Strategic Investment Advisors MI Has $2.38 Million Stake in United Airlines Holdings Inc $UAL

Strategic Investment Advisors MI raised its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 24.7% in the first quarter, Holdings Channel reports. The fund owned 25,887 shares of the transportation company’s stock after purchasing an additional 5,124 shares during the quarter. Strategic Investment Advisors MI’s holdings in United Airlines were worth $2,384,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Root Financial Partners LLC increased its position in United Airlines by 5.3% during the 4th quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company’s stock worth $206,000 after purchasing an additional 93 shares in the last quarter. AXA S.A. grew its stake 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 buying an additional 121 shares during the last quarter. SJS Investment Consulting Inc. increased its holdings in shares of United Airlines by 17.0% during the first quarter. SJS Investment Consulting Inc. now owns 861 shares of the transportation company’s stock worth $79,000 after buying an additional 125 shares in the last quarter. Fielder Capital Group LLC lifted its stake in shares of United Airlines by 5.4% in the 4th quarter. Fielder Capital Group LLC now owns 2,473 shares of the transportation company’s stock valued at $276,000 after acquiring an additional 127 shares during the last quarter. Finally, Koshinski Asset Management Inc. boosted its holdings in shares of United Airlines by 3.7% during the 1st quarter. Koshinski Asset Management Inc. now owns 3,914 shares of the transportation company’s stock valued at $360,000 after acquiring an additional 138 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on UAL shares. Susquehanna reduced their price target on United Airlines from $172.00 to $165.00 and set a “positive” rating on the stock in a report on Friday, July 17th. BMO Capital Markets raised their price objective on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a report on Thursday, July 2nd. JPMorgan Chase & Co. boosted their target price on shares of United Airlines from $156.00 to $203.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Morgan Stanley upped their price target on shares of United Airlines from $185.00 to $190.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, UBS Group raised their price target on shares of United Airlines from $148.00 to $153.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Sixteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, United Airlines has an average rating of “Moderate Buy” and an average price target of $156.79.

United Airlines Price Performance

Shares of UAL opened at $119.42 on Thursday. The business has a 50-day moving average of $118.48 and a 200-day moving average of $106.88. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.72. The company has a market capitalization of $38.76 billion, a price-to-earnings ratio of 11.17, a price-to-earnings-growth ratio of 0.92 and a beta of 1.25. United Airlines Holdings Inc has a 1 year low of $82.42 and a 1 year high of $138.77.

United Airlines (NASDAQ:UAL) last announced its earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, beating the consensus estimate of $1.88 by $0.11. The business had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.62 billion. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The firm’s revenue was up 16.4% on a year-over-year basis. During the same period in the prior year, the business posted $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, equities research analysts anticipate that United Airlines Holdings Inc will post 10.48 earnings per share for the current year.

More United Airlines News

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

• Positive Sentiment: United Airlines, the Metropolitan Washington Airports Authority and the U.S. Department of Transportation announced a more than $20 billion, decade-long transformation of Washington Dulles International Airport. The project could strengthen United’s major hub, improve its international connectivity and enhance the passenger experience. Washington Dulles transformation announcement
• Positive Sentiment: United unveiled a new Economy Plus configuration for its upcoming Airbus A321XLR fleet, with additional elbow room and a shared table. The differentiated product may help United capture premium revenue on long-haul international routes. New Economy Plus seating
• Neutral Sentiment: JetBlue’s CEO said she has not discussed a merger or other M&A with United’s CEO, reducing near-term credibility for speculation about a potential transaction. JetBlue CEO comments on M&A
• Negative Sentiment: United narrowed its 2026 EPS guidance to $9–$11 after oil prices increased, highlighting the airline’s exposure to fuel costs. Analysts still expect approximately $10.48 in EPS, but margin pressure and execution risks remain concerns. United tightens 2026 outlook
• Negative Sentiment: Several executives reported stock sales, including CEO J. Scott Kirby’s sale of 159,321 shares, President Brett Hart’s sale of 30,108 shares and additional sales by EVPs Andrew Nocella and Torbjorn Enqvist. The filings said the transactions covered tax withholding on vested equity awards, which reduces their bearish significance but may still weigh on sentiment. United insider selling filings

Insider Buying and Selling

In other news, EVP Torbjorn J. Enqvist sold 20,000 shares of the stock in a transaction on Friday, July 24th. The shares were sold at an average price of $119.91, for a total transaction of $2,398,200.00. Following the completion of the sale, the executive vice president directly owned 114,800 shares in the company, valued at $13,765,668. This represents a 14.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO J Scott Kirby sold 159,321 shares of United Airlines stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $118.05, for a total transaction of $18,807,844.05. Following the transaction, the chief executive officer directly owned 797,851 shares of the company’s stock, valued at $94,186,310.55. This represents a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 310,010 shares of company stock worth $36,184,273. Corporate 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.