TD Cowen Issues Pessimistic Forecast for United Airlines (NASDAQ:UAL) Stock Price

United Airlines (NASDAQ:UAL) had its price target cut by equities research analysts at TD Cowen from $140.00 to $128.00 in a research note issued on Monday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. TD Cowen’s target price would indicate a potential upside of 42.26% from the stock’s current price.

UAL has been the topic of several other reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research report on Wednesday, January 21st. BMO Capital Markets reaffirmed an “outperform” rating and issued a $132.50 target price on shares of United Airlines in a report on Thursday, January 22nd. Argus decreased their price target on United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Barclays boosted their price objective on shares of United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Finally, Morgan Stanley set a $150.00 target price on United Airlines and gave the company an “overweight” rating in a report on Thursday, January 8th. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, United Airlines currently has an average rating of “Moderate Buy” and a consensus target price of $135.14.

United Airlines Stock Performance

UAL traded down $2.10 during midday trading on Monday, reaching $89.98. The company had a trading volume of 11,340,650 shares, compared to its average volume of 6,110,986. United Airlines has a 12-month low of $52.00 and a 12-month high of $119.21. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65. The business has a 50-day moving average price of $110.26 and a two-hundred day moving average price of $104.76. The stock has a market cap of $29.10 billion, a PE ratio of 8.82, a P/E/G ratio of 0.48 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating the consensus estimate 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 net margin of 5.68% and a return on equity of 25.13%. The company’s revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.26 earnings per share. 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. On average, sell-side analysts expect that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insider Buying and Selling

In other United Airlines news, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the sale, the president directly owned 264,638 shares in the company, valued at approximately $28,170,715.10. The trade was a 6.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.71% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp increased its holdings in United Airlines by 1.2% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,416,537 shares of the transportation company’s stock worth $136,696,000 after purchasing an additional 16,478 shares during the period. Allianz Asset Management GmbH grew its position in shares of United Airlines by 23.1% during the 3rd quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock worth $141,005,000 after buying an additional 274,572 shares in the last quarter. Pitcairn Co. increased its stake in shares of United Airlines by 194.2% during the second quarter. Pitcairn Co. now owns 23,576 shares of the transportation company’s stock valued at $1,877,000 after buying an additional 15,563 shares during the period. Robeco Institutional Asset Management B.V. raised its holdings in shares of United Airlines by 15.3% in the third quarter. Robeco Institutional Asset Management B.V. now owns 92,327 shares of the transportation company’s stock valued at $8,910,000 after acquiring an additional 12,224 shares in the last quarter. Finally, GSA Capital Partners LLP raised its holdings in shares of United Airlines by 830.7% in the third quarter. GSA Capital Partners LLP now owns 36,679 shares of the transportation company’s stock valued at $3,540,000 after acquiring an additional 32,738 shares in the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

About United Airlines

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.