Aberdeen Group plc Cuts Holdings in United Airlines Holdings Inc $UAL

Aberdeen Group plc lowered its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 26.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 74,234 shares of the transportation company’s stock after selling 26,708 shares during the quarter. Aberdeen Group plc’s holdings in United Airlines were worth $7,164,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in UAL. Bank of New York Mellon Corp lifted its stake in shares of United Airlines by 1.2% in the third quarter. Bank of New York Mellon Corp now owns 1,416,537 shares of the transportation company’s stock worth $136,696,000 after buying an additional 16,478 shares in the last quarter. Allianz Asset Management GmbH lifted its holdings in shares of United Airlines by 23.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock worth $141,005,000 after acquiring an additional 274,572 shares during the last quarter. Pitcairn Co. boosted its holdings in United Airlines by 194.2% during the 2nd quarter. Pitcairn Co. now owns 23,576 shares of the transportation company’s stock valued at $1,877,000 after acquiring an additional 15,563 shares during the period. Atria Investments Inc increased its stake in United Airlines by 16.2% during the 2nd quarter. Atria Investments Inc now owns 28,483 shares of the transportation company’s stock worth $2,268,000 after buying an additional 3,978 shares during the period. Finally, Robeco Institutional Asset Management B.V. increased its holdings in United Airlines by 15.3% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 92,327 shares of the transportation company’s stock worth $8,910,000 after purchasing an additional 12,224 shares during the period. Hedge funds and other institutional investors own 69.69% of the company’s stock.

United Airlines Stock Up 2.7%

UAL stock opened at $113.03 on Friday. 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 fifty day moving average price of $111.88 and a two-hundred day moving average price of $103.98. The firm has a market cap of $36.56 billion, a price-to-earnings ratio of 11.06, a PEG ratio of 0.58 and a beta of 1.30. United Airlines Holdings Inc has a 1-year low of $52.00 and a 1-year high of $119.21.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. The business had revenue of $15.40 billion during 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 business’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 firm posted $3.26 EPS. 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. Research analysts predict that United Airlines Holdings Inc will post 12.96 EPS for the current year.

Insider Buying and Selling

In related news, CEO J Scott Kirby sold 120,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total transaction of $12,943,200.00. Following the sale, the chief executive officer owned 666,535 shares of the company’s stock, valued at $71,892,465.10. The trade was a 15.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, President Brett J. Hart sold 19,000 shares of the firm’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 transaction of $2,022,550.00. Following the sale, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. The trade was a 6.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.71% of the stock is owned by company insiders.

United Airlines News Roundup

Here are the key news stories impacting United Airlines this week:

• Positive Sentiment: United announced bigger MileagePlus rewards and exclusive Saver award inventory for co-branded cardholders — a push that should raise card adoption, increase higher-margin card-related revenue and strengthen loyalty economics. United Gives MileagePlus Credit Cardholders More Miles, Exclusive Flight Discounts
• Positive Sentiment: Multiple outlets frame the MileagePlus overhaul as designed to boost co-branded card adoption — a strategy likely to lift ancillary revenue per passenger and margins over time. This is being received positively by investors focused on revenue diversification. United Airlines’ best loyalty perks will soon be reserved for its cardholders. Is the card worth it?
• Positive Sentiment: Analyst/market commentary points to continued upside since the latest earnings report and a recent relative-strength rating upgrade — technical and fundamental momentum that can attract buyers. United (UAL) Up 5.4% Since Last Earnings Report: Can It Continue? United Airlines scores relative strength rating upgrade; hits key threshold
• Neutral Sentiment: Company presentation at Barclays and industry coverage give additional investor visibility but no new material guidance; useful for modeling but unlikely to move the stock alone. United Airlines Holdings, Inc. (UAL) Presents at Barclays 43rd Annual Industrial Select
• Negative Sentiment: A federal watchdog criticized FAA oversight of United’s maintenance practices — a near-term regulatory/compliance risk that could raise inspection costs, invite fines or increase operational scrutiny. This is the primary negative headline pressuring sentiment. Federal watchdog faults FAA oversight of United Airlines maintenance practices
• Negative Sentiment: Some consumer-facing coverage frames the loyalty changes as “paring back” rewards for non-cardholders, which could generate negative PR or customer pushback even as the moves boost revenue — watch for churn/brand sentiment signals. United Airlines is paring back rewards for travelers who don’t have its credit card in MileagePlus overhaul United Airlines slashing miles rewards for travelers who don’t own its credit card

Wall Street Analyst Weigh In

Several analysts have recently weighed in on UAL shares. Barclays boosted their price objective on shares of United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Susquehanna raised their target price on United Airlines from $117.00 to $150.00 and gave the company a “positive” rating in a report on Friday, January 9th. Citigroup reiterated a “buy” rating on shares of United Airlines in a research report on Tuesday, February 3rd. 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. Finally, BMO Capital Markets restated an “outperform” rating and set a $132.50 price objective on shares of United Airlines in a report on Thursday, January 22nd. Fifteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $137.32.

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.