United Airlines Holdings Inc $UAL Stake Lifted by Allianz Asset Management GmbH

Allianz Asset Management GmbH increased its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 34.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,958,518 shares of the transportation company’s stock after buying an additional 497,324 shares during the quarter. Allianz Asset Management GmbH’s holdings in United Airlines were worth $219,001,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in UAL. Norges Bank bought a new position in United Airlines during the 4th quarter worth $234,244,000. Holocene Advisors LP bought a new position in shares of United Airlines in the second quarter worth $84,753,000. Capital World Investors grew its stake in shares of United Airlines by 12.1% in the third quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock worth $698,977,000 after purchasing an additional 783,551 shares in the last quarter. Freestone Grove Partners LP grew its stake in shares of United Airlines by 1,282.2% in the third quarter. Freestone Grove Partners LP now owns 776,783 shares of the transportation company’s stock worth $74,960,000 after purchasing an additional 720,583 shares in the last quarter. Finally, Candlestick Capital Management LP grew its stake in shares of United Airlines by 38.7% in the third quarter. Candlestick Capital Management LP now owns 2,239,037 shares of the transportation company’s stock worth $216,067,000 after purchasing an additional 624,752 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors.

Insider Buying and Selling at United Airlines

In other news, EVP Andrew P. Nocella sold 7,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the sale, the executive vice president directly owned 215,345 shares of the company’s stock, valued at $19,421,965.55. This represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Kate Gebo sold 5,331 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total value of $562,473.81. Following the sale, the executive vice president directly owned 60,393 shares of the company’s stock, valued at approximately $6,372,065.43. This represents a 8.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 47,000 shares of company stock valued at $4,848,263. 0.86% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

UAL has been the subject of several recent analyst reports. Rothschild & Co Redburn decreased their price target on United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Wall Street Zen raised United Airlines from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. Weiss Ratings reissued a “hold (c+)” rating on shares of United Airlines in a research note on Monday, April 20th. Morgan Stanley increased their price target on United Airlines from $150.00 to $182.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Finally, Wells Fargo & Company decreased their price target on United Airlines from $145.00 to $130.00 and set an “overweight” rating for the company in a research note on Monday, March 16th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $134.59.

United Airlines Trading Up 4.1%

Shares of United Airlines stock opened at $109.63 on Wednesday. The company has a quick ratio of 0.64, a current ratio of 0.70 and a debt-to-equity ratio of 1.38. The firm has a market cap of $35.58 billion, a price-to-earnings ratio of 9.79, a price-to-earnings-growth ratio of 0.87 and a beta of 1.27. The business has a fifty day simple moving average of $97.86 and a 200-day simple moving average of $103.14. United Airlines Holdings Inc has a fifty-two week low of $71.55 and a fifty-two week high of $119.21.

United Airlines (NASDAQ:UAL) last announced its earnings results on Tuesday, April 21st. The transportation company reported $1.19 EPS for the quarter, beating the consensus estimate of $1.08 by $0.11. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The business had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $14.19 billion. During the same period in the prior year, the business posted $0.91 earnings per share. United Airlines’s revenue was up 10.5% compared to the same quarter last year. United Airlines has set its FY 2026 guidance at 7.000-11.000 EPS and its Q2 2026 guidance at 1.000-2.000 EPS. On average, equities analysts forecast that United Airlines Holdings Inc will post 9.63 EPS for the current fiscal year.

Key United Airlines News

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

• Positive Sentiment: Lower oil prices are helping airline stocks broadly, including United Airlines, because cheaper jet fuel should support margins and reduce operating costs. AAL Stock Pops As Google Deal And Falling Oil Prices Lift Airlines
• Positive Sentiment: CEO Scott Kirby said United is open to buying airport slots, gates, and other strategic assets from struggling rivals, which could strengthen United’s network and competitive position without pursuing a major merger. United Airlines CEO Scott Kirby Says UAL Is Ready To Scoop Up Assets From Struggling Rivals
• Positive Sentiment: Industry commentary suggests stronger carriers like United may widen the gap versus weaker airlines by continuing to invest in premium services, technology, and international routes, which could support long-term share gains. Fuel price shock to widen product gap between US airlines

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.