Norges Bank Makes New $234.24 Million Investment in United Airlines Holdings Inc $UAL

Norges Bank bought a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 2,094,830 shares of the transportation company’s stock, valued at approximately $234,244,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Eurizon Capital SGR S.p.A. bought a new position in United Airlines during the fourth quarter worth about $832,000. Fideuram Asset Management Ireland dac bought a new position in United Airlines during the fourth quarter worth about $45,000. National Pension Service boosted its holdings in United Airlines by 102.8% during the fourth quarter. National Pension Service now owns 13,488 shares of the transportation company’s stock worth $1,508,000 after buying an additional 6,836 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in United Airlines during the fourth quarter worth about $254,000. Finally, Rothschild Investment LLC boosted its holdings in United Airlines by 10.9% during the fourth quarter. Rothschild Investment LLC now owns 2,241 shares of the transportation company’s stock worth $251,000 after buying an additional 220 shares during the last quarter. Institutional investors own 69.69% of the company’s stock.

Key United Airlines News

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

• Positive Sentiment: United announced a new nonstop St. Croix-to-Newark/New York route, making it the only airline serving the New York City area from St. Croix. The expansion adds another Caribbean destination and supports United’s effort to deepen its Newark hub and broader route network. Article Title
• Positive Sentiment: Newark Liberty International was reported to be leading major Northeast airports in on-time performance so far in 2026. Better operational reliability at United’s key hub can improve customer satisfaction and reduce disruption-related costs. Article Title
• Neutral Sentiment: United’s Q1 2026 earnings transcript suggests management is still focused on explaining results and outlook, but the transcript itself did not include a new headline catalyst in the provided summary. Article Title
• Neutral Sentiment: Morgan Stanley raised its price target on United Airlines to $182 from $150 and kept an overweight rating, which is supportive for sentiment, though it was one of several market-moving items rather than a direct operational update. Article Title
• Negative Sentiment: Rising oil prices can pressure airline margins by increasing fuel costs, which is likely a headwind for United and the broader airline sector. Article Title

Insider Buying and Selling

In related news, EVP Andrew P. Nocella sold 7,000 shares of United Airlines stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $90.19, for a total value of $631,330.00. Following the sale, the executive vice president owned 215,345 shares of the company’s stock, valued at approximately $19,421,965.55. This trade represents a 3.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kate Gebo sold 5,331 shares of United Airlines stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total value of $562,473.81. Following the completion of the sale, the executive vice president directly owned 60,393 shares in the company, valued at approximately $6,372,065.43. This represents a 8.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 47,000 shares of company stock worth $4,848,263. 0.86% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on UAL shares. Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a report on Monday, April 20th. Citigroup dropped their price target on United Airlines from $155.00 to $132.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Wells Fargo & Company dropped their price target on United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday, March 16th. Zacks Research lowered United Airlines from a “hold” rating to a “strong sell” rating in a research report on Wednesday, May 13th. Finally, TD Cowen raised United Airlines from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $134.59.

United Airlines Trading Down 2.6%

NASDAQ UAL opened at $108.82 on Wednesday. The firm has a market cap of $35.32 billion, a P/E ratio of 9.72, a P/E/G ratio of 0.93 and a beta of 1.27. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.70 and a quick ratio of 0.64. The stock’s 50-day moving average is $96.10 and its 200-day moving average is $102.62. United Airlines Holdings Inc has a one year low of $71.55 and a one year high of $119.21.

United Airlines (NASDAQ:UAL) last released its quarterly 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. The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $14.19 billion. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.United Airlines’s revenue was up 10.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.91 earnings per share. 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. Sell-side analysts anticipate that United Airlines Holdings Inc will post 9.63 earnings per share for the current fiscal year.

United Airlines 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.