36,990 Shares in United Airlines Holdings Inc $UAL Bought by Thomist Capital Management LP

Posted by Brian Himes on Aug 25th, 2026

Thomist Capital Management LP purchased a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 36,990 shares of the transportation company’s stock, valued at approximately $5,030,000. United Airlines makes up about 1.6% of Thomist Capital Management LP’s portfolio, making the stock its 20th biggest holding.

A number of other large investors have also recently added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID acquired a new stake in United Airlines in the 4th quarter valued at about $25,000. Dunhill Financial LLC acquired a new position in United Airlines during the second quarter worth approximately $25,000. Western Wealth Management LLC acquired a new position in United Airlines during the first quarter worth approximately $27,000. Elevation Wealth Partners LLC raised its stake in United Airlines by 393.0% in the second quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock valued at $29,000 after buying an additional 169 shares during the period. Finally, Trust Co. of Vermont bought a new stake in United Airlines in the second quarter valued at approximately $29,000. Institutional investors and hedge funds own 69.69% of the company’s stock.

Insider Buying and Selling

In related news, EVP Andrew P. Nocella sold 3,000 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $132.30, for a total transaction of $396,900.00. Following the sale, the executive vice president owned 219,955 shares of the company’s stock, valued at $29,100,046.50. This represents a 1.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, President Brett J. Hart sold 30,108 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total value of $3,634,637.76. Following the transaction, the president owned 371,583 shares in the company, valued at approximately $44,857,499.76. This trade represents a 7.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 266,010 shares of company stock worth $31,732,909. 0.86% of the stock is owned by corporate insiders.

United Airlines Trading Up 0.4%

Shares of United Airlines stock opened at $113.57 on Tuesday. The firm has a 50-day moving average of $123.87 and a 200-day moving average of $108.57. The stock has a market cap of $36.86 billion, a PE ratio of 10.62, a PEG ratio of 0.87 and a beta of 1.28. United Airlines Holdings Inc has a 52-week low of $84.64 and a 52-week high of $138.77. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78.

United Airlines (NASDAQ:UAL – Get Free Report) last announced its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The firm had revenue of $17.67 billion for the quarter, compared to analyst estimates of $17.62 billion. During the same quarter in the prior year, the business posted $3.87 EPS. The business’s revenue was up 16.4% compared to the same quarter last year. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, sell-side analysts forecast that United Airlines Holdings Inc will post 10.38 EPS for the current year.

Analyst Ratings Changes

Several research analysts have recently commented on UAL shares. Zacks Research upgraded United Airlines from a “strong sell” rating to a “hold” rating in a research note on Thursday, June 11th. Wells Fargo & Company increased their price target on United Airlines from $130.00 to $165.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. UBS Group raised their price target on United Airlines from $148.00 to $153.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Barclays lifted their price objective on shares of United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Finally, BMO Capital Markets upped their price objective on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a report on Thursday, July 2nd. Sixteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $157.74.

View Our Latest Stock Report on UAL

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.