Seaport Res Ptn Weighs in on United Airlines Q1 Earnings

Key Points

• Seaport Res Ptn predicts United Airlines will earn $1.05 per share in Q1 2026, with a full-year estimate of $12.96 per share.
• United Airlines' analysts have a consensus rating of "Buy" with an average target price of $123.38.
• Recent insider sales included President Brett J. Hart selling 24,772 shares, decreasing his position by 8.03%.

United Airlines Holdings Inc (NASDAQ:UAL - Free Report) - Analysts at Seaport Res Ptn issued their Q1 2026 earnings per share estimates for United Airlines in a report issued on Thursday, October 16th. Seaport Res Ptn analyst D. Mckenzie forecasts that the transportation company will earn $1.05 per share for the quarter. The consensus estimate for United Airlines' current full-year earnings is $12.96 per share. Seaport Res Ptn also issued estimates for United Airlines' Q2 2026 earnings at $4.65 EPS, Q3 2026 earnings at $3.85 EPS and Q4 2026 earnings at $3.45 EPS.

UAL has been the topic of a number of other reports. UBS Group raised their price objective on shares of United Airlines from $114.00 to $131.00 and gave the company a "buy" rating in a research note on Friday, September 26th. Wall Street Zen lowered United Airlines from a "buy" rating to a "hold" rating in a research report on Friday, July 18th. JPMorgan Chase & Co. upped their price objective on United Airlines from $122.00 to $149.00 and gave the company an "overweight" rating in a report on Friday, September 12th. Susquehanna raised their target price on United Airlines from $109.00 to $115.00 and gave the stock a "positive" rating in a report on Friday, October 3rd. Finally, Bank of America boosted their target price on United Airlines from $90.00 to $108.00 and gave the stock a "buy" rating in a research report on Friday, July 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, United Airlines presently has a consensus rating of "Buy" and an average target price of $123.38.

United Airlines Trading Down 5.6%

UAL opened at $98.19 on Friday. The company has a debt-to-equity ratio of 1.56, a current ratio of 0.70 and a quick ratio of 0.65. The company has a market cap of $31.79 billion, a price-to-earnings ratio of 9.84, a price-to-earnings-growth ratio of 1.32 and a beta of 1.45. The firm has a 50 day simple moving average of $101.46 and a 200 day simple moving average of $85.72. United Airlines has a fifty-two week low of $52.00 and a fifty-two week high of $116.00.

United Airlines (NASDAQ:UAL - Get Free Report) last announced its quarterly earnings data on Wednesday, October 15th. The transportation company reported $2.78 EPS for the quarter, topping analysts' consensus estimates of $2.65 by $0.13. United Airlines had a return on equity of 27.68% and a net margin of 5.64%.The firm had revenue of $15.23 billion during the quarter, compared to analyst estimates of $15.31 billion. During the same period last year, the company earned $3.33 earnings per share. The company's revenue was up 2.6% on a year-over-year basis. United Airlines has set its Q4 2025 guidance at 3.000-3.500 EPS.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Rosenberg Matthew Hamilton increased its stake in shares of United Airlines by 14.2% in the 2nd quarter. Rosenberg Matthew Hamilton now owns 935 shares of the transportation company's stock valued at $74,000 after acquiring an additional 116 shares in the last quarter. Pinnacle Associates Ltd. grew its holdings in United Airlines by 1.1% in the second quarter. Pinnacle Associates Ltd. now owns 10,286 shares of the transportation company's stock worth $819,000 after purchasing an additional 116 shares during the period. AXA S.A. increased its stake in United Airlines by 0.8% in the second quarter. AXA S.A. now owns 15,465 shares of the transportation company's stock valued at $1,231,000 after purchasing an additional 121 shares in the last quarter. Parkside Financial Bank & Trust raised its holdings in shares of United Airlines by 8.8% during the second quarter. Parkside Financial Bank & Trust now owns 1,759 shares of the transportation company's stock valued at $140,000 after purchasing an additional 143 shares during the period. Finally, Wedbush Securities Inc. boosted its position in shares of United Airlines by 3.3% during the 1st quarter. Wedbush Securities Inc. now owns 4,651 shares of the transportation company's stock worth $321,000 after purchasing an additional 147 shares in the last quarter. Institutional investors and hedge funds own 69.69% of the company's stock.

Insiders Place Their Bets

In related news, President Brett J. Hart sold 24,772 shares of the business's stock in a transaction that occurred on Friday, July 25th. The stock was sold at an average price of $89.50, for a total value of $2,217,094.00. Following the completion of the transaction, the president directly owned 283,638 shares in the company, valued at approximately $25,385,601. The trade was a 8.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kate Gebo sold 29,953 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $97.59, for a total value of $2,923,113.27. Following the sale, the executive vice president directly owned 45,496 shares of the company's stock, valued at approximately $4,439,954.64. The trade was a 39.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 86,791 shares of company stock valued at $8,147,918 in the last three months. Insiders own 0.71% of the company's stock.

United Airlines Company Profile

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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