Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 3.8% in the third quarter, HoldingsChannel reports. The firm owned 418,718 shares of the transportation company’s stock after purchasing an additional 15,364 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in United Airlines were worth $40,406,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also recently added to or reduced their stakes in UAL. Bison Wealth LLC acquired a new position in shares of United Airlines during the fourth quarter valued at $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in United Airlines by 24.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after purchasing an additional 7,713 shares during the last quarter. Focus Partners Wealth boosted its stake in United Airlines by 92.7% during the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after purchasing an additional 5,939 shares during the period. AlphaQuest LLC boosted its stake in United Airlines by 156.8% during the 2nd quarter. AlphaQuest LLC now owns 2,642 shares of the transportation company’s stock valued at $210,000 after purchasing an additional 1,613 shares during the period. Finally, Bessemer Group Inc. grew its position in United Airlines by 81.9% in the 2nd quarter. Bessemer Group Inc. now owns 10,179 shares of the transportation company’s stock worth $811,000 after purchasing an additional 4,583 shares during the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about United Airlines
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: Recent operational and earnings strength underpin longer‑term momentum — analysts and screens highlight UAL as a momentum/GARP candidate and the stock has shown strong multi‑year returns, supporting investor confidence. Here’s Why United Airlines (UAL) is a Strong Momentum Stock
- Positive Sentiment: Multi‑period share gains and a debate about valuation mean some investors view pullbacks as buying opportunities given past performance and industry position. Is It Too Late To Consider United Airlines Holdings (UAL) After Its Strong 1‑Year Run?
- Neutral Sentiment: Jefferies trimmed its price target to $148 from $154 but reiterated a Buy rating — a mild signal that upside estimates were tightened after review of filings, yet the analyst view remains constructive. Jefferies Cuts United Airlines (UAL) Target to $148, Sees Strong Travel Demand
- Negative Sentiment: Crude oil rallied to a multi‑month high, lifting jet‑fuel expectations and prompting a selloff in airlines; this is the primary reason UAL shares are trading lower today. Why United Airlines (UAL) Shares Are Trading Lower Today
- Negative Sentiment: MarketWatch notes United led S&P decliners and was headed for its biggest one‑day drop in about 10 months as broader market jitters amplified the impact of rising oil. United’s stock and other airline shares get a reality check from rising oil prices, market jitters
- Negative Sentiment: Zacks and other market reports show UAL fell more steeply than the broader market in the latest session, illustrating that sector‑specific cost pressures (fuel) are driving outsized moves versus indices. United Airlines (UAL) Falls More Steeply Than Broader Market: What Investors Need To Know
United Airlines Trading Down 8.7%
United Airlines (NASDAQ:UAL – Get Free Report) last issued its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. The company had revenue of $15.40 billion during the quarter, compared to the consensus estimate of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. United Airlines’s revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the company earned $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, sell-side analysts expect that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.
Analysts Set New Price Targets
A number of equities research analysts have recently weighed in on the company. BMO Capital Markets reaffirmed an “outperform” rating and set a $132.50 price target on shares of United Airlines in a report on Thursday, January 22nd. Morgan Stanley set a $150.00 target price on United Airlines and gave the company an “overweight” rating in a research note on Thursday, January 8th. Weiss Ratings reissued a “hold (c+)” rating on shares of United Airlines in a research note on Wednesday, January 21st. The Goldman Sachs Group raised their price target on United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Finally, Citigroup restated a “buy” rating on shares of United Airlines in a research note on Tuesday, February 3rd. Fifteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $137.32.
Get Our Latest Analysis on United Airlines
Insider Buying and Selling
In related news, CEO J Scott Kirby sold 120,000 shares of United Airlines stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total value of $12,943,200.00. Following the transaction, the chief executive officer directly owned 666,535 shares in the company, valued at $71,892,465.10. The trade was a 15.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total value of $2,022,550.00. Following the sale, the president directly owned 264,638 shares in the company, valued at $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.71% of the company’s stock.
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.
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