Headlands Technologies LLC Has $7.95 Million Stock Position in United Airlines Holdings Inc $UAL

Headlands Technologies LLC increased its position in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 198.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 58,455 shares of the transportation company’s stock after buying an additional 38,886 shares during the period. United Airlines accounts for approximately 0.9% of Headlands Technologies LLC’s holdings, making the stock its 14th biggest position. Headlands Technologies LLC’s holdings in United Airlines were worth $7,949,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Two Sigma Securities LLC bought a new position in United Airlines in the 2nd quarter worth $558,000. Cookson Peirce & Co. Inc. grew its position in shares of United Airlines by 5.9% in the second quarter. Cookson Peirce & Co. Inc. now owns 6,337 shares of the transportation company’s stock valued at $862,000 after purchasing an additional 352 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of United Airlines by 18.0% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 959,281 shares of the transportation company’s stock valued at $130,453,000 after purchasing an additional 146,328 shares during the last quarter. New Mexico Educational Retirement Board increased its stake in shares of United Airlines by 8.8% in the second quarter. New Mexico Educational Retirement Board now owns 16,100 shares of the transportation company’s stock worth $2,189,000 after purchasing an additional 1,300 shares during the period. Finally, Mufg Securities Americas Inc. increased its stake in shares of United Airlines by 9.2% in the second quarter. Mufg Securities Americas Inc. now owns 9,776 shares of the transportation company’s stock worth $1,329,000 after purchasing an additional 827 shares during the period. 69.69% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on UAL. Citigroup increased their target price on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. The Goldman Sachs Group lifted their price target on United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Jefferies Financial Group reiterated a “buy” rating and set a $155.00 price target on shares of United Airlines in a report on Sunday, July 19th. Bank of America increased their price objective on United Airlines from $145.00 to $150.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Finally, Barclays raised their price objective on shares of United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Sixteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $157.74.

United Airlines News Summary

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 Price Performance

NASDAQ UAL opened at $110.60 on Monday. United Airlines Holdings Inc has a 1-year low of $84.64 and a 1-year high of $138.77. The company has a market capitalization of $35.90 billion, a price-to-earnings ratio of 10.35, a PEG ratio of 0.89 and a beta of 1.28. The stock’s 50 day moving average is $123.55 and its two-hundred day moving average is $108.63. The company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45.

United Airlines (NASDAQ:UAL) last issued its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. The business had revenue of $17.67 billion during 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%.United Airlines’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Equities analysts forecast that United Airlines Holdings Inc will post 9.91 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP Andrew P. Nocella sold 5,000 shares of the company’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $117.00, for a total value of $585,000.00. Following the sale, the executive vice president owned 214,955 shares of the company’s stock, valued at approximately $25,149,735. This represents a 2.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, President Brett J. Hart sold 30,108 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the sale, the president owned 371,583 shares of the company’s stock, valued at $44,857,499.76. This trade represents a 7.50% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 271,010 shares of company stock valued at $32,317,909. 0.86% of the stock is owned by insiders.

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.