16,788 Shares in United Airlines Holdings Inc $UAL Purchased by PFA Pension Forsikringsaktieselskab

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in United Airlines, buying 16,788 shares worth about $1.872 million in the fourth quarter.
• Analysts hold a consensus "Buy" on UAL with an average price target of $132.18, and several brokerages (Goldman Sachs, Bank of America, BMO) recently raised their targets.
• United beat quarterly estimates (EPS $1.19 vs. $1.08 est., revenue $14.61B), issued FY2026 guidance of $7.00–$11.00 EPS, and faces near‑term upside from Spirit’s collapse alongside risks from rising jet‑fuel costs and a recent safety incident.

PFA Pension Forsikringsaktieselskab bought a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 16,788 shares of the transportation company's stock, valued at approximately $1,872,000.

A number of other hedge funds have also recently bought and sold shares of the company. JFS Wealth Advisors LLC grew its holdings in United Airlines by 51.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company's stock worth $36,000 after acquiring an additional 108 shares during the period. True Wealth Design LLC increased its stake in United Airlines by 9.1% in 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 in the last quarter. Murphy & Mullick Capital Management Corp increased its stake in United Airlines by 20.5% in 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 in the last quarter. Fulton Bank N.A. increased its stake in United Airlines by 3.2% in the 4th quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company's stock worth $407,000 after purchasing an additional 114 shares in the last quarter. Finally, AXA S.A. increased its stake in United Airlines by 0.8% in the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company's stock worth $1,231,000 after purchasing an additional 121 shares in the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on UAL. The Goldman Sachs Group lifted their price target on United Airlines from $115.00 to $129.00 and gave the stock a "buy" rating in a research note on Tuesday, January 13th. Wall Street Zen raised United Airlines from a "hold" rating to a "buy" rating in a research note on Saturday, April 25th. Jefferies Financial Group dropped their price target on United Airlines from $118.00 to $112.00 and set a "buy" rating on the stock in a research note on Monday, April 27th. Bank of America lifted their price target on United Airlines from $120.00 to $130.00 and gave the stock a "buy" rating in a research note on Tuesday, January 6th. Finally, BMO Capital Markets lifted their price target on United Airlines from $110.00 to $130.00 and gave the stock an "outperform" rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and an average price target of $132.18.

United Airlines Trading Down 2.6%

Shares of NASDAQ UAL opened at $90.07 on Tuesday. United Airlines Holdings Inc has a one year low of $71.55 and a one year high of $119.21. The firm has a market capitalization of $29.23 billion, a PE ratio of 8.04, a PEG ratio of 0.79 and a beta of 1.20. The company has a current ratio of 0.70, a quick ratio of 0.64 and a debt-to-equity ratio of 1.38. The business has a 50-day moving average price of $95.54 and a two-hundred day moving average price of $102.12.

United Airlines (NASDAQ:UAL - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 EPS 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 firm had revenue of $14.61 billion during the quarter, compared to analyst estimates of $14.19 billion. During the same period last year, the company posted $0.91 EPS. The business's quarterly revenue was up 10.5% compared to the same quarter last year. 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. As a group, analysts predict that United Airlines Holdings Inc will post 9.37 earnings per share for the current fiscal year.

United Airlines News Summary

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

• Positive Sentiment: Rivals including United are racing to pick up routes and gates after Spirit Airlines’ collapse, a near‑term revenue opportunity that can boost yields and market share on leisure routes. How Spirit Airlines' demise will benefit rivals — and raise airfares even more
• Positive Sentiment: Coverage notes United stepped in to help displaced Spirit customers and highlights cheaper jet fuel in some markets as a potential near‑term tailwind to margins. That combination supports upside to revenue and unit cost outlooks. United Airlines steps in after Spirit shutdown – and cheaper jet fuel is drawing attention for UAL stock
• Positive Sentiment: American Airlines’ pilots union chief praised United CEO Scott Kirby’s public merger idea as “bold vision,” signaling some industry sympathy for consolidation — a structural development that could support higher pricing power over time. Exclusive: American pilots union chief says United CEO's merger idea showed 'bold vision'
• Neutral Sentiment: Airlines (including United) have posted customer relief options for disrupted Spirit passengers — operationally important but largely expected; this helps preserve short‑term PR and demand but is not a clear profit driver. Update: American Airlines, United, Delta Offer Relief Options for Disrupted Spirit Customers
• Neutral Sentiment: Macro headlines (jobs, earnings, Fed transition) and market volatility are creating background risk for travel stocks; these factors influence overall market tone but are not UAL‑specific catalysts. Jobs, Earnings, and Iran War Will Weigh on Markets Ahead of Fed Change
• Negative Sentiment: A United aircraft struck a light pole on final approach into Newark (damage to the pole and nearby truck reported). Safety incidents can pressure the share price through reputational risk, potential inspections/delays and short‑term operational disruptions. United Airlines plane hits light pole on landing at Newark airport
• Negative Sentiment: Separately, analysis highlights that jet fuel prices have jumped amid Middle East tensions — a clear cost risk that could force capacity cuts or worsen unit costs if the spike persists. This offsets some of the revenue upside from Spirit’s exit. Jet Fuel Prices Are Soaring. Airlines and Travelers Will Feel It.

United Airlines 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.