7,923 Shares in United Airlines Holdings Inc $UAL Purchased by Picton Mahoney Asset Management

Picton Mahoney Asset Management purchased a new stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 7,923 shares of the transportation company’s stock, valued at approximately $764,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UAL. Norges Bank bought a new stake in United Airlines in the second quarter worth about $143,035,000. Holocene Advisors LP bought a new position in shares of United Airlines during the second quarter valued at approximately $84,753,000. Lansdowne Partners UK LLP purchased a new stake in shares of United Airlines in the second quarter worth approximately $68,177,000. Assenagon Asset Management S.A. raised its holdings in shares of United Airlines by 242.5% in the third quarter. Assenagon Asset Management S.A. now owns 963,018 shares of the transportation company’s stock worth $92,931,000 after buying an additional 681,847 shares during the period. Finally, State Street Corp lifted its stake in shares of United Airlines by 4.4% during the 2nd quarter. State Street Corp now owns 11,571,093 shares of the transportation company’s stock worth $921,406,000 after acquiring an additional 489,795 shares during the last quarter. 69.69% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about United Airlines

Here are the key news stories impacting United Airlines this week:

• Positive Sentiment: Analyst/long‑term bull case: a Seeking Alpha piece highlights UAL’s stronger fundamentals, geographic diversification, capacity growth under the United Next strategy and attractive forward P/E — a reminder investors who focus on longer‑term value see opportunity. United Airlines: Rare Quality At A Peer-Group Discount
• Neutral Sentiment: Investor access: United will present at the J.P. Morgan Industrials Conference (Mar 17), giving analysts and investors another forum for management to update guidance and strategy. United Airlines to Present at the J.P. Morgan 2026 Industrials Conference
• Negative Sentiment: Management warning: CEO Scott Kirby said the recent spike in jet‑fuel prices will have a “meaningful” impact on first‑quarter results — a direct earnings risk that investors are repricing. United Airlines CEO: Fuel spike will hit results, but travel demand hasn’t taken ‘even a tiny step back’
• Negative Sentiment: Fuel price shock: multiple reports note U.S. jet fuel prices jumped sharply after Iran‑related strikes and Strait of Hormuz disruptions (OPIS data cited), raising unit costs materially and pressuring margins. United Airlines sees hit to results on fuel cost spike from Iran conflict
• Negative Sentiment: Market reaction / volatility: coverage shows the stock plunged intraday amid the fuel concerns and headlines, and Forbes flags a five‑day slide that erased billions of market value — amplifying short‑term selling pressure. What’s Happening With United Airlines Stock?
• Negative Sentiment: Analyst adjustment: Rothschild & Co Redburn trimmed its price target (from $125 to $110) while keeping a buy rating — a modest downgrade that can reduce near‑term upside perception even if the long view remains constructive. Benzinga

Insiders Place Their Bets

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the transaction, the president directly owned 264,638 shares in the company, valued at $28,170,715.10. This represents a 6.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.71% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on UAL. Morgan Stanley set a $150.00 price objective on United Airlines and gave the company an “overweight” rating in a report on Thursday, January 8th. TD Cowen lifted their target price on United Airlines from $138.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Bank of America boosted their target price on shares of United Airlines from $120.00 to $130.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Barclays upped their price target on shares of United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research note on Wednesday, January 21st. Sixteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $135.81.

United Airlines Trading Down 3.5%

Shares of NASDAQ UAL opened at $92.07 on Friday. United Airlines Holdings Inc has a twelve month low of $52.00 and a twelve month high of $119.21. The firm has a market cap of $29.78 billion, a PE ratio of 9.01, a price-to-earnings-growth ratio of 0.49 and a beta of 1.25. The business has a fifty day simple moving average of $110.26 and a two-hundred day simple moving average of $104.72. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. The business had revenue of $15.40 billion for the quarter, compared to the consensus estimate of $15.35 billion. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The business’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.26 EPS. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. Analysts expect that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

United Airlines Profile

United Airlines Holdings, Inc operates United Airlines, a major U.S. full-service passenger carrier providing scheduled air transportation for passengers and cargo. The company offers a comprehensive route network that covers domestic markets across the United States as well as extensive international service to Europe, Asia, Latin America, and the Pacific. United operates a mixed fleet of narrow- and wide-body aircraft on point-to-point and hub-and-spoke routes, and supports corporate and leisure travel through offerings such as premium cabins, basic economy, and ancillary services including baggage, seat selection and in-flight amenities.

In addition to passenger operations, United provides cargo services through United Cargo, handling freight, mail and specialized shipments.