SEB Asset Management AB acquired a new stake in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 313,731 shares of the transportation company’s stock, valued at approximately $28,885,000.
Other large investors have also recently bought and sold shares of the company. CWM LLC lifted its holdings in United Airlines by 61.0% during the fourth quarter. CWM LLC now owns 84,286 shares of the transportation company’s stock worth $9,425,000 after acquiring an additional 31,921 shares in the last quarter. AE Wealth Management LLC increased its holdings in shares of United Airlines by 441.5% in the fourth quarter. AE Wealth Management LLC now owns 19,089 shares of the transportation company’s stock worth $2,134,000 after acquiring an additional 15,564 shares in the last quarter. Caprock Group LLC increased its holdings in shares of United Airlines by 49.4% in the fourth quarter. Caprock Group LLC now owns 39,921 shares of the transportation company’s stock worth $4,464,000 after acquiring an additional 13,205 shares in the last quarter. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of United Airlines during the fourth quarter worth about $1,872,000. Finally, Phoenix Financial Ltd. raised its position in shares of United Airlines by 129.6% during the fourth quarter. Phoenix Financial Ltd. now owns 23,183 shares of the transportation company’s stock worth $2,592,000 after purchasing an additional 13,085 shares during the period. Institutional investors own 69.69% of the company’s stock.
Analyst Upgrades and Downgrades
Several brokerages recently issued reports on UAL. Citigroup boosted their price objective on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research report on Monday, June 22nd. Susquehanna dropped their target price on shares of United Airlines from $172.00 to $165.00 and set a “positive” rating on the stock in a report on Friday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $155.00 price target on shares of United Airlines in a research note on Sunday. 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 report on Thursday. Finally, The Goldman Sachs Group increased their price objective on shares of United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Sixteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $156.79.
Insider Buying and Selling at United Airlines
In other news, EVP Kate Gebo sold 5,331 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total transaction of $562,473.81. Following the completion of the transaction, the executive vice president directly owned 60,393 shares of the company’s stock, valued at $6,372,065.43. This trade represents a 8.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Andrew P. Nocella sold 7,000 shares of United Airlines stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the sale, the executive vice president owned 215,345 shares in the company, valued at $19,421,965.55. This trade represents a 3.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 96,381 shares of company stock worth $10,837,575. Corporate insiders own 0.86% of the company’s stock.
United Airlines News Summary
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
United Airlines Stock Performance
Shares of United Airlines stock opened at $115.41 on Monday. The firm has a market cap of $37.46 billion, a price-to-earnings ratio of 10.80, a price-to-earnings-growth ratio of 0.88 and a beta of 1.25. The stock’s 50-day moving average is $114.62 and its 200-day moving average is $106.62. United Airlines Holdings Inc has a one year low of $82.42 and a one year high of $138.77. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.72.
United Airlines (NASDAQ:UAL – Get Free Report) last posted its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 19.05% and a net margin of 5.56%.United Airlines’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Equities analysts predict that United Airlines Holdings Inc will post 10.13 earnings per share for the current fiscal year.
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.
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