AAL

American Airlines Group Inc.

Nasdaq · Air Transportation, Scheduled · Inc. DE · CIK 0000006201
$14.98 +2.25% $9.9B
High Impact Filing (8/10)27 New Institutional Positions23 Institutional Exits
Vol
Market Cap$9.9B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$4.0B
Inst. Activity27 buys / 23 sells
Reddit Sentiment42° Neutral
SEC Reports6
Exchange Nasdaq·Sector Air Transportation, Scheduled·Inc. DE·CIK 0000006201·Prev Close $14.65

Recent Activity

Jun 15, 2026 transportation
Airport Closure: Dallas/Fort Worth International (OPF)
!OPF 06/037 OPF Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BAS
Jun 10, 2026 SEC
American Airlines held its 2026 Annual Meeting on June 10, 2026. Stockholders approved an amendment to the 2023 Incentiv
8-K — Impact 3/10
Jun 10, 2026 Insider
Nesbitt Martin H. was granted 11,177 shares
Director
Jun 10, 2026 Insider
STEENLAND DOUGLAS M was granted 11,177 shares
Director
Jun 10, 2026 Insider
Reynal Vicente was granted 11,177 shares
Director
Jun 5, 2026 SEC
American Airlines executed the Twelfth Amendment to its credit agreement on May 29, 2026, refinancing $1,146.8 million i
8-K — Impact 5/10
Apr 23, 2026 SEC
American Airlines (AAL) reported a strong Q1 2026 earnings beat with EPS of $0.16 (vs. consensus of -$0.46) and revenue
PRESS-RELEASE — Impact 8/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
9,687,232 shares ($104.0M)

Price Targets

$15.53 +3.7% upside Hold
Current $14.98 Low $10.00 Median $15.00 High $24.00 24 analysts
$10.00 $24.00

Analyst Ratings

Hold57% buy · 30 analysts
4Strong Buy
13Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 29, 2026 Deutsche Bank MAINTAIN Buy → Buy
May 26, 2026 UBS MAINTAIN Buy → Buy
Apr 27, 2026 Jefferies MAINTAIN Hold → Hold
Apr 24, 2026 BMO Capital MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.01 ▲ +132.4% $-0.34 — $0.52 -99% YoY 18
Next Q $-0.16 ▲ +29.6% $-0.66 — $0.44 3% YoY 20
Current FY $-0.06 ▲ +38.2% $-2.15 — $0.86 -117% YoY 24
Next FY $2.23 ▲ +1.2% $1.06 — $3.61 3818% YoY 24

Top Institutional Holders

FundValueMove
BlackRock, Inc.$626.1M
VANGUARD CAPITAL MANAGEMENT LLC$314.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$304.5M
STATE STREET CORP$206.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$203.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Nesbitt MartinA$0.00
Jun 10, 2026STEENLAND DOUGLASA$0.00
Jun 10, 2026Reynal VicenteA$0.00
Jun 10, 2026CAHILL JOHNA$0.00
Jun 10, 2026Smith GregoryA$0.00

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
9 mentions 3 bullish 5 bearish
50 institutional holders with $4.0B total value (367,018,356 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.58,297,854$626.1M15.8%
2VANGUARD CAPITAL MANAGEMENT LLC29,271,883$314.4M7.9%
3VANGUARD PORTFOLIO MANAGEMENT LLC28,353,042$304.5M7.7%
4STATE STREET CORP19,228,066$206.5M5.2%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP18,901,500$203.0M5.1%
6CITADEL ADVISORS LLC15,675,800$168.4M4.3%
7TWO SIGMA INVESTMENTS, LP14,180,118$152.3M3.8%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP11,736,600$126.1M3.2%
9Parallax Volatility Advisers, L.P.10,531,800$124.0M3.1%
10D. E. Shaw & Co., Inc.9,863,106$105.9M2.7%
11RENAISSANCE TECHNOLOGIES LLC9,687,232$104.0M2.6%DOUBLED +569.4%
12BARCLAYS PLC8,502,800$91.3M2.3%
13Hudson Bay Capital Management LP7,694,800$82.6M2.1%TRIM -50.8%
14CITADEL ADVISORS LLC7,426,000$79.8M2.0%
15DIMENSIONAL FUND ADVISORS LP7,086,888$76.1M1.9%
16CITADEL ADVISORS LLC6,946,843$74.6M1.9%
17D. E. Shaw & Co., Inc.6,808,500$73.1M1.8%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,779,971$72.8M1.8%
19MARSHALL WACE, LLP6,154,345$66.1M1.7%NEAR_EXIT -76.3%
20MORGAN STANLEY5,605,778$60.2M1.5%ADD +25.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCDOUBLED1,447,1329,687,232+569.4%$104.0M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT25,969,2866,154,345-76.3%$66.1M2026-Q1
MORGAN STANLEYADD4,476,6145,605,778+25.2%$60.2M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED1,730,1824,250,733+145.7%$45.7M2026-Q1
FIRST TRUST ADVISORS LPADD2,152,5773,419,706+58.9%$36.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,557,1132,165,162+39.0%$23.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED29,3661,915,576+6423.1%$20.6M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW1,307,613$14.0M2026-Q1
GROUP ONE TRADING LLCDOUBLED516,2961,186,301+129.8%$12.7M2026-Q1
CREDIT AGRICOLE S AADD600,7591,046,212+74.1%$11.2M2026-Q1
CIBC WORLD MARKET INC.ADD628,5461,015,170+61.5%$10.9M2026-Q1
PEAK6 LLCADD514,324983,400+91.2%$10.6M2026-Q1
Cerity Partners LLCDOUBLED38,411937,918+2341.8%$10.1M2026-Q1
NOMURA HOLDINGS INCDOUBLED134,163689,352+413.8%$7.4M2026-Q1
Russell Investments Group, Ltd.DOUBLED203,470639,522+214.3%$6.9M2026-Q1
Centiva Capital, LPADD353,451529,586+49.8%$5.7M2026-Q1
ExodusPoint Capital Management, LPDOUBLED48,476478,264+886.6%$5.1M2026-Q1
Marex Group plcDOUBLED205,465453,483+120.7%$4.9M2026-Q1
Clear Street Group Inc.DOUBLED123,645423,972+242.9%$4.6M2026-Q1
MetLife Investment Management, LLCTRIM571,300326,541-42.8%$3.5M2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.DOUBLED39,906305,204+664.8%$3.2M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED76,000162,262+113.5%$1.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED6,265159,634+2448.0%$1.7M2026-Q1
STIFEL FINANCIAL CORPADD99,193150,043+51.3%$1.6M2026-Q1
Gotham Asset Management, LLCNEAR_EXIT1,439,866140,779-90.2%$1.5M2026-Q1
17 unique insiders with 22 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Nesbitt Martin H.DirectorAWARD11,177
Jun 10, 2026STEENLAND DOUGLAS MDirectorAWARD11,177
Jun 10, 2026Reynal VicenteDirectorAWARD11,177
Jun 10, 2026CAHILL JOHN TDirectorAWARD11,177
Jun 10, 2026Smith Gregory DDirectorAWARD26,080
Jun 10, 2026Ungerleider Howard IDirectorAWARD11,177
Jun 10, 2026Brown Adriane MDirectorAWARD11,177
Jun 10, 2026Dillon Mary NDirectorAWARD11,177
Jun 10, 2026Farmer Kathryn MDirectorAWARD11,177
Jun 10, 2026HART MATTHEW JDirectorAWARD11,177
Jun 10, 2026KRONICK SUSAN DDirectorAWARD11,177
Jun 10, 2026KRONICK SUSAN DDirectorAWARD11,177
May 2, 2026May Devon EEVP Chief Financial OfficerTAX W/H33,721$11.84$399.3K
May 2, 2026Owens AngelaSVP Corporate ControllerTAX W/H8,097$11.84$95.9K
May 2, 2026Seymour DavidEVP Chief Operating OfficerTAX W/H40,865$11.84$483.8K
May 1, 2026Richmond Anthony J.EVP, Chief Legal OfficerTAX W/H70,598$11.84$835.9K
Mar 24, 2026Dillon Mary NDirectorAWARD3,031
Feb 27, 2026Isom Robert D JrCEO and PresidentTAX W/H48,429$13.07$633.0K
Feb 20, 2026Seymour DavidEVP Chief Operating OfficerTAX W/H8,350$13.59$113.5K
Feb 20, 2026Owens AngelaSVP Corporate ControllerTAX W/H7,808$13.59$106.1K
Feb 20, 2026May Devon EEVP Chief Financial OfficerTAX W/H8,350$13.59$113.5K
Feb 20, 2026Johnson Stephen LVice ChairTAX W/H17,078$13.59$232.1K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (57% buy). Based on 30 analysts: 4 strong buy, 13 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$15.53 mean target +3.7% upside Hold (2.19)
$10.00 Low $24.00 High
MetricValue
Current Price$14.98
Target Low$10.00
Target Mean$15.53
Target Median$15.00
Target High$24.00
# Analysts24
RecommendationHold (2.19)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.01 $-0.34 $0.52 -98.5% +132.4% 3↑ 0↓ $16.6B 15.6% 18
Next Q
2026-09-30
$-0.16 $-0.66 $0.44 3.3% +29.6% 3↑ 0↓ $15.9B 15.9% 20
Current FY
2026-12-31
$-0.06 $-2.15 $0.86 -116.7% +38.2% 4↑ 1↓ $62.2B 13.8% 24
Next FY
2027-12-31
$2.23 $1.06 $3.61 3818.0% +1.2% 4↑ 2↓ $64.6B 3.9% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.014
7d ago$-0.019+0.033
30d ago$-0.044+0.058
60d ago$0.385-0.371
90d ago$1.420-1.406
15 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 29, 2026 Deutsche Bank MAINTAIN Buy Buy
May 26, 2026 UBS MAINTAIN Buy Buy
Apr 27, 2026 Jefferies MAINTAIN Hold Hold
Apr 24, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 24, 2026 Susquehanna MAINTAIN Positive Positive
Apr 15, 2026 UBS MAINTAIN Buy Buy
Mar 23, 2026 UBS MAINTAIN Buy Buy
Mar 20, 2026 Citigroup MAINTAIN Buy Buy
Mar 16, 2026 UBS MAINTAIN Buy Buy
Mar 16, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 12, 2026 Jefferies MAINTAIN Hold Hold
Mar 12, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 9, 2026 TD Cowen MAINTAIN Buy Buy
Mar 5, 2026 Rothschild & Co DOWNGRADE Buy Neutral
Feb 20, 2026 Freedom Broker INITIATE Buy Hold
Jan 30, 2026 TD Cowen MAINTAIN Buy Buy
Jan 28, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 28, 2026 Freedom Broker MAINTAIN Buy Buy
Jan 12, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 9, 2026 Susquehanna UPGRADE Neutral Positive
Jan 7, 2026 Citigroup MAINTAIN Buy Buy
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 6, 2026 UBS MAINTAIN Buy Buy
Jan 6, 2026 B of A Securities MAINTAIN Neutral Neutral
Dec 18, 2025 Wells Fargo INITIATE Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026413121057%
May 1, 2026413121057%
Apr 1, 2026414111060%
Mar 1, 2026415101063%
Feb 1, 2026415101063%
Jan 1, 2026412131053%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

42°
Neutral
Bearish Neutral Bullish
9 mentions 3 bullish 5 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 1, 2026140° Cool011
May 1, 2026140° Cool011
Feb 28, 2026140° Cool011
Feb 25, 2026233° Cool022
Feb 20, 2026144° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 19d 1h ago
Fair Value Estimate for $AAL Stock
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 1mo ago
Shorting American Airlines - Update
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
7 trades that printed since the Iran war started (and 3 "safe havens" that flopped)
▲ 1 💬 1 ⚡ 0.5
Jun 15, 2026
transportation
Airport Closure: Dallas/Fort Worth International (OPF)
!OPF 06/037 OPF Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BASE OPR 2606141200-2606161200
Jun 15, 2026
transportation
Airport Closure: Dallas/Fort Worth International (SAN)
!SAN 06/030 SAN Aerodrome Airport Closed 2606150800-2606151300
Jun 15, 2026
transportation
Airport Closure: Dallas/Fort Worth International (OPF)
!OPF 06/037 OPF Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BASE OPR 2606141200-2606161200
Jun 15, 2026
transportation
Ground Delay: Dallas/Fort Worth International (LAS)
Average delay: 1 hour and 17 minutes. other
Jun 15, 2026
transportation
Airport Closure: O'Hare International (OPF)
!OPF 06/037 OPF Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BASE OPR 2606141200-2606161200
Jun 15, 2026
transportation
Ground Delay: O'Hare International (LAS)
Average delay: 1 hour and 17 minutes. other
Jun 15, 2026
transportation
Ground Stop: Dallas/Fort Worth International (IAD)
thunderstorms
Jun 15, 2026
transportation
Airport Closure: Los Angeles International (OPF)
!OPF 06/037 OPF Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BASE OPR 2606141200-2606161200
Jun 15, 2026
transportation
Airport Closure: Los Angeles International (VNY)
!VNY 06/010 VNY Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BASE OPR 2606101300-2606150500
Jun 15, 2026
transportation
Ground Delay: Los Angeles International (DCA)
Average delay: 2 hours and 1 minute. thunderstorms
Jun 15, 2026
transportation
Ground Delay: Los Angeles International (PHL)
Average delay: 2 hours and 12 minutes. thunderstorms
Jun 15, 2026
transportation
Ground Delay: Los Angeles International (LAS)
Average delay: 1 hour and 17 minutes. other
Jun 15, 2026
transportation
Ground Stop: Los Angeles International (BWI)
thunderstorms
Jun 15, 2026
transportation
Ground Stop: Los Angeles International (PHL)
thunderstorms
Jun 15, 2026
transportation
Ground Stop: Los Angeles International (TEB)
thunderstorms