United Airlines Holdings Inc $UAL Position Reduced by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR trimmed its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 35.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,682 shares of the transportation company’s stock after selling 6,487 shares during the quarter. Generali Asset Management SPA SGR’s holdings in United Airlines were worth $1,306,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the stock. JFS Wealth Advisors LLC boosted its stake in United Airlines by 51.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock valued at $36,000 after acquiring an additional 108 shares during the last quarter. True Wealth Design LLC raised its holdings in shares of United Airlines by 9.1% during the fourth quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock worth $151,000 after purchasing an additional 113 shares during the period. Murphy & Mullick Capital Management Corp raised its holdings in shares of United Airlines by 20.5% during the third quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock worth $63,000 after purchasing an additional 114 shares during the period. Fulton Bank N.A. raised its holdings in shares of United Airlines by 3.2% during the fourth quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company’s stock worth $407,000 after purchasing an additional 114 shares during the period. Finally, AXA S.A. raised its holdings in shares of United Airlines by 0.8% during the second quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock worth $1,231,000 after purchasing an additional 121 shares during the period. 69.69% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Susquehanna set a $135.00 target price on shares of United Airlines in a report on Thursday, April 23rd. Argus dropped their target price on shares of United Airlines from $140.00 to $135.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. TD Cowen raised shares of United Airlines from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 18th. Barclays increased their target price on shares of United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $136.00 target price on shares of United Airlines in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $132.18.

United Airlines Price Performance

United Airlines stock opened at $99.58 on Monday. The stock has a market cap of $32.32 billion, a price-to-earnings ratio of 8.89, a PEG ratio of 0.85 and a beta of 1.20. The company has a current ratio of 0.70, a quick ratio of 0.64 and a debt-to-equity ratio of 1.38. The company’s 50-day moving average price is $94.75 and its two-hundred day moving average price is $102.06. United Airlines Holdings Inc has a 52 week low of $71.55 and a 52 week high of $119.21.

United Airlines (NASDAQ:UAL) last released its earnings results on Tuesday, April 21st. The transportation company reported $1.19 EPS for the quarter, beating the consensus estimate of $1.08 by $0.11. The firm had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. United Airlines’s quarterly revenue was up 10.5% on a year-over-year basis. During the same quarter last year, the company earned $0.91 EPS. 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. On average, analysts expect that United Airlines Holdings Inc will post 9.37 EPS for the current fiscal year.

Insider Buying and Selling

In other United Airlines news, EVP Andrew P. Nocella sold 7,000 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.86% 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.