Rakuten Investment Management Inc. Makes New $5.28 Million Investment in United Airlines Holdings Inc $UAL

Key Points

• Rakuten Investment Management acquired a new $5.28 million stake in United Airlines, purchasing 39,082 shares during the second quarter. Institutional investors collectively own 69.69% of UAL’s outstanding stock.
• United Airlines beat quarterly expectations with $1.99 earnings per share versus the $1.88 consensus and $17.67 billion in revenue, up 16.4% year over year. The company issued fiscal 2026 EPS guidance of $9.00–$11.00.
• Analysts maintain a generally positive outlook, with 16 Buy ratings and two Holds producing a “Moderate Buy” consensus and an average price target of $157.74. However, insiders sold shares worth about $32.3 million over the past 90 days, primarily to cover tax obligations.

Rakuten Investment Management Inc. bought a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 39,082 shares of the transportation company's stock, valued at approximately $5,283,000.

A number of other institutional investors also recently modified their holdings of the business. Root Financial Partners LLC grew its stake in shares of United Airlines by 5.3% in the fourth quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company's stock valued at $206,000 after acquiring an additional 93 shares in the last quarter. AXA S.A. raised its stake in United Airlines by 0.8% in the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company's stock worth $1,231,000 after purchasing an additional 121 shares in the last quarter. SJS Investment Consulting Inc. raised its stake in United Airlines by 17.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 861 shares of the transportation company's stock worth $79,000 after purchasing an additional 125 shares in the last quarter. Fielder Capital Group LLC raised its stake in United Airlines by 5.4% in the 4th quarter. Fielder Capital Group LLC now owns 2,473 shares of the transportation company's stock worth $276,000 after purchasing an additional 127 shares in the last quarter. Finally, Koshinski Asset Management Inc. boosted its holdings in United Airlines by 3.7% in the 1st quarter. Koshinski Asset Management Inc. now owns 3,914 shares of the transportation company's stock valued at $360,000 after purchasing an additional 138 shares during the period. Institutional investors own 69.69% of the company's stock.

United Airlines Price Performance

Shares of NASDAQ:UAL opened at $110.60 on Friday. The firm has a 50 day moving average of $123.55 and a 200-day moving average of $108.68. The stock has a market capitalization of $35.90 billion, a PE ratio of 10.35, a PEG ratio of 0.89 and a beta of 1.28. The company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45. United Airlines Holdings Inc has a 12 month low of $84.64 and a 12 month high of $138.77.

United Airlines (NASDAQ:UAL - Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.88 by $0.11. The business had revenue of $17.67 billion for the quarter, compared to analyst estimates of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The firm's revenue for the quarter was up 16.4% on a year-over-year basis. During the same quarter last year, the business posted $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, equities research analysts predict that United Airlines Holdings Inc will post 9.91 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

UAL has been the topic of a number of analyst reports. The Goldman Sachs Group increased their target price on shares of United Airlines from $131.00 to $162.00 and gave the stock a "buy" rating in a research report on Thursday, July 2nd. Weiss Ratings reiterated a "hold (c+)" rating on shares of United Airlines in a research note on Friday, July 17th. Sanford C. Bernstein increased their price target on United Airlines from $136.00 to $153.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 1st. Wells Fargo & Company increased their price target on United Airlines from $130.00 to $165.00 and gave the stock an "overweight" rating in a research report on Tuesday, June 30th. Finally, BMO Capital Markets raised their price objective on United Airlines from $130.00 to $157.50 and gave the stock an "outperform" rating in a research note on Thursday, July 2nd. Sixteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $157.74.

Insiders Place Their Bets

In other United Airlines news, EVP Torbjorn J. Enqvist sold 20,000 shares of the firm'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 sale, the executive vice president owned 114,800 shares of the company's stock, valued at approximately $13,765,668. This trade represents a 14.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Brett J. Hart sold 30,108 shares of United Airlines stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $120.72, for a total value of $3,634,637.76. Following the completion of the transaction, the president owned 371,583 shares in the company, valued at approximately $44,857,499.76. The trade was a 7.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 271,010 shares of company stock valued at $32,317,909 over the last ninety days. Company insiders own 0.86% of the company's stock.

United Airlines News Summary

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

• Positive Sentiment: A321XLR aircraft support international expansion. United expects to receive enough Airbus A321XLR aircraft to operate five new European routes in summer 2027, including service to Luxembourg, Ibiza and Toulouse. The aircraft should allow United to profitably serve long-haul markets with smaller-capacity planes, supporting its broader plan to add 10 European cities and strengthen its international network. United Airlines A321XLR Expansion Strengthens the International Growth Story
• Positive Sentiment: Wells Fargo reaffirmed its Buy rating. The continued bullish stance from a major analyst provides support for the stock’s long-term outlook and indicates confidence in United’s earnings and growth prospects. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: Higher airfares could improve revenue and margins. Industry airfares have risen sharply, and airline executives believe prices may have room to increase further. If demand remains resilient, United could benefit from stronger pricing and improved earnings power. Airfares Are Up 25.5 Percent
• Neutral Sentiment: Executive selling was relatively modest. EVP Andrew Nocella sold 5,000 shares for approximately $585,000, reducing his holdings by 2.27%. The sale may weigh slightly on sentiment, although he retained more than 214,000 shares. Andrew Nocella Sells United Airlines Shares
• Negative Sentiment: UAL recently underperformed the broader market. Reports noted that the stock declined even as the overall market advanced, suggesting investors may be taking profits, rotating away from airline shares or awaiting clearer evidence that fare increases and international expansion will translate into sustained earnings growth. United Airlines Stock Sinks as Market Gains

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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