Penserra Capital Management LLC Raises Stock Position in United Airlines Holdings Inc $UAL

Penserra Capital Management LLC increased its position in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 27,616.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 8,315 shares of the transportation company’s stock after acquiring an additional 8,285 shares during the period. Penserra Capital Management LLC’s holdings in United Airlines were worth $801,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Allianz Asset Management GmbH grew its holdings in United Airlines by 23.1% in the third quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock worth $141,005,000 after purchasing an additional 274,572 shares during the last quarter. Truxt Investmentos Ltda. acquired a new stake in shares of United Airlines in the 3rd quarter worth $1,221,000. AGF Management Ltd. grew its stake in United Airlines by 4.3% during the 3rd quarter. AGF Management Ltd. now owns 6,532 shares of the transportation company’s stock worth $630,000 after buying an additional 268 shares during the last quarter. Jones Financial Companies Lllp increased its position in United Airlines by 3.8% during the 3rd quarter. Jones Financial Companies Lllp now owns 18,752 shares of the transportation company’s stock valued at $1,836,000 after buying an additional 694 shares in the last quarter. Finally, Convergence Investment Partners LLC raised its stake in United Airlines by 2.9% in the third quarter. Convergence Investment Partners LLC now owns 15,637 shares of the transportation company’s stock valued at $1,509,000 after buying an additional 435 shares during the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

United Airlines Trading Up 9.3%

NASDAQ UAL opened at $115.91 on Friday. United Airlines Holdings Inc has a 1 year low of $52.00 and a 1 year high of $119.21. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.65 and a quick ratio of 0.59. The company has a market capitalization of $37.52 billion, a PE ratio of 11.34, a P/E/G ratio of 0.61 and a beta of 1.30. The company has a fifty day moving average of $110.44 and a 200 day moving average of $102.44.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. The business had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The company’s revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the business posted $3.26 EPS. 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. Research analysts forecast that United Airlines Holdings Inc will post 12.96 earnings per share for the current year.

Insider Buying and Selling

In other news, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction that occurred on Monday, February 2nd. The shares were 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 of the company’s stock, valued at $28,170,715.10. The trade was a 6.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO J Scott Kirby sold 120,000 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total transaction of $12,943,200.00. Following the sale, the chief executive officer directly owned 666,535 shares in the company, valued at $71,892,465.10. This trade represents a 15.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on UAL shares. UBS Group boosted their price target on United Airlines from $145.00 to $147.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Argus dropped their target price on shares of United Airlines from $140.00 to $135.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. Barclays upped their price target on shares of United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Susquehanna lifted their price objective on shares of United Airlines from $117.00 to $150.00 and gave the stock a “positive” rating in a research note on Friday, January 9th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $136.00 target price on shares of United Airlines in a research report on Tuesday, January 27th. Fifteen 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 company has an average rating of “Moderate Buy” and an average price target of $135.97.

United Airlines Company 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.