TD Cowen Cuts American Airlines Group (NASDAQ:AAL) Price Target to $16.00

American Airlines Group (NASDAQ:AAL) had its price target lowered by TD Cowen from $24.00 to $16.00 in a research note published on Monday morning,Benzinga reports. The brokerage currently has a buy rating on the airline’s stock.

A number of other equities analysts have also weighed in on the company. Morgan Stanley increased their target price on American Airlines Group from $20.00 to $24.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. BMO Capital Markets decreased their price objective on American Airlines Group from $19.50 to $19.00 and set a “market perform” rating on the stock in a report on Friday, July 24th. JPMorgan Chase & Co. increased their price objective on American Airlines Group from $22.00 to $24.00 and gave the stock an “overweight” rating in a research report on Friday, July 24th. Deutsche Bank Aktiengesellschaft increased their price objective on American Airlines Group from $13.00 to $18.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Finally, Sanford C. Bernstein boosted their target price on shares of American Airlines Group from $20.00 to $23.00 and gave the company a “market outperform” rating in a research report on Wednesday, July 1st. Eight analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, American Airlines Group presently has a consensus rating of “Hold” and a consensus target price of $18.86.

American Airlines Group Stock Performance

Shares of AAL stock opened at $13.84 on Monday. The company has a market capitalization of $9.16 billion, a price-to-earnings ratio of -28.24 and a beta of 1.34. The company has a 50-day simple moving average of $15.74 and a 200 day simple moving average of $13.71. American Airlines Group has a 52 week low of $10.09 and a 52 week high of $18.79.

American Airlines Group (NASDAQ:AAL) last announced its quarterly earnings results on Thursday, July 23rd. The airline reported $0.15 EPS for the quarter, beating analysts’ consensus estimates of $0.03 by $0.12. The business had revenue of $16.73 billion for the quarter, compared to analyst estimates of $16.70 billion. American Airlines Group had a negative net margin of 0.56% and a negative return on equity of 9.11%. American Airlines Group’s quarterly revenue was up 16.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.95 EPS. American Airlines Group has set its Q3 2026 guidance at -0.700–0.100 EPS and its FY 2026 guidance at -0.650-0.650 EPS. Sell-side analysts forecast that American Airlines Group will post -0.13 EPS for the current year.

Insider Activity at American Airlines Group

In other American Airlines Group news, COO David Seymour sold 69,343 shares of the company’s stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $17.00, for a total transaction of $1,178,831.00. Following the completion of the sale, the chief operating officer directly owned 1,025,489 shares in the company, valued at $17,433,313. This represents a 6.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Angela Owens sold 40,077 shares of the company’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $15.26, for a total value of $611,575.02. Following the sale, the senior vice president owned 178,799 shares of the company’s stock, valued at $2,728,472.74. The trade was a 18.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 205,044 shares of company stock valued at $3,407,451. Company insiders own 0.70% of the company’s stock.

Institutional Investors Weigh In On American Airlines Group

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Primecap Management Co. CA bought a new position in American Airlines Group in the 2nd quarter valued at approximately $1,278,144,000. BlackRock Inc. bought a new stake in shares of American Airlines Group during the second quarter worth $1,144,739,000. Two Sigma Investments LP increased its holdings in shares of American Airlines Group by 49.1% during the third quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock worth $153,660,000 after buying an additional 4,500,897 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of American Airlines Group by 1.3% during the fourth quarter. Geode Capital Management LLC now owns 12,803,168 shares of the airline’s stock worth $196,323,000 after buying an additional 159,844 shares in the last quarter. Finally, Renaissance Technologies LLC lifted its stake in shares of American Airlines Group by 569.4% in the 1st quarter. Renaissance Technologies LLC now owns 9,687,232 shares of the airline’s stock valued at $104,041,000 after acquiring an additional 8,240,100 shares during the last quarter. 52.44% of the stock is owned by institutional investors.

American Airlines Group News Summary

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

• Positive Sentiment: American Airlines’ second-quarter results compared favorably with many travel and vacation-provider peers. The company reported adjusted earnings of $0.15 per share, exceeding the $0.03 consensus estimate, while revenue rose 16.3% year over year to $16.74 billion. Q2 Earnings Highs And Lows: American Airlines Vs The Rest Of The Consumer Discretionary Travel and Vacation Providers Stocks
• Neutral Sentiment: Recent industry comparisons highlight American’s earnings performance but do not identify a new company-specific operating catalyst. Its negative net margin and negative return on equity remain concerns despite the quarterly earnings beat. Q2 Earnings Highs and Lows: American Airlines Vs The Rest of the Consumer Discretionary Travel and Vacation Providers Stocks
• Neutral Sentiment: The reported August short-interest data showed zero shares sold short, but the figures included an unexplained “NaN” change and a zero-day short-interest ratio. As a result, the data does not provide a reliable indication of investor positioning.
• Neutral Sentiment: General airline-stock research and an article focused on SkyWest’s valuation offer limited direct information about American Airlines’ near-term earnings outlook or valuation. Best Airline Stocks To Research
• Negative Sentiment: TD Cowen lowered its expectations for American Airlines’ stock price, adding analyst pressure after the company’s mixed profitability outlook. American’s guidance calls for a projected third-quarter loss and a wide full-year earnings range. TD Cowen Has Lowered Expectations for American Airlines Group Stock Price
• Negative Sentiment: United Airlines announced its largest international expansion, adding 10 new destinations for 2027. The move underscores intensifying competition for international passengers and could weigh on American’s growth and pricing prospects. Why United Airlines Stock Is Flying Higher Than Delta and American Today

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.