399,200 Shares in American Airlines Group Inc. $AAL Bought by Columbus Hill Capital Management L.P.

Key Points

• Columbus Hill Capital established a new position of 399,200 shares in American Airlines (≈$4.49M) during Q3, making AAL roughly 0.6% of its portfolio and its 24th largest holding.
• American missed quarterly expectations, reporting $0.16 EPS vs. $0.38 consensus and $14.0B revenue vs. $14.12B, and set Q1 2026 guidance of -0.50 to -0.10 EPS and FY2026 guidance of 1.70–2.70 EPS.
• The stock traded down 2.4% at an opening price of $10.30 with a market cap of $6.8B, and the analyst consensus is a Hold rating with an average target of $16.16.

Columbus Hill Capital Management L.P. purchased a new position in shares of American Airlines Group Inc. (NASDAQ:AAL - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 399,200 shares of the airline's stock, valued at approximately $4,487,000. American Airlines Group makes up about 0.6% of Columbus Hill Capital Management L.P.'s portfolio, making the stock its 24th biggest holding. Columbus Hill Capital Management L.P. owned 0.06% of American Airlines Group at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in AAL. Prospera Financial Services Inc grew its position in shares of American Airlines Group by 18.2% in the 2nd quarter. Prospera Financial Services Inc now owns 13,678 shares of the airline's stock valued at $153,000 after acquiring an additional 2,105 shares during the period. ProShare Advisors LLC raised its holdings in shares of American Airlines Group by 4.4% in the 2nd quarter. ProShare Advisors LLC now owns 29,242 shares of the airline's stock valued at $328,000 after purchasing an additional 1,239 shares during the period. Allworth Financial LP raised its holdings in shares of American Airlines Group by 25.9% in the 2nd quarter. Allworth Financial LP now owns 60,854 shares of the airline's stock valued at $683,000 after purchasing an additional 12,531 shares during the period. Vise Technologies Inc. acquired a new stake in American Airlines Group in the 2nd quarter valued at about $136,000. Finally, SBI Securities Co. Ltd. lifted its stake in American Airlines Group by 2.4% in the 2nd quarter. SBI Securities Co. Ltd. now owns 43,365 shares of the airline's stock valued at $487,000 after purchasing an additional 1,018 shares during the last quarter. Institutional investors and hedge funds own 52.44% of the company's stock.

American Airlines Group Stock Down 2.4%

American Airlines Group stock opened at $10.30 on Friday. The company's 50-day moving average price is $13.89 and its two-hundred day moving average price is $13.51. The stock has a market cap of $6.80 billion, a P/E ratio of 60.59, a P/E/G ratio of 0.47 and a beta of 1.22. American Airlines Group Inc. has a twelve month low of $8.50 and a twelve month high of $16.50.

American Airlines Group (NASDAQ:AAL - Get Free Report) last issued its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $14.12 billion. During the same quarter in the prior year, the firm earned $0.86 EPS. The company's revenue was up 2.5% on a year-over-year basis. 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. Equities analysts anticipate that American Airlines Group Inc. will post 2.42 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have weighed in on AAL. JPMorgan Chase & Co. boosted their price target on American Airlines Group from $20.00 to $22.00 and gave the stock an "overweight" rating in a research report on Wednesday, January 28th. Raymond James Financial reaffirmed a "market perform" rating on shares of American Airlines Group in a research report on Monday, February 2nd. Rothschild & Co Redburn reiterated a "neutral" rating and set a $12.50 target price (down from $17.00) on shares of American Airlines Group in a research note on Thursday, March 5th. Bank of America boosted their target price on American Airlines Group from $15.00 to $17.00 and gave the stock a "neutral" rating in a report on Tuesday, January 6th. Finally, Sanford C. Bernstein restated an "outperform" rating on shares of American Airlines Group in a research note on Wednesday, January 28th. Six research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $16.16.

Trending Headlines about American Airlines Group

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

• Positive Sentiment: American is expanding its Admirals Club in Austin, moving ahead with a ~$1B Miami expansion, refreshing inflight dining partnerships and resuming flights to Venezuela — moves that can boost premium revenue, network strength and hub competitiveness over time. American Airlines Expands Lounges And Network As Shares Flag Undervalued
• Neutral Sentiment: TD Cowen cut its price target to $13 but reiterated a "Buy" rating — the downgrade trims upside versus the consensus but the buy call signals some analyst confidence in the recovery narrative. TD Cowen Reduces Its PT for American Airlines (AAL) to $13, Reiterates “Buy” Rating
• Neutral Sentiment: Reported short-interest data in some feeds appears unreliable/empty (0 shares / NaN changes); no clear signal from short activity at this time. (Data flagged in market summaries.)
• Negative Sentiment: Oil surged back to ~$100/bbl after Iran-related tanker attacks, raising jet fuel costs and travel-risk premiums — the immediate sector impact is negative for margins and prompted broad airline sell-offs. Airline Stocks Were Pricing 2026 Like A Runway―Oil Just Made It A Cliff Edge
• Negative Sentiment: Analyst actions and downgrades are pressuring the stock: Jefferies lowered its PT to $12 and moved to "Hold," and other outlets report multiple downgrades—reducing near-term sentiment and price support. Jefferies Lowers PT to $12 (coverage summary)
• Negative Sentiment: Broad consumer discretionary skepticism and recent coverage pieces flag fading demand in the sector, which amplifies downside risk for cyclical carriers like AAL if travel momentum softens. 3 Consumer Stocks We’re Skeptical Of
• Negative Sentiment: Multiple market reports link AAL’s recent intraday declines to rising fuel costs and technical selling across the airline group — earlier intraday moves showed shares falling below key supports. American Airlines Drops 4% as the Airline Sector Hits an Air Pocket

American Airlines Group 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.

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