Mitsubishi UFJ Trust & Banking Corp Decreases Stock Holdings in United Airlines Holdings Inc $UAL

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its stake in United Airlines by 52.4% in Q4, selling 44,178 shares and leaving it with 40,095 shares valued at about $4.48 million.
• United beat Q1 expectations with $1.19 EPS (vs. $1.08 est.) and $14.61B revenue, issued FY2026 guidance of $7.00–$11.00 EPS, and carries a consensus “Buy” rating with an average target near $132.

Mitsubishi UFJ Trust & Banking Corp decreased its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 52.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,095 shares of the transportation company's stock after selling 44,178 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in United Airlines were worth $4,483,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Financial Consulate Inc. purchased a new stake in shares of United Airlines in the third quarter valued at $29,000. JPL Wealth Management LLC purchased a new stake in shares of United Airlines in the third quarter valued at $29,000. Abich Financial Wealth Management LLC purchased a new stake in shares of United Airlines in the third quarter valued at $34,000. BOCHK Asset Management Ltd purchased a new stake in shares of United Airlines in the fourth quarter valued at $34,000. Finally, JFS Wealth Advisors LLC raised its stake 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 acquiring an additional 108 shares during the period. Hedge funds and other institutional investors own 69.69% of the company's stock.

More United Airlines News

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

• Positive Sentiment: United is offering support for Spirit Airlines customers and employees after Spirit’s abrupt shutdown, a move that can help UAL capture displaced passengers and generate near‑term revenue upside. United Offers Support for Spirit Airlines Customers and Employees
• Positive Sentiment: Spirit’s disruption has left many travelers scrambling for new flights, a development that typically benefits larger carriers like United through incremental bookings and higher load factors in the near term. ‘I Was Devastated.' Spirit Passengers Rush to Find New Flights
• Neutral Sentiment: Analyst and retail commentary remains mixed but interested: several pieces are revisiting UAL’s valuation and bull theses (value investors and coverage pieces), which may drive interest but not immediate share-moving news on their own. Is United Airlines Holdings, Inc. (UAL) A Good Stock To Buy Now?
• Neutral Sentiment: Macro and market context this week (jobs data and a busy earnings calendar) could affect airline stocks broadly; airline results and consumer spending signals will determine whether demand tailwinds persist. What to Expect in Markets This Week
• Neutral Sentiment: Media lists and personalities (e.g., coverage citing prominent investors) include airline names, which can support interest/flow but are not definitive catalysts. Billionaire Druckenmiller and Jim Cramer Like These Stocks – Top 5
• Negative Sentiment: A United aircraft struck a light pole on final descent into Newark, causing damage to roadside equipment and a truck; safety incidents can spur inspections, insurance costs, and short‑term reputational pressure. United Airlines plane hits light pole on landing at Newark airport
• Negative Sentiment: Fuel and cost pressures are a growing concern heading into summer—higher jet fuel and crude prices increase unit costs and could compress margins if fares and ancillary revenue growth don’t fully offset the rise. Airline Stocks Heading Into Summer 2026: Pricing Power vs Cost Pressure
• Negative Sentiment: Analyst models and fair‑value estimates have been nudged by higher fuel assumptions and updated guidance—this introduces downside risk to estimates if costs rise further or revenue guidance disappoints. How The United Airlines (UAL) Investment Narrative Is Shifting With Fuel Costs And Guidance

United Airlines Trading Down 0.0%

NASDAQ UAL opened at $92.50 on Monday. The company's 50-day moving average price is $95.54 and its 200-day moving average price is $102.12. 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 stock has a market cap of $30.02 billion, a PE ratio of 8.26, a PEG ratio of 0.79 and a beta of 1.20. United Airlines Holdings Inc has a 12 month low of $71.24 and a 12 month high of $119.21.

United Airlines (NASDAQ:UAL - Get Free Report) last posted its quarterly 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. The firm had revenue of $14.61 billion for the quarter, compared to analysts' expectations of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The business's revenue for the quarter was up 10.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.91 earnings per share. 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 forecast that United Airlines Holdings Inc will post 9.37 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on UAL. Sanford C. Bernstein reissued an "outperform" rating and issued a $136.00 target price on shares of United Airlines in a research note on Tuesday, January 27th. Citigroup reduced their target price on shares of United Airlines from $155.00 to $132.00 and set a "buy" rating on the stock in a research note on Friday, March 20th. Weiss Ratings reissued a "hold (c+)" rating on shares of United Airlines in a research note on Monday, April 20th. BMO Capital Markets increased their target price on shares of United Airlines from $110.00 to $130.00 and gave the company an "outperform" rating in a research note on Thursday, April 23rd. Finally, The Goldman Sachs Group increased their target price on shares of United Airlines from $115.00 to $129.00 and gave the company a "buy" rating in a research note on Tuesday, January 13th. One equities research 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 an average rating of "Buy" and an average target price of $132.18.

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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