Bank of New York Mellon Corp Has $153.34 Million Holdings in United Airlines Holdings Inc $UAL

Key Points

• Bank of New York Mellon trimmed its United Airlines stake by 3.2% in Q4, but still held 1,371,269 shares worth about $153.3 million as of its latest filing.
• United Airlines reported better-than-expected Q1 results, posting $1.19 EPS on revenue of $14.61 billion, both above analyst estimates, and raised its FY 2026 and Q2 2026 guidance.
• Analysts remain constructive overall: the stock has a Moderate Buy consensus with an average price target of $134.59, though recent insider sales and mixed analyst rating changes show some caution.

Bank of New York Mellon Corp trimmed its stake in United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 3.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,371,269 shares of the transportation company's stock after selling 45,268 shares during the quarter. Bank of New York Mellon Corp owned about 0.42% of United Airlines worth $153,335,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. Root Financial Partners LLC boosted its holdings in United Airlines by 5.3% during the fourth quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company's stock worth $206,000 after purchasing an additional 93 shares during the last quarter. JFS Wealth Advisors LLC raised its position in shares of United Airlines by 51.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company's stock valued at $36,000 after purchasing an additional 108 shares during the period. True Wealth Design LLC grew its stake in United Airlines by 9.1% during the fourth quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company's stock valued at $151,000 after acquiring an additional 113 shares in the last quarter. Murphy & Mullick Capital Management Corp grew its stake in United Airlines by 20.5% during the third quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company's stock valued at $63,000 after acquiring an additional 114 shares in the last quarter. Finally, Fulton Bank N.A. grew its stake in United Airlines by 3.2% during the fourth quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company's stock valued at $407,000 after acquiring an additional 114 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

United Airlines Price Performance

Shares of NASDAQ:UAL opened at $105.73 on Friday. The firm's 50 day moving average price is $97.18 and its 200-day moving average price is $102.83. United Airlines Holdings Inc has a twelve month low of $71.55 and a twelve month high of $119.21. The company has a quick ratio of 0.64, a current ratio of 0.70 and a debt-to-equity ratio of 1.38. The stock has a market capitalization of $34.32 billion, a PE ratio of 9.44, a price-to-earnings-growth ratio of 0.88 and a beta of 1.27.

United Airlines (NASDAQ:UAL - Get Free Report) last released its earnings results 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 net margin of 6.06% and a return on equity of 24.33%. The company had revenue of $14.61 billion for the quarter, compared to analysts' expectations of $14.19 billion. During the same quarter last year, the business earned $0.91 EPS. The firm's 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. Equities research analysts expect that United Airlines Holdings Inc will post 9.63 EPS for the current year.

Analysts Set New Price Targets

UAL has been the subject of a number of research reports. TD Cowen raised shares of United Airlines from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, March 18th. Zacks Research lowered shares of United Airlines from a "hold" rating to a "strong sell" rating in a report on Wednesday, May 13th. Wells Fargo & Company decreased their price objective on shares of United Airlines from $145.00 to $130.00 and set an "overweight" rating for the company in a report on Monday, March 16th. Weiss Ratings reiterated a "hold (c+)" rating on shares of United Airlines in a research note on Monday, April 20th. Finally, BMO Capital Markets increased their price objective on shares of United Airlines from $110.00 to $130.00 and gave the company an "outperform" rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $134.59.

Insider Activity at United Airlines

In other news, EVP Andrew P. Nocella sold 7,000 shares of United Airlines stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the sale, the executive vice president owned 215,345 shares in the company, valued at $19,421,965.55. This trade represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Kate Gebo sold 5,331 shares of the firm's stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total transaction of $562,473.81. Following the completion of the transaction, the executive vice president directly owned 60,393 shares of the company's stock, valued at approximately $6,372,065.43. This trade represents a 8.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 47,000 shares of company stock worth $4,848,263. Company insiders own 0.86% of the company's stock.

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.

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