United Airlines Holdings Inc $UAL Shares Acquired by California Public Employees Retirement System

California Public Employees Retirement System increased its position in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 9.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 762,663 shares of the transportation company’s stock after acquiring an additional 63,329 shares during the quarter. California Public Employees Retirement System’s holdings in United Airlines were worth $70,218,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Legacy Wealth Managment LLC ID acquired a new stake in United Airlines during the fourth quarter worth about $25,000. JPL Wealth Management LLC purchased a new stake in shares of United Airlines in the 3rd quarter valued at approximately $29,000. Cache Advisors LLC purchased a new stake in shares of United Airlines in the 1st quarter valued at approximately $33,000. BOCHK Asset Management Ltd acquired a new stake in shares of United Airlines during the 4th quarter worth approximately $34,000. Finally, Motiv8 Investments LLC purchased a new stake in shares of United Airlines during the 4th quarter valued at approximately $35,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Wall Street Analysts Forecast Growth

UAL has been the subject of several analyst reports. Wall Street Zen upgraded United Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Citigroup increased their price target on United Airlines from $132.00 to $171.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Morgan Stanley raised their price objective on United Airlines from $185.00 to $190.00 and gave the stock an “overweight” rating in a research report on Thursday. BMO Capital Markets boosted their price objective on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a report on Thursday, July 2nd. Finally, JPMorgan Chase & Co. boosted their price objective on shares of United Airlines from $156.00 to $203.00 and gave the company an “overweight” rating in a report on Friday. Sixteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $156.79.

Insider Activity

In related news, CEO J Scott Kirby sold 1,078 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $120.74, for a total value of $130,157.72. Following the sale, the chief executive officer owned 797,851 shares in the company, valued at approximately $96,332,529.74. The trade was a 0.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kate Gebo sold 5,331 shares of the 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 transaction, the executive vice president directly owned 60,393 shares in the company, valued at approximately $6,372,065.43. The trade was a 8.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 96,381 shares of company stock valued at $10,837,575. 0.86% of the stock is currently owned by corporate insiders.

United Airlines Price Performance

United Airlines stock opened at $115.41 on Monday. United Airlines Holdings Inc has a fifty-two week low of $82.42 and a fifty-two week high of $138.77. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. The firm has a 50 day moving average price of $114.62 and a 200 day moving average price of $106.62. The company has a market capitalization of $37.46 billion, a PE ratio of 10.80, a price-to-earnings-growth ratio of 0.88 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last announced its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.88 by $0.11. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The company had revenue of $17.67 billion for the quarter, compared to analyst estimates of $17.62 billion. During the same quarter in the previous year, the company earned $3.87 earnings per share. The firm’s quarterly revenue was up 16.4% compared to the same quarter last year. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Research analysts expect that United Airlines Holdings Inc will post 10.13 earnings per share for the current year.

United Airlines News Roundup

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

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.