Strategic Investment Advisors MI Acquires 5,124 Shares of United Airlines Holdings Inc $UAL

Strategic Investment Advisors MI raised its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 24.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,887 shares of the transportation company’s stock after purchasing an additional 5,124 shares during the quarter. Strategic Investment Advisors MI’s holdings in United Airlines were worth $2,384,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of United Airlines during the 4th quarter worth about $234,244,000. Holocene Advisors LP acquired a new stake in United Airlines during the second quarter worth approximately $84,753,000. AQR Capital Management LLC lifted its position in United Airlines by 56.8% during the fourth quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock worth $325,549,000 after acquiring an additional 1,060,371 shares during the last quarter. Nuveen LLC boosted its holdings in shares of United Airlines by 90.5% during the fourth quarter. Nuveen LLC now owns 1,528,242 shares of the transportation company’s stock worth $170,888,000 after acquiring an additional 726,022 shares during the period. Finally, Freestone Grove Partners LP grew its position in shares of United Airlines by 1,282.2% in the third quarter. Freestone Grove Partners LP now owns 776,783 shares of the transportation company’s stock valued at $74,960,000 after purchasing an additional 720,583 shares during the last quarter. 69.69% of the stock is owned by institutional investors.

Key United Airlines News

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

• Positive Sentiment: United Airlines, the Metropolitan Washington Airports Authority and the U.S. Department of Transportation announced a more than $20 billion, decade-long transformation of Washington Dulles International Airport. The project could strengthen United’s major hub, improve its international connectivity and enhance the passenger experience. Washington Dulles transformation announcement
• Positive Sentiment: United unveiled a new Economy Plus configuration for its upcoming Airbus A321XLR fleet, with additional elbow room and a shared table. The differentiated product may help United capture premium revenue on long-haul international routes. New Economy Plus seating
• Neutral Sentiment: JetBlue’s CEO said she has not discussed a merger or other M&A with United’s CEO, reducing near-term credibility for speculation about a potential transaction. JetBlue CEO comments on M&A
• Negative Sentiment: United narrowed its 2026 EPS guidance to $9–$11 after oil prices increased, highlighting the airline’s exposure to fuel costs. Analysts still expect approximately $10.48 in EPS, but margin pressure and execution risks remain concerns. United tightens 2026 outlook
• Negative Sentiment: Several executives reported stock sales, including CEO J. Scott Kirby’s sale of 159,321 shares, President Brett Hart’s sale of 30,108 shares and additional sales by EVPs Andrew Nocella and Torbjorn Enqvist. The filings said the transactions covered tax withholding on vested equity awards, which reduces their bearish significance but may still weigh on sentiment. United insider selling filings

Wall Street Analyst Weigh In

UAL has been the subject of several research reports. BMO Capital Markets lifted their price target on United Airlines from $130.00 to $157.50 and gave the stock an “outperform” rating in a report on Thursday, July 2nd. The Goldman Sachs Group increased their price objective on United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. JPMorgan Chase & Co. lifted their target price on United Airlines from $156.00 to $203.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Zacks Research raised shares of United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Finally, Wells Fargo & Company upped their price target on shares of United Airlines from $130.00 to $165.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $156.79.

Insider Buying and Selling at United Airlines

In other news, EVP Torbjorn J. Enqvist sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $119.91, for a total value of $2,398,200.00. Following the completion of the transaction, the executive vice president directly owned 114,800 shares in the company, valued at approximately $13,765,668. The trade was a 14.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Brett J. Hart sold 30,108 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the sale, the president directly owned 371,583 shares of the company’s stock, valued at approximately $44,857,499.76. This trade represents a 7.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 310,010 shares of company stock valued at $36,184,273 over the last three months. 0.86% of the stock is owned by insiders.

United Airlines Trading Down 3.5%

Shares of NASDAQ:UAL opened at $119.42 on Thursday. The business’s 50 day simple moving average is $118.48 and its 200 day simple moving average is $106.88. United Airlines Holdings Inc has a 1 year low of $82.42 and a 1 year high of $138.77. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.72. The company has a market capitalization of $38.76 billion, a P/E ratio of 11.17, a P/E/G ratio of 0.92 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last released its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.88 by $0.11. The firm had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The company’s revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the company posted $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, research analysts anticipate that United Airlines Holdings Inc will post 10.48 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.