United Airlines Holdings Inc $UAL Shares Purchased by MUFG Securities EMEA plc

MUFG Securities EMEA plc lifted its holdings in United Airlines Holdings Inc (NASDAQ:UAL) by 114.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,287 shares of the transportation company’s stock after purchasing an additional 7,091 shares during the period. MUFG Securities EMEA plc’s holdings in United Airlines were worth $1,486,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. JFS Wealth Advisors LLC grew its holdings 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 valued at $36,000 after purchasing an additional 108 shares in the last quarter. True Wealth Design LLC grew its holdings in shares of United Airlines by 9.1% in the fourth quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock valued at $151,000 after purchasing an additional 113 shares in the last quarter. Murphy & Mullick Capital Management Corp grew its holdings in shares of United Airlines by 20.5% in the third quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock valued at $63,000 after purchasing an additional 114 shares in the last quarter. Fulton Bank N.A. grew its holdings in shares of United Airlines by 3.2% in the fourth quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company’s stock valued at $407,000 after purchasing an additional 114 shares in the last quarter. Finally, AXA S.A. grew its holdings in United Airlines by 0.8% during the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock worth $1,231,000 after acquiring an additional 121 shares in the last quarter. Institutional investors and hedge funds own 69.69% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Jefferies Financial Group lowered their price target on shares of United Airlines from $118.00 to $112.00 and set a “buy” rating for the company in a report on Monday, April 27th. Morgan Stanley boosted their price target on shares of United Airlines from $150.00 to $182.00 and gave the stock an “overweight” rating in a report on Monday. Susquehanna set a $135.00 price target on shares of United Airlines in a report on Thursday, April 23rd. Rothschild & Co Redburn lowered their price target on shares of United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Finally, TD Cowen upgraded shares of United Airlines from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $134.59.

United Airlines Trading Down 2.6%

NASDAQ UAL opened at $108.82 on Wednesday. The company has a quick ratio of 0.64, a current ratio of 0.70 and a debt-to-equity ratio of 1.38. United Airlines Holdings Inc has a 52 week low of $71.55 and a 52 week high of $119.21. The stock has a market capitalization of $35.32 billion, a PE ratio of 9.72, a price-to-earnings-growth ratio of 0.93 and a beta of 1.27. The firm has a 50 day moving average of $96.10 and a two-hundred day moving average of $102.62.

United Airlines (NASDAQ:UAL) last issued 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. The business had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The company’s revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.91 EPS. 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. As a group, research analysts expect that United Airlines Holdings Inc will post 9.63 EPS for the current fiscal year.

Insider Activity at United Airlines

In other news, EVP Andrew P. Nocella sold 7,000 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the sale, the executive vice president owned 215,345 shares in the company, valued at approximately $19,421,965.55. The trade was 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 business’s stock in a transaction that occurred 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 sale, the executive vice president owned 60,393 shares of the company’s stock, valued at $6,372,065.43. This represents a 8.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 47,000 shares of company stock valued at $4,848,263 in the last 90 days. Insiders own 0.86% of the company’s stock.

United Airlines News Summary

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

• Positive Sentiment: United announced a new nonstop St. Croix-to-Newark/New York route, making it the only airline serving the New York City area from St. Croix. The expansion adds another Caribbean destination and supports United’s effort to deepen its Newark hub and broader route network. Article Title
• Positive Sentiment: Newark Liberty International was reported to be leading major Northeast airports in on-time performance so far in 2026. Better operational reliability at United’s key hub can improve customer satisfaction and reduce disruption-related costs. Article Title
• Neutral Sentiment: United’s Q1 2026 earnings transcript suggests management is still focused on explaining results and outlook, but the transcript itself did not include a new headline catalyst in the provided summary. Article Title
• Neutral Sentiment: Morgan Stanley raised its price target on United Airlines to $182 from $150 and kept an overweight rating, which is supportive for sentiment, though it was one of several market-moving items rather than a direct operational update. Article Title
• Negative Sentiment: Rising oil prices can pressure airline margins by increasing fuel costs, which is likely a headwind for United and the broader airline sector. 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.