Canada Pension Plan Investment Board Buys Shares of 359,300 United Airlines Holdings Inc $UAL

Canada Pension Plan Investment Board bought a new position in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 359,300 shares of the transportation company’s stock, valued at approximately $48,861,000.

Other large investors have also recently made changes to their positions in the company. Legacy Wealth Managment LLC ID bought a new position in United Airlines in the 4th quarter worth about $25,000. Dunhill Financial LLC bought a new stake in shares of United Airlines during the second quarter valued at about $25,000. Western Wealth Management LLC bought a new stake in shares of United Airlines during the first quarter valued at about $27,000. JPL Wealth Management LLC purchased a new stake in shares of United Airlines in the third quarter worth about $29,000. Finally, Elevation Wealth Partners LLC lifted its holdings in shares of United Airlines by 393.0% in the second quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock worth $29,000 after buying an additional 169 shares in 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: Higher airfares could support revenue and margins. Industry fares have risen 25.5%, and airline executives—including United’s management—indicate that prices may have room to increase further. This could improve the company’s earnings outlook if demand remains resilient. Airfares Are Up 25.5% and United Says It’s Set To Increase More
• Positive Sentiment: United announced its largest-ever international expansion. The airline plans to add 10 international destinations and exclusive nonstop routes in 2027, with the A321XLR scheduled for select long-haul services. United expects to be the only U.S. carrier serving eight of the new cities, potentially strengthening its premium and international network position. United Airlines Maps Its Biggest Ever International Buildout
• Positive Sentiment: Competitive positioning remains favorable. United and Delta were described as outperforming American Airlines, whose rejected merger proposal leaves it facing an uncertain turnaround. Relative strength among major carriers may support United’s market share and investor appeal. American Airlines Faces a Reckoning
• Neutral Sentiment: Executive stock sale was limited in size. EVP Andrew P. Nocella sold 5,000 shares for approximately $585,000, reducing his direct holdings by 2.27%. The transaction may weigh modestly on sentiment, but he retained a substantial position. Andrew P. Nocella Insider Trading
• Negative Sentiment: UAL declined even as the broader market advanced. Coverage from Zacks and Yahoo Finance offered no major new company-specific negative catalyst, suggesting profit-taking, sector rotation, or investor concerns about valuation and execution may be driving the underperformance. United Airlines Stock Sinks as Market Gains
• Negative Sentiment: TD Cowen lowered its expectations for United’s stock price. The reduced analyst outlook likely added pressure by signaling less near-term upside, despite United’s favorable fare environment and expansion plans. TD Cowen Has Lowered Expectations for United Airlines

Insider Activity at United Airlines

In other news, CEO J Scott Kirby sold 159,321 shares of the firm’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $118.05, for a total transaction of $18,807,844.05. Following the sale, the chief executive officer owned 797,851 shares in the company, valued at approximately $94,186,310.55. This trade represents a 16.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, President Brett J. Hart sold 30,108 shares of United Airlines stock in a transaction 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 $44,857,499.76. This represents a 7.50% 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. Insiders sold 271,010 shares of company stock worth $32,317,909 in the last 90 days. 0.86% of the stock is currently owned by corporate insiders.

United Airlines Stock Performance

Shares of UAL opened at $112.39 on Friday. United Airlines Holdings Inc has a 12-month low of $84.64 and a 12-month high of $138.77. The company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45. The company has a market cap of $36.48 billion, a PE ratio of 10.51, a price-to-earnings-growth ratio of 0.93 and a beta of 1.28. The stock has a 50-day moving average price of $123.71 and a 200-day moving average price of $108.67.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping the consensus estimate 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 net margin of 5.56% and a return on equity of 19.05%. United Airlines’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same period in the prior 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 forecast that United Airlines Holdings Inc will post 9.91 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on UAL shares. UBS Group boosted their price objective on shares of United Airlines from $148.00 to $153.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Wells Fargo & Company increased their target price on shares of United Airlines from $130.00 to $165.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 30th. Susquehanna cut their price target on shares of United Airlines from $172.00 to $165.00 and set a “positive” rating for the company in a report on Friday, July 17th. 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, TD Cowen decreased their price target on shares of United Airlines from $205.00 to $192.00 and set a “buy” rating on the stock in a report on Monday. Sixteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, United Airlines currently has an average rating of “Moderate Buy” and an average price target of $157.74.

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.