Stance Capital LLC increased its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 393.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,392 shares of the transportation company’s stock after purchasing an additional 32,214 shares during the quarter. United Airlines makes up approximately 1.4% of Stance Capital LLC’s portfolio, making the stock its 12th biggest position. Stance Capital LLC’s holdings in United Airlines were worth $3,898,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Dorsey Wright & Associates raised its holdings in United Airlines by 1.0% during the third quarter. Dorsey Wright & Associates now owns 46,523 shares of the transportation company’s stock worth $4,489,000 after purchasing an additional 457 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of United Airlines by 4.8% during the 3rd quarter. NewEdge Advisors LLC now owns 17,236 shares of the transportation company’s stock worth $1,663,000 after buying an additional 794 shares during the last quarter. Armistice Capital LLC acquired a new position in shares of United Airlines in the 3rd quarter valued at $219,000. Caxton Associates LLP purchased a new position in shares of United Airlines in the 3rd quarter valued at $633,000. Finally, Wiser Advisor Group LLC purchased a new position in shares of United Airlines in the 3rd quarter valued at $41,000. 69.69% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of equities research analysts recently weighed in on the stock. Sanford C. Bernstein reissued an “outperform” rating and issued a $136.00 price target on shares of United Airlines in a research report on Tuesday, January 27th. Wells Fargo & Company dropped their price objective on United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a report on Monday. Citigroup reiterated a “buy” rating on shares of United Airlines in a research report on Tuesday, February 3rd. TD Cowen downgraded United Airlines from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 10th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a research note on Wednesday, January 21st. Fifteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $132.31.
Insider Buying and Selling at United Airlines
In related news, President Brett J. Hart sold 19,000 shares of United Airlines 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 directly owned 264,638 shares in the company, valued at $28,170,715.10. The trade was a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.63% of the stock is currently owned by company insiders.
More United Airlines News
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: United solidifies its pilot pipeline as Thrust Flight’s Phoenix campus was named an official United Aviate participating flight school, giving UAL a clearer internal path to crew supply and reducing long‑term hiring risk. Thrust Flight Named United Aviate-Participating Flight School
- Positive Sentiment: Industry demand remains sturdy: airlines report strong corporate and leisure bookings despite geopolitical tensions, supporting revenue prospects for carriers including United and helping offset some fuel pressure. Airlines Seeing Sturdy Demand for Flights
- Positive Sentiment: Long‑term hub economics may improve: renovation plans at Washington Dulles could benefit United’s network and yields at a major hub, a constructive structural tailwind for future margins. United Airlines Holdings (UAL) Long-Term Hub Economics Improves
- Neutral Sentiment: Management outreach: United presented at the JPMorgan Industrials Conference (transcript available) — useful for detail on strategy and execution, but no market‑moving surprise reported in the transcript. United Airlines Presents at JPMorgan Industrials Conference 2026 Transcript
- Neutral Sentiment: Quarterly context: industry write‑ups unpack UAL’s Q4 results and guidance—useful for framing performance versus peers but not a fresh catalyst. Unpacking Q4 Earnings: United Airlines
- Negative Sentiment: Rising jet fuel and analyst cuts: higher jet fuel tied to Middle East tensions prompted UBS and other analysts to lower estimates and price targets for U.S. carriers—near‑term margin pressure that has weighed on UAL’s valuation. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs
- Negative Sentiment: Negative analyst/market commentary: several media pieces outline reasons to avoid UAL after recent pullbacks, highlighting short‑term volatility, higher fuel, and valuation risk even as longer‑term returns remain positive. 3 Reasons to Avoid UAL and 1 Stock to Buy Instead
United Airlines Trading Up 3.2%
Shares of United Airlines stock opened at $93.19 on Wednesday. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35. The firm has a market cap of $30.14 billion, a price-to-earnings ratio of 9.12, a price-to-earnings-growth ratio of 0.46 and a beta of 1.25. United Airlines Holdings Inc has a 52-week low of $52.00 and a 52-week high of $119.21. The company’s 50-day simple moving average is $107.07 and its 200-day simple moving average is $104.14.
United Airlines (NASDAQ:UAL – Get Free Report) 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 company had revenue of $15.40 billion for the quarter, compared to analyst estimates of $15.35 billion. During the same quarter in the previous year, the company earned $3.26 EPS. The firm’s revenue for the quarter was up 4.8% compared to the same quarter last year. 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 anticipate that United Airlines Holdings Inc will post 12.96 earnings per share for the current year.
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.
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