Assetmark Inc. Has $178.34 Million Stake in United Airlines Holdings Inc $UAL

Key Points

• Assetmark trimmed its stake in United Airlines by 3.6% in Q4 and now owns 1,594,916 shares valued at $178.34 million, roughly 0.49% of the company.
• United beat quarterly EPS expectations ($3.10 vs. $2.97), raised FY2026 guidance to 12.0–14.0 EPS (Q1 guidance 1.00–1.50), and trades at a PE of about 9.3 with a ~$30.9 billion market cap.
• Shares rallied on reports CEO Scott Kirby floated a potential tie‑up with American Airlines, amid a consensus analyst "Buy" rating and an average target near $131.19.

Assetmark Inc. trimmed its holdings in United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 3.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,594,916 shares of the transportation company's stock after selling 59,689 shares during the period. Assetmark Inc. owned about 0.49% of United Airlines worth $178,344,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC acquired a new position in shares of United Airlines during the third quarter worth about $29,000. BOCHK Asset Management Ltd acquired a new position in shares of United Airlines during the fourth quarter worth about $34,000. Financial Consulate Inc. acquired a new position in shares of United Airlines during the third quarter worth about $29,000. JFS Wealth Advisors LLC boosted its position in shares of 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 buying an additional 108 shares during the period. Finally, Newbridge Financial Services Group Inc. boosted its position in shares of United Airlines by 1,304.3% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 323 shares of the transportation company's stock worth $36,000 after buying an additional 300 shares during the period. 69.69% of the stock is owned by institutional investors and hedge funds.

United Airlines Stock Performance

UAL opened at $95.20 on Tuesday. United Airlines Holdings Inc has a 52-week low of $63.23 and a 52-week high of $119.21. The firm has a market capitalization of $30.91 billion, a PE ratio of 9.32, a PEG ratio of 0.74 and a beta of 1.28. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65. The business's 50-day simple moving average is $100.27 and its 200 day simple moving average is $102.45.

United Airlines (NASDAQ:UAL - Get Free Report) last released its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.13. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The business had revenue of $15.40 billion for the quarter, compared to analyst estimates of $15.35 billion. During the same quarter in the prior year, the company posted $3.26 earnings per share. United Airlines's revenue was up 4.8% on a year-over-year basis. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. As a group, sell-side analysts expect that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: CEO Scott Kirby reportedly raised the possibility of a tie-up with American Airlines in talks with President Trump and elsewhere, a blockbuster strategic idea that traders viewed as value-creating (shares reacted positively). Exclusive: United CEO Kirby raised potential tie‑up with American in Trump meeting
• Positive Sentiment: Market reports and coverage amplified the merger speculation (Bloomberg/Yahoo/MSN), and UAL along with American saw intraday gains as investors priced in potential consolidation benefits such as route rationalization and cost synergies. United Airlines Reportedly Floats Merger With American Airlines
• Positive Sentiment: Analyst coverage remains supportive: UAL has a consensus “Buy” rating from analysts, which can underpin investor confidence while strategic headlines circulate. United Airlines Holdings Inc NASDAQ: UAL Given Consensus Rating of "Buy" by Analysts
• Neutral Sentiment: Longer-term valuation and strategy are under review after a note examining how a recent “fuel shock” tests UAL’s valuation and its flight-cut strategy — outcome depends on fuel pass-through and capacity actions. United Airlines Fuel Shock Tests Valuation And Flight Cut Strategy
• Negative Sentiment: Broader industry fears of a jet‑fuel shortage linked to geopolitical moves (e.g., U.S. actions around the Strait of Hormuz) pushed airline stocks lower earlier, raising costs and margin risk for UAL. Airline stocks are dropping as Trump's Hormuz blockade intensifies fears of a jet fuel shortage
• Negative Sentiment: Analyst caution and insider behavior: a Zacks piece advises avoiding UAL due to rising fuel costs, falling estimates and liquidity concerns, and filings show insiders sold roughly $14M of shares over the past year — both items can weigh on sentiment. Here's Why Investors Should Give United Airlines Stock a Miss Now

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $136.00 price objective on shares of United Airlines in a research report on Tuesday, January 27th. Morgan Stanley set a $150.00 price objective on United Airlines and gave the stock an "overweight" rating in a research report on Thursday, January 8th. Wells Fargo & Company reduced their price objective on United Airlines from $145.00 to $130.00 and set an "overweight" rating for the company in a research report on Monday, March 16th. Citigroup reduced their price objective on United Airlines from $155.00 to $132.00 and set a "buy" rating for the company in a research report on Friday, March 20th. Finally, Barclays upped their target price on United Airlines from $135.00 to $150.00 and gave the stock an "overweight" rating in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $131.19.

Insider Transactions at United Airlines

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total value of $2,022,550.00. Following the sale, the president owned 264,638 shares in the company, valued at $28,170,715.10. This represents a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.63% of the stock is owned by corporate insiders.

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.

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