Rothschild & Co Redburn Issues Pessimistic Forecast for United Airlines (NASDAQ:UAL) Stock Price

United Airlines (NASDAQ:UAL) had its price objective cut by Rothschild & Co Redburn from $125.00 to $110.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the transportation company’s stock. Rothschild & Co Redburn’s target price would indicate a potential upside of 19.47% from the company’s current price.

A number of other analysts have also recently weighed in on the company. BMO Capital Markets reaffirmed an “outperform” rating and issued a $132.50 price target on shares of United Airlines in a research report on Thursday, January 22nd. Jefferies Financial Group reissued a “buy” rating and set a $148.00 price objective on shares of United Airlines in a report on Thursday, February 19th. Wells Fargo & Company assumed coverage on United Airlines in a research note on Thursday, December 18th. They issued an “overweight” rating and a $145.00 price objective on the stock. The Goldman Sachs Group boosted their target price on United Airlines from $115.00 to $129.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Barclays upped their target price on United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $135.81.

United Airlines Stock Performance

Shares of UAL opened at $92.07 on Thursday. The firm has a market cap of $29.78 billion, a price-to-earnings ratio of 9.01, a price-to-earnings-growth ratio of 0.50 and a beta of 1.25. The company’s fifty day moving average is $110.26 and its 200-day moving average is $104.71. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35. United Airlines has a 12 month low of $52.00 and a 12 month high of $119.21.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.97 by $0.13. The business had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. United Airlines’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.26 EPS. 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. Equities analysts expect that United Airlines will post 12.96 EPS for the current fiscal year.

Insider Buying and Selling at United Airlines

In related news, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the transaction, the president owned 264,638 shares of the company’s stock, valued at approximately $28,170,715.10. The trade was a 6.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.71% of the company’s stock.

Institutional Trading of United Airlines

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its position in shares of United Airlines by 1.0% in the second quarter. Vanguard Group Inc. now owns 37,330,017 shares of the transportation company’s stock valued at $2,972,589,000 after acquiring an additional 368,401 shares during the period. Sanders Capital LLC increased its position in United Airlines by 1.8% during the third quarter. Sanders Capital LLC now owns 14,773,585 shares of the transportation company’s stock worth $1,425,651,000 after acquiring an additional 258,670 shares during the period. State Street Corp raised its position in shares of United Airlines by 4.4% during the second quarter. State Street Corp now owns 11,571,093 shares of the transportation company’s stock valued at $921,406,000 after buying an additional 489,795 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of United Airlines by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 9,012,731 shares of the transportation company’s stock valued at $1,015,218,000 after buying an additional 68,565 shares during the period. Finally, Capital World Investors lifted its stake in shares of United Airlines by 0.3% in the fourth quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after buying an additional 22,464 shares during the period. Institutional investors and hedge funds own 69.69% of the company’s stock.

Key United Airlines News

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

• Positive Sentiment: Analyst/long‑term bull case: a Seeking Alpha piece highlights UAL’s stronger fundamentals, geographic diversification, capacity growth under the United Next strategy and attractive forward P/E — a reminder investors who focus on longer‑term value see opportunity. United Airlines: Rare Quality At A Peer-Group Discount
• Neutral Sentiment: Investor access: United will present at the J.P. Morgan Industrials Conference (Mar 17), giving analysts and investors another forum for management to update guidance and strategy. United Airlines to Present at the J.P. Morgan 2026 Industrials Conference
• Negative Sentiment: Management warning: CEO Scott Kirby said the recent spike in jet‑fuel prices will have a “meaningful” impact on first‑quarter results — a direct earnings risk that investors are repricing. United Airlines CEO: Fuel spike will hit results, but travel demand hasn’t taken ‘even a tiny step back’
• Negative Sentiment: Fuel price shock: multiple reports note U.S. jet fuel prices jumped sharply after Iran‑related strikes and Strait of Hormuz disruptions (OPIS data cited), raising unit costs materially and pressuring margins. United Airlines sees hit to results on fuel cost spike from Iran conflict
• Negative Sentiment: Market reaction / volatility: coverage shows the stock plunged intraday amid the fuel concerns and headlines, and Forbes flags a five‑day slide that erased billions of market value — amplifying short‑term selling pressure. What’s Happening With United Airlines Stock?
• Negative Sentiment: Analyst adjustment: Rothschild & Co Redburn trimmed its price target (from $125 to $110) while keeping a buy rating — a modest downgrade that can reduce near‑term upside perception even if the long view remains constructive. Benzinga

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.