American Airlines Group Inc. (NASDAQ:AAL) Stock Has Consensus Target Price of $17.41

Shares of American Airlines Group Inc. (NASDAQ:AAL) have received a consensus recommendation of “Hold” from the twenty analysts that are presently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell recommendation, ten have given a hold recommendation and eight have issued a buy recommendation on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $17.29.

Several research firms have issued reports on AAL. Barclays cut their target price on American Airlines Group from $19.00 to $14.00 and set an “equal weight” rating on the stock in a research note on Friday, September 11th. Sanford C. Bernstein set a $19.00 target price on shares of American Airlines Group in a report on Tuesday. Melius Research lowered shares of American Airlines Group from a “buy” rating to a “hold” rating and increased their price target for the company from $15.00 to $19.00 in a research report on Tuesday, July 7th. Wells Fargo & Company lowered their price target on shares of American Airlines Group from $17.00 to $14.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 6th. Finally, Weiss Ratings upgraded shares of American Airlines Group from a “sell (d)” rating to a “sell (d+)” rating in a report on Thursday, October 8th.

American Airlines Group Price Performance

NASDAQ AAL opened at $12.11 on Wednesday. American Airlines Group has a one year low of $10.09 and a one year high of $18.79. The company’s 50-day simple moving average is $13.07 and its two-hundred day simple moving average is $13.92.

American Airlines Group (NASDAQ:AAL) last issued its quarterly earnings data on Thursday, October 22nd. The airline reported ($0.28) EPS for the quarter, topping analysts’ consensus estimates of ($0.36) by $0.08. The company had revenue of $16.34 billion during the quarter, compared to the consensus estimate of $16.21 billion. American Airlines Group had a negative net margin of 0.79% and a negative return on equity of 9.11%. American Airlines Group’s revenue for the quarter was up 19.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($0.17) earnings per share. Analysts predict that American Airlines Group will post -1.21 earnings per share for the current year.

Key American Airlines Group News

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. Premium seating and international traffic outperformed domestic demand, supporting the company’s strategy of targeting higher-yielding passengers. AAL Q3 deep dive: premium investments and cost focus offset by fuel headwinds
• Positive Sentiment: Fourth-quarter revenue guidance of $16.7 billion to $17.1 billion was above the $16.5 billion consensus estimate, indicating continued demand and expected revenue growth of roughly 20% to 23%. American Airlines Forecasts Another Quarterly Loss on Surging Fuel Costs
• Positive Sentiment: Morgan Stanley maintained an “overweight” rating, although it reduced its price target from $24 to $22, implying substantial potential upside based on the recent share price. Morgan Stanley stock recommendations
• Neutral Sentiment: American reported an adjusted third-quarter loss of $0.28 per share, better than the expected $0.36 loss, while its 83.4% load factor showed solid aircraft utilization. However, revenue growth has not yet translated into sustainable earnings. American Airlines Group quarterly earnings report
• Negative Sentiment: Fuel expense increased $1.9 billion, or 67.5%, to approximately $3.85 per gallon. Management said historically high fuel prices are overwhelming fare gains, and fares may remain elevated even if oil prices decline. American Airlines forecasts 2026 loss as fuel costs outpace fare gains
• Negative Sentiment: American now expects a larger full-year 2026 loss, with EPS guidance of negative $1.60 to negative $1.00 versus consensus of negative $0.97. Fourth-quarter EPS guidance of negative $1.10 to negative $0.50 also trails the expected negative $0.41, overshadowing the revenue beat. American Airlines expects deeper 2026 loss on pricier fuel despite record revenue
• Negative Sentiment: Rising oil prices are adding further pressure to airline stocks and reversing the initial relief following American’s earnings release. American Airlines Sinks as Oil Climb Reverses Post-Earnings Rebound

Insider Activity at American Airlines Group

In related news, SVP Angela Owens sold 40,077 shares of the stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $15.26, for a total transaction of $611,575.02. Following the completion of the sale, the senior vice president owned 178,799 shares of the company’s stock, valued at $2,728,472.74. This represents a 18.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.70% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On American Airlines Group

A number of large investors have recently made changes to their positions in AAL. Primecap Management Co. CA acquired a new stake in American Airlines Group in the 2nd quarter worth approximately $1,278,144,000. BlackRock Inc. purchased a new position in shares of American Airlines Group in the second quarter worth $1,144,739,000. Renaissance Technologies LLC raised its holdings in shares of American Airlines Group by 569.4% in the first quarter. Renaissance Technologies LLC now owns 9,687,232 shares of the airline’s stock worth $104,041,000 after buying an additional 8,240,100 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of American Airlines Group during the second quarter worth $119,628,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of American Airlines Group during the second quarter worth $68,132,000. 52.44% of the stock is owned by institutional investors and hedge funds.

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.