American Airlines Group (NASDAQ:AAL) Posts Earnings Results

American Airlines Group (NASDAQ:AAL) issued its quarterly earnings results on Tuesday. The airline reported $0.16 earnings per share for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22), Zacks reports. American Airlines Group had a negative return on equity of 18.14% and a net margin of 1.11%.The business’s quarterly revenue was up 2.5% on a year-over-year basis. During the same quarter last year, the business earned $0.86 earnings per share.

American Airlines Group Trading Down 0.7%

Shares of AAL opened at $14.57 on Tuesday. The business’s 50-day moving average price is $14.89 and its 200 day moving average price is $13.30. The stock has a market capitalization of $9.62 billion, a P/E ratio of 16.94, a P/E/G ratio of 0.52 and a beta of 1.23. American Airlines Group has a 1-year low of $8.50 and a 1-year high of $17.54.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Barclays lifted their price target on American Airlines Group from $12.00 to $16.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. Wells Fargo & Company started coverage on American Airlines Group in a report on Thursday, December 18th. They set an “equal weight” rating and a $17.00 target price on the stock. Jefferies Financial Group boosted their price target on shares of American Airlines Group from $12.00 to $13.00 and gave the stock a “hold” rating in a research report on Wednesday, October 1st. UBS Group upped their price target on shares of American Airlines Group from $20.00 to $21.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Finally, Citigroup lifted their price objective on shares of American Airlines Group from $19.00 to $21.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Eight analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, American Airlines Group has a consensus rating of “Hold” and an average target price of $17.61.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. XTX Topco Ltd lifted its position in shares of American Airlines Group by 126.6% in the 3rd quarter. XTX Topco Ltd now owns 75,068 shares of the airline’s stock valued at $844,000 after acquiring an additional 41,944 shares in the last quarter. United Capital Financial Advisors LLC raised its stake in American Airlines Group by 26.1% during the 3rd quarter. United Capital Financial Advisors LLC now owns 13,247 shares of the airline’s stock valued at $149,000 after purchasing an additional 2,739 shares during the period. Voleon Capital Management LP acquired a new stake in American Airlines Group during the 3rd quarter valued at $1,537,000. Voloridge Investment Management LLC lifted its holdings in shares of American Airlines Group by 19.5% in the third quarter. Voloridge Investment Management LLC now owns 3,729,689 shares of the airline’s stock valued at $41,922,000 after purchasing an additional 609,457 shares in the last quarter. Finally, Quantessence Capital LLC acquired a new stake in shares of American Airlines Group in the third quarter worth $145,000. 52.44% of the stock is owned by hedge funds and other institutional investors.

Key American Airlines Group News

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

• Positive Sentiment: Record revenue, stronger balance sheet and bullish 2026 guidance: American reported record Q4 revenue ($14.0B) and full-year revenue ($54.6B), cut total debt by $2.1B in 2025, and guided FY2026 adjusted EPS to $1.70–$2.70 with expected free cash flow >$2B — a clear tailwind for future profitability. American Airlines Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Demand mix and premium strength: Management highlighted strong premium-cabin and corporate travel demand (bookings up in January, system revenue intake up double digits for early 2026), which supports higher-margin revenue and the company’s profit forecast. American Airlines forecasts 2026 profit above estimates on strong premium demand
• Neutral Sentiment: Competitive pressure at key hubs: United’s big summer expansion at Chicago O’Hare escalates hub competition — a factor that could pressure fares or market share in a major U.S. market, timing/impact uncertain. United Airlines ramps up Chicago flights as O’Hare rivalry with American Airlines heats up
• Negative Sentiment: Earnings miss and weak profitability metrics: AAL reported $0.16 EPS vs. $0.38 expected; GAAP net income fell sharply YoY and operating margins compressed — an immediate negative for near-term sentiment and valuation. American Airlines projects revenue growth for 2026, misses earnings estimates for fourth quarter
• Negative Sentiment: Revenue and operational hits from external shocks: The company said the government shutdown reduced Q4 revenue by ~$325M and Winter Storm Fern caused >9,000 cancellations; Q1 guidance factors in a ~1.5‑point capacity reduction and a negative revenue hit, which clouds near-term results. American Airlines Group Inc. Reports Record Fourth-Quarter Revenue Despite Government Shutdown Impact

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.