Fred Alger Management LLC Grows Stake in United Airlines Holdings Inc $UAL

Fred Alger Management LLC increased its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 12.4% in the 3rd quarter, Holdings Channel reports. The firm owned 478,370 shares of the transportation company’s stock after purchasing an additional 52,861 shares during the period. Fred Alger Management LLC’s holdings in United Airlines were worth $46,163,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of UAL. Bank of New York Mellon Corp increased its position in shares of United Airlines by 1.2% during the third quarter. Bank of New York Mellon Corp now owns 1,416,537 shares of the transportation company’s stock worth $136,696,000 after purchasing an additional 16,478 shares in the last quarter. Allianz Asset Management GmbH lifted its holdings in United Airlines by 23.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock valued at $141,005,000 after purchasing an additional 274,572 shares in the last quarter. Pitcairn Co. boosted its stake in United Airlines by 194.2% during the 2nd quarter. Pitcairn Co. now owns 23,576 shares of the transportation company’s stock worth $1,877,000 after purchasing an additional 15,563 shares during the last quarter. GSA Capital Partners LLP grew its holdings in shares of United Airlines by 830.7% during the third quarter. GSA Capital Partners LLP now owns 36,679 shares of the transportation company’s stock worth $3,540,000 after buying an additional 32,738 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its holdings in shares of United Airlines by 15.3% during the third quarter. Robeco Institutional Asset Management B.V. now owns 92,327 shares of the transportation company’s stock worth $8,910,000 after buying an additional 12,224 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at United Airlines

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the transaction, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. This represents a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.63% of the company’s stock.

United Airlines Stock Up 0.1%

UAL stock opened at $86.60 on Monday. United Airlines Holdings Inc has a one year low of $52.00 and a one year high of $119.21. The firm has a market cap of $28.01 billion, a PE ratio of 8.47, a PEG ratio of 0.44 and a beta of 1.25. The firm’s 50 day moving average price is $108.05 and its 200-day moving average price is $104.33. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65.

United Airlines (NASDAQ:UAL) last posted its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping 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 quarter last year, the firm 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. On average, equities research analysts anticipate that United Airlines Holdings Inc will post 12.96 EPS for the current year.

United Airlines News Roundup

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

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on UAL shares. UBS Group raised their price target on shares of United Airlines from $145.00 to $147.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Citigroup reissued a “buy” rating on shares of United Airlines in a research note on Tuesday, February 3rd. Bank of America upped their price target on United Airlines from $120.00 to $130.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Susquehanna increased their price target on United Airlines from $117.00 to $150.00 and gave the company a “positive” rating in a report on Friday, January 9th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $136.00 price objective on shares of United Airlines in a research report on Tuesday, January 27th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, United Airlines has an average rating of “Moderate Buy” and a consensus target price of $133.86.

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.