786,283 American Airlines Group Inc. $AAL Shares Bought by U S Global Investors Inc.

Key Points

• U.S. Global Investors increased its American Airlines stake by 13.1% in the third quarter, acquiring 786,283 shares for a total of 6.79 million shares valued at approximately $90.7 million. Institutional investors collectively own 52.44% of AAL.
• American Airlines reported record third-quarter revenue of $16.34 billion, up 19.3% year over year, and an adjusted loss of $0.28 per share that beat expectations. However, fuel costs surged 67.5%, pressuring margins and leading the company to forecast another fourth-quarter loss and a full-year 2026 loss.
• Analyst sentiment remains mixed, with AAL carrying a consensus rating of Hold and an average price target of $17.41. Shares opened at $12.60, compared with a 52-week range of $10.09 to $18.79.

U S Global Investors Inc. raised its holdings in shares of American Airlines Group Inc. (NASDAQ:AAL - Free Report) by 13.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,787,455 shares of the airline's stock after acquiring an additional 786,283 shares during the quarter. American Airlines Group makes up 9.0% of U S Global Investors Inc.'s investment portfolio, making the stock its 3rd biggest holding. U S Global Investors Inc. owned about 1.03% of American Airlines Group worth $90,748,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Root Financial Partners LLC acquired a new stake in shares of American Airlines Group during the 3rd quarter worth about $53,000. SBI Securities Co. Ltd. lifted its stake in American Airlines Group by 12.7% during the third quarter. SBI Securities Co. Ltd. now owns 33,499 shares of the airline's stock worth $448,000 after purchasing an additional 3,783 shares during the last quarter. Quadrant Capital Group LLC lifted its stake in American Airlines Group by 5.5% during the third quarter. Quadrant Capital Group LLC now owns 59,467 shares of the airline's stock worth $743,000 after purchasing an additional 3,085 shares during the last quarter. SLT Holdings LLC purchased a new stake in American Airlines Group during the third quarter worth approximately $174,000. Finally, Fortitude Family Office LLC boosted its holdings in American Airlines Group by 622.8% in the third quarter. Fortitude Family Office LLC now owns 4,192 shares of the airline's stock valued at $56,000 after purchasing an additional 3,612 shares in 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: Third-quarter revenue rose 19.3% year over year to a record $16.34 billion, exceeding analyst expectations and the high end of the company’s prior guidance. Strong premium demand and continued passenger growth supported the performance. American sets new revenue records amid historic fuel cost pressure
• Positive Sentiment: American reported an adjusted loss of $0.28 per share, better than the consensus estimate for a $0.36 loss. Fourth-quarter revenue guidance of approximately $16.94 billion also modestly exceeded expectations. American Airlines Q3 2026 results
• Neutral Sentiment: Airline shares had recently benefited from stronger industry revenue outlooks, including upbeat results from Southwest and United Airlines, suggesting that travel demand remains resilient. However, those gains have been overshadowed by company-specific cost concerns. Airline stocks rise after Southwest results
• Negative Sentiment: Fuel expense jumped 67.5%, or roughly $1.9 billion, from a year earlier, with fuel averaging about $3.85 per gallon. Management cited historically high fuel prices, linked partly to the ongoing Iran conflict, as the main threat to margins. American Airlines forecasts 2026 loss
• Negative Sentiment: American expects another adjusted loss of approximately $0.50 to $1.10 per share in the fourth quarter and now anticipates a full-year 2026 loss. The guidance was viewed as weak relative to expectations, showing that fare and revenue growth are not currently offsetting fuel inflation. American Airlines forecasts another quarterly loss

Analysts Set New Price Targets

Several equities analysts have commented on AAL shares. The Goldman Sachs Group dropped their price target on shares of American Airlines Group from $13.00 to $11.00 and set a "sell" rating on the stock in a research note on Friday, October 2nd. JPMorgan Chase & Co. raised their price objective on shares of American Airlines Group from $22.00 to $24.00 and gave the stock an "overweight" rating in a report on Friday, July 24th. UBS Group reduced their price objective on shares of American Airlines Group from $17.00 to $16.00 and set a "buy" rating for the company in a research report on Friday, October 16th. Rothschild & Co Redburn upped their target price on shares of American Airlines Group from $12.50 to $13.50 and gave the company a "neutral" rating in a report on Friday, September 18th. Finally, Cantor Fitzgerald set a $24.00 target price on shares of American Airlines Group in a report on Thursday, July 2nd. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, American Airlines Group presently has an average rating of "Hold" and a consensus price target of $17.41.

Insiders Place Their Bets

In other American Airlines Group news, SVP Angela Owens sold 40,077 shares of the business's stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $15.26, for a total value of $611,575.02. Following the completion of the sale, the senior vice president owned 178,799 shares in the company, valued at approximately $2,728,472.74. The trade was a 18.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.70% of the company's stock.

American Airlines Group Price Performance

American Airlines Group stock opened at $12.60 on Friday. American Airlines Group Inc. has a fifty-two week low of $10.09 and a fifty-two week high of $18.79. The stock has a 50-day simple moving average of $13.13 and a 200-day simple moving average of $13.93.

American Airlines Group (NASDAQ:AAL - Get Free Report) last announced its earnings results on Thursday, October 22nd. The airline reported ($0.28) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.36) by $0.08. The firm had revenue of $16.34 billion during the quarter, compared to analysts' expectations of $16.21 billion. American Airlines Group had a negative return on equity of 9.11% and a negative net margin of 0.56%. The business's revenue was up 19.3% on a year-over-year basis. During the same period in the prior year, the firm earned ($0.17) EPS. On average, research analysts anticipate that American Airlines Group Inc. will post -0.94 earnings per share for the current fiscal year.

American Airlines Group Company Profile

American Airlines Group Inc is a holding company whose principal subsidiary, American Airlines, provides scheduled passenger air transportation and air cargo services. The company operates a large mainline network under the American Airlines brand and offers regional service through carriers operating as American Eagle. Its services include domestic and international flights, connecting passengers through a network of hubs and focus cities.

American Airlines serves destinations throughout the United States, as well as markets in Canada, Mexico, the Caribbean, Central and South America, Europe, Asia and other international regions.

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