Seaport Res Ptn Predicts United Airlines FY2025 Earnings

Key Points

• Seaport Res Ptn raised its FY2025 earnings per share (EPS) estimate for United Airlines from $10.30 to $10.93, while the consensus estimate for current full-year earnings stands at $12.96 per share.
• Following recent earnings results, where United reported $2.78 EPS for the quarter, the stock currently has a consensus rating of "Buy" with an average target price of $124.69.
• Institutional investors and hedge funds hold a significant stake in United Airlines, owning approximately 69.69% of the company's stock, highlighting strong interest from major investors.

United Airlines Holdings Inc (NASDAQ:UAL - Free Report) - Equities researchers at Seaport Res Ptn lifted their FY2025 EPS estimates for United Airlines in a report released on Thursday, October 16th. Seaport Res Ptn analyst D. Mckenzie now anticipates that the transportation company will post earnings of $10.93 per share for the year, up from their prior estimate of $10.30. The consensus estimate for United Airlines' current full-year earnings is $12.96 per share. Seaport Res Ptn also issued estimates for United Airlines' Q4 2025 earnings at $3.40 EPS and FY2026 earnings at $13.00 EPS.

A number of other analysts have also issued reports on the stock. Wall Street Zen raised shares of United Airlines from a "hold" rating to a "buy" rating in a research note on Saturday. Bank of America upped their price objective on shares of United Airlines from $90.00 to $108.00 and gave the stock a "buy" rating in a research note on Friday, July 18th. TD Cowen upped their price objective on shares of United Airlines from $101.00 to $127.00 and gave the stock a "buy" rating in a research note on Monday, July 21st. Cowen reaffirmed a "buy" rating on shares of United Airlines in a research note on Tuesday, July 15th. Finally, Jefferies Financial Group upped their price objective on shares of United Airlines from $115.00 to $125.00 and gave the stock a "buy" rating in a research note on Wednesday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $124.69.

United Airlines Stock Up 1.0%

Shares of UAL opened at $99.14 on Monday. The firm has a market capitalization of $32.10 billion, a P/E ratio of 9.93, a P/E/G ratio of 1.16 and a beta of 1.45. United Airlines has a 12-month low of $52.00 and a 12-month high of $116.00. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 1.45. The firm has a fifty day moving average price of $101.66 and a 200-day moving average price of $86.22.

United Airlines (NASDAQ:UAL - Get Free Report) last issued its earnings results on Wednesday, October 15th. The transportation company reported $2.78 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.65 by $0.13. The firm had revenue of $15.23 billion during the quarter, compared to analyst estimates of $15.31 billion. United Airlines had a net margin of 5.64% and a return on equity of 26.94%. The business's revenue was up 2.6% on a year-over-year basis. During the same period in the previous year, the firm earned $3.33 earnings per share. United Airlines has set its Q4 2025 guidance at 3.000-3.500 EPS.

Insider Activity

In other United Airlines news, Director Michelle Freyre sold 900 shares of the stock in a transaction dated Monday, July 28th. The shares were sold at an average price of $92.13, for a total transaction of $82,917.00. Following the completion of the sale, the director directly owned 829 shares of the company's stock, valued at approximately $76,375.77. This represents a 52.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Kate Gebo sold 6,343 shares of the stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $97.81, for a total transaction of $620,408.83. Following the sale, the executive vice president directly owned 69,106 shares of the company's stock, valued at approximately $6,759,257.86. The trade was a 8.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 86,791 shares of company stock valued at $8,147,918. Corporate insiders own 0.63% of the company's stock.

Hedge Funds Weigh In On United Airlines

Hedge funds have recently modified their holdings of the stock. Hemington Wealth Management increased its holdings in shares of United Airlines by 50.6% during the first quarter. Hemington Wealth Management now owns 476 shares of the transportation company's stock valued at $32,000 after acquiring an additional 160 shares in the last quarter. WPG Advisers LLC acquired a new position in shares of United Airlines during the first quarter valued at about $32,000. Eastern Bank acquired a new position in shares of United Airlines during the first quarter valued at about $35,000. Banque Transatlantique SA acquired a new position in shares of United Airlines during the first quarter valued at about $35,000. Finally, Strategic Investment Solutions Inc. IL increased its holdings in United Airlines by 44.0% in the 2nd quarter. Strategic Investment Solutions Inc. IL now owns 579 shares of the transportation company's stock worth $46,000 after buying an additional 177 shares during the period. Institutional investors and hedge funds own 69.69% of the company's stock.

About United Airlines

United Airlines Holdings, Inc, through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. The company transports people and cargo through its mainline and regional fleets. It also offers catering, ground handling, flight academy, and maintenance services for third parties.

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