Universal Beteiligungs und Servicegesellschaft mbH decreased its position in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 7.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 155,198 shares of the transportation company’s stock after selling 11,812 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in United Airlines were worth $14,977,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently bought and sold shares of UAL. Bison Wealth LLC purchased a new stake in United Airlines during the fourth quarter worth about $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of United Airlines by 24.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after purchasing an additional 7,713 shares in the last quarter. Focus Partners Wealth increased its stake in United Airlines by 92.7% during the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock worth $853,000 after buying an additional 5,939 shares during the period. Park Avenue Securities LLC lifted its holdings in United Airlines by 118.7% during the 2nd quarter. Park Avenue Securities LLC now owns 17,469 shares of the transportation company’s stock worth $1,391,000 after buying an additional 9,483 shares in the last quarter. Finally, Fifth Third Bancorp boosted its position in United Airlines by 10.1% in the 2nd quarter. Fifth Third Bancorp now owns 13,259 shares of the transportation company’s stock valued at $1,056,000 after buying an additional 1,212 shares during the period. 69.69% of the stock is currently owned by hedge funds and other institutional investors.
United Airlines News Roundup
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: Q4 results beat expectations: UAL reported $3.10 EPS and record revenue of $15.4B, plus guidance for FY‑2026 EPS of $12.00–$14.00 — data investors see as proof of resilient premium and corporate travel demand. UAL Stock Taking Flight After Earnings Confirm Strong Demand
- Positive Sentiment: Business travel rebound: Management and coverage highlight strong corporate/business travel returns, which support higher-yield revenue and margin recovery. Business Travel Is Back—United Airlines Says Demand Is ‘Amazing’
- Positive Sentiment: Loyalty revenue growth: Loyalty revenue rose ~10% in Q4 and ~9% for the year, a durable, high-margin stream that underpins forward EPS power. United Airlines Distinguishes Between Loyalty, Rewards Programs
- Positive Sentiment: Analyst support: Several analysts raised price targets (e.g., TD Cowen to $140; Goldman raised its UAL target earlier), which lends conviction to upside estimates and likely supported recent buying. Benzinga (analyst target coverage)
- Neutral Sentiment: Industry context — MarketBeat notes Delta and United earnings suggest the sector may be good value, but airlines still face elevated operating costs and staffing issues; this is constructive long-term but mixed near‑term. Delta and United Earnings Point to Less Turbulence Ahead
- Neutral Sentiment: Minor analyst downgrades/target trims: Some houses trimmed targets slightly (Argus $140→$135) but maintained Buy ratings — reduces near-term enthusiasm but still implies material upside. UAL price target lowered at Argus
- Negative Sentiment: Government‑shutdown drag: Analysts and filings cite a roughly $250M hit to Q4 results and broader FAA disruption that pressured operations — a clear headwind to near‑term profitability and guidance credibility. United Airlines: Still Waiting For A Rerating
- Negative Sentiment: Goldman cuts industry outlook: Broader industry outlook was trimmed as the shutdown effects linger, which can pressure sentiment for all major carriers including UAL. Goldman Sachs Cuts Industry Outlook as Government Shutdown Drags on United Airlines’ Q4 Earnings Expectations
- Negative Sentiment: Operational/PR noise: Viral footage of an angry passenger and an escalating competitive battle at Chicago O’Hare add short-term reputational/competitive risk that can trigger volatility or investor caution. This video of an angry United Airlines passenger shows how competitive boarding a plane is now
United Airlines Price Performance
United Airlines (NASDAQ:UAL – Get Free Report) last announced its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating the consensus estimate of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The company had revenue of $15.40 billion for the quarter, compared to analyst estimates of $15.35 billion. During the same period in the prior year, the firm posted $3.26 earnings per share. The firm’s revenue was up 4.8% on a year-over-year basis. 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. As a group, equities research analysts forecast that United Airlines Holdings Inc will post 12.96 EPS for the current fiscal year.
Insider Activity at United Airlines
In related news, CEO J Scott Kirby sold 120,000 shares of United Airlines stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $107.86, for a total transaction of $12,943,200.00. Following the sale, the chief executive officer directly owned 666,535 shares in the company, valued at $71,892,465.10. This trade represents a 15.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.71% of the stock is owned by company insiders.
Analyst Ratings Changes
UAL has been the topic of a number of recent research reports. Citigroup upped their price objective on United Airlines from $132.00 to $153.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Jefferies Financial Group increased their price target on United Airlines from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. Barclays boosted their price objective on United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. The Goldman Sachs Group raised their target price on shares of United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Finally, Wall Street Zen downgraded shares of United Airlines from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Fifteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $135.97.
View Our Latest Research Report on UAL
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.
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