LSV Asset Management Sells 229,476 Shares of American Airlines Group Inc. $AAL

LSV Asset Management decreased its position in American Airlines Group Inc. (NASDAQ:AAL) by 14.1% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,402,810 shares of the airline’s stock after selling 229,476 shares during the period. LSV Asset Management’s holdings in American Airlines Group were worth $15,768,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Marshall Wace LLP raised its holdings in shares of American Airlines Group by 319.4% in the second quarter. Marshall Wace LLP now owns 5,019,492 shares of the airline’s stock valued at $56,319,000 after purchasing an additional 3,822,757 shares during the last quarter. Hennessy Advisors Inc. bought a new position in American Airlines Group in the third quarter valued at $37,533,000. Norges Bank bought a new position in American Airlines Group in the second quarter valued at $15,133,000. Jump Financial LLC increased its stake in American Airlines Group by 203.3% in the 2nd quarter. Jump Financial LLC now owns 1,914,890 shares of the airline’s stock valued at $21,485,000 after buying an additional 1,283,590 shares during the last quarter. Finally, Par Capital Management Inc. bought a new stake in American Airlines Group during the 2nd quarter worth about $14,025,000. Institutional investors and hedge funds own 52.44% of the company’s stock.

American Airlines Group News Roundup

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

• Neutral Sentiment: Analysts maintain a cautious stance — AAL has an average analyst recommendation of “Hold,” signaling no broad bullish conviction that might offset headline risk. American Airlines Group Inc. (NASDAQ:AAL) Given Average Recommendation of “Hold” by Analysts
• Neutral Sentiment: Broker lists and market chatter mention several favored names amid AI/geopolitical worries — AAL appears in broader coverage but without a clear upgrade catalyst. 5 Broker-Adored Stocks to Watch Amid Fears of AI Disruption
• Neutral Sentiment: Short-interest reports in mid-February are internally inconsistent (reports claim a “large increase” but show zero shares/NaN); data appears unreliable and currently provides no clear signal on positioning. (No external link)
• Neutral Sentiment: Minor PR item — CEO Robert Isom cancelled a planned public appearance, a small reputational note but not material on its own. American Airlines CEO Suffers A Below Par Week
• Negative Sentiment: Union unrest and protests escalate — flight attendants plan pickets at AAL headquarters and staff are staging protests after a historic no-confidence vote in CEO Robert Isom, increasing the risk of operational disruption and investor concern about governance. American Airlines flight attendants picket as CEO tries to calm frustrated employees
• Negative Sentiment: Unions press the board on lagging profitability — reporting highlights unions turning the airline’s profit gap versus peers into a governance issue, which can pressure management changes or strategy shifts. Focus: American Airlines unions ratchet up pressure on board over lagging profit
• Negative Sentiment: Employee accountability protests intensify — staff demonstrations following the no-confidence vote amplify reputational and operational risk, likely weighing on near-term investor sentiment. American Airlines staff to stage protest, demand accountability after historic no-confidence vote on CEO Robert Isom

American Airlines Group Trading Down 1.2%

Shares of NASDAQ AAL opened at $13.88 on Friday. The company has a market capitalization of $9.16 billion, a P/E ratio of 81.65, a P/E/G ratio of 0.52 and a beta of 1.25. American Airlines Group Inc. has a 12 month low of $8.50 and a 12 month high of $16.50. The stock has a 50 day moving average of $15.05 and a 200-day moving average of $13.49.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings results on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing analysts’ consensus estimates 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 business had revenue of $14 billion during the quarter, compared to the consensus estimate of $14.12 billion. During the same quarter last year, the company posted $0.86 EPS. The firm’s revenue was up 2.5% on a year-over-year basis. 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. Analysts predict that American Airlines Group Inc. will post 2.42 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on AAL. Bank of America lifted their target price on American Airlines Group from $15.00 to $17.00 and gave the company a “neutral” rating in a research report on Tuesday, January 6th. Cantor Fitzgerald set a $17.00 price target on American Airlines Group in a research note on Friday, January 30th. Wells Fargo & Company began coverage on American Airlines Group in a research note on Thursday, December 18th. They set an “equal weight” rating and a $17.00 price objective on the stock. Weiss Ratings reissued a “sell (d+)” rating on shares of American Airlines Group in a report on Monday, December 29th. Finally, Raymond James Financial restated a “market perform” rating on shares of American Airlines Group in a report on Monday, February 2nd. Seven research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $17.19.

About American Airlines Group

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.