United Airlines Holdings Inc (NASDAQ:UAL) Receives $156.79 Consensus PT from Brokerages

Shares of United Airlines Holdings Inc (NASDAQ:UAL) have been given an average rating of “Moderate Buy” by the eighteen research firms that are currently covering the firm, MarketBeat Ratings reports. Two analysts have rated the stock with a hold rating and sixteen have given a buy rating to the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $155.9118.

Several brokerages have recently weighed in on UAL. BMO Capital Markets lifted their target price on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. Morgan Stanley raised their price target on shares of United Airlines from $185.00 to $190.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Citigroup lifted their price objective on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a report on Monday, June 22nd. TD Cowen lowered their price objective on United Airlines from $205.00 to $192.00 and set a “buy” rating on the stock in a research note on Monday, August 24th. Finally, Wells Fargo & Company increased their target price on United Airlines from $130.00 to $165.00 and gave the stock an “overweight” rating in a report on Tuesday, June 30th.

United Airlines Stock Performance

UAL opened at $107.64 on Friday. The stock has a market cap of $34.94 billion, a PE ratio of 10.07, a P/E/G ratio of 0.86 and a beta of 1.27. The company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45. United Airlines has a 1 year low of $84.64 and a 1 year high of $138.77. The stock’s 50 day simple moving average is $117.22 and its 200-day simple moving average is $108.25.

United Airlines (NASDAQ:UAL) last issued its earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, topping the consensus estimate of $1.88 by $0.11. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The firm had revenue of $17.67 billion during the quarter, compared to analysts’ expectations of $17.62 billion. During the same period last year, the business earned $3.87 earnings per share. United Airlines’s quarterly 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. Sell-side analysts forecast that United Airlines will post 9.91 EPS for the current year.

Insider Buying and Selling

In other United Airlines news, EVP Torbjorn J. Enqvist sold 20,000 shares of United Airlines stock in a transaction on Friday, July 24th. The stock was sold at an average price of $119.91, for a total transaction of $2,398,200.00. Following the completion of the transaction, the executive vice president directly owned 114,800 shares of the company’s stock, valued at approximately $13,765,668. This trade represents a 14.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO J. Kirby sold 159,321 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $118.05, for a total transaction of $18,807,844.05. Following the completion of the sale, the chief executive officer owned 797,851 shares in the company, valued at $94,186,310.55. This represents a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 221,629 shares of company stock valued at $26,328,598. 0.86% of the stock is currently owned by insiders.

Institutional Investors Weigh In On United Airlines

A number of hedge funds have recently made changes to their positions in the company. Junto Capital Management LP acquired a new position in United Airlines in the second quarter valued at about $37,460,000. Sequoia Financial Advisors LLC increased its holdings in shares of United Airlines by 26.2% during the second quarter. Sequoia Financial Advisors LLC now owns 23,613 shares of the transportation company’s stock worth $3,211,000 after buying an additional 4,903 shares in the last quarter. IPG Investment Advisors LLC increased its holdings in shares of United Airlines by 14.7% during the second quarter. IPG Investment Advisors LLC now owns 3,900 shares of the transportation company’s stock worth $530,000 after buying an additional 500 shares in the last quarter. National Pension Service raised its stake in shares of United Airlines by 45.0% in the second quarter. National Pension Service now owns 43,781 shares of the transportation company’s stock valued at $5,954,000 after acquiring an additional 13,585 shares during the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC bought a new position in shares of United Airlines in the second quarter valued at approximately $233,000. Institutional investors and hedge funds own 69.69% of the company’s stock.

Key Stories Impacting United Airlines

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

• Positive Sentiment: United’s second-quarter performance is supporting the bullish case: revenue rose roughly 16%, the company remained profitable despite an estimated $2.3 billion fuel-cost shock, and premium and business demand remained strong. Management’s longer-term targets include 2%–3% adjusted CASM-ex growth in 2027, double-digit pretax margins, 50% free-cash-flow conversion and net debt below two times EBITDA. United Airlines Is Delivering Despite Higher Fuel Costs
• Positive Sentiment: Analysts continue to view UAL as attractively valued after strong second-quarter results and raised guidance. Its relatively low earnings multiple and price below consensus targets could provide upside if fuel prices stabilize and earnings estimates hold. 2 Cheap for a Reason Airline Stocks
• Positive Sentiment: United extended its sustainable aviation fuel supply agreement with Neste, reinforcing its emissions-reduction strategy and potentially improving access to lower-carbon fuel over time. United Airlines Extends Sustainable Aviation Fuel Supply Agreement With Neste
• Neutral Sentiment: Although UAL gained in the latest session, it underperformed competing airlines, indicating that investors remain cautious about the industry’s cost outlook. United Airlines Stock Underperforms Thursday
• Negative Sentiment: Soaring jet-fuel prices linked to geopolitical conflicts are pressuring margins. United executives warned that sustained costs could lead to higher fares and more canceled flights, while carriers consider reducing schedules to protect profitability. United Executive Signals Higher Fares and More Canceled Flights

United Airlines Company Profile

United Airlines Holdings, Inc (NASDAQ: UAL) is the parent company of United Airlines, Inc, a major U.S. airline headquartered in Chicago, Illinois. United provides scheduled air transportation for passengers and cargo, serving destinations across the United States and connecting North America with international markets throughout Latin America, Europe, Asia, Africa and the Middle East.

The company operates a broad network through hubs including Chicago, Denver, Houston, Los Angeles, Newark, San Francisco and Washington, DC Its services include economy, premium-economy and business-class travel, as well as air cargo transportation.