GSA Capital Partners LLP purchased a new position in American Airlines Group Inc. (NASDAQ:AAL – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 313,548 shares of the airline’s stock, valued at approximately $5,666,000. American Airlines Group accounts for about 0.4% of GSA Capital Partners LLP’s investment portfolio, making the stock its 11th largest position.
A number of other institutional investors have also added to or reduced their stakes in the company. Gradient Investments LLC bought a new position in shares of American Airlines Group in the 2nd quarter worth about $2,844,000. Assenagon Asset Management S.A. boosted its stake in American Airlines Group by 1,025.5% during the second quarter. Assenagon Asset Management S.A. now owns 1,191,912 shares of the airline’s stock worth $21,538,000 after acquiring an additional 1,086,013 shares in the last quarter. M&T Bank Corp boosted its stake in American Airlines Group by 818.7% during the fourth quarter. M&T Bank Corp now owns 212,892 shares of the airline’s stock worth $3,264,000 after acquiring an additional 189,720 shares in the last quarter. U S Global Investors Inc. boosted its stake in American Airlines Group by 15.5% during the first quarter. U S Global Investors Inc. now owns 6,435,049 shares of the airline’s stock worth $69,112,000 after acquiring an additional 865,205 shares in the last quarter. Finally, Union Square Park Capital Management LLC purchased a new stake in American Airlines Group in the first quarter worth about $1,074,000. Institutional investors own 52.44% of the company’s stock.
Analysts Set New Price Targets
A number of brokerages have weighed in on AAL. Morgan Stanley raised their target price on shares of American Airlines Group from $20.00 to $24.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Weiss Ratings raised American Airlines Group from a “sell (d)” rating to a “sell (d+)” rating in a research report on Tuesday. Barclays upped their price target on American Airlines Group from $16.00 to $19.00 and gave the stock an “equal weight” rating in a research note on Thursday, June 25th. Zacks Research raised American Airlines Group from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 23rd. Finally, Citigroup lowered their price objective on American Airlines Group from $22.00 to $19.00 and set a “buy” rating for the company in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $19.03.
Trending Headlines about American Airlines Group
Here are the key news stories impacting American Airlines Group this week:
- Positive Sentiment: Sustainable aviation fuel milestone: American completed a commercial passenger flight using electro-sustainable aviation fuel (eSAF) produced by Infinium. The achievement supports the airline’s lower-carbon fuel strategy, while Project Roadrunner is expected to begin production and deliveries in 2027. The development could improve American’s environmental positioning and help secure future access to lower-carbon fuel, though near-term financial benefits remain limited. American Airlines Advances Sustainable Aviation Fuel Adoption
- Positive Sentiment: Valuation support: One market analysis argues that AAL could be about 21% undervalued following the eSAF flight milestone. That view provides potential upside, but it is an analyst valuation rather than a change to earnings or cash-flow guidance. American Airlines Group Could Be 21% Undervalued Following eSAF Flight Milestone
- Neutral Sentiment: Mixed earnings revisions: Zacks Research lowered its Q1 2028 EPS estimate to $0.55 from $0.58, but raised its Q3 2027 forecast to $0.36 from $0.35. Zacks maintained a “Strong-Buy” rating, although the mixed revisions highlight uncertainty around the airline’s longer-term profitability.
- Neutral Sentiment: Consumer stocks traded mixed late Friday, offering little direct sector support for American Airlines. The company also launched its 10th annual fundraising campaign with Stand Up To Cancer; the initiative may benefit corporate reputation but is unlikely to materially affect earnings. American Airlines and Stand Up To Cancer Campaign
- Negative Sentiment: Leadership and profitability concerns: CEO Robert Isom reportedly added a former Spirit Airlines executive to senior management as American works to close its profit gap with rivals such as Delta. Surging fuel costs and the need for a reorganization could weigh on investor confidence and reinforce concerns about near-term margins. American Airlines Taps Former Spirit Executive
Insider Transactions at American Airlines Group
In other American Airlines Group news, SVP Angela Owens sold 40,077 shares of the company’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $15.26, for a total transaction of $611,575.02. Following the transaction, the senior vice president owned 178,799 shares in the company, valued at approximately $2,728,472.74. This represents a 18.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO David Seymour sold 69,343 shares of the firm’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $17.00, for a total transaction of $1,178,831.00. Following the sale, the chief operating officer directly owned 1,025,489 shares in the company, valued at approximately $17,433,313. The trade was a 6.33% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 205,044 shares of company stock valued at $3,407,451. 0.70% of the stock is owned by insiders.
American Airlines Group Trading Down 1.5%
Shares of AAL opened at $14.83 on Friday. The business’s fifty day simple moving average is $15.87 and its two-hundred day simple moving average is $13.71. American Airlines Group Inc. has a 12 month low of $10.09 and a 12 month high of $18.79. The company has a market cap of $9.82 billion, a price-to-earnings ratio of -30.27 and a beta of 1.34.
American Airlines Group (NASDAQ:AAL – Get Free Report) last posted its earnings results on Thursday, July 23rd. The airline reported $0.15 EPS for the quarter, topping analysts’ consensus estimates of $0.03 by $0.12. The business had revenue of $16.73 billion during the quarter, compared to analyst estimates of $16.70 billion. American Airlines Group had a negative return on equity of 9.11% and a negative net margin of 0.56%.The company’s quarterly revenue was up 16.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.95 EPS. American Airlines Group has set its Q3 2026 guidance at -0.700–0.100 EPS and its FY 2026 guidance at -0.650-0.650 EPS. As a group, research analysts forecast that American Airlines Group Inc. will post 0.03 EPS for the current year.
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.
Further Reading
- Five stocks we like better than American Airlines Group
- Is Best Buy the AI Winner Hiding in the Electronics Aisle?
- Applied Materials Beat Everything but Wall Street’s Expectations for Margins
- Back From Orbit, Intuitive Machines’ Share Price Enters the Buy Zone
- Texas Roadhouse and Brinker International Have the Recipe Rivals Are Missing
Want to see what other hedge funds are holding AAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Airlines Group Inc. (NASDAQ:AAL – Free Report).
Receive News & Ratings for American Airlines Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for American Airlines Group and related companies with MarketBeat.com's FREE daily email newsletter.
