AAL

American Airlines Group Inc.

Nasdaq · Air Transportation, Scheduled · Inc. DE · CIK 0000006201
$14.09 +3.60% $9.0B
High Impact Filing (8/10)3 Institutional Exits
Vol
Market Cap$9.0B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders10 funds
Inst. Value$1.4B
Inst. Activity1 buys / 3 sells
Reddit Sentiment42° Neutral
SEC Reports5
Exchange Nasdaq·Sector Air Transportation, Scheduled·Inc. DE·CIK 0000006201·Prev Close $13.60

Recent Activity

Jun 9, 2026 routine
American Airlines to webcast annual meeting of stockholders
<p>FORT WORTH, Texas, June 09, 2026 (GLOBE NEWSWIRE) -- American Airlines Group Inc. (NASDAQ: AAL)
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
May 2, 2026 Insider
May Devon E sold 33,721 shares
EVP Chief Financial Officer @ $11.84 ($399.3K)
May 2, 2026 Insider
Owens Angela sold 8,097 shares
SVP Corporate Controller @ $11.84 ($95.9K)
May 2, 2026 Insider
Seymour David sold 40,865 shares
EVP Chief Operating Officer @ $11.84 ($483.8K)
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
Apr 23, 2026 SEC
American Airlines reported a strong Q1 2026 earnings beat with record revenue of $13.9 billion and a significant improve
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
2,165,580 shares ($33.2M)

Price Targets

$15.53 +10.2% upside Buy
Current $14.09 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
VANGUARD GROUP INC$937.1M
TWO SIGMA INVESTMENTS, LP$194.5MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$99.4MNEW
MORGAN STANLEY$68.6MTRIM
NORGES BANK$33.2MNEW

Recent Insider Trades

DateInsiderTypeValue
May 2, 2026May DevonF$399.3K
May 2, 2026Owens AngelaF$95.9K
May 2, 2026Seymour DavidF$483.8K
May 1, 2026Richmond AnthonyF$835.9K
Mar 24, 2026Dillon MaryA$0.00

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
9 mentions 3 bullish 5 bearish
10 institutional holders with $1.4B total value (91,127,573 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, CHARLES. Net selling activity: 3 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC61,125,737$937.1M67.6%
2TWO SIGMA INVESTMENTS, LP12,688,098$194.5M14.0%ADD +49.1%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,483,781$99.4M7.2%NEW
4MORGAN STANLEY4,476,614$68.6M4.9%TRIM -37.9%
5NORGES BANK2,165,580$33.2M2.4%NEW
6BANK OF AMERICA CORP /DE/1,557,113$23.9M1.7%NEAR_EXIT -92.0%
7RENAISSANCE TECHNOLOGIES LLC1,447,132$22.2M1.6%TRIM -46.6%
8FMR LLC277,160$4.2M0.3%NEAR_EXIT -93.8%
9WELLS FARGO & COMPANY/MN266,573$4.1M0.3%TRIM -55.7%
10Duquesne Family Office LLC639,785$9.8K0.0%NEAR_EXIT -96.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,165,580$33.2M2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT19,343,0431,557,113-92.0%$23.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM2,711,3321,447,132-46.6%$22.2M2025-Q4
WELLS FARGO & COMPANY/MNTRIM602,422266,573-55.7%$4.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD13,414,93219,343,043+44.2%$217.4M2025-Q3
TWO SIGMA INVESTMENTS, LPADD9,169,90313,670,800+49.1%$153.7M2025-Q3
MORGAN STANLEYTRIM8,387,6425,211,102-37.9%$58.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM6,182,2712,711,332-56.1%$30.5M2025-Q3
WELLS FARGO & COMPANY/MNNEAR_EXIT9,965,904602,422-94.0%$6.8M2025-Q3
NORGES BANKEXIT1,348,7140-100.0%$0.002025-Q3
UBS Group AGADD23,130,73829,364,991+27.0%$329.5M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED4,447,8259,965,904+124.1%$111.8M2025-Q2
MORGAN STANLEYADD4,648,0948,387,642+80.5%$94.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM17,213,8326,182,271-64.1%$69.4M2025-Q2
NORGES BANKNEW1,348,714$15.1M2025-Q2
FMR LLCNEAR_EXIT5,121,192315,479-93.8%$3.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW17,213,832$181.6M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED3,463,1089,922,234+186.5%$104.7M2025-Q1
MORGAN STANLEYTRIM6,657,1884,648,094-30.2%$49.0M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED928,8674,447,825+378.8%$46.9M2025-Q1
Duquesne Family Office LLCNEAR_EXIT3,493,428133,728-96.2%$1.4K2025-Q1
NORGES BANKEXIT1,187,3510-100.0%$0.002025-Q1
UBS Group AGDOUBLED4,888,66318,711,465+282.8%$326.1M2024-Q4
NORGES BANKADD911,2731,187,351+30.3%$20.7M2024-Q4
WELLS FARGO & COMPANY/MNTRIM2,171,010928,867-57.2%$16.2M2024-Q4
7 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 2, 2026May Devon EEVP Chief Financial OfficerF33,721$11.84$399.3K
May 2, 2026Owens AngelaSVP Corporate ControllerF8,097$11.84$95.9K
May 2, 2026Seymour DavidEVP Chief Operating OfficerF40,865$11.84$483.8K
May 1, 2026Richmond Anthony J.EVP, Chief Legal OfficerF70,598$11.84$835.9K
Mar 24, 2026Dillon Mary NDirectorA3,031$0.00$0.00
Feb 27, 2026Isom Robert D JrCEO and PresidentF48,429$13.07$633.0K
Feb 20, 2026Seymour DavidEVP Chief Operating OfficerF8,350$13.59$113.5K
Feb 20, 2026Owens AngelaSVP Corporate ControllerF7,808$13.59$106.1K
Feb 20, 2026May Devon EEVP Chief Financial OfficerF8,350$13.59$113.5K
Feb 20, 2026Johnson Stephen LVice ChairF17,078$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 +10.2% upside Buy (2.19)
$10.00 Low $24.00 High
MetricValue
Current Price$14.09
Target Low$10.00
Target Mean$15.53
Target Median$15.00
Target High$24.00
# Analysts24
RecommendationBuy (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: 2 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
Dec 12, 2025 UBS UPGRADE Neutral Buy

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 13d 19h 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 9, 2026
routine
American Airlines to webcast annual meeting of stockholders
<p>FORT WORTH, Texas, June 09, 2026 (GLOBE NEWSWIRE) -- American Airlines Group Inc. (NASDAQ: AAL) invites its stockholders, team members and other
Jun 9, 2026
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