TD Cowen Cuts United Airlines (NASDAQ:UAL) Price Target to $167.00

United Airlines (NASDAQ:UAL) had its price target cut by TD Cowen from $192.00 to $167.00 in a research note released on Friday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Several other analysts have also recently weighed in on UAL. Susquehanna cut their price target on shares of United Airlines from $172.00 to $165.00 and set a “positive” rating on the stock in a report on Friday, July 17th. Sanford C. Bernstein upped their price objective on shares of United Airlines from $136.00 to $153.00 and gave the stock an “outperform” rating in a report on Wednesday, July 1st. JPMorgan Chase & Co. raised their target price on shares of United Airlines from $156.00 to $203.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research note on Friday, July 17th. Finally, Zacks Research cut shares of United Airlines from a “hold” rating to a “strong sell” rating in a research report on Monday, September 28th. Fifteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $157.62.

United Airlines Stock Performance

NASDAQ UAL opened at $112.51 on Friday. United Airlines has a fifty-two week low of $84.64 and a fifty-two week high of $138.77. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. The stock has a 50 day simple moving average of $115.72 and a two-hundred day simple moving average of $109.66. The stock has a market cap of $36.52 billion, a P/E ratio of 10.52, a price-to-earnings-growth ratio of 0.93 and a beta of 1.30.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. The firm had revenue of $17.67 billion for the quarter, compared to analyst estimates of $17.62 billion. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The business’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period last year, the company earned $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, analysts forecast that United Airlines will post 9.66 earnings per share for the current year.

Insider Transactions at United Airlines

In other United Airlines news, EVP Andrew P. Nocella sold 5,000 shares of the firm’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $117.00, for a total transaction of $585,000.00. Following the completion of the transaction, the executive vice president owned 214,955 shares of the company’s stock, valued at approximately $25,149,735. This trade represents a 2.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Torbjorn J. Enqvist sold 20,000 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $119.91, for a total transaction of $2,398,200.00. Following the sale, the executive vice president owned 114,800 shares in the company, valued at approximately $13,765,668. This trade represents a 14.84% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 221,629 shares of company stock valued at $26,328,598 in the last three months. Company insiders own 0.86% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Primecap Management Co. CA bought a new stake in United Airlines during the second quarter worth about $2,238,617,000. State Street Corp increased its stake in shares of United Airlines by 1.4% during the second quarter. State Street Corp now owns 11,788,111 shares of the transportation company’s stock valued at $1,603,065,000 after purchasing an additional 162,283 shares in the last quarter. Capital World Investors increased its stake in shares of United Airlines by 0.3% during the fourth quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after purchasing an additional 22,464 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of United Airlines by 3.5% during the first quarter. Dimensional Fund Advisors LP now owns 5,664,538 shares of the transportation company’s stock valued at $521,330,000 after purchasing an additional 190,017 shares during the last quarter. Finally, Senator Investment Group LP lifted its holdings in shares of United Airlines by 1.1% during the fourth quarter. Senator Investment Group LP now owns 3,128,629 shares of the transportation company’s stock valued at $349,843,000 after purchasing an additional 33,986 shares during the last quarter. 69.69% of the stock is currently owned by institutional investors.

Key United Airlines News

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

• Positive Sentiment: Analyst support remains favorable. Wells Fargo maintained its “Buy” rating, while TD Cowen also kept a “Buy” recommendation. Although TD Cowen lowered its price target from $192 to $167, the revised target still implies substantial upside from current levels. Wells Fargo Keeps Their Buy Rating on United Airlines Holdings
• Positive Sentiment: United is targeting high-value frequent flyers from Delta Air Lines and American Airlines. Its status-match campaign requires matched customers to spend $1,500 to $7,000 on eligible United flights within 90 days. If successful, the effort could increase premium-cabin revenue, customer loyalty and corporate travel share. Faster onboard internet is a central selling point. United Airlines goes after top frequent flyers
• Positive Sentiment: The A321XLR fleet could improve United’s long-term efficiency. The aircraft’s range and GTF engine configuration may support more efficient international and thinner long-haul routes, potentially strengthening United’s cost and network strategy over time. United’s A321XLR GTF Advantage Fleet
• Neutral Sentiment: Upcoming earnings remain a key catalyst. Analysts see both pressure points and reasons for measured optimism, while investors will focus on demand, margins, capacity discipline and guidance in the next report. What to Expect From United Airlines’ Next Earnings Report
• Negative Sentiment: The Boeing 737 MAX software issue adds a fleet-management risk. United said its active MAX aircraft do not use the affected landing-navigation software, limiting immediate disruption, but it is seeking alternative software for incoming deliveries while Boeing and the FAA address the problem. What United Is Doing About the 737 MAX Software Glitch
• Negative Sentiment: The TD Cowen target reduction signals more cautious valuation expectations. Despite retaining a Buy rating, the lower target suggests analysts see less near-term upside than previously expected, potentially tempering the positive impact of the loyalty campaign.

United Airlines Company Profile

United Airlines Holdings, Inc is the parent company of United Airlines, a major U.S. commercial airline. Through its mainline operations and regional partners, United provides scheduled passenger air transportation and air cargo services to destinations across the United States and international markets.

United operates an extensive global network serving North America, Latin America, Europe, Asia, Africa and the Middle East. Its principal hubs include Chicago, Denver, Houston, Los Angeles, Newark, San Francisco and Washington, DC The airline offers multiple classes of service, including United Polaris business class, United First, United Premium Plus, Economy Plus and standard economy.

United traces its history to 1926 and has grown through the consolidation of several aviation businesses.