United Airlines (NASDAQ:UAL) Price Target Raised to $203.00

United Airlines (NASDAQ:UAL) had its price target increased by JPMorgan Chase & Co. from $156.00 to $203.00 in a report issued on Friday,Benzinga reports. The firm currently has an overweight rating on the transportation company’s stock.

Other equities research analysts have also issued research reports about the stock. Zacks Research raised shares of United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Barclays lifted their target price on shares of United Airlines from $150.00 to $175.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Wells Fargo & Company upped their price target on shares of United Airlines from $130.00 to $165.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. Morgan Stanley increased their price target on United Airlines from $185.00 to $190.00 and gave the company an “overweight” rating in a report on Thursday. Finally, UBS Group raised their price objective on United Airlines from $148.00 to $153.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Sixteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $156.79.

United Airlines Stock Performance

United Airlines stock opened at $115.41 on Friday. The company has a market cap of $37.46 billion, a price-to-earnings ratio of 10.80, a price-to-earnings-growth ratio of 0.88 and a beta of 1.25. United Airlines has a 12 month low of $82.42 and a 12 month high of $138.77. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.72. The stock’s 50-day moving average is $114.62 and its 200-day moving average is $106.62.

United Airlines (NASDAQ:UAL) last posted 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 during the quarter, compared to the consensus estimate of $17.62 billion. During the same quarter in the prior year, the company earned $3.87 EPS. The company’s revenue was up 16.4% on a year-over-year basis. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Equities analysts anticipate that United Airlines will post 10.13 earnings per share for the current year.

Insider Buying and Selling at United Airlines

In other news, CEO J Scott Kirby sold 1,078 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $120.74, for a total value of $130,157.72. Following the completion of the transaction, the chief executive officer directly owned 797,851 shares in the company, valued at approximately $96,332,529.74. This represents a 0.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kate Gebo sold 5,331 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total transaction of $562,473.81. Following the completion of the transaction, the executive vice president owned 60,393 shares of the company’s stock, 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 sold 96,381 shares of company stock valued at $10,837,575 over the last 90 days. 0.86% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On United Airlines

Several hedge funds and other institutional investors have recently added to or reduced their stakes in UAL. Bison Wealth LLC purchased a new stake in shares of United Airlines during the fourth quarter worth about $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in United Airlines by 24.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after purchasing an additional 7,713 shares during the last quarter. Focus Partners Wealth grew its stake in United Airlines by 92.7% during the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after purchasing an additional 5,939 shares in the last quarter. First Trust Advisors LP grew its stake in United Airlines by 23.5% during the 2nd quarter. First Trust Advisors LP now owns 292,580 shares of the transportation company’s stock valued at $23,298,000 after purchasing an additional 55,728 shares in the last quarter. Finally, Cresset Asset Management LLC increased its holdings in United Airlines by 73.5% during the 2nd quarter. Cresset Asset Management LLC now owns 9,410 shares of the transportation company’s stock worth $749,000 after purchasing an additional 3,987 shares during the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

United Airlines News Roundup

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

• Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
• Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
• Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
• Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
• Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
• Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title

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.