SteelPeak Wealth LLC increased its holdings in United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 424.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,837 shares of the transportation company’s stock after purchasing an additional 10,388 shares during the period. SteelPeak Wealth LLC’s holdings in United Airlines were worth $1,182,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID bought a new stake in shares of United Airlines in the 4th quarter valued at approximately $25,000. JPL Wealth Management LLC bought a new stake in United Airlines in the third quarter valued at $29,000. BOCHK Asset Management Ltd bought a new stake in United Airlines in the fourth quarter valued at $34,000. Motiv8 Investments LLC acquired a new position in United Airlines during the fourth quarter worth $35,000. Finally, JFS Wealth Advisors LLC raised its stake in 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 acquiring an additional 108 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.
Insider Buying and Selling
In related news, EVP Andrew P. Nocella sold 7,000 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $90.19, for a total value of $631,330.00. Following the transaction, the executive vice president owned 215,345 shares in the company, valued at $19,421,965.55. This trade represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kate Gebo sold 34,669 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $105.41, for a total value of $3,654,459.29. Following the sale, the executive vice president directly owned 67,707 shares of the company’s stock, valued at $7,136,994.87. This represents a 33.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 96,381 shares of company stock worth $10,837,575 in the last quarter. Insiders own 0.86% of the company’s stock.
Key Stories Impacting United Airlines
- Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
- Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
- Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
- Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
- Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
- Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title
United Airlines Stock Performance
Shares of NASDAQ:UAL opened at $115.41 on Friday. United Airlines Holdings Inc has a twelve month low of $82.42 and a twelve month high of $138.77. The firm has a market cap of $37.46 billion, a PE ratio of 10.80, a price-to-earnings-growth ratio of 0.89 and a beta of 1.25. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.64 and a current ratio of 0.78. The business has a fifty day moving average of $114.62 and a 200-day moving average of $106.66.
United Airlines (NASDAQ:UAL – Get Free Report) last issued 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. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The business had revenue of $17.67 billion for the quarter, compared to the consensus estimate of $17.62 billion. During the same quarter in the prior year, the company earned $3.87 EPS. The firm’s quarterly revenue was up 16.4% on a year-over-year basis. 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 10.32 EPS for the current fiscal year.
Wall Street Analyst Weigh In
Several equities research analysts have recently commented on UAL shares. Sanford C. Bernstein boosted their target price on shares of United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a research note on Wednesday, July 1st. Bank of America increased their target price on shares of United Airlines from $145.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Barclays lifted their price target on shares of United Airlines from $150.00 to $175.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Zacks Research upgraded shares of United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Finally, The Goldman Sachs Group upped their price objective on shares of United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $154.26.
Read Our Latest Research Report on UAL
United Airlines Company 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.
Featured Stories
- Five stocks we like better than United Airlines
- AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector
- Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth
- TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident
- GE Aerospace Faces a Prove-It Moment in Q2 Earnings
Want to see what other hedge funds are holding UAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for United Airlines Holdings Inc (NASDAQ:UAL – Free Report).
Receive News & Ratings for United Airlines Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for United Airlines and related companies with MarketBeat.com's FREE daily email newsletter.
