Capital World Investors Raises Holdings in United Airlines Holdings Inc $UAL

Capital World Investors lifted its position in United Airlines Holdings Inc (NASDAQ:UAL) by 0.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,265,530 shares of the transportation company’s stock after purchasing an additional 22,464 shares during the quarter. Capital World Investors’ holdings in United Airlines were worth $812,428,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UAL. CWM LLC raised its stake in shares of United Airlines by 61.0% in the fourth quarter. CWM LLC now owns 84,286 shares of the transportation company’s stock valued at $9,425,000 after acquiring an additional 31,921 shares during the period. Russell Investments Group Ltd. boosted its stake in shares of United Airlines by 6.3% during the 3rd quarter. Russell Investments Group Ltd. now owns 909,263 shares of the transportation company’s stock worth $87,804,000 after purchasing an additional 53,541 shares during the period. GSA Capital Partners LLP grew its holdings in United Airlines by 830.7% during the 3rd quarter. GSA Capital Partners LLP now owns 36,679 shares of the transportation company’s stock valued at $3,540,000 after purchasing an additional 32,738 shares during the last quarter. Wealthfront Advisers LLC lifted its stake in shares of United Airlines by 9.2% during the 3rd quarter. Wealthfront Advisers LLC now owns 107,796 shares of the transportation company’s stock worth $10,402,000 after acquiring an additional 9,039 shares during the last quarter. Finally, Holocene Advisors LP increased its stake in United Airlines by 40.1% in the 3rd quarter. Holocene Advisors LP now owns 1,491,352 shares of the transportation company’s stock worth $143,915,000 after buying an additional 427,012 shares during the period. 69.69% of the stock is owned by institutional investors.

Insider Transactions at United Airlines

In related news, EVP Andrew P. Nocella sold 7,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total value of $631,330.00. Following the transaction, the executive vice president owned 215,345 shares in the company, valued at approximately $19,421,965.55. This represents a 3.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kate Gebo sold 5,331 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $105.51, for a total transaction of $562,473.81. Following the completion of the sale, the executive vice president owned 60,393 shares in the company, valued at $6,372,065.43. The trade was a 8.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 47,000 shares of company stock valued at $4,848,263. 0.86% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Wells Fargo & Company lowered their target price on United Airlines from $145.00 to $130.00 and set an “overweight” rating for the company in a report on Monday, March 16th. Citigroup reduced their price target on United Airlines from $155.00 to $132.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Susquehanna set a $135.00 price objective on United Airlines in a research report on Thursday, April 23rd. TD Cowen raised United Airlines from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 18th. Finally, Zacks Research downgraded United Airlines from a “hold” rating to a “strong sell” rating in a report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $134.59.

United Airlines Stock Performance

NASDAQ UAL opened at $105.73 on Monday. United Airlines Holdings Inc has a 12-month low of $71.55 and a 12-month high of $119.21. The company has a fifty day simple moving average of $97.18 and a two-hundred day simple moving average of $102.92. The company has a current ratio of 0.70, a quick ratio of 0.64 and a debt-to-equity ratio of 1.38. The stock has a market cap of $34.32 billion, a P/E ratio of 9.44, a P/E/G ratio of 0.88 and a beta of 1.27.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.08 by $0.11. The firm had revenue of $14.61 billion for the quarter, compared to analyst estimates of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.91 earnings per share. 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. On average, analysts forecast that United Airlines Holdings Inc will post 9.63 earnings per share for the current year.

United Airlines 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.