United Airlines Holdings Inc $UAL Shares Bought by Caprock Group LLC

Key Points

• Caprock Group LLC boosted its stake in United Airlines by 49.4% in Q4, acquiring an additional 13,205 shares to hold 39,921 shares valued at about $4.46 million.
• United beat Q1 on revenue and EPS, but trimmed full‑year guidance amid a sharp jet‑fuel spike; management warned fares may need to rise 15–20% and announced capacity cuts that could pressure demand and margins.
• Several analysts raised targets (BMO $130, Goldman $129, Morgan Stanley $150), leaving an average target of $132.71

Caprock Group LLC boosted its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 49.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,921 shares of the transportation company's stock after acquiring an additional 13,205 shares during the period. Caprock Group LLC's holdings in United Airlines were worth $4,464,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Financial Consulate Inc. purchased a new stake in shares of United Airlines during the third quarter worth about $29,000. JPL Wealth Management LLC purchased a new stake in shares of United Airlines during the third quarter worth about $29,000. Abich Financial Wealth Management LLC purchased a new stake in shares of United Airlines during the third quarter worth about $34,000. BOCHK Asset Management Ltd purchased a new stake in shares of United Airlines during the fourth quarter worth about $34,000. Finally, JFS Wealth Advisors LLC grew its holdings in shares of United Airlines by 51.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company's stock worth $36,000 after buying an additional 108 shares in the last quarter. Institutional investors and hedge funds own 69.69% of the company's stock.

United Airlines Price Performance

UAL opened at $91.25 on Friday. The company has a 50 day moving average of $97.66 and a two-hundred day moving average of $102.36. United Airlines Holdings Inc has a 52-week low of $65.66 and a 52-week high of $119.21. The company has a quick ratio of 0.59, a current ratio of 0.70 and a debt-to-equity ratio of 1.38. The company has a market cap of $29.62 billion, a P/E ratio of 8.15, a P/E/G ratio of 0.63 and a beta of 1.28.

United Airlines (NASDAQ:UAL - Get Free Report) last posted 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 business had revenue of $14.61 billion for the quarter, compared to analysts' expectations of $14.19 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The business's revenue for the quarter 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. On average, analysts expect that United Airlines Holdings Inc will post 9.64 earnings per share for the current year.

Insider Transactions at United Airlines

In related news, President Brett J. Hart sold 19,000 shares of the company's 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 sale, the president directly owned 264,638 shares of the company's stock, valued at $28,170,715.10. This represents a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.86% of the stock is owned by corporate insiders.

Key United Airlines News

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

• Positive Sentiment: Q1 beat — United reported higher revenue (up ~10.6% YoY to $14.61B) and non‑GAAP EPS that topped consensus, showing resilient premium demand. UAL Q1 Deep Dive: Fuel Pressures Drive Capacity Cuts and Premium Product Expansion
• Positive Sentiment: Analyst upgrade — BMO raised its price target to $130 and assigned an "outperform" rating, giving upside to the shares. BMO raises UAL price target
• Neutral Sentiment: Merger chatter downplayed — CEO Scott Kirby played down merger talk with American; the White House expressed skepticism, reducing M&A uncertainty for now. United Airlines CEO plays down merger talk
• Neutral Sentiment: Rival pushback — American Airlines’ CEO publicly opposed a merger with United, which lowers the near‑term probability of consolidation. American CEO says merger would be 'bad for customers'
• Negative Sentiment: Guidance cut for FY — Despite the beat, United trimmed full‑year earnings expectations, citing a sharp jet fuel spike tied to geopolitical tensions; management warned Q2 and full‑year margins will be squeezed. UAL Outlook Hits Stock
• Negative Sentiment: Ticket price and capacity moves could deter demand — Management said fares may need to rise as much as 15–20% and announced capacity reductions; sustained higher fares risk softer leisure/business travel. United says fares may need to rise up to 20%
• Negative Sentiment: Cost pass‑throughs and surcharges — United is implementing a broad “market disruption” cargo surcharge and signaling continued fare hikes to offset fuel; these are short‑term margin hedges that may reduce volume. United to impose 'market disruption' surcharge on cargo
• Negative Sentiment: CEO warns prices may stay high — Public comments that higher prices could persist may depress near‑term travel demand until fuel/geo‑political risks ease. United CEO admits prices might stay high after Iran fuel crisis ends

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Wall Street Zen downgraded shares of United Airlines from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. BMO Capital Markets lifted their price target on shares of United Airlines from $110.00 to $130.00 and gave the stock an "outperform" rating in a report on Thursday. Susquehanna set a $135.00 target price on shares of United Airlines in a report on Thursday. The Goldman Sachs Group boosted their target price on shares of United Airlines from $115.00 to $129.00 and gave the company a "buy" rating in a report on Tuesday, January 13th. Finally, Morgan Stanley set a $150.00 target price on shares of United Airlines and gave the company an "overweight" rating in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Buy" and an average target price of $132.71.

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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