ALK

ALASKA AIR GROUP, INC.

NYSE · Air Transportation, Scheduled · Inc. DE · CIK 0000766421
$45.13 +6.84% $4.7B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$4.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders9 funds
Inst. Value$1.3B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$2.5M
Reddit Sentiment50° Neutral
SEC Reports6
Exchange NYSE·Sector Air Transportation, Scheduled·Inc. DE·CIK 0000766421·Prev Close $42.24

Recent Activity

Jun 10, 2026 transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 37 minutes. wind
Jun 3, 2026 SEC
Alaska Air Group appointed G. Michael Sievert, former T-Mobile CEO (under whom T-Mobile's market value grew from ~$60B t
8-K — Impact 2/10
Jun 1, 2026 Insider
SIEVERT G MICHAEL sold 4,258 shares
Director @ $44.52 ($189.6K)
May 20, 2026 SEC
The Ninth Circuit affirmed dismissal of a pro se passenger's lawsuit against Alaska Airlines for enforcing federal/state
COURT-RULING — Impact 1/10
May 20, 2026 Event
Reinbold v. Alaska Airlines, Inc.
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 25-901
May 13, 2026 Insider
Bedient Patricia M sold 6,483 shares
Director @ $38.56 ($250.0K)
May 13, 2026 Insider
BEER JAMES A sold 5,186 shares
Director @ $38.56 ($200.0K)
May 12, 2026 SEC
Alaska Air Group issued $1.0B in new debt through $500M of 6.500% senior notes due 2031 and a $500M incremental term loa
8-K — Impact 5/10

Price Targets

$57.50 +27.4% upside Strong Buy
Current $45.13 Low $32.00 Median $55.00 High $94.00 16 analysts
$32.00 $94.00

Analyst Ratings

Strong Buy86% buy · 22 analysts
3Strong Buy
16Buy
1Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 Citigroup DOWNGRADE Buy → Sell
Apr 22, 2026 Susquehanna MAINTAIN Positive → Positive
Apr 22, 2026 BMO Capital MAINTAIN Outperform → Outperform
Apr 17, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 15, 2026 UBS MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.90 ▲ +10.6% $-1.15 — $-0.07 -150% YoY 15
Next Q $1.03 ▲ +9.9% $-0.10 — $2.00 -2% YoY 15
Current FY $-0.72 ▲ +24.3% $-3.42 — $0.95 -130% YoY 16
Next FY $6.32 ▼ -1.0% $4.00 — $9.20 973% YoY 16

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$556.3M
FMR LLC$326.5MTRIM
MORGAN STANLEY$96.6M
BANK OF AMERICA CORP$77.6M
CAUSEWAY CAPITAL MANAGEMENT LLC$72.2MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026SIEVERT GA$189.6K
May 13, 2026Bedient PatriciaA$250.0K
May 13, 2026BEER JAMESA$200.0K
May 13, 2026ELWELL DANIELA$100.0K
May 13, 2026Conner RaymondA$200.0K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
6 mentions 2 bullish 2 bearish
9 institutional holders with $1.3B total value (25,203,615 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC11,059,404$556.3M43.9%
2FMR LLC6,490,727$326.5M25.8%TRIM -43.0%
3MORGAN STANLEY1,921,213$96.6M7.6%
4BANK OF AMERICA CORP /DE/1,542,894$77.6M6.1%
5CAUSEWAY CAPITAL MANAGEMENT LLC1,434,517$72.2M5.7%NEW
6TWO SIGMA INVESTMENTS, LP1,289,546$64.9M5.1%ADD +33.0%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,217,975$61.3M4.8%NEW
8NORGES BANK181,416$9.1M0.7%NEW
9WELLS FARGO & COMPANY/MN65,923$3.3M0.3%TRIM -74.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM11,392,0696,490,727-43.0%$326.5M2025-Q4
CAUSEWAY CAPITAL MANAGEMENT LLCNEW1,434,517$72.2M2025-Q4
TWO SIGMA INVESTMENTS, LPADD969,5401,289,546+33.0%$64.9M2025-Q4
NORGES BANKNEW181,416$9.1M2025-Q4
FMR LLCDOUBLED5,488,70211,392,069+107.6%$567.1M2025-Q3
UBS Group AGADD1,600,1242,058,138+28.6%$102.5M2025-Q3
NORGES BANKEXIT434,2110-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT75,4000-100.0%$0.002025-Q3
FMR LLCTRIM8,526,6095,488,702-35.6%$271.6M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED112,080792,585+607.2%$39.2M2025-Q2
NORGES BANKNEW434,211$21.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT1,234,60075,400-93.9%$3.7M2025-Q2
WELLS FARGO & COMPANY/MNTRIM231,64760,181-74.0%$3.0M2025-Q2
FMR LLCADD4,649,3888,526,609+83.4%$419.7M2025-Q1
CITADEL ADVISORS LLCADD2,817,8393,630,718+28.8%$178.7M2025-Q1
UBS Group AGDOUBLED930,4612,089,350+124.5%$102.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED230,5001,234,600+435.6%$60.8M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW112,080$5.5M2025-Q1
NORGES BANKEXIT306,5220-100.0%$0.002025-Q1
UBS Group AGADD512,341930,461+81.6%$60.2M2024-Q4
NORGES BANKDOUBLED121,524306,522+152.2%$19.8M2024-Q4
WELLS FARGO & COMPANY/MNTRIM447,096239,777-46.4%$15.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM392,600230,500-41.3%$14.9M2024-Q4
Elliott Investment Management L.P.EXIT1,000,0000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,422,247$64.3M2024-Q3
20 unique insiders with 3 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026SIEVERT G MICHAELDirectorA4,258$44.52$189.6K
May 13, 2026Bedient Patricia MDirectorA6,483$38.56$250.0K
May 13, 2026BEER JAMES ADirectorA5,186$38.56$200.0K
May 13, 2026ELWELL DANIEL KEVINDirectorA2,593$38.56$100.0K
May 13, 2026Conner Raymond L.DirectorA5,186$38.56$200.0K
May 13, 2026LOFTON ADRIENNE ROCHELLEDirectorA5,186$38.56$200.0K
May 13, 2026SANDVIK HELVI KAYDirectorA5,186$38.56$200.0K
May 13, 2026Shimer Peter ADirectorA5,186$38.56$200.0K
May 13, 2026YEAMAN ERIC KDirectorA5,186$38.56$200.0K
May 13, 2026Hogan Kathleen TDirectorA5,186$38.56$200.0K
Apr 1, 2026McIntyre Lindsay-RaeEVP & Chief People OfficerA17,960$0.00$0.00
Mar 20, 2026Berry Jason MEVP & Chief Operating OfficerM697$0.00$0.00
Mar 20, 2026Berry Jason MEVP & Chief Operating OfficerM697$0.00$0.00
Mar 20, 2026Berry Jason MEVP & Chief Operating OfficerF279$36.91$10.3K
Feb 18, 2026HARRISON ANDREW REVP AND CCOSELL5,500$56.63$311.5K
Feb 18, 2026TACKETT SHANE REVP AND CFOSELL24,000$57.15$1.4M
Feb 13, 2026TACKETT SHANE REVP AND CFOM18,060$0.00$0.00
Feb 13, 2026TACKETT SHANE REVP AND CFOF7,226$55.27$399.4K
Feb 13, 2026TACKETT SHANE REVP AND CFOM18,060$0.00$0.00
Feb 13, 2026SCHNEIDER ANDREA LPres & CEO Horizon AirlinesM7,600$0.00$0.00
Feb 13, 2026SCHNEIDER ANDREA LPres & CEO Horizon AirlinesF2,863$55.27$158.2K
Feb 13, 2026SCHNEIDER ANDREA LPres & CEO Horizon AirlinesM7,600$0.00$0.00
Feb 13, 2026MINICUCCI BENITOCEO AND PRESIDENTM39,160$0.00$0.00
Feb 13, 2026MINICUCCI BENITOCEO AND PRESIDENTF14,747$55.27$815.1K
Feb 13, 2026MINICUCCI BENITOCEO AND PRESIDENTM39,160$0.00$0.00
Feb 13, 2026LEVINE KYLE BEVP Corp Pub Aff & Chf Leg OffM7,740$0.00$0.00
Feb 13, 2026LEVINE KYLE BEVP Corp Pub Aff & Chf Leg OffF3,097$55.27$171.2K
Feb 13, 2026LEVINE KYLE BEVP Corp Pub Aff & Chf Leg OffM7,740$0.00$0.00
Feb 13, 2026Berry Jason MEVP Chief Operating OfficerM2,400$0.00$0.00
Feb 13, 2026Berry Jason MEVP Chief Operating OfficerF608$55.27$33.6K
Feb 13, 2026Berry Jason MEVP Chief Operating OfficerM2,400$0.00$0.00
Feb 13, 2026VON MUEHLEN CONSTANCE EEVP & Advisor to COOM13,160$0.00$0.00
Feb 13, 2026VON MUEHLEN CONSTANCE EEVP & Advisor to COOF4,956$55.27$273.9K
Feb 13, 2026VON MUEHLEN CONSTANCE EEVP & Advisor to COOM13,160$0.00$0.00
Feb 13, 2026BIRKETT RAKOW DIANAEVP & CEO of Hawaiian AirlinesM5,160$0.00$0.00
Feb 13, 2026BIRKETT RAKOW DIANAEVP & CEO of Hawaiian AirlinesF1,943$55.27$107.4K
Feb 13, 2026BIRKETT RAKOW DIANAEVP & CEO of Hawaiian AirlinesM5,160$0.00$0.00
Feb 13, 2026HALVERSON EMILYVP Finance, Controller & TreasM2,550$0.00$0.00
Feb 13, 2026HALVERSON EMILYVP Finance, Controller & TreasF638$55.27$35.3K
Feb 13, 2026HALVERSON EMILYVP Finance, Controller & TreasM2,550$0.00$0.00
Feb 13, 2026HARRISON ANDREW REVP AND CCOSELL14,500$54.81$794.8K
Feb 13, 2026HARRISON ANDREW REVP AND CCOM17,020$0.00$0.00
Feb 13, 2026HARRISON ANDREW REVP AND CCOF6,410$55.27$354.3K
Feb 13, 2026HARRISON ANDREW REVP AND CCOM17,020$0.00$0.00
Feb 11, 2026SCHNEIDER ANDREA LPres & CEO Horizon AirlinesM2,786$0.00$0.00
Feb 11, 2026SCHNEIDER ANDREA LPres & CEO Horizon AirlinesF632$57.50$36.3K
Feb 11, 2026SCHNEIDER ANDREA LPres & CEO Horizon AirlinesM2,786$0.00$0.00
Feb 11, 2026MINICUCCI BENITOCEO AND PRESIDENTM15,486$0.00$0.00
Feb 11, 2026MINICUCCI BENITOCEO AND PRESIDENTF5,832$57.50$335.3K
Feb 11, 2026MINICUCCI BENITOCEO AND PRESIDENTM15,486$0.00$0.00

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

Current analyst consensus: Strong Buy (86% buy). Based on 22 analysts: 3 strong buy, 16 buy, 1 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$57.50 mean target +27.4% upside Strong Buy (1.50)
$32.00 Low $94.00 High
MetricValue
Current Price$45.13
Target Low$32.00
Target Mean$57.50
Target Median$55.00
Target High$94.00
# Analysts16
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.90 $-1.15 $-0.07 -150.4% +10.6% 3↑ 1↓ $4.1B 10.7% 15
Next Q
2026-09-30
$1.03 $-0.10 $2.00 -2.2% +9.9% 4↑ 1↓ $4.3B 13.3% 15
Current FY
2026-12-31
$-0.72 $-3.42 $0.95 -129.7% +24.3% 3↑ 2↓ $15.8B 10.9% 16
Next FY
2027-12-31
$6.32 $4.00 $9.20 973.4% -1.0% 4↑ 3↓ $16.8B 6.2% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.896
7d ago$-0.896
30d ago$-1.003+0.106
60d ago$0.748-1.644
90d ago$2.545-3.442
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 Citigroup DOWNGRADE Buy Sell
Apr 22, 2026 Susquehanna MAINTAIN Positive Positive
Apr 22, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 17, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 15, 2026 UBS MAINTAIN Buy Buy
Apr 1, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 24, 2026 BMO Capital INITIATE Outperform
Mar 23, 2026 UBS MAINTAIN Buy Buy
Mar 20, 2026 Citigroup MAINTAIN Buy Buy
Mar 16, 2026 UBS MAINTAIN Buy Buy
Mar 9, 2026 TD Cowen MAINTAIN Buy Buy
Jan 30, 2026 TD Cowen MAINTAIN Buy Buy
Jan 12, 2026 Barclays MAINTAIN Overweight Overweight
Jan 9, 2026 Susquehanna MAINTAIN Positive Positive
Jan 7, 2026 Citigroup MAINTAIN Buy Buy
Jan 6, 2026 B of A Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202631611186%
May 1, 202641710095%
Apr 1, 202641710095%
Mar 1, 202641610095%
Feb 1, 202641610095%
Jan 1, 202641610095%
Strong BuyBuyHoldSellStrong Sell

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

50°
Neutral
Bearish Neutral Bullish
6 mentions 2 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 19, 2026160° Warm101
Apr 19, 2026160° Warm101
Apr 13, 2026150° Neutral001
Apr 12, 2026150° Neutral001
Mar 20, 2026140° Cool011
Mar 20, 2026140° Cool011

Recent Reddit Threads

r/pennystocks Bullish 1mo ago
Big Week $GNPX
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
Keeping an close eye on ALK stock
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
DD: Alaska Airlines ($ALK) – Puts on 4 year cyber leak left unpatched
▲ 1 💬 1 ⚡ 0.5
Jun 10, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 37 minutes. wind
Jun 10, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 37 minutes. wind
Jun 10, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 37 minutes. wind
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 37 minutes. wind
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 37 minutes. wind
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 29 minutes. low ceilings
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 29 minutes. low ceilings
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 29 minutes. low ceilings
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 29 minutes. low ceilings
Jun 9, 2026
transportation
Ground Delay: Seattle-Tacoma International (SEA)
Average delay: 29 minutes. low ceilings
Jun 8, 2026
transportation
Ground Delay: Seattle-Tacoma International (SAN)
Average delay: 26 minutes. airport volume
Jun 8, 2026
transportation
Ground Delay: Seattle-Tacoma International (LAS)
Average delay: 1 hour and 3 minutes. other
Jun 6, 2026
transportation
Ground Stop: Seattle-Tacoma International (DAL)
thunderstorms
Jun 6, 2026
transportation
Airport Closure: Seattle-Tacoma International (RDG)
!RDG 06/006 RDG Aerodrome Airport Closed Except AIRSHOW Aircraft AND Scheduled Aircraft DLY 1630-2130 2606061630-2606072130
Jun 6, 2026
transportation
Ground Delay: Seattle-Tacoma International (LGA)
Average delay: 29 minutes. runway construction
May 20, 2026
Enforcement
Reinbold v. Alaska Airlines, Inc.
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 25-901