Brevan Howard Capital Management LP Sells 939,669 Shares of American Airlines Group Inc. $AAL

Brevan Howard Capital Management LP cut its position in shares of American Airlines Group Inc. (NASDAQ:AAL) by 71.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 384,649 shares of the airline’s stock after selling 939,669 shares during the period. Brevan Howard Capital Management LP owned approximately 0.06% of American Airlines Group worth $4,323,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in AAL. Clear Street Group Inc. purchased a new position in shares of American Airlines Group during the third quarter valued at approximately $1,480,000. Banco Bilbao Vizcaya Argentaria S.A. grew its stake in shares of American Airlines Group by 240.3% during the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 262,245 shares of the airline’s stock valued at $2,911,000 after buying an additional 185,181 shares during the last quarter. California Public Employees Retirement System raised its holdings in shares of American Airlines Group by 5.1% in the third quarter. California Public Employees Retirement System now owns 1,223,577 shares of the airline’s stock worth $13,753,000 after buying an additional 59,134 shares during the period. Cantor Fitzgerald L. P. purchased a new stake in shares of American Airlines Group in the third quarter worth approximately $502,000. Finally, Boothbay Fund Management LLC lifted its stake in shares of American Airlines Group by 95.3% during the 3rd quarter. Boothbay Fund Management LLC now owns 42,158 shares of the airline’s stock worth $474,000 after acquiring an additional 20,567 shares during the last quarter. 52.44% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have commented on the company. Susquehanna raised American Airlines Group from a “neutral” rating to a “positive” rating and upped their price objective for the company from $14.00 to $20.00 in a research report on Friday, January 9th. JPMorgan Chase & Co. lifted their target price on American Airlines Group from $20.00 to $22.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. BMO Capital Markets restated a “market perform” rating and issued a $17.00 price target on shares of American Airlines Group in a report on Wednesday, January 28th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of American Airlines Group in a research note on Monday, December 29th. Finally, Citigroup reiterated a “buy” rating on shares of American Airlines Group in a report on Tuesday, February 3rd. Six equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, American Airlines Group currently has an average rating of “Hold” and an average price target of $16.16.

American Airlines Group Price Performance

NASDAQ:AAL opened at $10.30 on Monday. American Airlines Group Inc. has a 1-year low of $8.50 and a 1-year high of $16.50. The company has a 50-day moving average of $13.89 and a 200 day moving average of $13.52. The firm has a market cap of $6.80 billion, a PE ratio of 60.59 and a beta of 1.22.

American Airlines Group (NASDAQ:AAL) last posted its earnings results on Tuesday, January 27th. The airline reported $0.16 EPS for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22). American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The business had revenue of $14 billion for the quarter, compared to analysts’ expectations of $14.12 billion. During the same period last year, the business posted $0.86 EPS. The company’s revenue for the quarter was up 2.5% on a year-over-year basis. American Airlines Group has set its Q1 2026 guidance at -0.500–0.100 EPS and its FY 2026 guidance at 1.700-2.700 EPS. Sell-side analysts anticipate that American Airlines Group Inc. will post 2.42 EPS for the current fiscal year.

American Airlines Group News Roundup

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

• Positive Sentiment: American is expanding its Admirals Club in Austin, moving ahead with a ~$1B Miami expansion, refreshing inflight dining partnerships and resuming flights to Venezuela — moves that can boost premium revenue, network strength and hub competitiveness over time. American Airlines Expands Lounges And Network As Shares Flag Undervalued
• Neutral Sentiment: TD Cowen cut its price target to $13 but reiterated a “Buy” rating — the downgrade trims upside versus the consensus but the buy call signals some analyst confidence in the recovery narrative. TD Cowen Reduces Its PT for American Airlines (AAL) to $13, Reiterates “Buy” Rating
• Neutral Sentiment: Reported short-interest data in some feeds appears unreliable/empty (0 shares / NaN changes); no clear signal from short activity at this time. (Data flagged in market summaries.)
• Negative Sentiment: Oil surged back to ~$100/bbl after Iran-related tanker attacks, raising jet fuel costs and travel-risk premiums — the immediate sector impact is negative for margins and prompted broad airline sell-offs. Airline Stocks Were Pricing 2026 Like A Runway―Oil Just Made It A Cliff Edge
• Negative Sentiment: Analyst actions and downgrades are pressuring the stock: Jefferies lowered its PT to $12 and moved to “Hold,” and other outlets report multiple downgrades—reducing near-term sentiment and price support. Jefferies Lowers PT to $12 (coverage summary)
• Negative Sentiment: Broad consumer discretionary skepticism and recent coverage pieces flag fading demand in the sector, which amplifies downside risk for cyclical carriers like AAL if travel momentum softens. 3 Consumer Stocks We’re Skeptical Of
• Negative Sentiment: Multiple market reports link AAL’s recent intraday declines to rising fuel costs and technical selling across the airline group — earlier intraday moves showed shares falling below key supports. American Airlines Drops 4% as the Airline Sector Hits an Air Pocket

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.