Interval Partners LP Acquires 173,441 Shares of United Airlines Holdings Inc $UAL

Interval Partners LP lifted its position in United Airlines Holdings Inc (NASDAQ:UAL) by 77.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 396,147 shares of the transportation company’s stock after acquiring an additional 173,441 shares during the period. Interval Partners LP owned approximately 0.12% of United Airlines worth $38,228,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Financial Consulate Inc. acquired a new stake in shares of United Airlines during the third quarter worth about $29,000. Abich Financial Wealth Management LLC acquired a new position in shares of United Airlines in the 3rd quarter valued at approximately $34,000. Quent Capital LLC bought a new stake in United Airlines during the 3rd quarter worth approximately $40,000. Cypress Capital Management LLC WY bought a new stake in United Airlines during the 3rd quarter worth approximately $48,000. Finally, Hemington Wealth Management raised its holdings in United Airlines by 36.9% during the 3rd quarter. Hemington Wealth Management now owns 557 shares of the transportation company’s stock worth $53,000 after buying an additional 150 shares during the period. Institutional investors and hedge funds own 69.69% of the company’s stock.

Insider Transactions at United Airlines

In other news, President Brett J. Hart sold 19,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the transaction, the president directly owned 264,638 shares in the company, valued at $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.71% of the company’s stock.

Key Headlines 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

Analyst Ratings Changes

UAL has been the topic of a number of research reports. The Goldman Sachs Group lifted their price objective on shares of United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Morgan Stanley set a $150.00 price target on shares of United Airlines and gave the company an “overweight” rating in a research note on Thursday, January 8th. Barclays boosted their price target on shares of United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Sanford C. Bernstein restated an “outperform” rating and set a $136.00 price objective on shares of United Airlines in a research note on Tuesday, January 27th. Finally, Argus decreased their price objective on United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $133.86.

United Airlines Stock Up 0.1%

NASDAQ UAL opened at $86.60 on Friday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.65 and a quick ratio of 0.59. United Airlines Holdings Inc has a fifty-two week low of $52.00 and a fifty-two week high of $119.21. The stock has a market capitalization of $28.01 billion, a PE ratio of 8.47, a PEG ratio of 0.44 and a beta of 1.25. The business has a fifty day moving average price of $108.05 and a two-hundred day moving average price of $104.32.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The company had revenue of $15.40 billion during the quarter, compared to the consensus estimate of $15.35 billion. During the same period in the prior year, the business earned $3.26 earnings per share. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. 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. Equities analysts expect that United Airlines Holdings Inc will post 12.96 earnings per share 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.