United Airlines Holdings Inc (NASDAQ:UAL) Receives $137.32 Consensus PT from Analysts

Shares of United Airlines Holdings Inc (NASDAQ:UAL) have earned a consensus recommendation of “Moderate Buy” from the seventeen research firms that are covering the firm, MarketBeat reports. Two equities research analysts have rated the stock with a hold recommendation and fifteen have given a buy recommendation to the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $137.3235.

Several equities research analysts recently issued reports on UAL shares. Argus cut their price objective on shares of United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. Barclays increased their price target on shares of United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Citigroup reaffirmed a “buy” rating on shares of United Airlines in a research report on Tuesday, February 3rd. Sanford C. Bernstein reiterated an “outperform” rating and issued a $136.00 price objective on shares of United Airlines in a research report on Tuesday, January 27th. Finally, The Goldman Sachs Group lifted their target price on United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th.

United Airlines Price Performance

UAL stock opened at $112.87 on Monday. United Airlines has a 1 year low of $52.00 and a 1 year high of $119.21. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.65 and a quick ratio of 0.59. The firm has a market capitalization of $36.51 billion, a PE ratio of 11.04, a price-to-earnings-growth ratio of 0.59 and a beta of 1.30. The business has a 50 day simple moving average of $111.92 and a 200-day simple moving average of $104.55.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. The company had revenue of $15.40 billion for the quarter, compared to analyst estimates of $15.35 billion. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The firm’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. Equities research analysts anticipate that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO J Scott Kirby sold 120,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $107.86, for a total value of $12,943,200.00. Following the transaction, the chief executive officer directly owned 666,535 shares in the company, valued at approximately $71,892,465.10. This represents a 15.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the sale, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. This trade represents a 6.70% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.71% of the stock is currently owned by insiders.

Institutional Investors Weigh In On United Airlines

Institutional investors and hedge funds have recently modified their holdings of the company. Bank of New York Mellon Corp grew 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 acquiring an additional 16,478 shares in the last quarter. Allianz Asset Management GmbH lifted 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 purchasing an additional 274,572 shares during the last quarter. Pitcairn Co. grew 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 worth $1,877,000 after purchasing an additional 15,563 shares in the last quarter. Atria Investments Inc increased its holdings in United Airlines by 16.2% in the second quarter. Atria Investments Inc now owns 28,483 shares of the transportation company’s stock valued at $2,268,000 after buying an additional 3,978 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its holdings in 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 buying an additional 12,224 shares during the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

United Airlines Company 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.