Equitable Holdings Inc. Purchases New Holdings in United Airlines Holdings Inc $UAL

Equitable Holdings Inc. purchased a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,739 shares of the transportation company’s stock, valued at approximately $780,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Bison Wealth LLC acquired a new position in United Airlines in the fourth quarter valued at about $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in United Airlines by 24.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock worth $2,753,000 after buying an additional 7,713 shares in the last quarter. Focus Partners Wealth increased its holdings in United Airlines by 92.7% in the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after buying an additional 5,939 shares during the period. First Trust Advisors LP raised its position in shares of United Airlines by 23.5% in the 2nd quarter. First Trust Advisors LP now owns 292,580 shares of the transportation company’s stock valued at $23,298,000 after buying an additional 55,728 shares in the last quarter. Finally, Cresset Asset Management LLC raised its position in shares of United Airlines by 73.5% in the 2nd quarter. Cresset Asset Management LLC now owns 9,410 shares of the transportation company’s stock valued at $749,000 after buying an additional 3,987 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

United Airlines News Summary

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

• Positive Sentiment: A321XLR aircraft support international expansion. United expects to receive enough Airbus A321XLR aircraft to operate five new European routes in summer 2027, including service to Luxembourg, Ibiza and Toulouse. The aircraft should allow United to profitably serve long-haul markets with smaller-capacity planes, supporting its broader plan to add 10 European cities and strengthen its international network. United Airlines A321XLR Expansion Strengthens the International Growth Story
• Positive Sentiment: Wells Fargo reaffirmed its Buy rating. The continued bullish stance from a major analyst provides support for the stock’s long-term outlook and indicates confidence in United’s earnings and growth prospects. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: Higher airfares could improve revenue and margins. Industry airfares have risen sharply, and airline executives believe prices may have room to increase further. If demand remains resilient, United could benefit from stronger pricing and improved earnings power. Airfares Are Up 25.5 Percent
• Neutral Sentiment: Executive selling was relatively modest. EVP Andrew Nocella sold 5,000 shares for approximately $585,000, reducing his holdings by 2.27%. The sale may weigh slightly on sentiment, although he retained more than 214,000 shares. Andrew Nocella Sells United Airlines Shares
• Negative Sentiment: UAL recently underperformed the broader market. Reports noted that the stock declined even as the overall market advanced, suggesting investors may be taking profits, rotating away from airline shares or awaiting clearer evidence that fare increases and international expansion will translate into sustained earnings growth. United Airlines Stock Sinks as Market Gains

United Airlines Trading Down 1.6%

UAL opened at $110.60 on Friday. United Airlines Holdings Inc has a fifty-two week low of $84.64 and a fifty-two week high of $138.77. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.72. The firm has a market capitalization of $35.90 billion, a price-to-earnings ratio of 10.35, a PEG ratio of 0.89 and a beta of 1.28. The company’s 50 day moving average price is $123.55 and its two-hundred day moving average price is $108.68.

United Airlines (NASDAQ:UAL) last released its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.88 by $0.11. The firm had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The company’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same quarter last year, the firm earned $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, research analysts predict that United Airlines Holdings Inc will post 9.91 earnings per share for the current year.

Insider Buying and Selling

In other United Airlines news, EVP Andrew P. Nocella sold 5,000 shares of the company’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $117.00, for a total value of $585,000.00. Following the sale, the executive vice president owned 214,955 shares in the company, valued at approximately $25,149,735. The trade was a 2.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO J Scott Kirby sold 159,321 shares of the stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $118.05, for a total value of $18,807,844.05. Following the completion of the sale, the chief executive officer directly owned 797,851 shares of the company’s stock, valued at approximately $94,186,310.55. The trade was a 16.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 271,010 shares of company stock valued at $32,317,909. Company insiders own 0.86% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Airlines in a research report on Friday, July 17th. Barclays upped their target price on United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Bank of America raised their target price on United Airlines from $145.00 to $150.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. UBS Group lifted their price target on United Airlines from $148.00 to $153.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Finally, Susquehanna dropped their price objective on United Airlines from $172.00 to $165.00 and set a “positive” rating for the company in a research report on Friday, July 17th. Sixteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, United Airlines currently has an average rating of “Moderate Buy” and a consensus target price of $157.74.

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.