Lansdowne Partners UK LLP Has $106.17 Million Stock Holdings in United Airlines Holdings Inc $UAL

Key Points

• Lansdowne Partners UK LLP increased its stake in United Airlines by 28.5% in Q3 to 1,100,211 shares, worth about $106.17 million, making UAL 7.0% of the fund's portfolio and its sixth-largest holding.
• United beat Q4 estimates with $3.10 EPS (consensus $2.97) and $15.40B revenue, and set FY‑2026 guidance of 12.0–14.0 EPS; analysts have a consensus "Moderate Buy" with an average target of $132.31.
• President Brett J. Hart sold 19,000 shares at about $106.45 (a 6.7% reduction in his stake); insiders own 0.63% of UAL while institutional investors hold roughly 69.7%.

Lansdowne Partners UK LLP grew its holdings in United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 28.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,100,211 shares of the transportation company's stock after purchasing an additional 244,037 shares during the quarter. United Airlines comprises 7.0% of Lansdowne Partners UK LLP's portfolio, making the stock its 6th biggest holding. Lansdowne Partners UK LLP owned approximately 0.34% of United Airlines worth $106,170,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in UAL. Financial Consulate Inc. acquired a new stake in United Airlines in the 3rd quarter valued at approximately $29,000. JPL Wealth Management LLC acquired a new position in shares of United Airlines during the third quarter worth approximately $29,000. Abich Financial Wealth Management LLC acquired a new position in shares of United Airlines during the third quarter worth approximately $34,000. Quent Capital LLC bought a new stake in shares of United Airlines in the third quarter valued at approximately $40,000. Finally, Cypress Capital Management LLC WY bought a new stake in shares of United Airlines in the third quarter valued at approximately $48,000. 69.69% of the stock is currently owned by institutional investors.

Insider Activity

In other news, President Brett J. Hart sold 19,000 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the completion of the transaction, the president owned 264,638 shares in the company, valued at approximately $28,170,715.10. This represents a 6.70% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.63% of the company's stock.

United Airlines Stock Performance

UAL opened at $90.28 on Tuesday. The stock's 50 day simple moving average is $107.56 and its 200-day simple moving average is $104.22. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.35. The stock has a market cap of $29.20 billion, a PE ratio of 8.83, a P/E/G ratio of 0.44 and a beta of 1.25. United Airlines Holdings Inc has a 1 year low of $52.00 and a 1 year high of $119.21.

United Airlines (NASDAQ:UAL - Get Free Report) last issued its earnings results on Tuesday, January 20th. The transportation company reported $3.10 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 firm had revenue of $15.40 billion during the quarter, compared to analysts' expectations of $15.35 billion. During the same period last year, the business earned $3.26 earnings per share. United Airlines's quarterly revenue was up 4.8% compared to the same quarter last year. 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. Sell-side analysts forecast that United Airlines Holdings Inc will post 12.96 EPS for the current year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on UAL. Argus dropped their target price on shares of United Airlines from $140.00 to $135.00 and set a "buy" rating on the stock in a research report on Thursday, January 22nd. Rothschild & Co Redburn reduced their price target on shares of United Airlines from $125.00 to $110.00 and set a "buy" rating for the company in a report on Thursday, March 5th. BMO Capital Markets restated an "outperform" rating and issued a $132.50 price target on shares of United Airlines in a research report on Thursday, January 22nd. Bank of America boosted their price objective on shares of United Airlines from $120.00 to $130.00 and gave the stock a "buy" rating in a report on Tuesday, January 6th. Finally, TD Cowen lowered shares of United Airlines from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 10th. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $132.31.

Trending Headlines about United Airlines

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

• Positive Sentiment: Q4 performance and guidance remain supportive — United’s recent quarterly results showed an EPS beat and management set FY‑2026 guidance (12.0–14.0 EPS) and Q1 guidance, which investors view as confirming durable earnings power. Unpacking Q4 earnings: United Airlines
• Positive Sentiment: Hub economics likely to improve — planned renovations at Washington Dulles are expected to strengthen United’s hub profitability and long‑term network advantages, a structural tailwind for margins. United Airlines Long-Term Hub Economics Improves InsiderMonkey: UAL hub economics
• Positive Sentiment: Analyst support persists — Bernstein reiterated a Buy on UAL, reinforcing investor confidence despite recent volatility. Bernstein reiterates buy rating on United Airlines
• Neutral Sentiment: UBS cut its price target (from $147 to $134) but kept a Buy — a downgrade in target trims upside but the maintained Buy reduces panic selling risk. Benzinga: UBS lowers price target on UAL
• Neutral Sentiment: Wells Fargo trimmed its target (from $145 to $130) but remains Overweight — similar to UBS, the cut signals caution on near‑term estimates while still signaling conviction in recovery. Benzinga: Wells Fargo lowers price target on UAL
• Neutral Sentiment: Long‑term tech/airframe bets remain uncertain — commentary on Boom/Ouverture highlights industry skepticism; it’s a speculative, long‑horizon factor that doesn’t drive near‑term revenue. Forbes: United CEO sets Boom Overture odds
• Negative Sentiment: Sector pressure from rising jet fuel — UBS and others cut earnings estimates for airlines as jet fuel costs spike, creating downside risk to near‑term margins and prompting target trims across the group. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs Airlines target cut on fuel costs

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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