United Airlines Holdings Inc $UAL Shares Sold by Alyeska Investment Group L.P.

Key Points

• Alyeska Investment Group cut its United Airlines position by 53.3% in the second quarter, selling 901,761 shares and retaining 791,284 shares worth approximately $107.6 million. Institutional investors and hedge funds collectively own 69.69% of UAL.
• United reported quarterly EPS of $1.99, exceeding estimates of $1.88, while revenue rose 16.4% year over year to $17.67 billion. The company provided fiscal 2026 EPS guidance of $9.00 to $11.00.
• Wall Street remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $157.74 versus a recent share price of $110.60; however, company insiders sold $32.3 million of stock during the last quarter.

Alyeska Investment Group L.P. reduced its position in shares of United Airlines Holdings Inc (NASDAQ:UAL - Free Report) by 53.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 791,284 shares of the transportation company's stock after selling 901,761 shares during the period. Alyeska Investment Group L.P. owned about 0.24% of United Airlines worth $107,607,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also modified their holdings of UAL. Bison Wealth LLC acquired a new position in shares of United Airlines in the fourth quarter valued at approximately $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of United Airlines by 24.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company's stock worth $2,753,000 after acquiring an additional 7,713 shares in the last quarter. Focus Partners Wealth increased its position in shares of United Airlines by 92.7% during the first quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company's stock worth $853,000 after acquiring an additional 5,939 shares during the period. First Trust Advisors LP increased its position in shares of United Airlines by 23.5% during the second quarter. First Trust Advisors LP now owns 292,580 shares of the transportation company's stock worth $23,298,000 after acquiring an additional 55,728 shares during the period. Finally, Cresset Asset Management LLC increased its position in shares of United Airlines by 73.5% during the second quarter. Cresset Asset Management LLC now owns 9,410 shares of the transportation company's stock worth $749,000 after acquiring an additional 3,987 shares during the period. 69.69% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at United Airlines

In other United Airlines news, President Brett J. Hart sold 30,108 shares of United Airlines stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the transaction, the president owned 371,583 shares of the company's stock, valued at $44,857,499.76. The trade was a 7.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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 business's stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $117.00, for a total value of $585,000.00. Following the completion of the sale, the executive vice president owned 214,955 shares of the company's stock, valued at approximately $25,149,735. This represents a 2.27% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 271,010 shares of company stock valued at $32,317,909 over the last quarter. Company insiders own 0.86% of the company's stock.

United Airlines Trading Down 1.6%

UAL opened at $110.60 on Friday. United Airlines Holdings Inc has a one year low of $84.64 and a one year high of $138.77. The company has a market cap of $35.90 billion, a P/E ratio of 10.35, a PEG ratio of 0.89 and a beta of 1.28. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. The business's 50-day simple moving average is $123.55 and its 200-day simple moving average is $108.68.

United Airlines (NASDAQ:UAL - Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, topping the consensus estimate of $1.88 by $0.11. The firm 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%. United Airlines's revenue for the quarter was up 16.4% compared to the same quarter last year. 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. As a group, equities research analysts expect that United Airlines Holdings Inc will post 9.91 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. UBS Group lifted their target price on United Airlines from $148.00 to $153.00 and gave the company a "buy" rating in a report on Tuesday, June 23rd. The Goldman Sachs Group increased their price target on United Airlines from $131.00 to $162.00 and gave the company a "buy" rating in a research report on Thursday, July 2nd. Citigroup lifted their price objective on United Airlines from $132.00 to $171.00 and gave the company a "buy" rating in a research note on Monday, June 22nd. Jefferies Financial Group reissued a "buy" rating and set a $155.00 price objective on shares of United Airlines in a research report on Sunday, July 19th. Finally, Zacks Research upgraded shares of United Airlines from a "strong sell" rating to a "hold" rating in a research note on Thursday, June 11th. Sixteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $157.74.

More United Airlines News

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source