Jefferies Financial Group Cuts American Airlines Group (NASDAQ:AAL) Price Target to $12.00

American Airlines Group (NASDAQ:AAL) had its price objective lowered by Jefferies Financial Group from $15.00 to $12.00 in a report published on Thursday,Benzinga reports. The firm currently has a hold rating on the airline’s stock.

AAL has been the topic of a number of other reports. Wells Fargo & Company started coverage on shares of American Airlines Group in a research report on Thursday, December 18th. They set an “equal weight” rating and a $17.00 price target on the stock. Rothschild & Co Redburn restated a “neutral” rating and issued a $12.50 price objective (down from $17.00) on shares of American Airlines Group in a research report on Thursday, March 5th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of American Airlines Group in a research note on Monday, December 29th. Raymond James Financial reiterated a “market perform” rating on shares of American Airlines Group in a report on Monday, February 2nd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of American Airlines Group in a research note on Wednesday, January 28th. Six analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $16.16.

American Airlines Group Stock Performance

Shares of NASDAQ:AAL opened at $10.30 on Thursday. The business has a fifty day moving average of $13.89 and a 200-day moving average of $13.52. American Airlines Group has a twelve month low of $8.50 and a twelve month high of $16.50. The firm has a market cap of $6.80 billion, a PE ratio of 60.59, a price-to-earnings-growth ratio of 0.46 and a beta of 1.22.

American Airlines Group (NASDAQ:AAL) last released its quarterly 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). American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The company had revenue of $14 billion for the quarter, compared to the consensus estimate of $14.12 billion. During the same period last year, the company earned $0.86 earnings per share. American Airlines Group’s revenue for the quarter was up 2.5% compared to the same quarter last year. 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, analysts anticipate that American Airlines Group will post 2.42 EPS for the current fiscal year.

Institutional Trading of American Airlines Group

Hedge funds and other institutional investors have recently made changes to their positions in the business. West Branch Capital LLC acquired a new position in American Airlines Group during the fourth quarter worth $31,000. MassMutual Private Wealth & Trust FSB lifted its stake in American Airlines Group by 102.0% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 2,353 shares of the airline’s stock valued at $36,000 after acquiring an additional 1,188 shares during the last quarter. Center for Financial Planning Inc. grew its position in shares of American Airlines Group by 377.4% in the 4th quarter. Center for Financial Planning Inc. now owns 2,530 shares of the airline’s stock valued at $39,000 after acquiring an additional 2,000 shares during the period. Root Financial Partners LLC bought a new position in shares of American Airlines Group in the 3rd quarter valued at about $30,000. Finally, Clearstead Advisors LLC increased its stake in shares of American Airlines Group by 140.3% during the 4th quarter. Clearstead Advisors LLC now owns 2,968 shares of the airline’s stock worth $45,000 after purchasing an additional 1,733 shares during the last quarter. 52.44% of the stock is currently owned by institutional investors and hedge funds.

Key American Airlines Group News

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.