50,000 Shares in United Airlines Holdings Inc $UAL Acquired by OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) in the fourth quarter, Holdings Channel reports. The fund bought 50,000 shares of the transportation company’s stock, valued at approximately $5,591,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UAL. Norges Bank bought a new stake in shares of United Airlines in the fourth quarter valued at approximately $234,244,000. Holocene Advisors LP bought a new stake in shares of United Airlines during the 2nd quarter valued at $84,753,000. AQR Capital Management LLC lifted its position in shares of United Airlines by 56.8% during 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 acquiring an additional 1,060,371 shares during the period. Capital World Investors grew its holdings in shares of United Airlines by 12.1% during the 3rd quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock worth $698,977,000 after purchasing an additional 783,551 shares in the last quarter. Finally, Nuveen LLC increased its position in shares of United Airlines by 90.5% in the fourth quarter. Nuveen LLC now owns 1,528,242 shares of the transportation company’s stock worth $170,888,000 after purchasing an additional 726,022 shares during the period. 69.69% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at United Airlines

In related news, CEO J Scott Kirby sold 48,303 shares of United Airlines stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $121.30, for a total transaction of $5,859,153.90. Following the transaction, the chief executive officer owned 798,929 shares of the company’s stock, valued at $96,910,087.70. The trade was a 5.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kate Gebo sold 34,669 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $105.41, for a total value of $3,654,459.29. Following the sale, the executive vice president owned 67,707 shares of the company’s stock, valued at $7,136,994.87. This trade represents a 33.86% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 96,381 shares of company stock worth $10,837,575. Insiders own 0.86% of the company’s stock.

United Airlines Price Performance

United Airlines stock opened at $118.32 on Friday. The stock has a market capitalization of $38.40 billion, a price-to-earnings ratio of 10.56, a PEG ratio of 0.98 and a beta of 1.27. United Airlines Holdings Inc has a 52-week low of $71.55 and a 52-week high of $124.79. The stock’s 50 day moving average price is $101.63 and its two-hundred day moving average price is $104.09. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.64 and a current ratio of 0.70.

United Airlines (NASDAQ:UAL) last issued its earnings results on Tuesday, April 21st. The transportation company reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.08 by $0.11. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $14.19 billion. During the same period in the prior year, the firm earned $0.91 earnings per share. United Airlines’s revenue for the quarter was up 10.5% on a year-over-year basis. 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. On average, equities analysts predict that United Airlines Holdings Inc will post 9.63 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. UBS Group upped their price objective on shares of United Airlines from $139.00 to $148.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Wall Street Zen raised shares of United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Rothschild & Co Redburn decreased their price objective on shares of United Airlines from $125.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Zacks Research upgraded shares of United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Finally, Wells Fargo & Company reduced their target price on United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a report on Monday, March 16th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $134.59.

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.