Inside the research

Alaska Air Group, Inc.

ALK Research profile · latest available data

Price overview

$40.94

▲ +0.91 (+2.3%)

52w hi$60.21
52w lo$34.19
Vol2.41M
As of25 Sep 2026

The Verdict

Sell

Our score -0.54

Short-0.47
Medium-0.62
Long-0.54

computed 2026-09-27

Key fundamentals

Alaska Air Group, Inc.

Industrials · Airlines

Market cap$4.57B
Enterprise value$9.52B
Forward P/E9.14x
EV / EBITDA13.55x
P / S (ttm)0.31x
Profit margin-1.2%
Return on equity-4.6%
Revenue growth+9.7%
Debt / equity207.52

Layer Breakdown

LayerRawContribution
Fundamental+0.09
Sector-0.01
Technical-0.42
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Alaska Air Group, Inc., through its subsidiaries, operates airlines. It operates through three segments: Alaska Airlines, Hawaiian Airlines, and Regional. The company offers scheduled air transportation services on Boeing jet aircraft for passengers and cargo; and Horizon's and other third-party carriers scheduled air transportation services. It operates in the United States, Canada, Mexico, Costa Rica, Guatemala, Belize, the Bahamas, the South Pacific, Australia, New Zealand, and Asia. Alaska Air Group, Inc. was founded in 1932 and is based in Seattle, Washington.

United States · www.alaskaair.com

Risk Metrics

Beta vs SPX1.83
Corr SPX0.57
Annual vol51.6%
Annual ret+14.2%
Sharpe0.28
Max DD-55.4%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$57.56
High / Low$94.00 / $32.00
Median$55.00
Analysts16
Strong Buy4
Buy11
Hold0
Sell1
Strong Sell0

Recent rating actions

2026-05-01Citigroup→ Sell
2026-04-22Susquehanna→ Positive
2026-04-22BMO Capital→ Outperform
2026-04-17Evercore ISI Group→ Outperform
2026-04-15UBS→ Buy
2026-04-01Goldman Sachs→ Buy

Material Events

DateEvent8-K
2026-07-21Earnings Release, Reg FD Disclosure…read
2026-06-17Officer / Director Change, Reg FD Disclosure…read
2026-06-03Officer / Director Change, Reg FD Disclosure…read
2026-05-14Shareholder Voteread
2026-05-12Material Agreement, Material Obligationread
2026-05-07Other Material Event, Exhibitsread
2026-05-06Other Material Event, Exhibitsread
2026-04-20Material Agreement, Earnings Release…read
2026-03-30Reg FD Disclosureread
2026-01-22Earnings Release, Reg FD Disclosure…read
2026-01-07Material Agreement, Exhibitsread
2025-12-03Reg FD Disclosure, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03HARRISON ANDREW REVP AND CCOSell5.30K$263.26K
2026-06-01SIEVERT G MICHAELGrant4.26K$189.57K
2026-05-13Hogan Kathleen TGrant5.19K$199.97K
2026-05-13YEAMAN ERIC KGrant5.19K$199.97K
2026-05-13Shimer Peter AGrant5.19K$199.97K
2026-05-13SANDVIK HELVI KAYGrant5.19K$199.97K
2026-05-13LOFTON ADRIENNE ROCHELLEGrant5.19K$199.97K
2026-05-13ELWELL DANIEL KEVINGrant2.59K$99.99K
2026-05-13Conner Raymond L.Grant5.19K$199.97K

Flow & Concentration

Insider 180d net-$263.26K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders7
Top-5 share97.6%
HHI2,138 (moderate)

Top Holders

HolderValueShares
State Street Corp$186.04M3.56M
Citadel Advisors$114.86M2.20M
Fidelity / FMR LLC$113.73M2.18M
Capital Research / Capital World$93.06M1.78M
Millennium Management$66.21M1.27M
AQR Capital Management$14.35M274.93K
T. Rowe Price Group$6.39K122.42K

As of 2026-06-30

Dividends

Yield (TTM)0.00%
$ / share (TTM)$0.00
5y CAGR-14.1%

Annual dividend per share

2015$0.80
2016$1.10
2017$1.20
2018$1.28
2019$1.40
2020$0.38

SEC Filings

DateFormDoc
2026-08-0410-Qview
2026-08-044view
2026-07-218-Kview
2026-07-073view
2026-06-304view
2026-06-178-Kview
2026-06-033view
2026-06-034view
2026-06-038-Kview
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$10.43B+11.0%
Operating income$570.00M+5.6%
Net income$395.00M+8.8%
Cash from ops$1.05B+5.0%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$40.80$41.54$40.27$40.942.41M
Sep 24$39.50$40.87$38.85$40.033.77M
Sep 23$41.25$42.06$39.50$39.704.08M
Sep 22$43.58$43.58$41.70$41.912.90M
Sep 21$41.98$41.98$40.96$41.902.36M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →