EFG International AG Makes New Investment in United Airlines Holdings Inc $UAL

EFG International AG acquired a new stake in United Airlines Holdings Inc (NASDAQ:UAL) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 15,239 shares of the transportation company’s stock, valued at approximately $2,072,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Root Financial Partners LLC grew its position in United Airlines by 5.3% in the fourth quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company’s stock valued at $206,000 after acquiring an additional 93 shares during the period. AXA S.A. lifted its holdings in shares of United Airlines by 0.8% during the second quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock valued at $1,231,000 after acquiring an additional 121 shares during the period. SJS Investment Consulting Inc. lifted its holdings in shares of United Airlines by 17.0% during the first quarter. SJS Investment Consulting Inc. now owns 861 shares of the transportation company’s stock valued at $79,000 after acquiring an additional 125 shares during the period. Fielder Capital Group LLC boosted its stake in shares of United Airlines by 5.4% in the 4th quarter. Fielder Capital Group LLC now owns 2,473 shares of the transportation company’s stock valued at $276,000 after purchasing an additional 127 shares in the last quarter. Finally, Koshinski Asset Management Inc. grew its holdings in shares of United Airlines by 3.7% in the 1st quarter. Koshinski Asset Management Inc. now owns 3,914 shares of the transportation company’s stock worth $360,000 after purchasing an additional 138 shares during the last quarter. Institutional investors own 69.69% of the company’s stock.

More United Airlines News

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

• Positive Sentiment: United announced the largest international expansion in its history, adding 10 destinations and three routes across Europe and Asia to its 2027 schedule. The expansion targets strong premium and leisure demand, including routes to smaller markets such as Marseille, Sardinia, Luxembourg and Ibiza, as well as Okinawa, Japan. United Airlines 2027 international routes
• Positive Sentiment: The carrier expects sufficient Airbus A321XLR deliveries to support the expansion. The aircraft’s long range and smaller capacity should allow United to serve thinner international markets while limiting the cost and risk of deploying larger aircraft. United A321XLR deliveries
• Positive Sentiment: Management cited resilient overseas travel demand and confidence in the U.S. economy. A successful rollout could strengthen United’s premium international revenue engine and improve its competitive position against Delta Air Lines and American Airlines. United expands competition for travelers
• Neutral Sentiment: Short-interest data showed no meaningful reported short position, but the figures appear inconsistent and provide little useful signal for UAL investors.
• Negative Sentiment: TD Cowen lowered its expectations for United’s stock price, potentially encouraging investors to lock in gains following the expansion-related rally. TD Cowen lowers United expectations
• Negative Sentiment: The 2027 growth plan will require additional aircraft, staffing and marketing spending, while higher oil prices could pressure margins. Investors may also be concerned that adding capacity could intensify competition or fail to generate sufficient yields.

Analysts Set New Price Targets

UAL has been the subject of a number of recent analyst reports. Sanford C. Bernstein increased their target price on shares of United Airlines from $136.00 to $153.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a research report on Friday, July 17th. The Goldman Sachs Group upped their price objective on shares of United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. BMO Capital Markets raised their price objective on shares of United Airlines from $130.00 to $157.50 and gave the stock an “outperform” rating in a report on Thursday, July 2nd. Finally, Morgan Stanley lifted their target price on shares of United Airlines from $185.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Sixteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $157.74.

Insider Transactions at United Airlines

In other news, President Brett J. Hart sold 30,108 shares of United Airlines stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the completion of the sale, the president owned 371,583 shares in the company, valued at $44,857,499.76. The trade was a 7.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Andrew P. Nocella sold 3,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $132.30, for a total transaction of $396,900.00. Following the sale, the executive vice president directly owned 219,955 shares of the company’s stock, valued at approximately $29,100,046.50. This trade represents a 1.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 266,010 shares of company stock valued at $31,732,909. 0.86% of the stock is owned by company insiders.

United Airlines Stock Down 2.2%

NASDAQ:UAL opened at $114.83 on Thursday. The company has a market cap of $37.27 billion, a price-to-earnings ratio of 10.74, a P/E/G ratio of 0.93 and a beta of 1.28. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. The stock’s fifty day moving average price is $123.83 and its two-hundred day moving average price is $108.69. United Airlines Holdings Inc has a 52-week low of $84.64 and a 52-week high of $138.77.

United Airlines (NASDAQ:UAL) last released its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The company had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. During the same quarter in the previous year, the company posted $3.87 earnings per share. The firm’s quarterly 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. On average, analysts anticipate that United Airlines Holdings Inc will post 10.12 EPS for the current year.

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.