Jefferies Financial Group Has Lowered Expectations for American Airlines Group (NASDAQ:AAL) Stock Price

American Airlines Group (NASDAQ:AAL) had its price target decreased by investment analysts at Jefferies Financial Group from $15.00 to $12.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “hold” rating on the airline’s stock. Jefferies Financial Group’s target price would indicate a potential upside of 16.50% from the stock’s previous close.

A number of other equities analysts have also issued reports on the company. TD Cowen decreased their price objective on American Airlines Group from $17.00 to $13.00 and set a “buy” rating for the company in a report on Monday, March 9th. Barclays boosted their price target on American Airlines Group from $12.00 to $16.00 and gave the stock an “equal weight” rating in a research report on Monday, January 12th. Argus raised American Airlines Group to a “hold” rating in a research note on Wednesday, January 28th. BMO Capital Markets reissued a “market perform” rating and set a $17.00 price target on shares of American Airlines Group in a report on Wednesday, January 28th. 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 assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $16.16.

American Airlines Group Stock Down 2.4%

AAL stock opened at $10.30 on Thursday. The stock has a market cap of $6.80 billion, a PE ratio of 60.59, a price-to-earnings-growth ratio of 0.47 and a beta of 1.22. The firm’s 50-day simple moving average is $13.89 and its 200 day simple moving average is $13.51. American Airlines Group has a fifty-two week low of $8.50 and a fifty-two week high of $16.50.

American Airlines Group (NASDAQ:AAL) last posted its 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 net margin of 0.20% and a negative return on equity of 5.90%. The firm had revenue of $14 billion for the quarter, compared to analyst estimates of $14.12 billion. During the same period in the previous year, the firm earned $0.86 earnings per share. The company’s revenue for the quarter 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 forecast that American Airlines Group will post 2.42 EPS for the current fiscal year.

Hedge Funds Weigh In On American Airlines Group

Several hedge funds have recently modified their holdings of the company. Prospera Financial Services Inc lifted its holdings in shares of American Airlines Group by 18.2% in the second quarter. Prospera Financial Services Inc now owns 13,678 shares of the airline’s stock valued at $153,000 after buying an additional 2,105 shares during the period. ProShare Advisors LLC grew its holdings in American Airlines Group by 4.4% during the second quarter. ProShare Advisors LLC now owns 29,242 shares of the airline’s stock worth $328,000 after acquiring an additional 1,239 shares during the period. Allworth Financial LP raised its position in American Airlines Group by 25.9% in the second quarter. Allworth Financial LP now owns 60,854 shares of the airline’s stock worth $683,000 after acquiring an additional 12,531 shares in the last quarter. Vise Technologies Inc. bought a new stake in American Airlines Group in the second quarter worth about $136,000. Finally, SBI Securities Co. Ltd. lifted its holdings 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 acquiring an additional 1,018 shares during the last quarter. 52.44% of the stock is currently owned by institutional investors and hedge funds.

More American Airlines Group News

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

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.