United Airlines Holdings Inc (NASDAQ:UAL) Receives Consensus Rating of “Moderate Buy” from Brokerages

United Airlines Holdings Inc (NASDAQ:UAL) has been given a consensus rating of “Moderate Buy” by the eighteen analysts that are presently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation, fifteen have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $134.5882.

A number of research analysts have recently issued reports on UAL shares. TD Cowen raised United Airlines from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 18th. Zacks Research downgraded United Airlines from a “hold” rating to a “strong sell” rating in a report on Wednesday, May 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a report on Monday, April 20th. BMO Capital Markets upped their price target on United Airlines from $110.00 to $130.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Finally, UBS Group upped their price target on United Airlines from $139.00 to $148.00 and gave the company a “buy” rating in a report on Tuesday, May 26th.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: United announced a new nonstop St. Croix-to-Newark/New York route, making it the only airline serving the New York City area from St. Croix. The expansion adds another Caribbean destination and supports United’s effort to deepen its Newark hub and broader route network. Article Title
• Positive Sentiment: Newark Liberty International was reported to be leading major Northeast airports in on-time performance so far in 2026. Better operational reliability at United’s key hub can improve customer satisfaction and reduce disruption-related costs. Article Title
• Neutral Sentiment: United’s Q1 2026 earnings transcript suggests management is still focused on explaining results and outlook, but the transcript itself did not include a new headline catalyst in the provided summary. Article Title
• Neutral Sentiment: Morgan Stanley raised its price target on United Airlines to $182 from $150 and kept an overweight rating, which is supportive for sentiment, though it was one of several market-moving items rather than a direct operational update. Article Title
• Negative Sentiment: Rising oil prices can pressure airline margins by increasing fuel costs, which is likely a headwind for United and the broader airline sector. Article Title

United Airlines Trading Down 2.6%

United Airlines stock opened at $108.82 on Wednesday. The company has a market capitalization of $35.32 billion, a price-to-earnings ratio of 9.72, a price-to-earnings-growth ratio of 0.93 and a beta of 1.27. The company has a current ratio of 0.70, a quick ratio of 0.64 and a debt-to-equity ratio of 1.38. United Airlines has a 12 month low of $71.55 and a 12 month high of $119.21. The business’s fifty day simple moving average is $96.10 and its two-hundred day simple moving average is $102.62.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Tuesday, April 21st. The transportation company reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.08 by $0.11. The firm had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $14.19 billion. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The company’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.91 earnings per share. 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. As a group, equities analysts predict that United Airlines will post 9.63 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Kate Gebo sold 34,669 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $105.41, for a total transaction of $3,654,459.29. Following the completion of the sale, the executive vice president owned 67,707 shares in the company, valued at approximately $7,136,994.87. This represents a 33.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Andrew P. Nocella sold 7,000 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $90.19, for a total value of $631,330.00. Following the sale, the executive vice president owned 215,345 shares of the company’s stock, valued at approximately $19,421,965.55. This trade represents a 3.15% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 47,000 shares of company stock worth $4,848,263. Corporate insiders own 0.86% of the company’s stock.

Institutional Trading of United Airlines

A number of hedge funds have recently bought and sold shares of UAL. Optiver Holding B.V. increased its position in United Airlines by 318.4% in the first quarter. Optiver Holding B.V. now owns 2,234 shares of the transportation company’s stock worth $206,000 after buying an additional 1,700 shares in the last quarter. Glenmede Trust Co. NA increased its position in United Airlines by 27.4% in the first quarter. Glenmede Trust Co. NA now owns 10,950 shares of the transportation company’s stock worth $1,008,000 after buying an additional 2,357 shares in the last quarter. Groupama Asset Managment increased its position in United Airlines by 16.6% in the first quarter. Groupama Asset Managment now owns 6,112 shares of the transportation company’s stock worth $563,000 after buying an additional 870 shares in the last quarter. Western Wealth Management LLC purchased a new stake in United Airlines in the first quarter worth about $27,000. Finally, Bull Harbor Capital LLC purchased a new stake in United Airlines in the first quarter worth about $801,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.

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.