Aware Super Pty Ltd as trustee of Aware Super Takes Position in United Airlines Holdings Inc $UAL

Aware Super Pty Ltd as trustee of Aware Super purchased a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 32,332 shares of the transportation company’s stock, valued at approximately $2,977,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UAL. Norges Bank acquired a new stake in shares of United Airlines in the 4th quarter worth $234,244,000. Holocene Advisors LP acquired a new position in shares of United Airlines during the second quarter worth about $84,753,000. AQR Capital Management LLC raised its holdings in United Airlines by 56.8% during the fourth quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock worth $325,549,000 after purchasing an additional 1,060,371 shares in the last quarter. Nuveen LLC raised its holdings in United Airlines by 90.5% during the fourth quarter. Nuveen LLC now owns 1,528,242 shares of the transportation company’s stock worth $170,888,000 after purchasing an additional 726,022 shares in the last quarter. Finally, Freestone Grove Partners LP lifted its position in United Airlines by 1,282.2% in the third quarter. Freestone Grove Partners LP now owns 776,783 shares of the transportation company’s stock valued at $74,960,000 after purchasing an additional 720,583 shares during the period. 69.69% of the stock is currently owned by hedge funds and other institutional investors.

United Airlines Price Performance

Shares of NASDAQ UAL opened at $115.41 on Friday. The company has a quick ratio of 0.64, a current ratio of 0.78 and a debt-to-equity ratio of 1.45. The firm has a market cap of $37.46 billion, a PE ratio of 10.80, a price-to-earnings-growth ratio of 0.89 and a beta of 1.25. United Airlines Holdings Inc has a fifty-two week low of $82.42 and a fifty-two week high of $138.77. The business has a 50 day moving average price of $114.62 and a two-hundred day moving average price of $106.66.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.88 by $0.11. The company had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The company’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Sell-side analysts expect that United Airlines Holdings Inc will post 10.32 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have issued reports on UAL. Zacks Research upgraded United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Bank of America increased their price objective on United Airlines from $145.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. BMO Capital Markets lifted their price target on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. TD Cowen upped their price target on United Airlines from $150.00 to $176.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Finally, UBS Group raised their price objective on 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 issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $154.26.

Key Stories Impacting United Airlines

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

• Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
• Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
• Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
• Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
• Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
• Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title

Insider Transactions at United Airlines

In other United Airlines news, EVP Kate Gebo sold 34,669 shares of United Airlines stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $105.41, for a total transaction of $3,654,459.29. Following the sale, the executive vice president directly owned 67,707 shares of the company’s stock, valued at approximately $7,136,994.87. The trade was a 33.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO J Scott Kirby sold 48,303 shares of United Airlines stock in a transaction on Monday, June 15th. The shares were sold at an average price of $121.30, for a total value of $5,859,153.90. Following the completion of the transaction, the chief executive officer owned 798,929 shares of the company’s stock, valued at approximately $96,910,087.70. The trade was a 5.70% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 96,381 shares of company stock valued at $10,837,575. 0.86% of the stock is owned by insiders.

United Airlines 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.