Empowered Funds LLC Buys Shares of 232,243 United Airlines Holdings Inc $UAL

Empowered Funds LLC bought a new position in United Airlines Holdings Inc (NASDAQ:UAL) in the second quarter, according to its most recent disclosure with the SEC. The firm bought 232,243 shares of the transportation company’s stock, valued at approximately $31,583,000.

Other institutional investors have also modified their holdings of the company. Bison Wealth LLC purchased a new position in United Airlines during the fourth quarter worth about $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of United Airlines by 24.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after buying an additional 7,713 shares during the period. Focus Partners Wealth grew its stake in shares of United Airlines by 92.7% in the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after buying an additional 5,939 shares during the period. First Trust Advisors LP increased its holdings in shares of United Airlines by 23.5% during the 2nd quarter. First Trust Advisors LP now owns 292,580 shares of the transportation company’s stock worth $23,298,000 after buying an additional 55,728 shares during the last quarter. Finally, Cresset Asset Management LLC raised its position in shares of United Airlines by 73.5% during the 2nd quarter. Cresset Asset Management LLC now owns 9,410 shares of the transportation company’s stock valued at $749,000 after buying an additional 3,987 shares during the period. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Key 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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on UAL shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Airlines in a report on Friday, July 17th. BMO Capital Markets lifted their target price on United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. Susquehanna lowered their price target on United Airlines from $172.00 to $165.00 and set a “positive” rating for the company in a report on Friday, July 17th. Jefferies Financial Group reissued a “buy” rating and set a $155.00 price objective on shares of United Airlines in a research report on Sunday, July 19th. Finally, Sanford C. Bernstein boosted their price objective on shares of United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a report on Wednesday, July 1st. Sixteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, United Airlines currently has an average rating of “Moderate Buy” and an average target price of $157.74.

United Airlines Trading Down 2.1%

Shares of NASDAQ UAL 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 company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45. The stock has a fifty day simple moving average of $123.71 and a 200-day simple moving average of $108.67. The stock has a market capitalization of $36.48 billion, a PE ratio of 10.51, a PEG ratio of 0.93 and a beta of 1.28.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.88 by $0.11. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The firm had revenue of $17.67 billion for the quarter, compared to the consensus estimate of $17.62 billion. During the same quarter in the previous year, the business earned $3.87 EPS. The company’s quarterly revenue was up 16.4% compared to the same quarter last year. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, equities analysts forecast that United Airlines Holdings Inc will post 9.91 earnings per share for the current year.

Insider Buying and Selling at United Airlines

In related news, EVP Torbjorn J. Enqvist sold 20,000 shares of United Airlines stock in a transaction that occurred on 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 transaction, the executive vice president owned 114,800 shares in the company, valued at approximately $13,765,668. The trade was a 14.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Brett J. Hart sold 30,108 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the sale, the president directly owned 371,583 shares in the company, valued at approximately $44,857,499.76. The trade was a 7.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 271,010 shares of company stock valued at $32,317,909 over the last three months. 0.86% of the stock is currently owned by company insiders.

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.