National Pension Service Increases Position in United Airlines Holdings Inc $UAL

Key Points

• National Pension Service increased its United Airlines stake by 45% in the second quarter, bringing its holdings to 43,781 shares valued at approximately $5.95 million. Institutional investors collectively own 69.69% of UAL.
• Analyst sentiment remains favorable, with 16 Buy ratings and two Hold ratings producing a consensus “Moderate Buy” rating and an average price target of $155.91.
• United Airlines beat quarterly earnings expectations, reporting $1.99 in EPS and $17.67 billion in revenue, while revenue rose 16.4% year over year. The company provided fiscal 2026 EPS guidance of $9.00–$11.00.

National Pension Service increased its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 45.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,781 shares of the transportation company's stock after purchasing an additional 13,585 shares during the quarter. National Pension Service's holdings in United Airlines were worth $5,954,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in UAL. Dunhill Financial LLC bought a new position in United Airlines in the second quarter worth about $25,000. Western Wealth Management LLC bought a new stake in shares of United Airlines in the 1st quarter valued at about $27,000. Elevation Wealth Partners LLC boosted its holdings in shares of United Airlines by 393.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company's stock valued at $29,000 after buying an additional 169 shares in the last quarter. Trust Co. of Vermont purchased a new position in shares of United Airlines in the 2nd quarter worth approximately $29,000. Finally, JPL Wealth Management LLC purchased a new position in shares of United Airlines in the 3rd quarter worth approximately $29,000. Institutional investors own 69.69% of the company's stock.

Insider Activity at United Airlines

In related news, EVP Torbjorn J. Enqvist sold 20,000 shares of the company's stock in a transaction on Friday, July 24th. The stock was sold at an average price of $119.91, for a total value of $2,398,200.00. Following the transaction, the executive vice president directly owned 114,800 shares of the company's stock, valued at $13,765,668. This represents a 14.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Andrew P. Nocella sold 5,000 shares of the firm's stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $117.00, for a total value of $585,000.00. Following the completion of the transaction, the executive vice president owned 214,955 shares of the company's stock, valued at $25,149,735. This trade represents a 2.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 271,010 shares of company stock valued at $32,317,909. 0.86% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts recently commented on UAL shares. The Goldman Sachs Group boosted their price objective on shares of United Airlines from $131.00 to $162.00 and gave the stock a "buy" rating in a research note on Thursday, July 2nd. Wall Street Zen lowered shares of United Airlines from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. Zacks Research raised United Airlines from a "strong sell" rating to a "hold" rating in a research report on Thursday, June 11th. UBS Group decreased their price objective on United Airlines from $153.00 to $137.00 and set a "buy" rating for the company in a report on Thursday. Finally, Morgan Stanley raised their price objective on United Airlines from $185.00 to $190.00 and gave the stock an "overweight" rating in a research report on Thursday, July 16th. Sixteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, United Airlines currently has an average rating of "Moderate Buy" and a consensus target price of $155.91.

United Airlines Stock Performance

Shares of United Airlines stock opened at $109.82 on Friday. The firm has a market capitalization of $35.65 billion, a P/E ratio of 10.27, a PEG ratio of 0.89 and a beta of 1.27. The company has a quick ratio of 0.72, a current ratio of 0.78 and a debt-to-equity ratio of 1.45. The company has a 50 day moving average price of $118.95 and a 200 day moving average price of $108.37. United Airlines Holdings Inc has a 52 week low of $84.64 and a 52 week high of $138.77.

United Airlines (NASDAQ:UAL - Get Free Report) last released its earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, topping analysts' consensus estimates of $1.88 by $0.11. The company had revenue of $17.67 billion during the quarter, compared to analysts' expectations of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. United Airlines's revenue for the quarter was up 16.4% on a year-over-year basis. During the same period last year, the business earned $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Sell-side analysts expect that United Airlines Holdings Inc will post 9.91 EPS for the current year.

About United Airlines

United Airlines Holdings, Inc NASDAQ: UAL is the parent company of United Airlines, Inc, a major U.S. airline headquartered in Chicago, Illinois. United provides scheduled air transportation for passengers and cargo, serving destinations across the United States and connecting North America with international markets throughout Latin America, Europe, Asia, Africa and the Middle East.

The company operates a broad network through hubs including Chicago, Denver, Houston, Los Angeles, Newark, San Francisco and Washington, DC Its services include economy, premium-economy and business-class travel, as well as air cargo transportation.

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