Strs Ohio Purchases 33,814 Shares of United Airlines Holdings Inc $UAL

Strs Ohio grew its position in United Airlines Holdings Inc (NASDAQ:UAL) by 15.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 251,597 shares of the transportation company’s stock after acquiring an additional 33,814 shares during the quarter. Strs Ohio’s holdings in United Airlines were worth $28,134,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. JFS Wealth Advisors LLC boosted its holdings in shares of United Airlines by 51.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock valued at $36,000 after buying an additional 108 shares in the last quarter. True Wealth Design LLC boosted its holdings in shares of United Airlines by 9.1% in the 4th quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock valued at $151,000 after buying an additional 113 shares in the last quarter. Murphy & Mullick Capital Management Corp boosted its holdings in shares of United Airlines by 20.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock valued at $63,000 after buying an additional 114 shares in the last quarter. Fulton Bank N.A. boosted its holdings in shares of United Airlines by 3.2% in the 4th quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company’s stock valued at $407,000 after buying an additional 114 shares in the last quarter. Finally, AXA S.A. boosted its holdings 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 valued at $1,231,000 after buying an additional 121 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors.

United Airlines Stock Up 2.8%

UAL stock opened at $92.50 on Friday. The firm has a 50 day moving average of $95.54 and a 200 day moving average of $102.13. The stock has a market capitalization of $30.02 billion, a PE ratio of 8.26, a price-to-earnings-growth ratio of 0.79 and a beta of 1.20. The company has a quick ratio of 0.64, a current ratio of 0.70 and a debt-to-equity ratio of 1.38. United Airlines Holdings Inc has a 52 week low of $71.24 and a 52 week high of $119.21.

United Airlines (NASDAQ:UAL) last released its earnings results on Tuesday, April 21st. The transportation company reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.11. The company had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. United Airlines’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period last year, the business earned $0.91 EPS. 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. Sell-side analysts forecast that United Airlines Holdings Inc will post 9.37 earnings per share for the current year.

Insider Buying and Selling

In related news, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the completion of the sale, the president directly owned 264,638 shares in the company, 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 link. 0.86% of the stock is owned by company insiders.

Key Stories Impacting United Airlines

Here are the key news stories impacting United Airlines this week:

• Positive Sentiment: United is publicly offering support to Spirit Airlines customers and employees, positioning itself to capture displaced passenger demand and generate incremental revenue while gaining goodwill. United Offers Support for Spirit Airlines Customers and Employees
• Positive Sentiment: Spirit’s abrupt shutdown has left many travelers scrambling — a near-term demand shock that legacy carriers like United can monetize through rebookings and additional flights, supporting ticket revenue and load factors. ‘I Was Devastated.’ Spirit Passengers Rush to Find New Flights
• Positive Sentiment: United is expanding customer value via partnerships and content: a new inflight Peacock channel improves onboard experience (loyalty/ancillary benefit) and a Lyft integration lets customers pay rideshares with miles — both support engagement and non-ticket revenue. Peacock Takes Flight: United Launches New Inflight Entertainment Channel Lyft and United partner on rideshare-with-miles
• Positive Sentiment: Recent analyst commentary and market pieces point to continued investor interest after UAL’s upbeat earnings/outlook and attractive valuation (low P/E vs. history), which supports demand for the shares. These narratives likely underpin today’s upside. Watch These United Airlines Price Levels as Stock Soars After Upbeat Earnings, Outlook
• Neutral Sentiment: Retail/bullish write-ups (InsiderMonkey/Yahoo summaries of Reddit thesis and stock-pick lists) highlight UAL’s low forward P/E and contrarian appeal; useful for sentiment but less likely to move institutional flows immediately. Is United Airlines Holdings, Inc. (UAL) A Good Stock To Buy Now?
• Neutral Sentiment: Analyst modeled fair-value estimates moved only marginally after updated fuel views and company guidance (≈0.3% change), implying consensus expectations haven’t materially shifted. This suggests mixed offsetting forces: stronger revenue vs. higher costs. How The United Airlines (UAL) Investment Narrative Is Shifting With Fuel Costs And Guidance
• Negative Sentiment: Rising jet-fuel and oil prices are a clear near-term headwind: summer jet fuel is tracking roughly $4.10–$4.30/gal and WTI is near $100/bbl, which pressures margins and could erode the benefit of higher fares if fuel hedges are insufficient. This is the primary downside risk for UAL heading into Q2. Airline Stocks Heading Into Summer 2026: Pricing Power vs Cost Pressure

Wall Street Analysts Forecast Growth

UAL has been the topic of a number of recent analyst reports. Wells Fargo & Company lowered their price target on shares of United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a report on Monday, March 16th. Wall Street Zen upgraded shares of United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Susquehanna set a $135.00 price target on shares of United Airlines in a report on Thursday, April 23rd. Barclays raised their price target on shares of United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $136.00 price target on shares of United Airlines in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $132.18.

About United Airlines

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.