United Airlines Holdings Inc (NASDAQ:UAL) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

United Airlines Holdings Inc (NASDAQ:UAL) has earned an average recommendation of “Moderate Buy” from the eighteen research firms that are presently covering the firm, Marketbeat.com reports. Two equities research analysts have rated the stock with a hold recommendation and sixteen have issued a buy recommendation on the company. The average 1-year price objective among analysts that have covered the stock in the last year is $156.7941.

Several equities research analysts recently commented on the stock. Zacks Research upgraded shares of United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. UBS Group lifted their price objective on shares of United Airlines from $148.00 to $153.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. The Goldman Sachs Group boosted their target price on shares of United Airlines from $131.00 to $162.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Barclays increased their target price on United Airlines from $150.00 to $175.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Finally, Sanford C. Bernstein raised their target price on United Airlines from $136.00 to $153.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st.

Insider Transactions at United Airlines

In related news, EVP Torbjorn J. Enqvist sold 20,000 shares of the stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $119.91, for a total value of $2,398,200.00. Following the completion of the sale, the executive vice president directly owned 114,800 shares of the company’s stock, valued at approximately $13,765,668. This represents a 14.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kate Gebo sold 5,331 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $105.51, for a total value of $562,473.81. Following the sale, the executive vice president owned 60,393 shares of the company’s stock, valued at $6,372,065.43. The trade was a 8.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 310,010 shares of company stock worth $36,184,273. 0.86% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On United Airlines

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Legacy Wealth Managment LLC ID acquired a new position in shares of United Airlines in the fourth quarter worth $25,000. Western Wealth Management LLC acquired a new stake in United Airlines during the first quarter valued at $27,000. Elevation Wealth Partners LLC boosted its position in United Airlines by 393.0% during the second quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock valued at $29,000 after purchasing an additional 169 shares during the last quarter. JPL Wealth Management LLC purchased a new position in United Airlines in the third quarter valued at about $29,000. Finally, Cache Advisors LLC purchased a new position in United Airlines in the first quarter valued at about $33,000. Hedge funds and other 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: United Airlines, the Metropolitan Washington Airports Authority and the U.S. Department of Transportation announced a more than $20 billion, decade-long transformation of Washington Dulles International Airport. The project could strengthen United’s major hub, improve its international connectivity and enhance the passenger experience. Washington Dulles transformation announcement
• Positive Sentiment: United unveiled a new Economy Plus configuration for its upcoming Airbus A321XLR fleet, with additional elbow room and a shared table. The differentiated product may help United capture premium revenue on long-haul international routes. New Economy Plus seating
• Neutral Sentiment: JetBlue’s CEO said she has not discussed a merger or other M&A with United’s CEO, reducing near-term credibility for speculation about a potential transaction. JetBlue CEO comments on M&A
• Negative Sentiment: United narrowed its 2026 EPS guidance to $9–$11 after oil prices increased, highlighting the airline’s exposure to fuel costs. Analysts still expect approximately $10.48 in EPS, but margin pressure and execution risks remain concerns. United tightens 2026 outlook
• Negative Sentiment: Several executives reported stock sales, including CEO J. Scott Kirby’s sale of 159,321 shares, President Brett Hart’s sale of 30,108 shares and additional sales by EVPs Andrew Nocella and Torbjorn Enqvist. The filings said the transactions covered tax withholding on vested equity awards, which reduces their bearish significance but may still weigh on sentiment. United insider selling filings

United Airlines Price Performance

NASDAQ UAL opened at $119.42 on Thursday. The stock’s 50-day moving average price is $118.48 and its two-hundred day moving average price is $106.88. The company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45. The company has a market cap of $38.76 billion, a PE ratio of 11.17, a PEG ratio of 0.92 and a beta of 1.25. United Airlines has a 1 year low of $82.42 and a 1 year high of $138.77.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, beating analysts’ consensus estimates of $1.88 by $0.11. The company had revenue of $17.67 billion during the quarter, compared to analyst estimates of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The business’s quarterly revenue was up 16.4% on a year-over-year basis. During the same period in the prior year, the firm earned $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, analysts predict that United Airlines will post 10.48 EPS for the current year.

About United Airlines

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.