GSA Capital Partners LLP Buys Shares of 313,548 American Airlines Group Inc. $AAL

GSA Capital Partners LLP purchased a new stake in shares of American Airlines Group Inc. (NASDAQ:AAL) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 313,548 shares of the airline’s stock, valued at approximately $5,666,000. American Airlines Group accounts for about 0.4% of GSA Capital Partners LLP’s holdings, making the stock its 11th biggest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Two Sigma Investments LP lifted its holdings in American Airlines Group by 49.1% in the third quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock valued at $153,660,000 after acquiring an additional 4,500,897 shares during the period. Geode Capital Management LLC increased its position in shares of American Airlines Group by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 12,803,168 shares of the airline’s stock valued at $196,323,000 after purchasing an additional 159,844 shares during the last quarter. Renaissance Technologies LLC boosted its holdings in shares of American Airlines Group by 569.4% in the first quarter. Renaissance Technologies LLC now owns 9,687,232 shares of the airline’s stock worth $104,041,000 after buying an additional 8,240,100 shares during the last quarter. Dimensional Fund Advisors LP grew its position in American Airlines Group by 2.2% during the first quarter. Dimensional Fund Advisors LP now owns 7,086,888 shares of the airline’s stock valued at $76,098,000 after buying an additional 152,266 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its position in American Airlines Group by 6.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 6,483,781 shares of the airline’s stock valued at $99,396,000 after buying an additional 406,393 shares during the period. 52.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting American Airlines Group

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

• Positive Sentiment: Sustainable aviation fuel milestone: American completed a commercial passenger flight using electro-sustainable aviation fuel (eSAF) produced by Infinium. The achievement supports the airline’s lower-carbon fuel strategy, while Project Roadrunner is expected to begin production and deliveries in 2027. The development could improve American’s environmental positioning and help secure future access to lower-carbon fuel, though near-term financial benefits remain limited. American Airlines Advances Sustainable Aviation Fuel Adoption
• Positive Sentiment: Valuation support: One market analysis argues that AAL could be about 21% undervalued following the eSAF flight milestone. That view provides potential upside, but it is an analyst valuation rather than a change to earnings or cash-flow guidance. American Airlines Group Could Be 21% Undervalued Following eSAF Flight Milestone
• Neutral Sentiment: Mixed earnings revisions: Zacks Research lowered its Q1 2028 EPS estimate to $0.55 from $0.58, but raised its Q3 2027 forecast to $0.36 from $0.35. Zacks maintained a “Strong-Buy” rating, although the mixed revisions highlight uncertainty around the airline’s longer-term profitability.
• Neutral Sentiment: Consumer stocks traded mixed late Friday, offering little direct sector support for American Airlines. The company also launched its 10th annual fundraising campaign with Stand Up To Cancer; the initiative may benefit corporate reputation but is unlikely to materially affect earnings. American Airlines and Stand Up To Cancer Campaign
• Negative Sentiment: Leadership and profitability concerns: CEO Robert Isom reportedly added a former Spirit Airlines executive to senior management as American works to close its profit gap with rivals such as Delta. Surging fuel costs and the need for a reorganization could weigh on investor confidence and reinforce concerns about near-term margins. American Airlines Taps Former Spirit Executive

Analyst Ratings Changes

Several research analysts have weighed in on AAL shares. Wall Street Zen downgraded shares of American Airlines Group from a “buy” rating to a “hold” rating in a research report on Saturday, July 18th. Jefferies Financial Group upped their price objective on American Airlines Group from $15.00 to $16.00 and gave the stock a “hold” rating in a research note on Wednesday, June 24th. Sanford C. Bernstein lifted their target price on 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. BMO Capital Markets lowered their target price on American Airlines Group from $19.50 to $19.00 and set a “market perform” rating on the stock in a research report on Friday, July 24th. Finally, Wells Fargo & Company reissued a “market perform” rating on shares of American Airlines Group in a report on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, American Airlines Group has an average rating of “Hold” and an average price target of $19.03.

Insiders Place Their Bets

In other news, COO David Seymour sold 56,456 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $18.00, for a total value of $1,016,208.00. Following the transaction, the chief operating officer directly owned 969,033 shares in the company, valued at $17,442,594. The trade was a 5.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Angela Owens sold 40,077 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $15.26, for a total value of $611,575.02. Following the completion of the transaction, the senior vice president owned 178,799 shares in the company, valued at $2,728,472.74. The trade was a 18.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 205,044 shares of company stock valued at $3,407,451 in the last quarter. 0.70% of the stock is currently owned by company insiders.

American Airlines Group Price Performance

AAL opened at $14.83 on Friday. The company has a 50 day simple moving average of $15.87 and a two-hundred day simple moving average of $13.71. The firm has a market cap of $9.82 billion, a P/E ratio of -30.27 and a beta of 1.34. American Airlines Group Inc. has a 1-year low of $10.09 and a 1-year high of $18.79.

American Airlines Group (NASDAQ:AAL) last announced its quarterly earnings data on Thursday, July 23rd. The airline reported $0.15 EPS for the quarter, beating the consensus estimate of $0.03 by $0.12. American Airlines Group had a negative net margin of 0.56% and a negative return on equity of 9.11%. The firm had revenue of $16.73 billion for the quarter, compared to the consensus estimate of $16.70 billion. During the same period last year, the firm earned $0.95 EPS. The company’s revenue was up 16.3% on a year-over-year basis. 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. Equities analysts anticipate that American Airlines Group Inc. will post 0.03 earnings per share for the current year.

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.