Analysts Set United Airlines Holdings Inc (NASDAQ:UAL) Target Price at $131.19

Shares of United Airlines Holdings Inc (NASDAQ:UAL) have been given an average rating of “Buy” by the seventeen ratings firms that are presently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a hold recommendation, fifteen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $131.1944.

Several research analysts have recently weighed in on UAL shares. Citigroup reduced their target price on United Airlines from $155.00 to $132.00 and set a “buy” rating for the company in a research note on Friday, March 20th. Barclays upped their target price on United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. Wells Fargo & Company reduced their target price on United Airlines from $145.00 to $130.00 and set an “overweight” rating for the company in a research note on Monday, March 16th. TD Cowen raised United Airlines from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 18th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $136.00 target price on shares of United Airlines in a research note on Tuesday, January 27th.

Insider Buying and Selling

In related news, President Brett J. Hart sold 19,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total value of $2,022,550.00. Following the completion of the transaction, the president directly owned 264,638 shares of the company’s stock, valued at approximately $28,170,715.10. This represents a 6.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.71% of the company’s stock.

Institutional Trading of United Airlines

Large investors have recently added to or reduced their stakes in the stock. Root Financial Partners LLC grew its holdings in shares of United Airlines by 5.3% during the 4th quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company’s stock worth $206,000 after purchasing an additional 93 shares during the period. Apella Capital LLC grew its holdings in shares of United Airlines by 0.3% during the 3rd quarter. Apella Capital LLC now owns 36,617 shares of the transportation company’s stock worth $3,595,000 after purchasing an additional 108 shares during the period. JFS Wealth Advisors LLC grew its holdings in shares of United Airlines by 51.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock worth $36,000 after purchasing an additional 108 shares during the period. True Wealth Design LLC grew its holdings in shares of United Airlines by 9.1% during the 4th quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock worth $151,000 after purchasing an additional 113 shares during the period. Finally, Murphy & Mullick Capital Management Corp grew its holdings in shares of United Airlines by 20.5% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock worth $63,000 after purchasing an additional 114 shares during the period. 69.69% of the stock is currently owned by hedge funds and other institutional investors.

United Airlines Trading Up 0.8%

Shares of NASDAQ:UAL opened at $95.03 on Tuesday. United Airlines has a 12-month low of $63.23 and a 12-month high of $119.21. The company has a market capitalization of $30.85 billion, a PE ratio of 9.30, a PEG ratio of 0.78 and a beta of 1.28. The business has a 50 day moving average of $99.47 and a two-hundred day moving average of $102.34. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.35.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The company had revenue of $15.40 billion during the quarter, compared to the consensus estimate of $15.35 billion. During the same period in the previous year, the company posted $3.26 earnings per share. United Airlines’s revenue for the quarter was up 4.8% on a year-over-year basis. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. As a group, analysts forecast that United Airlines will post 12.96 EPS for the current year.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: Merger speculation is driving buying interest — multiple reports say United and American are exploring a strategic combination, which investors view as a catalyst for consolidation-related upside and network/synergy benefits. Sky-High Stakes: United and American Merger Rumors
• Positive Sentiment: United CEO Scott Kirby has actively discussed a potential deal (including conversations with the White House), signaling the idea is more than idle speculation and helping lift sentiment. United CEO had been considering a merger last fall
• Positive Sentiment: Macro fuel-price upside: BlackRock’s Larry Fink told Jim Cramer oil could fall significantly if the Iran conflict eases — lower jet fuel would boost airline margins and is a tailwind for UAL. Larry Fink Told Jim Cramer — Oil Could Be Cut in Half
• Neutral Sentiment: Q1 earnings preview: Analysts and commentary are focusing on unit revenues, capacity, and fuel per-gallon trends ahead of United’s Q1 release — these metrics will determine whether the rally is sustained. United (UAL) Q1 Earnings on the Horizon
• Neutral Sentiment: The White House has publicly said it has no opinion on a United?American tie-up — that keeps the regulatory outcome uncertain (neither a green light nor a block), so markets are weighing both possibilities. White House has no opinion on potential United Airlines deal for American Airlines
• Negative Sentiment: Political pressure to lower fares: A lawmaker urged airlines to cut fares if fuel costs fall, which could cap pricing power and margin upside even if input costs decline. Airline CEOs urged by lawmaker to lower fares if fuel prices come down
• Negative Sentiment: Antitrust and fare-worry headlines increase downside risk — consolidation talk also invites regulatory scrutiny and consumer/fare backlash that could constrain long-term upside. United?American airline merger idea sparks antitrust and fare worries

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.