Wells Fargo & Company Issues Pessimistic Forecast for United Airlines (NASDAQ:UAL) Stock Price

United Airlines (NASDAQ:UAL) had its target price lowered by equities research analysts at Wells Fargo & Company from $145.00 to $130.00 in a research note issued on Monday,Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Wells Fargo & Company‘s price target suggests a potential upside of 44.96% from the company’s previous close.

Other equities analysts also recently issued research reports about the stock. The Goldman Sachs Group increased their price target on shares of United Airlines from $115.00 to $129.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Jefferies Financial Group dropped their price objective on shares of United Airlines from $148.00 to $125.00 and set a “buy” rating on the stock in a report on Thursday. Argus cut their price objective on shares of United Airlines from $140.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. TD Cowen cut shares of United Airlines from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 10th. Finally, Bank of America boosted their target price on shares of United Airlines from $120.00 to $130.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $133.03.

United Airlines Stock Performance

UAL traded up $3.08 on Monday, reaching $89.68. 1,976,958 shares of the stock were exchanged, compared to its average volume of 6,476,284. The company’s 50-day moving average price is $108.05 and its 200 day moving average price is $104.33. United Airlines has a fifty-two week low of $52.00 and a fifty-two week 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 $29.00 billion, a PE ratio of 8.76, a PEG ratio of 0.44 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The business 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 company earned $3.26 earnings per share. The company’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, sell-side analysts forecast that United Airlines will post 12.96 EPS for the current fiscal year.

Insider Buying and Selling

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total value of $2,022,550.00. Following the sale, the president owned 264,638 shares in the company, valued at approximately $28,170,715.10. This represents a 6.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 0.63% of the company’s stock.

Hedge Funds Weigh In On United Airlines

Several large investors have recently made changes to their positions in the company. Norges Bank purchased a new stake in United Airlines during the fourth quarter worth $234,244,000. Holocene Advisors LP acquired a new position in shares of United Airlines in the second quarter worth about $84,753,000. AQR Capital Management LLC boosted its stake in shares of United Airlines by 56.8% during the 4th quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock worth $325,549,000 after acquiring an additional 1,060,371 shares in the last quarter. Lansdowne Partners UK LLP purchased a new stake in shares of United Airlines during the 2nd quarter worth about $68,177,000. Finally, Capital World Investors grew its position in shares of United Airlines by 12.1% during the 3rd quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock valued at $698,977,000 after acquiring an additional 783,551 shares during the period. 69.69% of the stock is currently owned by institutional investors and hedge funds.

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.