United Airlines Holdings Inc (NASDAQ:UAL – Get Free Report) has been given an average rating of “Moderate Buy” by the eighteen brokerages that are covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold rating and sixteen have issued a buy rating on the company. The average 1 year price target among analysts that have covered the stock in the last year is $149.2647.
A number of equities analysts have weighed in on the stock. Wells Fargo & Company increased their price target on shares of United Airlines from $130.00 to $165.00 and gave the stock an “overweight” rating in a research note on Tuesday. Jefferies Financial Group lowered their price objective on shares of United Airlines from $118.00 to $112.00 and set a “buy” rating for the company in a research note on Monday, April 27th. Sanford C. Bernstein increased their target price on United Airlines from $136.00 to $153.00 and gave the stock an “outperform” rating in a research report on Wednesday. BMO Capital Markets lifted their target price on United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a report on Thursday. Finally, Citigroup boosted their price target on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research report on Monday, June 22nd.
Check Out Our Latest Research Report on UAL
United Airlines Stock Down 1.3%
United Airlines (NASDAQ:UAL – Get Free Report) last released its earnings results on Tuesday, April 21st. The transportation company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.08 by $0.11. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The business had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $14.19 billion. During the same period last year, the company earned $0.91 earnings per share. The company’s quarterly revenue was up 10.5% on a year-over-year basis. 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, research analysts expect that United Airlines will post 9.85 earnings per share for the current year.
United Airlines News Roundup
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: BMO Capital Markets raised its price target on United Airlines to $157.50 and kept an outperform rating, signaling additional upside from current levels. Benzinga report
- Positive Sentiment: Bank of America lifted its target to $150 and maintained a buy rating, citing a constructive outlook for U.S. airlines. Benzinga report
- Positive Sentiment: Wall Street’s broader airline call turned more bullish, with Goldman Sachs and TD Cowen also raising targets across major carriers, which supports sentiment for United Airlines. Article on airline sector target raises
- Neutral Sentiment: United Airlines added a new South American route from Houston’s Bush Airport, which may support long-term network growth but is not an immediate catalyst. Houston route article
- Neutral Sentiment: Analysts also revised fair value estimates higher and noted improving demand, sticky airfares, and lower fuel prices, but the valuation case remains mixed. Yahoo Finance fair value article
Insider Transactions at United Airlines
In related news, CEO J Scott Kirby sold 1,078 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $120.74, for a total value of $130,157.72. Following the transaction, the chief executive officer owned 797,851 shares in the company, valued at approximately $96,332,529.74. This trade represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kate Gebo sold 5,331 shares of United Airlines stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total transaction of $562,473.81. Following the transaction, the executive vice president directly owned 60,393 shares in the company, valued at approximately $6,372,065.43. This trade represents a 8.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 96,381 shares of company stock worth $10,837,575. 0.86% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On United Airlines
Large investors have recently made changes to their positions in the business. CWM LLC lifted its position in United Airlines by 61.0% during the 4th quarter. CWM LLC now owns 84,286 shares of the transportation company’s stock worth $9,425,000 after acquiring an additional 31,921 shares in the last quarter. Russell Investments Group Ltd. boosted its holdings in United Airlines by 6.3% in the 3rd quarter. Russell Investments Group Ltd. now owns 909,263 shares of the transportation company’s stock worth $87,804,000 after acquiring an additional 53,541 shares during the period. Holocene Advisors LP grew its position in United Airlines by 40.1% in the third quarter. Holocene Advisors LP now owns 1,491,352 shares of the transportation company’s stock valued at $143,915,000 after acquiring an additional 427,012 shares in the last quarter. Elo Mutual Pension Insurance Co purchased a new stake in shares of United Airlines during the third quarter valued at approximately $1,321,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of United Airlines by 3.8% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 418,718 shares of the transportation company’s stock valued at $40,406,000 after purchasing an additional 15,364 shares during the period. Institutional investors and hedge funds 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.
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