# Shares in British Airways’ owner IAG drop 10% after fall in US demand

By Russ Mould — 2025-11-07

Russ Mould, investment director at AJ Bell, said: “For decades British Airways’ transatlantic routes have been a mainstay of the business so it’s not a surprise to see weakness in this area provoke a negative market reaction for parent company IAG.

“Passenger demand in Europe for flights to America has been affected by strict immigration controls under the Trump administration and a scaling back in corporate activity between the US and Europe.

“This contributed to a disappointing set of third-quarter results which saw the shares lose some altitude after a heady ascent over the last 12 months.

“On the plus side, IAG continues to believe it can navigate its way to its full-year guidance and it is seeing strong demand in the premium passenger segment.

“After a fairly untroubled flight for the stock to pre-pandemic levels, the latest update is a reminder that the seatbelt sign might still go on from time to time and shareholders have to be prepared for some turbulence along the way.”

Canonical: https://experts.pressassociation.com/expert/6/views/e930a753d9fd8037