Sierra Summit Advisors LLC raised its position in United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 42.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 136,961 shares of the transportation company’s stock after buying an additional 40,908 shares during the quarter. United Airlines makes up approximately 2.3% of Sierra Summit Advisors LLC’s holdings, making the stock its 12th largest holding. Sierra Summit Advisors LLC’s holdings in United Airlines were worth $15,315,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Legacy Wealth Managment LLC ID acquired a new stake in shares of United Airlines in the fourth quarter worth about $25,000. JPL Wealth Management LLC acquired a new stake in shares of United Airlines in the third quarter worth about $29,000. Abich Financial Wealth Management LLC acquired a new stake in shares of United Airlines in the third quarter worth about $34,000. BOCHK Asset Management Ltd acquired a new stake in shares of United Airlines in the fourth quarter worth about $34,000. Finally, JFS Wealth Advisors LLC lifted its position in shares of United Airlines by 51.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock worth $36,000 after buying an additional 108 shares during the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.
Insider Buying and Selling at United Airlines
In related news, EVP Andrew P. Nocella sold 7,000 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the transaction, the executive vice president owned 215,345 shares of the company’s stock, valued at approximately $19,421,965.55. The trade was a 3.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.86% of the company’s stock.
United Airlines Price Performance
United Airlines (NASDAQ:UAL – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 earnings per share for the quarter, topping the consensus estimate of $1.08 by $0.11. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The business had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $14.19 billion. During the same quarter in the previous year, the firm earned $0.91 EPS. The firm’s revenue was up 10.5% compared to the same quarter last year. 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. Research analysts anticipate that United Airlines Holdings Inc will post 9.43 EPS for the current year.
Analysts Set New Price Targets
A number of analysts have weighed in on UAL shares. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $136.00 price target on shares of United Airlines in a research report on Tuesday, January 27th. Wall Street Zen raised United Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Jefferies Financial Group reduced their price target on United Airlines from $118.00 to $112.00 and set a “buy” rating for the company in a research report on Monday, April 27th. Citigroup reduced their price target on United Airlines from $155.00 to $132.00 and set a “buy” rating for the company in a research report on Friday, March 20th. Finally, BMO Capital Markets boosted their price target on United Airlines from $110.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $132.18.
Check Out Our Latest Analysis on UAL
Key United Airlines News
Here are the key news stories impacting United Airlines this week:
- Positive Sentiment: United said it expects more than 53 million travelers this summer, about 3 million more than last year, signaling strong demand and supporting revenue growth. United Airlines shares take off on upbeat summer travel forecast
- Positive Sentiment: Travel demand appears to be strengthening around major global events, with United seeing double-digit booking gains tied to the solar eclipse, soccer matches, and concert tours. Summer Travel Takes Off: United Sees Flight Demand Spikes Around the Season’s Biggest Cultural Moments
- Positive Sentiment: Airline shares broadly rallied because falling oil prices should reduce fuel costs, which could improve profitability for UAL and peers. Airline Stocks Rise As Oil Prices Drop: Here’s What You Should Know
- Neutral Sentiment: Broader markets finished higher after Fed minutes and a drop in bond yields, adding a supportive backdrop for cyclical stocks like airlines. Equity Markets Rebound Following Fed Minutes; Yields Tumble
- Negative Sentiment: Some analysts remain cautious, warning that UAL still faces rising costs, weak liquidity, and margin pressure despite the strong travel backdrop. Here’s Why Investors Should Give United Airlines Stock a Miss Now
United Airlines Company 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.
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