Envestnet Portfolio Solutions Inc. Has $850,000 Holdings in American Airlines Group Inc. $AAL

Envestnet Portfolio Solutions Inc. grew its position in American Airlines Group Inc. (NASDAQ:AAL) by 102.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,631 shares of the airline’s stock after purchasing an additional 38,341 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in American Airlines Group were worth $850,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Root Financial Partners LLC bought a new stake in American Airlines Group in the 3rd quarter valued at $30,000. Bogart Wealth LLC lifted its holdings in shares of American Airlines Group by 35.1% during the third quarter. Bogart Wealth LLC now owns 3,855 shares of the airline’s stock worth $43,000 after buying an additional 1,002 shares in the last quarter. Vermillion & White Wealth Management Group LLC boosted its position in shares of American Airlines Group by 52.8% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 4,339 shares of the airline’s stock valued at $49,000 after acquiring an additional 1,500 shares during the period. Laurel Wealth Advisors LLC grew its stake in shares of American Airlines Group by 1,022.1% in the second quarter. Laurel Wealth Advisors LLC now owns 4,466 shares of the airline’s stock valued at $50,000 after acquiring an additional 4,068 shares in the last quarter. Finally, Quent Capital LLC bought a new position in American Airlines Group during the third quarter worth about $54,000. Institutional investors own 52.44% of the company’s stock.

Key Stories Impacting American Airlines Group

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

• Positive Sentiment: Company outlook and balance-sheet improvements — American issued FY‑2026 adjusted EPS guidance of $1.70–$2.70, expects >$2B free cash flow, and reduced debt by ~$2.1B in 2025, which supports longer‑term earnings and deleveraging. American Airlines Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Analyst upgrade — JPMorgan raised its price target to $22 and moved to an “overweight” stance, implying significant upside versus current levels and likely providing near‑term buying interest. Benzinga
• Neutral Sentiment: Record revenue but compressed profits — American reported record Q4 and full‑year revenue (Q4: $14.0B; FY: $54.6B), showing demand strength especially in premium/corporate channels, but margins and net income were materially lower year‑over‑year. Investors will weigh top‑line momentum against weak profitability. American Airlines forecasts 2026 profit above estimates on strong premium demand
• Neutral Sentiment: Analyst/valuation commentary — value‑oriented research (Zacks, others) highlights AAL as a potential value play given recent weakness and a median analyst target near $17, keeping the name on watch lists. Here’s Why American Airlines (AAL) is a Strong Value Stock
• Negative Sentiment: Earnings miss and near‑term pain — Q4 EPS of $0.16 missed consensus (~$0.38) and the company warned Q1 will see an adjusted loss, pressuring sentiment and short‑term valuation. American Airlines (AAL) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Operational disruptions — Winter Storm Fern caused the largest weather‑related disruption in company history (9,000+ cancellations); the quarter incorporated a ~$150–$200M estimated impact to Q1 and higher unit costs, which weigh on near‑term cash flow and reliability perceptions. American Airlines is offering some flight attendants double pay as it scrambles to get back to normal
• Negative Sentiment: Competitive and market risks — United’s expansion at O’Hare and mixed unit‑revenue trends domestically create competitive pressure that could limit margin recovery if pricing softens. United Airlines ramps up Chicago flights as O’Hare rivalry with American Airlines heats up
• Neutral Sentiment: Short interest / data noise — recent short‑interest entries in the feed appear to be reporting errors (zeros/NaN) and are not meaningful for days‑to‑cover at this time.

American Airlines Group Stock Down 0.8%

American Airlines Group stock opened at $13.44 on Thursday. The stock has a market cap of $8.87 billion, a PE ratio of 15.63, a P/E/G ratio of 0.46 and a beta of 1.23. American Airlines Group Inc. has a 12-month low of $8.50 and a 12-month high of $17.40. The business’s 50-day moving average price is $14.94 and its two-hundred day moving average price is $13.31.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings results on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22). The company had revenue of $14 billion during the quarter, compared to analyst estimates of $14.12 billion. American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The company’s revenue for the quarter was up 2.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.86 earnings per share. 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. As a group, analysts expect that American Airlines Group Inc. will post 2.42 earnings per share for the current year.

Wall Street Analyst Weigh In

AAL has been the subject of a number of recent research reports. Sanford C. Bernstein reissued an “outperform” rating on shares of American Airlines Group in a report on Wednesday. Wells Fargo & Company initiated coverage on American Airlines Group in a research note on Thursday, December 18th. They issued an “equal weight” rating and a $17.00 price target for the company. Jefferies Financial Group raised their price objective on American Airlines Group from $12.00 to $13.00 and gave the stock a “hold” rating in a research note on Wednesday, October 1st. Bank of America upped their target price on American Airlines Group from $15.00 to $17.00 and gave the company a “neutral” rating in a research report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. raised their price target on American Airlines Group from $20.00 to $22.00 and gave the stock an “overweight” rating in a research report on Wednesday. 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, American Airlines Group presently has an average rating of “Hold” and a consensus price target of $17.75.

American Airlines Group 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.