Corient Private Wealth LP Invests $25.79 Million in United Airlines Holdings Inc $UAL

Corient Private Wealth LP acquired a new stake in United Airlines Holdings Inc (NASDAQ:UAL) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 189,623 shares of the transportation company’s stock, valued at approximately $25,787,000. Corient Private Wealth LP owned approximately 0.06% of United Airlines at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of UAL. Primecap Management Co. CA purchased a new stake in United Airlines during the second quarter worth approximately $2,238,617,000. State Street Corp increased its position in shares of United Airlines by 0.5% in the fourth quarter. State Street Corp now owns 11,510,200 shares of the transportation company’s stock worth $1,287,071,000 after acquiring an additional 52,962 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of United Airlines by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 9,012,731 shares of the transportation company’s stock valued at $1,015,218,000 after acquiring an additional 68,565 shares during the period. Capital World Investors raised its stake in shares of United Airlines by 0.3% in the 4th quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after acquiring an additional 22,464 shares during the period. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of United Airlines by 3.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,664,538 shares of the transportation company’s stock valued at $521,330,000 after acquiring an additional 190,017 shares in the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on UAL shares. Barclays upped their price target on shares of United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Weiss Ratings reissued a “hold (c+)” rating on shares of United Airlines in a research report on Friday, July 17th. Wall Street Zen cut United Airlines from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Jefferies Financial Group reaffirmed a “buy” rating and issued a $155.00 target price on shares of United Airlines in a research report on Sunday, July 19th. Finally, TD Cowen lowered their target price on United Airlines from $205.00 to $192.00 and set a “buy” rating for the company in a research note on Monday, August 24th. Sixteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $157.74.

More United Airlines News

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

• Positive Sentiment: A321XLR aircraft support international expansion. United expects to receive enough Airbus A321XLR aircraft to operate five new European routes in summer 2027, including service to Luxembourg, Ibiza and Toulouse. The aircraft should allow United to profitably serve long-haul markets with smaller-capacity planes, supporting its broader plan to add 10 European cities and strengthen its international network. United Airlines A321XLR Expansion Strengthens the International Growth Story
• Positive Sentiment: Wells Fargo reaffirmed its Buy rating. The continued bullish stance from a major analyst provides support for the stock’s long-term outlook and indicates confidence in United’s earnings and growth prospects. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: Higher airfares could improve revenue and margins. Industry airfares have risen sharply, and airline executives believe prices may have room to increase further. If demand remains resilient, United could benefit from stronger pricing and improved earnings power. Airfares Are Up 25.5 Percent
• Neutral Sentiment: Executive selling was relatively modest. EVP Andrew Nocella sold 5,000 shares for approximately $585,000, reducing his holdings by 2.27%. The sale may weigh slightly on sentiment, although he retained more than 214,000 shares. Andrew Nocella Sells United Airlines Shares
• Negative Sentiment: UAL recently underperformed the broader market. Reports noted that the stock declined even as the overall market advanced, suggesting investors may be taking profits, rotating away from airline shares or awaiting clearer evidence that fare increases and international expansion will translate into sustained earnings growth. United Airlines Stock Sinks as Market Gains

United Airlines Stock Performance

United Airlines stock opened at $110.60 on Friday. United Airlines Holdings Inc has a 12-month low of $84.64 and a 12-month high of $138.77. The company has a market capitalization of $35.90 billion, a price-to-earnings ratio of 10.35, a price-to-earnings-growth ratio of 0.91 and a beta of 1.28. 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 firm’s fifty day moving average price is $123.55 and its 200 day moving average price is $108.68.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.88 by $0.11. The company had revenue of $17.67 billion during the quarter, compared to analysts’ expectations of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The firm’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same period in the prior year, the company posted $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, research analysts forecast that United Airlines Holdings Inc will post 9.91 EPS for the current fiscal year.

Insiders Place Their Bets

In other United Airlines news, CEO J Scott Kirby sold 159,321 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $118.05, for a total value 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. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Andrew P. Nocella sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $117.00, for a total value of $585,000.00. Following the completion of the transaction, the executive vice president directly owned 214,955 shares in the company, valued at approximately $25,149,735. The trade was a 2.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 271,010 shares of company stock worth $32,317,909. Company insiders own 0.86% of the company’s stock.

About United Airlines

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.