American Airlines Group Inc. (NASDAQ:AAL) Receives Consensus Rating of "Hold" from Analysts

Key Points

• Analysts give American Airlines a consensus rating of Hold from 17 firms (2 sell, 9 hold, 6 buy) with an average 12‑month price target of about $14.69.
• In the latest quarter AAL reported an EPS loss of ($0.40) that beat estimates by $0.05 but missed on revenue ($13.91B vs. $16.13B), and issued FY2026 guidance of -0.400–1.100 EPS and Q2 guidance of -0.200–0.200 EPS.
• The company faces near‑term pressure from roughly $4B of incremental fuel costs, is selling $1.14B of aircraft‑backed bonds to finance planes, and has drawn takeover scrutiny after outreach from United, underscoring balance‑sheet vulnerability.

American Airlines Group Inc. (NASDAQ:AAL - Get Free Report) has been given an average recommendation of "Hold" by the seventeen ratings firms that are currently covering the company, Marketbeat reports. Two research analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation and six have assigned a buy recommendation to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $14.6875.

Several equities research analysts have recently weighed in on AAL shares. TD Cowen decreased their target price on American Airlines Group from $17.00 to $13.00 and set a "buy" rating for the company in a research report on Monday, March 9th. Cantor Fitzgerald set a $17.00 target price on American Airlines Group in a research report on Friday, January 30th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of American Airlines Group in a research report on Wednesday, January 28th. Rothschild & Co Redburn reaffirmed a "neutral" rating and issued a $12.50 target price (down from $17.00) on shares of American Airlines Group in a research report on Thursday, March 5th. Finally, Wall Street Zen raised American Airlines Group from a "sell" rating to a "hold" rating in a research report on Saturday.

American Airlines Group Trading Down 0.4%

AAL stock opened at $11.64 on Wednesday. The stock has a 50-day moving average price of $11.64 and a two-hundred day moving average price of $13.27. American Airlines Group has a 12-month low of $9.48 and a 12-month high of $16.50. The company has a market cap of $7.70 billion, a PE ratio of 37.53 and a beta of 1.25.

American Airlines Group (NASDAQ:AAL - Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The airline reported ($0.40) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.45) by $0.05. American Airlines Group had a negative return on equity of 9.11% and a net margin of 0.36%.The firm had revenue of $13.91 billion during the quarter, compared to the consensus estimate of $16.13 billion. During the same quarter in the previous year, the business earned ($0.59) earnings per share. The firm's quarterly revenue was up 10.8% compared to the same quarter last year. American Airlines Group has set its FY 2026 guidance at -0.400-1.100 EPS and its Q2 2026 guidance at -0.200-0.200 EPS. Equities analysts forecast that American Airlines Group will post 0.1 EPS for the current fiscal year.

Institutional Investors Weigh In On American Airlines Group

Institutional investors and hedge funds have recently modified their holdings of the stock. West Branch Capital LLC purchased a new stake in shares of American Airlines Group in the fourth quarter worth about $31,000. MassMutual Private Wealth & Trust FSB boosted its holdings in American Airlines Group by 102.0% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 2,353 shares of the airline's stock valued at $36,000 after purchasing an additional 1,188 shares during the last quarter. Center for Financial Planning Inc. boosted its holdings in American Airlines Group by 377.4% in the fourth quarter. Center for Financial Planning Inc. now owns 2,530 shares of the airline's stock valued at $39,000 after purchasing an additional 2,000 shares during the last quarter. Root Financial Partners LLC purchased a new position in American Airlines Group in the third quarter valued at about $30,000. Finally, Clearstead Advisors LLC boosted its holdings in American Airlines Group by 140.3% in the fourth quarter. Clearstead Advisors LLC now owns 2,968 shares of the airline's stock valued at $45,000 after purchasing an additional 1,733 shares during the last quarter. Hedge funds and other institutional investors own 52.44% of the company's stock.

American Airlines Group News Summary

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

• Positive Sentiment: Jefferies raised its price target on AAL from $12 to $13 (Hold), signaling modest upside and giving some support to the stock amid sector stress. Jefferies raises price target
• Positive Sentiment: Data-driven warning that Spirit Airlines could collapse — if Spirit exits, fares could rise materially, which would benefit incumbents like American through higher yields and revenue per seat. This is a potential offset to cost pressures. Airfare data shows how ticket prices may jump if Spirit collapses
• Neutral Sentiment: American is selling $1.14B of aircraft-backed bonds (EETCs) to finance 32 planes — provides liquidity and fleet funding but also underscores reliance on debt markets amid margin stress. American Airlines to sell $1.14B in bonds for 32 planes
• Neutral Sentiment: The Anglo American LSE: AAL report is unrelated to U.S. carrier AAL — included in feeds due to the same ticker; ignore for American Airlines investment analysis. Anglo American copper output steady as Teck merger nears
• Negative Sentiment: Reports say American lowered guidance after disclosing roughly $4B of incremental fuel costs; analysts and media flagged this as a near-term earnings headwind that pressured the stock. Fuel cost pressure derails earnings outlook
• Negative Sentiment: Market commentary (Sky Wars) and multiple articles show United’s unsolicited approach exposed American’s financial vulnerability — the episode highlights AAL as a takeover target and underscores structural margin/scale issues for legacy carriers. That stigma can weigh on the share price. Sky Wars: United's Predator Play for American (AAL)
• Negative Sentiment: United confirmed it approached American but later said talks ended — the public back-and-forth kept focus on American’s weak balance sheet and regulatory obstacles, prolonging investor uncertainty. United CEO says merger talks with American have ended

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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