American Airlines Group’s (AAL) “Neutral” Rating Reiterated at Rothschild & Co Redburn

Rothschild & Co Redburn restated their neutral rating on shares of American Airlines Group (NASDAQ:AAL) in a research note released on Thursday morning, Marketbeat Ratings reports. The brokerage currently has a $12.50 target price on the airline’s stock, down from their previous target price of $17.00.

Several other brokerages have also recently weighed in on AAL. Argus upgraded American Airlines Group to a “hold” rating in a report on Wednesday, January 28th. Bank of America upped their target price on American Airlines Group from $15.00 to $17.00 and gave the stock a “neutral” rating in a report on Tuesday, January 6th. UBS Group increased their price target on American Airlines Group from $20.00 to $21.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Weiss Ratings restated a “sell (d+)” rating on shares of American Airlines Group in a research note on Monday, December 29th. Finally, Wells Fargo & Company initiated coverage on American Airlines Group in a research note on Thursday, December 18th. They set an “equal weight” rating and a $17.00 price objective on the stock. Six investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, American Airlines Group presently has an average rating of “Hold” and a consensus price target of $16.47.

American Airlines Group Stock Down 5.2%

Shares of AAL stock opened at $11.18 on Thursday. The company’s fifty day simple moving average is $14.34 and its 200-day simple moving average is $13.59. The firm has a market cap of $7.38 billion, a PE ratio of 65.76, a P/E/G ratio of 0.43 and a beta of 1.22. American Airlines Group has a 12 month low of $8.50 and a 12 month high of $16.50.

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

Institutional Trading of American Airlines Group

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Two Sigma Investments LP increased its stake in American Airlines Group by 49.1% during the 3rd quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock worth $153,660,000 after acquiring an additional 4,500,897 shares during the period. Geode Capital Management LLC lifted its position in shares of American Airlines Group by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 12,803,168 shares of the airline’s stock valued at $196,323,000 after acquiring an additional 159,844 shares during the period. Dimensional Fund Advisors LP grew its holdings in shares of American Airlines Group by 3.4% during the 4th quarter. Dimensional Fund Advisors LP now owns 6,934,622 shares of the airline’s stock worth $106,306,000 after purchasing an additional 225,599 shares in the last quarter. Charles Schwab Investment Management Inc. increased its position in shares of American Airlines Group by 6.7% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 6,483,781 shares of the airline’s stock worth $99,396,000 after purchasing an additional 406,393 shares during the period. Finally, Marshall Wace LLP increased its position in shares of American Airlines Group by 319.4% in the second quarter. Marshall Wace LLP now owns 5,019,492 shares of the airline’s stock worth $56,319,000 after purchasing an additional 3,822,757 shares during the period. Institutional investors own 52.44% of the company’s stock.

American Airlines Group News Roundup

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

• Positive Sentiment: Zacks highlights AAL as a potential value play based on style scores, which could attract value-oriented buyers given the stock’s beaten-down level. Here’s Why American Airlines (AAL) is a Strong Value Stock
• Neutral Sentiment: Analysis pieces on American’s Miami network strategy discuss long‑term valuation and resilience to geopolitical shocks — useful for longer-horizon investors but less likely to move the stock intraday. American Airlines Miami Bet Tests Valuation Case And Geopolitical Resilience
• Neutral Sentiment: Short-interest notes in recent feeds appear anomalous (zeros/NaN) and should be treated with caution; they don’t provide clear evidence of a coordinated short squeeze or covering event.
• Negative Sentiment: Rothschild & Co. downgraded/reaffirmed a neutral stance and cut its price target to $12.50 (from $17), directly weighing on sentiment and reducing immediate upside expectations. Rothschild & Co downgrades American Airlines Group (AAL)
• Negative Sentiment: Broader analyst downgrades and negative coverage headlines are pressuring the stock; several outlets report multiple firms trimming views on airlines including AAL. American Airlines, StubHub among stocks hit by analyst downgrades
• Negative Sentiment: Sharp rise in oil/and related coverage of Middle East disruptions is cited as a direct catalyst for the intraday selloff — higher crude raises near‑term jet‑fuel costs and margin risk for airlines. American Airlines drops as oil jumps and Middle East disruptions weigh on airline stocks
• Negative Sentiment: News summaries and trade writeups point to an analyst downgrade plus rising oil as the proximate cause of a ~5% intraday drop; media coverage (Yahoo/Zacks/Fool) ties sentiment decline to fuel risk and downgrade headlines. Why American Airlines (AAL) Shares Are Sliding Today
• Negative Sentiment: Seeking Alpha published a critical piece labeling AAL as the riskiest legacy U.S. carrier to avoid, which can amplify bearish sentiment among retail/income-focused investors. American Airlines: Riskiest Legacy U.S. Airline Stock, Avoid
• Negative Sentiment: Insider selling disclosures (recent EVP sales) cited in market data feeds add another negative optics point for short-term sentiment. Insider/Quiver summary

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.