Convergence Investment Partners LLC Makes New $804,000 Investment in American Airlines Group Inc. $AAL

Convergence Investment Partners LLC bought a new position in shares of American Airlines Group Inc. (NASDAQ:AAL) during the fourth quarter, HoldingsChannel.com reports. The firm bought 52,422 shares of the airline’s stock, valued at approximately $804,000.

Other institutional investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of American Airlines Group by 1,453.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 829,801 shares of the airline’s stock valued at $12,721,000 after purchasing an additional 776,389 shares in the last quarter. New York Life Investment Management LLC bought a new position in shares of American Airlines Group during the 4th quarter valued at about $927,000. Western Wealth Management LLC lifted its holdings in shares of American Airlines Group by 11.6% during the 4th quarter. Western Wealth Management LLC now owns 18,934 shares of the airline’s stock valued at $290,000 after purchasing an additional 1,975 shares in the last quarter. Allworth Financial LP lifted its holdings in shares of American Airlines Group by 9.8% during the 4th quarter. Allworth Financial LP now owns 63,533 shares of the airline’s stock valued at $974,000 after purchasing an additional 5,686 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al lifted its holdings in shares of American Airlines Group by 3.0% during the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 159,400 shares of the airline’s stock valued at $2,444,000 after purchasing an additional 4,600 shares in the last quarter. Institutional investors own 52.44% of the company’s stock.

American Airlines Group Stock Down 3.1%

NASDAQ:AAL opened at $12.31 on Friday. The firm has a market capitalization of $8.14 billion, a price-to-earnings ratio of 39.71 and a beta of 1.28. American Airlines Group Inc. has a twelve month low of $10.09 and a twelve month high of $16.50. The stock’s 50 day moving average price is $11.50 and its two-hundred day moving average price is $13.28.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings results on Thursday, April 23rd. The airline reported ($0.40) earnings per share for the quarter, topping the consensus estimate of ($0.45) by $0.05. The firm had revenue of $13.91 billion for the quarter, compared to analyst estimates of $16.13 billion. American Airlines Group had a negative return on equity of 9.11% and a net margin of 0.36%.The business’s quarterly revenue was up 10.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($0.59) EPS. American Airlines Group has set its FY 2026 guidance at -0.400-1.100 EPS and its Q2 2026 guidance at -0.200-0.200 EPS. As a group, analysts anticipate that American Airlines Group Inc. will post -0.19 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on AAL shares. Cantor Fitzgerald set a $17.00 price objective on American Airlines Group in a report on Friday, January 30th. Argus upgraded American Airlines Group to a “hold” rating in a report on Wednesday, January 28th. Citigroup cut their price objective on American Airlines Group from $21.00 to $14.00 and set a “buy” rating on the stock in a report on Friday, March 20th. BMO Capital Markets lifted their price objective on American Airlines Group from $12.00 to $13.50 and gave the company a “market perform” rating in a report on Friday, April 24th. Finally, Wells Fargo & Company cut their price objective on American Airlines Group from $17.00 to $12.00 and set an “equal weight” rating on the stock in a report on Monday, March 16th. Six equities 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’s stock. According to data from MarketBeat, American Airlines Group currently has an average rating of “Hold” and an average target price of $14.67.

Key Stories Impacting American Airlines Group

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

• Negative Sentiment: Zacks Research sharply cut its earnings forecasts for American Airlines Group (AAL) across multiple periods, including FY2026, FY2027, FY2028 and several quarterly estimates. The biggest revisions were to near-term profitability, with Q2 2026, Q3 2026, and Q4 2026 estimates all reduced, signaling weaker expected performance.
• Negative Sentiment: Longer-term outlook estimates were also trimmed, including FY2027 and FY2028 EPS, suggesting analysts see less earnings power ahead than previously expected.
• Negative Sentiment: A MarketWatch report said hedge fund Appaloosa dumped its entire positions in Delta, American, and United, which can weigh on sentiment toward AAL as investors view it as a sign of caution on the airline sector. Article: Hedge fund dump of airline stocks
• Negative Sentiment: Another report highlighted surging jet fuel prices and pressure on airline ETFs, with carriers cutting capacity, raising fares, and trimming forecasts. That backdrop is unfavorable for American Airlines Group because fuel is one of its biggest operating costs. Article: Rising jet fuel prices pressure airlines
• Neutral Sentiment: One note grouped airline stocks to watch, but it did not add a clear new catalyst for AAL. Article: Airline Stocks To Follow Today – May 14th

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.