American Airlines Group (AAL) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The selloff appears tied to a cautious read-through from the airline sector ahead of American’s own second-quarter report on July 23, with investors staying focused on fuel-cost volatility and margin risk. This could also be because American’s current full-year outlook is still much lower than the profit range it gave at the start of 2026, leaving the stock sensitive to any signs that costs or guidance could disappoint again.
Details:
American’s latest quarterly guidance assumed jet fuel near $4.00 per gallon, and the company said higher fuel prices were expected to add more than $4 billion of expense in 2026.In April, American trimmed its full-year adjusted earnings outlook to a range of a $0.40 loss to a $1.10 profit per share, a sharp reset from the $1.70 to $2.70 range it gave in January.American has scheduled its second-quarter 2026 earnings call for July 23, which can pressure shares as traders reposition ahead of a key update on summer demand, pricing, and costs.A recent analyst downgrade highlighted concerns that industry capacity growth could weaken pricing momentum, adding another reason for caution around the stock.Sources:
American Airlines, SEC, Benzinga, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AAL Insider Trading Activity
$AAL insiders have traded $AAL stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AAL stock by insiders over the last 6 months:
- DAVID SEYMOUR (EVP Chief Operating Officer) has made 0 purchases and 2 sales selling 125,799 shares for an estimated $2,195,072.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$AAL Hedge Fund Activity
We have seen 234 institutional investors add shares of $AAL stock to their portfolio, and 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP removed 19,814,941 shares (-76.3%) from their portfolio in Q1 2026, for an estimated $212,812,466
- APPALOOSA LP removed 14,150,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $151,971,000
- RENAISSANCE TECHNOLOGIES LLC added 8,240,100 shares (+569.4%) to their portfolio in Q1 2026, for an estimated $88,498,674
- UBS GROUP AG added 8,106,412 shares (+63.7%) to their portfolio in Q1 2026, for an estimated $87,062,864
- POINT72 ASSET MANAGEMENT, L.P. removed 5,609,589 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $60,246,985
- MILLENNIUM MANAGEMENT LLC removed 5,278,985 shares (-91.5%) from their portfolio in Q1 2026, for an estimated $56,696,298
- CITADEL ADVISORS LLC added 4,968,270 shares (+251.1%) to their portfolio in Q1 2026, for an estimated $53,359,219
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AAL Government Contracts
We have seen $9,706,273 of award payments to $AAL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$AAL Analyst Ratings
Wall Street analysts have issued reports on $AAL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 01/28/2026
To track analyst ratings and price targets for $AAL, check out Quiver Quantitative's $AAL forecast page.
$AAL Price Targets
Multiple analysts have issued price targets for $AAL recently. We have seen 17 analysts offer price targets for $AAL in the last 6 months, with a median target of $19.0.
Here are some recent targets:
- Christopher Stathoulopoulos from Susquehanna set a target price of $25.0 on 07/07/2026
- Conor Cunningham from Melius Research set a target price of $19.0 on 07/07/2026
- Catherine O'Brien from Goldman Sachs set a target price of $15.0 on 07/02/2026
- Tom Fitzgerald from TD Cowen set a target price of $24.0 on 07/02/2026
- Michael Goldie from BMO Capital set a target price of $19.5 on 07/02/2026
- David Vernon from Bernstein set a target price of $23.0 on 07/01/2026
- Andrew Didora from B of A Securities set a target price of $19.0 on 07/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Why American Airlines Group (AAL) Stock Is Down Today
American Airlines Group (AAL) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The selloff appears tied to a cautious read-through from the airline sector ahead of American’s own second-quarter report on July 23, with investors staying focused on fuel-cost volatility and margin risk. This could also be because American’s current full-year outlook is still much lower than the profit range it gave at the start of 2026, leaving the stock sensitive to any signs that costs or guidance could disappoint again.
Details:
Sources:
American Airlines, SEC, Benzinga, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AAL Insider Trading Activity
$AAL insiders have traded $AAL stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AAL stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AAL Hedge Fund Activity
We have seen 234 institutional investors add shares of $AAL stock to their portfolio, and 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AAL Government Contracts
We have seen $9,706,273 of award payments to $AAL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$AAL Analyst Ratings
Wall Street analysts have issued reports on $AAL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $AAL, check out Quiver Quantitative's $AAL forecast page.
$AAL Price Targets
Multiple analysts have issued price targets for $AAL recently. We have seen 17 analysts offer price targets for $AAL in the last 6 months, with a median target of $19.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »