusted loss, pressuring sentiment and short‑term valuation. American Airlines (AAL) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Operational disruptions — Winter Storm Fern caused the largest weather‑related disruption in company history (9,000+ cancellations); the quarter incorporated a ~$150–$200M estimated impact to Q1 and higher unit costs, which weigh on near‑term cash flow and reliability perceptions. American Airlines is offering some flight attendants double pay as it scrambles to get back to normal
• Negative Sentiment: Competitive and market risks — United’s expansion at O’Hare and mixed unit‑revenue trends domestically create competitive pressure that could limit margin recovery if pricing softens. United Airlines ramps up Chicago flights as O’Hare rivalry with American Airlines heats up
• Neutral Sentiment: Short interest / data noise — recent short‑interest entries in the feed appear to be reporting errors (zeros/NaN) and are not meaningful for days‑to‑cover at this time.

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.