ING Groep NV Takes $4.92 Million Position in JetBlue Airways Corporation $JBLU

ING Groep NV bought a new position in JetBlue Airways Corporation (NASDAQ:JBLU) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,000,000 shares of the transportation company’s stock, valued at approximately $4,920,000. ING Groep NV owned approximately 0.27% of JetBlue Airways at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Samalin Investment Counsel LLC acquired a new position in shares of JetBlue Airways in the 3rd quarter worth $1,129,000. Assenagon Asset Management S.A. increased its stake in JetBlue Airways by 17.6% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,951,255 shares of the transportation company’s stock worth $9,600,000 after purchasing an additional 291,758 shares in the last quarter. SG Americas Securities LLC increased its stake in JetBlue Airways by 372.1% in the 3rd quarter. SG Americas Securities LLC now owns 485,945 shares of the transportation company’s stock worth $2,391,000 after purchasing an additional 383,018 shares in the last quarter. Soviero Asset Management LP acquired a new stake in JetBlue Airways during the 2nd quarter worth about $2,369,000. Finally, Geode Capital Management LLC lifted its stake in JetBlue Airways by 1.7% during the second quarter. Geode Capital Management LLC now owns 7,745,777 shares of the transportation company’s stock valued at $32,770,000 after buying an additional 128,622 shares in the last quarter. 83.71% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Citigroup raised shares of JetBlue Airways from a “sell” rating to a “neutral” rating and set a $6.00 target price on the stock in a research report on Tuesday, February 3rd. Evercore lifted their price objective on shares of JetBlue Airways from $5.00 to $6.00 and gave the stock an “in-line” rating in a research report on Thursday, January 29th. Susquehanna increased their target price on JetBlue Airways from $4.55 to $5.00 and gave the company a “neutral” rating in a report on Friday, January 9th. The Goldman Sachs Group lifted their price target on JetBlue Airways from $3.50 to $4.00 and gave the company a “sell” rating in a report on Tuesday, January 13th. Finally, TD Cowen increased their price objective on JetBlue Airways from $4.00 to $5.00 and gave the stock a “hold” rating in a research note on Wednesday, January 7th. Eight analysts have rated the stock with a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus price target of $5.27.

JetBlue Airways News Roundup

Here are the key news stories impacting JetBlue Airways this week:

• Positive Sentiment: Management will participate in a Barclays 43rd Annual Industrial Select Conference fireside chat on Feb. 18 — provides investor access and a chance to reassure markets on strategy and outlook. JetBlue to Participate in Fireside Chat at Barclays
• Neutral Sentiment: Reports show a large increase in short interest for February, but the published figures read as zero shares / NaN change — the data appears erroneous and is unlikely to be a clear signal to the market until corrected by a reliable short-interest report.
• Negative Sentiment: Scott+Scott (and counsel Scott+Scott Attorneys at Law LLP) has opened an investor alert/investigation into JetBlue’s directors and officers for alleged breaches of fiduciary duty — this raises legal/ governance risk and can pressure the stock while uncertainty persists. JETBLUE INVESTOR ALERT: Scott+Scott Investigates Directors and Officers
• Negative Sentiment: Zacks Research issued a wave of estimate changes (Feb. 10) that are net negative for near-term guidance: several quarters and FY2027 EPS forecasts were lowered (notably FY2027 cut to a loss of ~$0.33 from a prior positive view), Q1 2026 and Q1 2027 were reduced, and some mid‑term quarter estimates were trimmed — although Zacks slightly raised certain later/adjacent quarter estimates (e.g., Q4 2026). The overall effect is weaker near-term earnings visibility, which likely contributes to downward pressure on the share price. Zacks Research estimate changes for JetBlue

JetBlue Airways Trading Down 3.1%

Shares of NASDAQ:JBLU opened at $5.63 on Friday. The firm has a fifty day moving average of $5.10 and a two-hundred day moving average of $4.85. The company has a quick ratio of 0.77, a current ratio of 0.82 and a debt-to-equity ratio of 3.42. JetBlue Airways Corporation has a 12-month low of $3.34 and a 12-month high of $7.83. The firm has a market capitalization of $2.05 billion, a P/E ratio of -3.37 and a beta of 1.78.

JetBlue Airways (NASDAQ:JBLU) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported ($0.49) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.45) by ($0.04). The company had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.22 billion. JetBlue Airways had a negative return on equity of 24.93% and a negative net margin of 6.64%.The company’s revenue was down 1.4% compared to the same quarter last year. During the same period last year, the company posted ($0.21) earnings per share. On average, equities analysts expect that JetBlue Airways Corporation will post -0.69 EPS for the current fiscal year.

JetBlue Airways Company Profile

JetBlue Airways Corporation is a low-cost scheduled passenger airline headquartered in Long Island City, New York. Since commencing service in 2000, the carrier has built a reputation for combining competitive fares with enhanced onboard amenities, including free in-flight entertainment, complimentary snacks and beverages, and onboard Wi-Fi. JetBlue operates a single fleet type of Airbus A320 family and Embraer 190 aircraft, which supports its focus on efficiency and operational consistency.

The airline’s core offerings include economy-class travel and a premium business-class product known as Mint, which features lie-flat seats, curated culinary options and elevated service on select transcontinental and international routes.