United Airlines (NASDAQ:UAL – Free Report) had its price objective lowered by TD Cowen from $205.00 to $192.00 in a research report report published on Monday morning,Benzinga reports. The brokerage currently has a buy rating on the transportation company’s stock.
A number of other research analysts have also recently commented on the company. Susquehanna cut their target price on United Airlines from $172.00 to $165.00 and set a “positive” rating on the stock in a research note on Friday, July 17th. Wall Street Zen lowered United Airlines from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. The Goldman Sachs Group boosted their price objective on United Airlines from $131.00 to $162.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Zacks Research raised United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Finally, Citigroup increased their target price on United Airlines from $132.00 to $171.00 and gave the stock a “buy” rating in a research note on Monday, June 22nd. Sixteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $157.74.
Check Out Our Latest Stock Analysis on United Airlines
United Airlines Price Performance
United Airlines (NASDAQ:UAL – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, beating the consensus estimate of $1.88 by $0.11. The company had revenue of $17.67 billion for 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 firm’s 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. As a group, equities research analysts forecast that United Airlines will post 10.12 EPS for the current year.
Insider Activity at United Airlines
In related news, EVP Torbjorn J. Enqvist sold 20,000 shares of the stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $119.91, for a total value of $2,398,200.00. Following the transaction, the executive vice president owned 114,800 shares of the company’s stock, valued at $13,765,668. This represents a 14.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Andrew P. Nocella sold 4,200 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $120.48, for a total value of $506,016.00. Following the completion of the transaction, the executive vice president directly owned 222,955 shares in the company, valued at approximately $26,861,618.40. This trade represents a 1.85% 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. In the last three months, insiders sold 266,010 shares of company stock valued at $31,732,909. 0.86% of the stock is owned by insiders.
Institutional Investors Weigh In On United Airlines
Several hedge funds have recently made changes to their positions in UAL. Bison Wealth LLC purchased a new stake in United Airlines in the fourth quarter worth about $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in United Airlines by 24.0% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after purchasing an additional 7,713 shares during the period. Focus Partners Wealth increased its position in United Airlines by 92.7% during the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after purchasing an additional 5,939 shares during the period. First Trust Advisors LP raised its holdings in shares of United Airlines by 23.5% in the 2nd quarter. First Trust Advisors LP now owns 292,580 shares of the transportation company’s stock valued at $23,298,000 after purchasing an additional 55,728 shares in the last quarter. Finally, Cresset Asset Management LLC raised its holdings in shares of United Airlines by 73.5% in the 2nd quarter. Cresset Asset Management LLC now owns 9,410 shares of the transportation company’s stock valued at $749,000 after purchasing an additional 3,987 shares in the last quarter. 69.69% of the stock is currently owned by hedge funds and other institutional investors.
United Airlines News Summary
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: United announced the largest international expansion in its history, adding 10 destinations and three routes across Europe and Asia to its 2027 schedule. The expansion targets strong premium and leisure demand, including routes to smaller markets such as Marseille, Sardinia, Luxembourg and Ibiza, as well as Okinawa, Japan. United Airlines 2027 international routes
- Positive Sentiment: The carrier expects sufficient Airbus A321XLR deliveries to support the expansion. The aircraft’s long range and smaller capacity should allow United to serve thinner international markets while limiting the cost and risk of deploying larger aircraft. United A321XLR deliveries
- Positive Sentiment: Management cited resilient overseas travel demand and confidence in the U.S. economy. A successful rollout could strengthen United’s premium international revenue engine and improve its competitive position against Delta Air Lines and American Airlines. United expands competition for travelers
- Neutral Sentiment: Short-interest data showed no meaningful reported short position, but the figures appear inconsistent and provide little useful signal for UAL investors.
- Negative Sentiment: TD Cowen lowered its expectations for United’s stock price, potentially encouraging investors to lock in gains following the expansion-related rally. TD Cowen lowers United expectations
- Negative Sentiment: The 2027 growth plan will require additional aircraft, staffing and marketing spending, while higher oil prices could pressure margins. Investors may also be concerned that adding capacity could intensify competition or fail to generate sufficient yields.
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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