Fred Alger Management LLC Boosts Position in United Airlines Holdings Inc $UAL

Fred Alger Management LLC raised its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 12.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 478,370 shares of the transportation company’s stock after acquiring an additional 52,861 shares during the period. Fred Alger Management LLC owned approximately 0.15% of United Airlines worth $46,163,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Apella Capital LLC raised its holdings in shares of United Airlines by 0.3% during the third quarter. Apella Capital LLC now owns 36,617 shares of the transportation company’s stock worth $3,595,000 after purchasing an additional 108 shares during the last quarter. Murphy & Mullick Capital Management Corp boosted its holdings in United Airlines by 20.5% in the third quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock valued at $63,000 after purchasing an additional 114 shares during the last quarter. AXA S.A. grew its position in United Airlines by 0.8% during the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock worth $1,231,000 after purchasing an additional 121 shares during the period. Advisor OS LLC grew its position in United Airlines by 3.4% during the 3rd quarter. Advisor OS LLC now owns 3,723 shares of the transportation company’s stock worth $359,000 after purchasing an additional 123 shares during the period. Finally, MAI Capital Management raised its stake in shares of United Airlines by 7.1% during the 3rd quarter. MAI Capital Management now owns 1,972 shares of the transportation company’s stock valued at $190,000 after buying an additional 130 shares during the last quarter. 69.69% of the stock is owned by hedge funds and other institutional investors.

United Airlines Trading Up 0.1%

Shares of United Airlines stock opened at $86.60 on Monday. The firm has a 50-day simple moving average of $108.05 and a two-hundred day simple moving average of $104.33. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65. United Airlines Holdings Inc has a fifty-two week low of $52.00 and a fifty-two week high of $119.21. The company has a market cap of $28.01 billion, a P/E ratio of 8.47, a price-to-earnings-growth ratio of 0.44 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last posted its earnings results on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The firm had revenue of $15.40 billion for the quarter, compared to analysts’ expectations of $15.35 billion. During the same period last year, the firm earned $3.26 EPS. The company’s quarterly revenue was up 4.8% on a year-over-year basis. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. As a group, equities analysts predict that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

Key Stories Impacting United Airlines

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

• Positive Sentiment: Demand remains robust — United set a daily record for bookings, showing continued travel strength that supports revenue and load factors. United daily bookings record
• Positive Sentiment: Some analysts still see upside — high street price targets and “buy” calls (e.g., a $138.56 target highlighted by 247WallSt and Jefferies maintaining buy despite trimming targets) frame the recent sell‑off as a buying opportunity for longer‑term investors. Wall Street $138.56 price target
• Neutral Sentiment: Index/market context is mixed — S&P futures show a modest rebound amid macro moves, which may limit broad market downside for airline stocks but won’t offset sector‑specific fuel pressure. S&P futures and macro context
• Neutral Sentiment: Nasdaq attention on United’s routes could boost visibility, but it’s unlikely to move near‑term margins given rising costs. Nasdaq index attention
• Negative Sentiment: Oil surge and geopolitical risk (Iran war) are the dominant negative — jet fuel costs spiking toward $100/bbl is being priced into airline equities and threatens margins. Sector technical levels are breaking as investors reprice risk. Oil surge/cliff edge for airlines
• Negative Sentiment: Analyst cuts and downgrades—multiple firms trimmed price targets (Redburn to $110; Jefferies cut to $125) and at least one shop moved to “hold,” citing mounting fuel‑cost pressure, which adds downward pressure on the stock. Redburn PT cut to $110
• Negative Sentiment: Shares were volatile and recently fell faster than the market after the run of headlines about fuel and PT cuts; investors are weighing margin risk despite solid top‑line demand. Zacks on recent share decline
• Negative Sentiment: Higher airfares are showing up in consumer headlines; while demand holds, sticker shock and rising energy costs are expected to compress airline profits. Airfares and margin pressure

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Jefferies Financial Group decreased their price objective on United Airlines from $148.00 to $125.00 and set a “buy” rating for the company in a report on Thursday. BMO Capital Markets reaffirmed an “outperform” rating and set a $132.50 target price on shares of United Airlines in a report on Thursday, January 22nd. The Goldman Sachs Group lifted their price target on United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Wells Fargo & Company assumed coverage on United Airlines in a report on Thursday, December 18th. They issued an “overweight” rating and a $145.00 price target for the company. Finally, UBS Group upped their price objective on United Airlines from $145.00 to $147.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Fifteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $133.86.

Insider Activity at United Airlines

In other news, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total value of $2,022,550.00. Following the completion of the sale, the president directly owned 264,638 shares in the company, valued at $28,170,715.10. The trade was a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.63% of the stock is owned by company insiders.

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.