TD Cowen Cuts American Airlines Group (NASDAQ:AAL) Price Target to $15.00

American Airlines Group (NASDAQ:AAL) had its price target reduced by TD Cowen from $16.00 to $15.00 in a research note issued to investors on Friday,Benzinga reports. They currently have a buy rating on the airline’s stock.

AAL has been the topic of a number of other reports. Susquehanna raised their target price on shares of American Airlines Group from $16.00 to $25.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th. Wells Fargo & Company restated a “market perform” rating on shares of American Airlines Group in a report on Tuesday, June 30th. The Goldman Sachs Group dropped their price target on American Airlines Group from $13.00 to $11.00 and set a “sell” rating for the company in a research report on Friday. Zacks Research lowered American Airlines Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 21st. Finally, JPMorgan Chase & Co. upped their target price on American Airlines Group from $22.00 to $24.00 and gave the company an “overweight” rating in a report on Friday, July 24th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $18.47.

American Airlines Group Price Performance

American Airlines Group stock opened at $12.94 on Friday. The company has a fifty day simple moving average of $14.00 and a 200-day simple moving average of $13.76. The firm has a market capitalization of $8.57 billion, a price-to-earnings ratio of -26.41 and a beta of 1.37. 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 posted its quarterly earnings results on Thursday, July 23rd. The airline reported $0.15 earnings per share for the quarter, topping the consensus estimate of $0.03 by $0.12. The firm had revenue of $16.73 billion for the quarter, compared to the consensus estimate of $16.70 billion. American Airlines Group had a negative net margin of 0.56% and a negative return on equity of 9.11%. The company’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same period last year, the firm posted $0.95 earnings per share. 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. On average, research analysts anticipate that American Airlines Group will post -0.28 EPS for the current fiscal year.

Insider Activity at American Airlines Group

In other news, SVP Angela Owens sold 40,077 shares of American Airlines Group stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $15.26, for a total transaction of $611,575.02. Following the sale, the senior vice president owned 178,799 shares of the company’s stock, valued at approximately $2,728,472.74. The trade was a 18.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.70% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in AAL. Primecap Management Co. CA purchased a new stake in American Airlines Group in the second quarter valued at $1,278,144,000. BlackRock Inc. purchased a new position in shares of American Airlines Group during the 2nd quarter worth $1,144,739,000. Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of American Airlines Group during the 2nd quarter worth $119,628,000. Renaissance Technologies LLC increased its position in shares of American Airlines Group by 569.4% during the 1st quarter. Renaissance Technologies LLC now owns 9,687,232 shares of the airline’s stock worth $104,041,000 after purchasing an additional 8,240,100 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its position in shares of American Airlines Group by 2.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 7,086,888 shares of the airline’s stock worth $76,098,000 after purchasing an additional 152,266 shares during the last quarter. 52.44% of the stock is currently owned by hedge funds and other institutional investors.

American Airlines Group News Summary

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

• Positive Sentiment: American Airlines will allow eligible AAdvantage members to combine cash and miles when booking flights through its website and app. The change could make the program more flexible, support customer engagement and enhance the value of the airline’s highly profitable loyalty business. American Airlines Lets Loyalty Program Members Combine Cash and Miles
• Positive Sentiment: American is reportedly competing with United to attract Delta’s premium customers, which could provide an opportunity to gain higher-value travelers and strengthen revenue from premium cabins and loyalty memberships. American and United Target Delta Premium Customers
• Neutral Sentiment: TD Cowen lowered its AAL price target from $16 to $15 but maintained a “buy” rating. The revised target still implies meaningful upside from the recent trading level, although the reduction signals somewhat more cautious expectations. TD Cowen Adjusts American Airlines Price Target
• Neutral Sentiment: American Airlines scheduled its third-quarter 2026 earnings webcast for October 22. The event may provide updates on demand, fares, costs and the company’s full-year outlook, but it does not change current fundamentals. American Airlines Announces Third-Quarter Earnings Webcast
• Negative Sentiment: Concerns that discretionary consumer demand is fading are weighing on economically sensitive companies such as airlines. American’s shares have also recently underperformed, while its current-year earnings outlook remains uncertain. Consumer Stocks Show Warning Signs

About American Airlines Group

American Airlines Group Inc is a holding company whose principal subsidiary is American Airlines, one of the world’s largest passenger airlines. Through American Airlines and its regional carriers operating under the American Eagle brand, the company provides scheduled air transportation for passengers and cargo.

American Airlines serves an extensive network of destinations in the United States, Latin America, the Caribbean, Canada, Europe and other international markets. Its operations are supported by major hubs across the United States, while its global reach is expanded through partnerships and membership in the oneworld airline alliance.

In addition to passenger and cargo transportation, the company operates the AAdvantage loyalty program, which offers members rewards and travel-related benefits.