Atom Investors LP Makes New $4.47 Million Investment in United Airlines Holdings Inc $UAL

Atom Investors LP purchased a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 39,949 shares of the transportation company’s stock, valued at approximately $4,467,000.

A number of other large investors also recently bought and sold shares of UAL. Norges Bank purchased a new position in United Airlines during the fourth quarter worth approximately $234,244,000. Holocene Advisors LP purchased a new position in shares of United Airlines in the 2nd quarter valued at $84,753,000. Capital World Investors raised its stake in shares of United Airlines by 12.1% in the 3rd quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock valued at $698,977,000 after acquiring an additional 783,551 shares during the period. Nuveen LLC raised its stake in shares of United Airlines by 90.5% in the 4th quarter. Nuveen LLC now owns 1,528,242 shares of the transportation company’s stock valued at $170,888,000 after acquiring an additional 726,022 shares during the period. Finally, Freestone Grove Partners LP raised its stake in shares of United Airlines by 1,282.2% in the 3rd quarter. Freestone Grove Partners LP now owns 776,783 shares of the transportation company’s stock valued at $74,960,000 after acquiring an additional 720,583 shares during the period. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on UAL shares. Wall Street Zen raised shares of United Airlines from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. Weiss Ratings reissued a “hold (c+)” rating on shares of United Airlines in a research note on Monday, April 20th. Zacks Research raised shares of United Airlines from a “strong sell” rating to a “hold” rating in a research note on Thursday, June 11th. UBS Group raised their target price on shares of United Airlines from $139.00 to $148.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Finally, Citigroup cut their target price on shares of United Airlines from $155.00 to $132.00 and set a “buy” rating on the stock in a research note on Friday, March 20th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $134.59.

Insiders Place Their Bets

In related news, EVP Kate Gebo sold 5,331 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total transaction of $562,473.81. Following the completion of the sale, the executive vice president directly owned 60,393 shares of the company’s stock, valued at approximately $6,372,065.43. This trade represents a 8.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Andrew P. Nocella sold 7,000 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the sale, the executive vice president directly owned 215,345 shares of the company’s stock, valued at approximately $19,421,965.55. The trade was a 3.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 47,000 shares of company stock valued at $4,848,263. Company insiders own 0.86% of the company’s stock.

United Airlines Price Performance

UAL opened at $118.51 on Wednesday. The company has a fifty day simple moving average of $100.11 and a 200 day simple moving average of $103.78. The firm has a market cap of $38.46 billion, a price-to-earnings ratio of 10.58, a PEG ratio of 1.00 and a beta of 1.27. United Airlines Holdings Inc has a twelve month low of $71.55 and a twelve month high of $124.79. The company has a current ratio of 0.70, a quick ratio of 0.64 and a debt-to-equity ratio of 1.38.

United Airlines (NASDAQ:UAL) last released its quarterly earnings results on Tuesday, April 21st. The transportation company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.08 by $0.11. The business had revenue of $14.61 billion during the quarter, compared to analyst estimates of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The business’s revenue was up 10.5% on a year-over-year basis. During the same period last year, the business earned $0.91 EPS. 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. Equities research analysts expect that United Airlines Holdings Inc will post 9.63 EPS for the current fiscal year.

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.