American Airlines Group (NASDAQ:AAL) Updates FY 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of -0.650-0.650 for the period, compared to the consensus estimate of 0.350. The company issued revenue guidance of -. American Airlines Group also updated its Q3 2026 guidance to -0.700–0.100 EPS.

Analyst Ratings Changes

Several equities analysts recently commented on the company. The Goldman Sachs Group reissued a “sell” rating and set a $13.00 price target on shares of American Airlines Group in a research report on Friday. UBS Group lifted their price objective on shares of American Airlines Group from $18.00 to $21.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Wells Fargo & Company reissued a “market perform” rating on shares of American Airlines Group in a research report on Tuesday, June 30th. Wall Street Zen lowered shares of American Airlines Group from a “buy” rating to a “hold” rating in a report on Saturday, July 18th. Finally, Melius Research downgraded shares of American Airlines Group from a “buy” rating to a “hold” rating and lifted their price target for the stock from $15.00 to $19.00 in a research note on Tuesday, July 7th. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $19.11.

American Airlines Group Stock Down 8.3%

Shares of AAL opened at $13.56 on Friday. The business’s 50 day moving average is $15.31 and its two-hundred day moving average is $13.70. American Airlines Group has a 52-week low of $10.09 and a 52-week high of $18.79. The firm has a market cap of $8.97 billion, a price-to-earnings ratio of 43.74 and a beta of 1.32.

American Airlines Group (NASDAQ:AAL) last released its quarterly earnings results on Thursday, July 23rd. The airline reported $0.15 earnings per share for the quarter, topping analysts’ consensus estimates of $0.03 by $0.12. The business had revenue of $16.73 billion during the quarter, compared to the consensus estimate of $16.70 billion. American Airlines Group had a net margin of 0.36% and a negative return on equity of 9.11%. The business’s quarterly revenue was up 16.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.95 earnings per share. American Airlines Group has set its Q3 2026 guidance at -0.700–0.100 EPS and its FY 2026 guidance at -0.650-0.650 EPS. On average, equities analysts expect that American Airlines Group will post 0.57 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, COO David Seymour sold 69,343 shares of the business’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $17.00, for a total value of $1,178,831.00. Following the completion of the sale, the chief operating officer owned 1,025,489 shares of the company’s stock, valued at approximately $17,433,313. The trade was a 6.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.70% of the stock is currently owned by corporate insiders.

American Airlines Group News Roundup

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

• Positive Sentiment: American Airlines posted Q2 adjusted EPS of $0.15, well above the $0.03 estimate, while revenue rose 16.3% year over year to a record $16.7 billion, reflecting strong travel demand and premium sales. Article Title
• Positive Sentiment: Management said the company is benefiting from commercial execution and strong demand, helping offset some margin pressure in the quarter. Article Title
• Neutral Sentiment: Analysts noted the quarter was solid on revenue and traffic trends, but the key debate remains whether demand can keep up with rising costs. Article Title
• Negative Sentiment: American Airlines sharply cut its 2026 and Q3 profit guidance as jet fuel prices spiked, signaling that higher fuel costs could overwhelm revenue gains and compress margins. Article Title
• Negative Sentiment: The company said it now expects an adjusted loss in the current quarter, and investors reacted by selling the stock despite the earnings beat. Article Title
• Negative Sentiment: Net income fell sharply from a year ago, underscoring that record sales have not yet translated into stronger profitability because of fuel inflation and weaker margins. Article Title

Institutional Trading of American Airlines Group

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd raised its stake in American Airlines Group by 208.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the airline’s stock valued at $50,000 after buying an additional 2,217 shares in the last quarter. Zions Bancorporation National Association UT bought a new position in American Airlines Group during the 4th quarter worth approximately $57,000. EFG International AG acquired a new position in shares of American Airlines Group in the 4th quarter worth approximately $98,000. Diversify Advisory Services LLC acquired a new position in shares of American Airlines Group in the 2nd quarter worth approximately $118,000. Finally, UMB Bank n.a. increased its holdings in shares of American Airlines Group by 144.9% in the 4th quarter. UMB Bank n.a. now owns 7,961 shares of the airline’s stock valued at $122,000 after acquiring an additional 4,710 shares during the last quarter. 52.44% of the stock is owned by institutional investors.

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.