359,300 Shares in United Airlines Holdings Inc $UAL Bought by Canada Pension Plan Investment Board

Canada Pension Plan Investment Board acquired a new stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 359,300 shares of the transportation company’s stock, valued at approximately $48,861,000. Canada Pension Plan Investment Board owned approximately 0.11% of United Airlines at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of United Airlines during the fourth quarter valued at about $234,244,000. Deutsche Bank AG bought a new stake in United Airlines in the 2nd quarter worth about $178,571,000. Bank of New York Mellon Corp bought a new stake in United Airlines in the 2nd quarter worth about $178,508,000. Holocene Advisors LP purchased a new stake in United Airlines in the 2nd quarter valued at about $84,753,000. Finally, AQR Capital Management LLC increased its stake in United Airlines by 56.8% in the 4th quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock valued at $325,549,000 after buying an additional 1,060,371 shares during the last quarter. 69.69% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a research note on Friday, July 17th. BMO Capital Markets increased their price target on United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. The Goldman Sachs Group lifted their price target on United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Wells Fargo & Company boosted their price objective on United Airlines from $130.00 to $165.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $155.00 price objective on shares of United Airlines in a research note on Sunday, July 19th. Sixteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $157.74.

United Airlines Stock Down 2.1%

United Airlines stock opened at $112.39 on Friday. United Airlines Holdings Inc has a twelve month low of $84.64 and a twelve month high of $138.77. The firm has a 50 day moving average price of $123.71 and a 200-day moving average price of $108.67. The company has a market capitalization of $36.48 billion, a P/E ratio of 10.51, a P/E/G ratio of 0.93 and a beta of 1.28. The company has a quick ratio of 0.72, a current ratio of 0.78 and a debt-to-equity ratio of 1.45.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 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 company had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.62 billion. During the same quarter in the previous year, the firm posted $3.87 EPS. United Airlines’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. As a group, equities analysts predict that United Airlines Holdings Inc will post 9.91 EPS for the current year.

More United Airlines News

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

• Positive Sentiment: Higher airfares could support revenue and margins. Industry fares have risen 25.5%, and airline executives—including United’s management—indicate that prices may have room to increase further. This could improve the company’s earnings outlook if demand remains resilient. Airfares Are Up 25.5% and United Says It’s Set To Increase More
• Positive Sentiment: United announced its largest-ever international expansion. The airline plans to add 10 international destinations and exclusive nonstop routes in 2027, with the A321XLR scheduled for select long-haul services. United expects to be the only U.S. carrier serving eight of the new cities, potentially strengthening its premium and international network position. United Airlines Maps Its Biggest Ever International Buildout
• Positive Sentiment: Competitive positioning remains favorable. United and Delta were described as outperforming American Airlines, whose rejected merger proposal leaves it facing an uncertain turnaround. Relative strength among major carriers may support United’s market share and investor appeal. American Airlines Faces a Reckoning
• Neutral Sentiment: Executive stock sale was limited in size. EVP Andrew P. Nocella sold 5,000 shares for approximately $585,000, reducing his direct holdings by 2.27%. The transaction may weigh modestly on sentiment, but he retained a substantial position. Andrew P. Nocella Insider Trading
• Negative Sentiment: UAL declined even as the broader market advanced. Coverage from Zacks and Yahoo Finance offered no major new company-specific negative catalyst, suggesting profit-taking, sector rotation, or investor concerns about valuation and execution may be driving the underperformance. United Airlines Stock Sinks as Market Gains
• Negative Sentiment: TD Cowen lowered its expectations for United’s stock price. The reduced analyst outlook likely added pressure by signaling less near-term upside, despite United’s favorable fare environment and expansion plans. TD Cowen Has Lowered Expectations for United Airlines

Insider Transactions at United Airlines

In related news, President Brett J. Hart sold 30,108 shares of United Airlines stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total value of $3,634,637.76. Following the completion of the sale, the president owned 371,583 shares of the company’s stock, valued at approximately $44,857,499.76. This trade represents a 7.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Torbjorn J. Enqvist sold 20,000 shares of the business’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $119.91, for a total value of $2,398,200.00. Following the completion of the sale, the executive vice president owned 114,800 shares in the company, valued at $13,765,668. This represents a 14.84% decrease in their ownership of the stock. 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. In the last three months, insiders have sold 271,010 shares of company stock valued at $32,317,909. Corporate insiders own 0.86% of the company’s stock.

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.