SVB Wealth LLC Increases Holdings in United Airlines Holdings Inc $UAL

Posted by Stanley Muller on Jun 23rd, 2026

SVB Wealth LLC raised its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 25.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,491 shares of the transportation company’s stock after purchasing an additional 5,569 shares during the period. SVB Wealth LLC’s holdings in United Airlines were worth $2,531,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Root Financial Partners LLC raised its holdings in shares of United Airlines by 5.3% during the fourth quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company’s stock valued at $206,000 after acquiring an additional 93 shares in the last quarter. JFS Wealth Advisors LLC increased its position in United Airlines by 51.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock valued at $36,000 after purchasing an additional 108 shares during the period. True Wealth Design LLC increased its position in United Airlines by 9.1% during the 4th quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock valued at $151,000 after purchasing an additional 113 shares during the period. Fulton Bank N.A. raised its holdings in United Airlines by 3.2% in the 4th quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company’s stock worth $407,000 after purchasing an additional 114 shares in the last quarter. Finally, AXA S.A. lifted its position in shares of United Airlines by 0.8% in the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock worth $1,231,000 after purchasing an additional 121 shares during the period. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on UAL. Citigroup reaffirmed a “buy” rating on shares of United Airlines in a research note on Monday. Jefferies Financial Group decreased their price target on shares of United Airlines from $118.00 to $112.00 and set a “buy” rating for the company in a research note on Monday, April 27th. TD Cowen upgraded shares of United Airlines from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 18th. Wall Street Zen raised United Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Finally, UBS Group upped their target price on United Airlines from $139.00 to $148.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $135.47.

Get Our Latest Stock Report on UAL

Insider Transactions at United Airlines

In other United Airlines news, EVP Andrew P. Nocella sold 7,000 shares of United Airlines stock in a transaction on Friday, May 1st. The stock was sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the transaction, the executive vice president owned 215,345 shares in the company, valued at approximately $19,421,965.55. The trade was a 3.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kate Gebo sold 5,331 shares of the business’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $105.51, for a total value of $562,473.81. Following the completion of the sale, the executive vice president directly owned 60,393 shares in the company, valued at $6,372,065.43. This trade represents a 8.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 96,381 shares of company stock valued at $10,837,575 in the last ninety days. 0.86% of the stock is currently owned by corporate insiders.

United Airlines Stock Up 0.3%

Shares of United Airlines stock opened at $118.68 on Tuesday. United Airlines Holdings Inc has a 1 year low of $71.55 and a 1 year high of $124.79. The firm has a market cap of $38.52 billion, a price-to-earnings ratio of 10.60, a PEG ratio of 0.94 and a beta of 1.27. The company has a 50-day moving average of $102.05 and a 200 day moving average of $104.22. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.70 and a quick ratio of 0.64.

United Airlines (NASDAQ:UAL – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.08 by $0.11. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The business had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $14.19 billion. During the same quarter in the prior year, the company earned $0.91 earnings per share. The business’s revenue was up 10.5% compared to the same quarter last year. United Airlines has set its FY 2026 guidance at 7.000-11.000 EPS and its Q2 2026 guidance at 1.000-2.000 EPS. As a group, sell-side analysts anticipate that United Airlines Holdings Inc will post 10.01 earnings per share for the current fiscal year.

United Airlines Profile

(Free Report)

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.