Todd Asset Management LLC Has $28.85 Million Stock Position in United Airlines Holdings Inc $UAL

Todd Asset Management LLC reduced its position in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 12.5% in the 4th quarter, Holdings Channel reports. The firm owned 258,019 shares of the transportation company’s stock after selling 36,815 shares during the period. Todd Asset Management LLC’s holdings in United Airlines were worth $28,852,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Swedbank AB raised its position in United Airlines by 47.0% during the fourth quarter. Swedbank AB now owns 127,807 shares of the transportation company’s stock valued at $14,291,000 after purchasing an additional 40,853 shares in the last quarter. Prospera Financial Services Inc acquired a new position in United Airlines during the fourth quarter valued at approximately $210,000. EverSource Wealth Advisors LLC raised its position in United Airlines by 21.2% during the fourth quarter. EverSource Wealth Advisors LLC now owns 5,822 shares of the transportation company’s stock valued at $651,000 after purchasing an additional 1,018 shares in the last quarter. Evoke Wealth LLC raised its position in United Airlines by 5.6% during the fourth quarter. Evoke Wealth LLC now owns 3,023 shares of the transportation company’s stock valued at $338,000 after purchasing an additional 161 shares in the last quarter. Finally, Global Retirement Partners LLC raised its position in United Airlines by 94.8% during the fourth quarter. Global Retirement Partners LLC now owns 4,482 shares of the transportation company’s stock valued at $501,000 after purchasing an additional 2,181 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

United Airlines Stock Performance

NASDAQ UAL opened at $99.96 on Monday. The firm’s fifty day moving average price is $93.76 and its two-hundred day moving average price is $101.99. The stock has a market cap of $32.44 billion, a PE ratio of 8.93, a PEG ratio of 0.85 and a beta of 1.20. United Airlines Holdings Inc has a fifty-two week low of $71.55 and a fifty-two week high of $119.21. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.64 and a current ratio of 0.70.

United Airlines (NASDAQ:UAL) last posted its earnings results on Tuesday, April 21st. The transportation company reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.08 by $0.11. The firm had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The company’s revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.91 earnings per share. United Airlines has set its FY 2026 guidance at 7.000-11.000 EPS and its Q2 2026 guidance at 1.000-2.000 EPS. On average, equities analysts expect that United Airlines Holdings Inc will post 9.43 EPS for the current fiscal year.

Insider Buying and Selling at United Airlines

In related news, EVP Andrew P. Nocella sold 7,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $90.19, for a total value of $631,330.00. Following the sale, the executive vice president owned 215,345 shares of the company’s stock, valued at $19,421,965.55. The trade was a 3.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.86% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have commented on UAL. TD Cowen upgraded shares of United Airlines from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 18th. Rothschild & Co Redburn lowered their price objective on shares of United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Susquehanna set a $135.00 target price on shares of United Airlines in a research note on Thursday, April 23rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research note on Monday, April 20th. Finally, Wall Street Zen raised shares of United Airlines from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $132.18.

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.