108,735 Shares in United Airlines Holdings Inc $UAL Purchased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. acquired a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 108,735 shares of the transportation company’s stock, valued at approximately $10,493,000.

Several other hedge funds also recently modified their holdings of the business. Vanguard Group Inc. raised its stake in shares of United Airlines by 1.0% during the second quarter. Vanguard Group Inc. now owns 37,330,017 shares of the transportation company’s stock worth $2,972,589,000 after buying an additional 368,401 shares during the last quarter. State Street Corp raised its position in shares of United Airlines by 4.4% during the 2nd quarter. State Street Corp now owns 11,571,093 shares of the transportation company’s stock valued at $921,406,000 after acquiring an additional 489,795 shares during the last quarter. Geode Capital Management LLC raised its position in shares of United Airlines by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 8,819,876 shares of the transportation company’s stock valued at $704,994,000 after acquiring an additional 90,350 shares during the last quarter. Invesco Ltd. lifted its stake in shares of United Airlines by 2.9% in the 2nd quarter. Invesco Ltd. now owns 4,798,423 shares of the transportation company’s stock valued at $382,098,000 after purchasing an additional 137,237 shares during the period. Finally, Norges Bank bought a new position in shares of United Airlines in the 2nd quarter worth $143,035,000. Institutional investors own 69.69% of the company’s stock.

United Airlines Stock Up 2.2%

United Airlines stock opened at $110.96 on Thursday. The company has a 50 day moving average of $107.58 and a 200-day moving average of $100.77. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 1.45. United Airlines Holdings Inc has a twelve month low of $52.00 and a twelve month high of $119.21. The stock has a market capitalization of $35.92 billion, a PE ratio of 10.86, a price-to-earnings-growth ratio of 0.65 and a beta of 1.31.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating the consensus estimate of $2.97 by $0.13. The business had revenue of $15.40 billion for the quarter, compared to analysts’ expectations of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 26.00%. The firm’s revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.26 EPS. 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. On average, equities research analysts anticipate that United Airlines Holdings Inc will post 12.96 EPS for the current fiscal year.

Insider Buying and Selling at United Airlines

In related news, CEO J Scott Kirby sold 120,000 shares of the stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total transaction of $12,943,200.00. Following the completion of the transaction, the chief executive officer directly owned 666,535 shares in the company, valued at approximately $71,892,465.10. This trade represents a 15.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.71% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

UAL has been the topic of several analyst reports. JPMorgan Chase & Co. increased their target price on United Airlines from $149.00 to $156.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. UBS Group increased their price target on shares of United Airlines from $142.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Bank of America lifted their price objective on shares of United Airlines from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Weiss Ratings downgraded shares of United Airlines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, October 8th. Finally, Jefferies Financial Group lifted their price target on shares of United Airlines from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $134.94.

Trending Headlines about United Airlines

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

• Positive Sentiment: Q4 beat — United reported adjusted Q4 EPS and revenue above Street estimates and posted its highest quarterly revenue in company history, signaling operational strength and margin resilience. Read More.
• Positive Sentiment: Stronger 2026 guidance — Management set FY2026 EPS guidance of $12.00–$14.00 and Q1 guidance of $1.00–$1.50, backing the thesis that 2026 could be a record profit year if demand holds. Read More.
• Positive Sentiment: Record bookings & strong early‑2026 demand — CEO commentary flagged record bookings and strong forward demand, which traders are treating as confirmation that premium and corporate travel momentum will continue. Read More.
• Positive Sentiment: Growing loyalty & premium revenue — United’s loyalty revenue rose ~10% YoY in Q4 (and ~9% for FY2025), and premium/corporate fares lifted unit revenue, supporting higher-margin growth. Read More.
• Neutral Sentiment: Fleet expansion to support growth — United plans >100 narrowbodies and ~20 widebodies in 2026 to capture demand, which supports revenue potential but implies significant capex and delivery timing risk. Read More.
• Neutral Sentiment: Analyst momentum — Several firms raised targets and now have a higher consensus price target, boosting sentiment; this can amplify moves but also increase sensitivity to future guidance. Read More.
• Negative Sentiment: Competitive pressure at O’Hare — United’s public escalation with American over Chicago O’Hare slots/competition could increase short‑term network costs or produce aggressive pricing in key markets. Read More.
• Negative Sentiment: Mixed beneath the headline — Q4 EPS was modestly down YoY and demand remains K‑shaped (premium/corporate strong, lower‑income leisure softer); macro risk (tariff/policy headlines, market risk‑off days) could still pressure airline multiples. Read More.

About United Airlines

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.