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JetBlue Airways Corp. received an updated ownership report from entities affiliated with Carl C. Icahn. As of June 9, 2026, these reporting persons may be deemed to beneficially own 20,658,179 shares of JetBlue common stock, representing approximately 5.55% of the outstanding shares.
The stake is held through several Icahn-related vehicles. Icahn Partners Master Fund has sole voting and dispositive power over 10,167,730 shares, and Icahn Partners has sole voting and dispositive power over 10,490,349 shares. Other Icahn entities, including Icahn Capital and Icahn Enterprises affiliates, share voting and dispositive power over the full 20,658,179 shares.
JetBlue Airways CEO Joanna Geraghty reported routine equity compensation activity involving restricted stock units. On May 29, 2026, 245,700 restricted stock units vested and were converted into an equal number of common shares. In line with JetBlue policy, 135,873 shares were automatically withheld and returned to the company to cover tax obligations at $5.38 per share, rather than sold on the open market. After these transactions, she directly owns 700,328 shares of JetBlue common stock.
JETBLUE AIRWAYS CORP director Vivek Sharma reported selling 32,000 shares of Common Stock in open-market transactions. The trades on May 28, 2026 were executed at prices between $5.40 and $5.415 per share. After these sales, Sharma continues to hold tens of thousands of JetBlue shares directly.
JetBlue Airways Corporation issued an operational and financial update for its expected second quarter 2026 results. The company reports strong execution, with a quarter-to-date completion factor of 99.8% and robust travel demand across cabins and geographies, including outperformance on routes previously operated by Spirit after Spirit's shutdown.
For the second quarter ending June 30, 2026, JetBlue now expects available seat miles to grow 2.0% – 4.0% year-over-year and RASM to increase 9.0% - 12.0%, compared with prior guidance of 1.5% - 4.5% capacity growth and 7.0% - 11.0% RASM growth. CASM Ex-Fuel is still projected to rise 3.0% - 5.0% year-over-year.
Higher in-quarter Brent prices are pushing expected fuel price per gallon to $4.26 - $4.36, versus the previous $4.13 - $4.28 range, but JetBlue anticipates recapturing 40% or more of the increased fuel costs. Planned capital expenditures for the quarter have been reduced to approximately $225 million from about $275 million, and the estimated effective tax rate is about 6%, primarily due to a non-cash valuation allowance impact.
JetBlue Airways notified a proposed sale of Common Stock under Rule 144. The notice lists Fidelity Brokerage Services LLC as the broker and a quantity of 32,000 shares associated with the filing dated 05/28/2026. The transactions are linked to prior restricted stock vesting events on 02/23/2023, 02/22/2024, and 02/22/2025.
JetBlue Airways Corporation reported the results of its annual stockholder meeting held on May 14, 2026. Stockholders elected all thirteen director nominees to the Board, with each receiving more votes "for" than "against."
Stockholders approved the advisory vote on executive compensation, with 181,067,651 votes for, 19,745,869 against, and 1,071,093 abstentions, plus 89,623,054 broker non-votes. They also ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 257,140,822 votes for. An amendment to the 2020 Crewmember Stock Purchase Plan to increase authorized shares was approved.
JetBlue Airways Corp received an updated ownership filing from entities affiliated with Carl C. Icahn. As of May 14, 2026, these reporting persons may be deemed to beneficially own 24,990,000 shares of JetBlue common stock, representing about 6.72% of the company’s outstanding shares.
The percentage is based on 372,018,894 shares outstanding as of March 31, 2026, as disclosed in JetBlue’s Form 10-Q. Different Icahn-related funds and entities hold portions of this stake, with shared or sole voting and dispositive power allocated among them.
JetBlue Airways ownership update: Vladimir Galkin, Angelica Galkin and the Angelica Galkin Revocable Trust reported beneficial interests in JetBlue common stock. The filing shows 37,200,000 shares with shared voting and dispositive power reported for the Galkins and 35,200,000 shares held by the Trust. The filing bases percentages on 372,018,894 shares outstanding as of March 31, 2026, and notes a rounded percentage of 9.999% for the 37,200,000 share position and 9.5% for the Trust position.
Vladimir and Angelica Galkin have filed Amendment No. 2 to a Schedule 13D reporting a large passive stake in JetBlue Airways Corporation. Together with the Angelica Galkin Revocable Trust, they beneficially own 37,200,000 shares of JetBlue common stock, or about 10.0% of the outstanding shares.
The filing explains that the position was acquired for investment in the ordinary course of business, funded with personal and trust cash plus margin borrowings, at an aggregate cost of approximately $225.8 million. The Galkins state they now intend to hold the shares as passive investors and no longer seek to change or influence control of JetBlue, though they may still have routine, non-control-related communications with management and the board.