United Airlines Holdings Inc $UAL Position Lessened by Senator Investment Group LP

Senator Investment Group LP trimmed its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 24.8% in the 2nd quarter, HoldingsChannel reports. The fund owned 1,075,439 shares of the transportation company’s stock after selling 354,190 shares during the quarter. United Airlines comprises 5.3% of Senator Investment Group LP’s investment portfolio, making the stock its 4th largest position. Senator Investment Group LP’s holdings in United Airlines were worth $146,249,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Two Sigma Securities LLC bought a new stake in United Airlines during the second quarter valued at about $558,000. Cookson Peirce & Co. Inc. raised its holdings in United Airlines by 5.9% in the second quarter. Cookson Peirce & Co. Inc. now owns 6,337 shares of the transportation company’s stock worth $862,000 after purchasing an additional 352 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of United Airlines by 18.0% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 959,281 shares of the transportation company’s stock valued at $130,453,000 after buying an additional 146,328 shares during the last quarter. New Mexico Educational Retirement Board lifted its position in shares of United Airlines by 8.8% during the second quarter. New Mexico Educational Retirement Board now owns 16,100 shares of the transportation company’s stock valued at $2,189,000 after buying an additional 1,300 shares during the last quarter. Finally, Mufg Securities Americas Inc. boosted its holdings in shares of United Airlines by 9.2% in the 2nd quarter. Mufg Securities Americas Inc. now owns 9,776 shares of the transportation company’s stock valued at $1,329,000 after buying an additional 827 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

Insider Buying and Selling at United Airlines

In other United Airlines news, CEO J Scott Kirby sold 159,321 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 797,851 shares of the company’s stock, 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 that occurred on Tuesday, July 28th. The shares were sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the sale, the president owned 371,583 shares of the company’s stock, valued at approximately $44,857,499.76. The trade was a 7.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 271,010 shares of company stock valued at $32,317,909. 0.86% of the stock is owned by corporate insiders.

United Airlines Stock Performance

Shares of UAL opened at $110.60 on Monday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. The stock has a 50-day moving average of $123.55 and a two-hundred day moving average of $108.63. The stock has a market cap of $35.90 billion, a P/E ratio of 10.35, a P/E/G ratio of 0.89 and a beta of 1.28. United Airlines Holdings Inc has a one year low of $84.64 and a one year high of $138.77.

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on UAL shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research report on Friday, July 17th. Barclays raised their target price 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. Zacks Research raised shares of United Airlines from a “strong sell” rating to a “hold” rating in a report on Thursday, June 11th. UBS Group upped their price target on United Airlines from $148.00 to $153.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Finally, Wells Fargo & Company increased their price objective on United Airlines from $130.00 to $165.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Sixteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $157.74.

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

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.