Interval Partners LP lifted its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 77.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 396,147 shares of the transportation company’s stock after buying an additional 173,441 shares during the period. Interval Partners LP’s holdings in United Airlines were worth $38,228,000 at the end of the most recent quarter.
Other institutional investors have also bought and sold shares of the company. Financial Consulate Inc. purchased a new stake in United Airlines in the 3rd quarter valued at $29,000. Abich Financial Wealth Management LLC purchased a new position in United Airlines during the 3rd quarter worth $34,000. Quent Capital LLC bought a new stake in shares of United Airlines in the 3rd quarter worth $40,000. Cypress Capital Management LLC WY bought a new stake in shares of United Airlines in the 3rd quarter worth $48,000. Finally, Hemington Wealth Management raised its holdings in shares of United Airlines by 36.9% in the third quarter. Hemington Wealth Management now owns 557 shares of the transportation company’s stock valued at $53,000 after purchasing an additional 150 shares during the last quarter. Institutional investors own 69.69% of the company’s stock.
Trending Headlines about United Airlines
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: Demand remains robust — United set a daily record for bookings, showing continued travel strength that supports revenue and load factors. United daily bookings record
- Positive Sentiment: Some analysts still see upside — high street price targets and “buy” calls (e.g., a $138.56 target highlighted by 247WallSt and Jefferies maintaining buy despite trimming targets) frame the recent sell‑off as a buying opportunity for longer‑term investors. Wall Street $138.56 price target
- Neutral Sentiment: Index/market context is mixed — S&P futures show a modest rebound amid macro moves, which may limit broad market downside for airline stocks but won’t offset sector‑specific fuel pressure. S&P futures and macro context
- Neutral Sentiment: Nasdaq attention on United’s routes could boost visibility, but it’s unlikely to move near‑term margins given rising costs. Nasdaq index attention
- Negative Sentiment: Oil surge and geopolitical risk (Iran war) are the dominant negative — jet fuel costs spiking toward $100/bbl is being priced into airline equities and threatens margins. Sector technical levels are breaking as investors reprice risk. Oil surge/cliff edge for airlines
- Negative Sentiment: Analyst cuts and downgrades—multiple firms trimmed price targets (Redburn to $110; Jefferies cut to $125) and at least one shop moved to “hold,” citing mounting fuel‑cost pressure, which adds downward pressure on the stock. Redburn PT cut to $110
- Negative Sentiment: Shares were volatile and recently fell faster than the market after the run of headlines about fuel and PT cuts; investors are weighing margin risk despite solid top‑line demand. Zacks on recent share decline
- Negative Sentiment: Higher airfares are showing up in consumer headlines; while demand holds, sticker shock and rising energy costs are expected to compress airline profits. Airfares and margin pressure
United Airlines Trading Up 0.1%
United Airlines (NASDAQ:UAL – Get Free Report) last announced its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.13. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The company had revenue of $15.40 billion during the quarter, compared to analysts’ expectations of $15.35 billion. During the same period in the previous year, the business earned $3.26 earnings per share. The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. 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. As a group, analysts anticipate that United Airlines Holdings Inc will post 12.96 earnings per share for the current year.
Insider Buying and Selling
In other United Airlines news, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the transaction, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. The trade was a 6.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.71% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth
A number of research analysts recently weighed in on the stock. Jefferies Financial Group dropped their price target on shares of United Airlines from $148.00 to $125.00 and set a “buy” rating on the stock in a research report on Thursday. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Airlines in a research note on Wednesday, January 21st. TD Cowen cut shares of United Airlines from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Argus cut their target price on United Airlines from $140.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Finally, Barclays upped their target price on United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Fifteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $133.86.
View Our Latest Research Report on United Airlines
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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