United Airlines Holdings Inc (NASDAQ:UAL) Given Average Rating of "Moderate Buy" by Brokerages

Key Points

• United Airlines has a “Moderate Buy” consensus rating from 18 brokerages, with 16 buys and two holds. The average 12-month price target is approximately $156.79, although several analysts recently lowered their targets.
• United reported quarterly EPS of $1.99, exceeding the $1.88 consensus estimate, while revenue rose 16.4% year over year to $17.67 billion. Management issued fiscal 2026 EPS guidance of $9.00–$11.00.
• The stock opened at $106.49, down 0.6%, and remains below its 50-day moving average of $119.42. Insiders sold roughly $32.3 million of shares over the past 90 days, while institutional investors own 69.69% of the company.

Shares of United Airlines Holdings Inc (NASDAQ:UAL - Get Free Report) have received a consensus rating of "Moderate Buy" from the eighteen brokerages that are covering the company, Marketbeat reports. Two research analysts have rated the stock with a hold recommendation and sixteen have issued a buy recommendation on the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $156.7941.

Several analysts have issued reports on UAL shares. UBS Group lowered their target price on United Airlines from $153.00 to $137.00 and set a "buy" rating on the stock in a research note on Thursday. TD Cowen lowered their price target on shares of United Airlines from $205.00 to $192.00 and set a "buy" rating for the company in a research note on Monday, August 24th. JPMorgan Chase & Co. raised their target price on shares of United Airlines from $156.00 to $203.00 and gave the stock an "overweight" rating in a report on Friday, July 17th. Wall Street Zen downgraded shares of United Airlines from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. Finally, Susquehanna lowered their price target on shares of United Airlines from $172.00 to $165.00 and set a "positive" rating for the company in a report on Friday, July 17th.

Insider Activity

In other news, CEO J. Kirby sold 159,321 shares of the stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $118.05, for a total transaction of $18,807,844.05. Following the completion of the sale, the chief executive officer directly owned 797,851 shares in the company, valued at approximately $94,186,310.55. This represents a 16.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Torbjorn J. Enqvist sold 20,000 shares of United Airlines stock in a transaction that occurred on Friday, July 24th. The stock was 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 approximately $13,765,668. This represents a 14.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 271,010 shares of company stock worth $32,317,909 over the last ninety days. 0.86% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Royal Bank of Canada boosted its stake in shares of United Airlines by 11.2% during the first quarter. Royal Bank of Canada now owns 418,647 shares of the transportation company's stock valued at $38,544,000 after purchasing an additional 42,111 shares in the last quarter. Phoenix Financial Ltd. raised its stake in United Airlines by 129.6% in the fourth quarter. Phoenix Financial Ltd. now owns 23,183 shares of the transportation company's stock worth $2,592,000 after buying an additional 13,085 shares in the last quarter. Sanctuary Advisors LLC bought a new position in United Airlines in the second quarter worth approximately $7,671,000. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in United Airlines during the fourth quarter worth $5,647,000. Finally, Leonteq Securities AG purchased a new stake in shares of United Airlines during the 4th quarter worth $5,685,000. 69.69% of the stock is owned by hedge funds and other institutional investors.

United Airlines Stock Down 0.6%

UAL stock opened at $106.49 on Friday. The stock has a market cap of $34.56 billion, a P/E ratio of 9.96, a P/E/G ratio of 0.86 and a beta of 1.27. 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's fifty day simple moving average is $119.42 and its two-hundred day simple moving average is $108.36. United Airlines has a 1-year low of $84.64 and a 1-year high of $138.77.

United Airlines (NASDAQ:UAL - Get Free Report) last announced its earnings results 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. The firm had revenue of $17.67 billion during the quarter, compared to analyst estimates of $17.62 billion. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The business's revenue was up 16.4% compared to the same quarter last year. During the same period last year, the firm posted $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Analysts expect that United Airlines will post 9.91 EPS for the current year.

United Airlines Company Profile

United Airlines Holdings, Inc NASDAQ: UAL is the parent company of United Airlines, Inc, a major U.S. airline headquartered in Chicago, Illinois. United provides scheduled air transportation for passengers and cargo, serving destinations across the United States and connecting North America with international markets throughout Latin America, Europe, Asia, Africa and the Middle East.

The company operates a broad network through hubs including Chicago, Denver, Houston, Los Angeles, Newark, San Francisco and Washington, DC Its services include economy, premium-economy and business-class travel, as well as air cargo transportation.

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