Clear Street Group Inc. Acquires New Holdings in American Airlines Group Inc. $AAL

Clear Street Group Inc. bought a new stake in American Airlines Group Inc. (NASDAQ:AAL) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 131,672 shares of the airline’s stock, valued at approximately $1,480,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. 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. Dimensional Fund Advisors LP lifted its stake in shares of American Airlines Group by 4.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,709,023 shares of the airline’s stock valued at $75,414,000 after acquiring an additional 316,143 shares during the last quarter. Marshall Wace LLP boosted its holdings in shares of American Airlines Group by 319.4% during the 2nd quarter. Marshall Wace LLP now owns 5,019,492 shares of the airline’s stock valued at $56,319,000 after acquiring an additional 3,822,757 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of American Airlines Group by 8.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,779,849 shares of the airline’s stock valued at $42,410,000 after acquiring an additional 299,219 shares in the last quarter. Finally, Hennessy Advisors Inc. bought a new stake in American Airlines Group during the 3rd quarter worth $37,533,000. Institutional investors own 52.44% of the company’s stock.

Key American Airlines Group News

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

• Positive Sentiment: American is expanding its Admirals Club in Austin, moving ahead with a ~$1B Miami expansion, refreshing inflight dining partnerships and resuming flights to Venezuela — moves that can boost premium revenue, network strength and hub competitiveness over time. American Airlines Expands Lounges And Network As Shares Flag Undervalued
• Neutral Sentiment: TD Cowen cut its price target to $13 but reiterated a “Buy” rating — the downgrade trims upside versus the consensus but the buy call signals some analyst confidence in the recovery narrative. TD Cowen Reduces Its PT for American Airlines (AAL) to $13, Reiterates “Buy” Rating
• Neutral Sentiment: Reported short-interest data in some feeds appears unreliable/empty (0 shares / NaN changes); no clear signal from short activity at this time. (Data flagged in market summaries.)
• Negative Sentiment: Oil surged back to ~$100/bbl after Iran-related tanker attacks, raising jet fuel costs and travel-risk premiums — the immediate sector impact is negative for margins and prompted broad airline sell-offs. Airline Stocks Were Pricing 2026 Like A Runway―Oil Just Made It A Cliff Edge
• Negative Sentiment: Analyst actions and downgrades are pressuring the stock: Jefferies lowered its PT to $12 and moved to “Hold,” and other outlets report multiple downgrades—reducing near-term sentiment and price support. Jefferies Lowers PT to $12 (coverage summary)
• Negative Sentiment: Broad consumer discretionary skepticism and recent coverage pieces flag fading demand in the sector, which amplifies downside risk for cyclical carriers like AAL if travel momentum softens. 3 Consumer Stocks We’re Skeptical Of
• Negative Sentiment: Multiple market reports link AAL’s recent intraday declines to rising fuel costs and technical selling across the airline group — earlier intraday moves showed shares falling below key supports. American Airlines Drops 4% as the Airline Sector Hits an Air Pocket

American Airlines Group Stock Performance

Shares of NASDAQ AAL opened at $10.30 on Monday. The company’s 50 day moving average price is $13.89 and its 200-day moving average price is $13.52. American Airlines Group Inc. has a 52-week low of $8.50 and a 52-week high of $16.50. The company has a market capitalization of $6.80 billion, a P/E ratio of 60.59 and a beta of 1.22.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings data on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing the consensus estimate of $0.38 by ($0.22). American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.The firm had revenue of $14 billion for the quarter, compared to analyst estimates of $14.12 billion. During the same quarter last year, the company earned $0.86 earnings per share. The company’s quarterly revenue was up 2.5% compared to the same quarter last year. 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 forecast that American Airlines Group Inc. will post 2.42 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Cantor Fitzgerald set a $17.00 target price on American Airlines Group in a report on Friday, January 30th. Wells Fargo & Company initiated coverage on American Airlines Group in a report on Thursday, December 18th. They set an “equal weight” rating and a $17.00 price target on the stock. Barclays raised their price objective on shares of American Airlines Group from $12.00 to $16.00 and gave the company an “equal weight” rating in a report on Monday, January 12th. Citigroup reiterated a “buy” rating on shares of American Airlines Group in a research report on Tuesday, February 3rd. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of American Airlines Group in a report on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $16.16.

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.