United Airlines Holdings Inc $UAL Shares Sold by Todd Asset Management LLC

Todd Asset Management LLC cut its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 23.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 294,834 shares of the transportation company’s stock after selling 88,317 shares during the period. Todd Asset Management LLC’s holdings in United Airlines were worth $28,451,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Apella Capital LLC increased its holdings in shares of United Airlines by 0.3% in the 3rd quarter. Apella Capital LLC now owns 36,617 shares of the transportation company’s stock worth $3,595,000 after acquiring an additional 108 shares during the period. Murphy & Mullick Capital Management Corp grew its position in United Airlines by 20.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock worth $63,000 after purchasing an additional 114 shares during the last quarter. Pinnacle Associates Ltd. increased its stake in shares of United Airlines by 1.1% in the second quarter. Pinnacle Associates Ltd. now owns 10,286 shares of the transportation company’s stock valued at $819,000 after purchasing an additional 116 shares during the period. AXA S.A. raised its stake in United Airlines by 0.8% during the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock valued at $1,231,000 after acquiring an additional 121 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. boosted its position in United Airlines by 4.7% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 2,927 shares of the transportation company’s stock worth $282,000 after acquiring an additional 132 shares during the period. 69.69% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on UAL shares. Wall Street Zen raised shares of United Airlines from a “hold” rating to a “buy” rating in a research note on Saturday. Loop Capital set a $110.00 target price on United Airlines in a research report on Tuesday, October 21st. BMO Capital Markets reissued an “outperform” rating and issued a $132.50 price target on shares of United Airlines in a research note on Thursday, January 22nd. The Goldman Sachs Group upped their price objective on shares of United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a report on Wednesday, January 21st. Fifteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, United Airlines has a consensus rating of “Moderate Buy” and an average price target of $135.97.

United Airlines Stock Performance

Shares of UAL opened at $109.31 on Monday. The company has a market capitalization of $35.35 billion, a PE ratio of 10.70, a PEG ratio of 0.58 and a beta of 1.30. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65. The company’s 50 day moving average price is $111.27 and its 200 day moving average price is $103.30. United Airlines Holdings Inc has a 52 week low of $52.00 and a 52 week high of $119.21.

United Airlines (NASDAQ:UAL) last issued its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The company had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. During the same quarter last year, the business posted $3.26 EPS. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. Research analysts expect that United Airlines Holdings Inc will post 12.96 EPS for the current fiscal year.

Insider Transactions at United Airlines

In other news, President Brett J. Hart sold 19,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the sale, the president directly owned 264,638 shares of the company’s stock, valued at $28,170,715.10. This trade represents a 6.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO J Scott Kirby sold 120,000 shares of United Airlines stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $107.86, for a total value of $12,943,200.00. Following the sale, the chief executive officer owned 666,535 shares of the company’s stock, valued at approximately $71,892,465.10. This represents a 15.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.63% of the company’s stock.

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.