Achmea Investment Management B.V. Boosts Stake in United Airlines Holdings Inc $UAL

Achmea Investment Management B.V. increased its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 2,103.8% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 87,625 shares of the transportation company’s stock after purchasing an additional 83,649 shares during the period. Achmea Investment Management B.V.’s holdings in United Airlines were worth $8,455,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of UAL. Oarsman Capital Inc. raised its holdings in United Airlines by 29.1% in the third quarter. Oarsman Capital Inc. now owns 5,792 shares of the transportation company’s stock valued at $559,000 after acquiring an additional 1,305 shares in the last quarter. Center For Asset Management LLC purchased a new position in shares of United Airlines during the third quarter worth about $855,000. Sunbelt Securities Inc. increased its position in United Airlines by 12.8% during the third quarter. Sunbelt Securities Inc. now owns 1,899 shares of the transportation company’s stock worth $183,000 after buying an additional 216 shares during the period. Coldstream Capital Management Inc. raised its position in United Airlines by 4.7% in the 3rd quarter. Coldstream Capital Management Inc. now owns 6,119 shares of the transportation company’s stock valued at $591,000 after purchasing an additional 275 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in shares of United Airlines in the third quarter valued at about $1,988,000. 69.69% of the stock is owned by institutional investors and hedge funds.

United Airlines Price Performance

UAL opened at $92.51 on Thursday. United Airlines Holdings Inc has a 1 year low of $52.00 and a 1 year high of $119.21. The company’s 50 day simple moving average is $106.59 and its 200 day simple moving average is $104.06. The stock has a market capitalization of $29.92 billion, a PE ratio of 9.05, a P/E/G ratio of 0.49 and a beta of 1.25. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65.

United Airlines (NASDAQ:UAL) last posted its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The firm had revenue of $15.40 billion during the quarter, compared to the consensus estimate of $15.35 billion. During the same quarter in the prior year, the company earned $3.26 EPS. 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 expect that United Airlines Holdings Inc will post 12.96 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on UAL shares. Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a research note on Wednesday, January 21st. Citigroup reaffirmed a “buy” rating on shares of United Airlines in a report on Tuesday, February 3rd. Rothschild & Co Redburn reduced their price target on United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Morgan Stanley set a $150.00 target price on United Airlines and gave the company an “overweight” rating in a report on Thursday, January 8th. Finally, Jefferies Financial Group lowered their price target on shares of United Airlines from $148.00 to $125.00 and set a “buy” rating on the stock in a research note on Thursday, March 12th. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, United Airlines presently has an average rating of “Moderate Buy” and an average target price of $132.31.

Insider Buying and Selling at United Airlines

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the transaction, the president owned 264,638 shares in the company, valued at $28,170,715.10. The trade was a 6.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.71% of the company’s stock.

United Airlines 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.