Public Employees Retirement System of Ohio Buys New Holdings in United Airlines Holdings Inc $UAL

Public Employees Retirement System of Ohio purchased a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 151,139 shares of the transportation company’s stock, valued at approximately $20,553,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of UAL. Bison Wealth LLC acquired a new position in shares of United Airlines during the 4th quarter worth approximately $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in United Airlines by 24.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock worth $2,753,000 after purchasing an additional 7,713 shares during the period. Focus Partners Wealth increased its holdings in shares of United Airlines by 92.7% in the first quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after purchasing an additional 5,939 shares during the last quarter. First Trust Advisors LP raised its holdings in United Airlines by 23.5% in the 2nd quarter. First Trust Advisors LP now owns 292,580 shares of the transportation company’s stock valued at $23,298,000 after acquiring an additional 55,728 shares during the period. Finally, Cresset Asset Management LLC increased its stake in shares of United Airlines by 73.5% during the second quarter. Cresset Asset Management LLC now owns 9,410 shares of the transportation company’s stock worth $749,000 after purchasing an additional 3,987 shares during the period. Institutional investors own 69.69% of the company’s stock.

Insider Activity

In other United Airlines news, EVP Andrew P. Nocella sold 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $117.00, for a total transaction of $585,000.00. Following the completion of the transaction, the executive vice president directly owned 214,955 shares in the company, valued at $25,149,735. The trade was a 2.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction of $2,398,200.00. Following the transaction, the executive vice president owned 114,800 shares of the company’s stock, valued at approximately $13,765,668. This represents a 14.84% decrease in their ownership of the stock. 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. In the last 90 days, insiders sold 271,010 shares of company stock worth $32,317,909. Insiders own 0.86% of the company’s stock.

United Airlines Price Performance

Shares of NASDAQ UAL opened at $110.60 on Friday. The business has a fifty day moving average price of $123.55 and a two-hundred day moving average price of $108.68. The stock has a market capitalization of $35.90 billion, a PE ratio of 10.35, a P/E/G ratio of 0.89 and a beta of 1.28. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.72. United Airlines Holdings Inc has a fifty-two week low of $84.64 and a fifty-two week high of $138.77.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. The company had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.62 billion. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.United Airlines’s revenue was up 16.4% on a year-over-year basis. During the same quarter last year, the business earned $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, equities analysts predict that United Airlines Holdings Inc will post 9.91 earnings per share for the current fiscal year.

United Airlines News Roundup

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

• Positive Sentiment: A321XLR aircraft support international expansion. United expects to receive enough Airbus A321XLR aircraft to operate five new European routes in summer 2027, including service to Luxembourg, Ibiza and Toulouse. The aircraft should allow United to profitably serve long-haul markets with smaller-capacity planes, supporting its broader plan to add 10 European cities and strengthen its international network. United Airlines A321XLR Expansion Strengthens the International Growth Story
• Positive Sentiment: Wells Fargo reaffirmed its Buy rating. The continued bullish stance from a major analyst provides support for the stock’s long-term outlook and indicates confidence in United’s earnings and growth prospects. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: Higher airfares could improve revenue and margins. Industry airfares have risen sharply, and airline executives believe prices may have room to increase further. If demand remains resilient, United could benefit from stronger pricing and improved earnings power. Airfares Are Up 25.5 Percent
• Neutral Sentiment: Executive selling was relatively modest. EVP Andrew Nocella sold 5,000 shares for approximately $585,000, reducing his holdings by 2.27%. The sale may weigh slightly on sentiment, although he retained more than 214,000 shares. Andrew Nocella Sells United Airlines Shares
• Negative Sentiment: UAL recently underperformed the broader market. Reports noted that the stock declined even as the overall market advanced, suggesting investors may be taking profits, rotating away from airline shares or awaiting clearer evidence that fare increases and international expansion will translate into sustained earnings growth. United Airlines Stock Sinks as Market Gains

Analysts Set New Price Targets

Several research firms recently issued reports on UAL. Wall Street Zen downgraded United Airlines from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Zacks Research raised United Airlines from a “strong sell” rating to a “hold” rating in a report on Thursday, June 11th. JPMorgan Chase & Co. boosted their target price on shares of United Airlines from $156.00 to $203.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Barclays upped their price target on shares of United Airlines from $150.00 to $175.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $155.00 price target on shares of United Airlines in a research report on Sunday, July 19th. Sixteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $157.74.

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.