Diversify Wealth Management LLC acquired a new position in United Airlines Holdings Inc (NASDAQ:UAL – Free Report) in the first quarter, HoldingsChannel reports. The firm acquired 4,359 shares of the transportation company’s stock, valued at approximately $386,000.
A number of other institutional investors also recently made changes to their positions in UAL. Legacy Wealth Managment LLC ID purchased a new position in United Airlines in the 4th quarter worth $25,000. JPL Wealth Management LLC purchased a new stake in United Airlines during the third quarter valued at about $29,000. Cache Advisors LLC purchased a new stake in United Airlines during the first quarter valued at about $33,000. BOCHK Asset Management Ltd bought a new position in shares of United Airlines during the fourth quarter valued at about $34,000. Finally, Motiv8 Investments LLC bought a new position in shares of United Airlines during the fourth quarter valued at about $35,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.
Key United Airlines News
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
- Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
- Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
- Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
- Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
- Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title
Insider Activity
Analyst Ratings Changes
A number of equities research analysts have recently weighed in on UAL shares. The Goldman Sachs Group boosted their target price on United Airlines from $131.00 to $162.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Susquehanna reduced their price target on United Airlines from $172.00 to $165.00 and set a “positive” rating on the stock in a research report on Friday. JPMorgan Chase & Co. lifted their price target on United Airlines from $156.00 to $203.00 and gave the stock an “overweight” rating in a research note on Friday. Wall Street Zen upgraded United Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Finally, TD Cowen increased their price objective on United Airlines from $150.00 to $176.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Sixteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $154.26.
View Our Latest Analysis on UAL
United Airlines Price Performance
Shares of UAL stock opened at $115.41 on Friday. The firm has a market cap of $37.46 billion, a P/E ratio of 10.80, a P/E/G ratio of 0.87 and a beta of 1.25. United Airlines Holdings Inc has a fifty-two week low of $82.42 and a fifty-two week high of $138.77. The business’s 50 day moving average price is $114.62 and its 200-day moving average price is $106.66. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.64 and a current ratio of 0.78.
United Airlines (NASDAQ:UAL – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, topping 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 return on equity of 19.05% and a net margin of 5.56%.The firm’s revenue was up 16.4% on a year-over-year basis. During the same quarter last year, the firm posted $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, equities research analysts anticipate that United Airlines Holdings Inc will post 10.13 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.
Featured Articles
- Five stocks we like better than United Airlines
- Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop
- Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?
- The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story
- Why Intuitive Surgical’s Strong Quarter Still Spooked Investors
Want to see what other hedge funds are holding UAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for United Airlines Holdings Inc (NASDAQ:UAL – Free Report).
Receive News & Ratings for United Airlines Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for United Airlines and related companies with MarketBeat.com's FREE daily email newsletter.
