Victory Capital Management Inc. Has $30 Million Stock Holdings in United Airlines Holdings Inc $UAL

Victory Capital Management Inc. lowered its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 73.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 310,829 shares of the transportation company’s stock after selling 869,996 shares during the period. Victory Capital Management Inc. owned 0.10% of United Airlines worth $29,995,000 at the end of the most recent quarter.

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

Key Stories Impacting United Airlines

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

• Positive Sentiment: Analyst/long‑term bull case: a Seeking Alpha piece highlights UAL’s stronger fundamentals, geographic diversification, capacity growth under the United Next strategy and attractive forward P/E — a reminder investors who focus on longer‑term value see opportunity. United Airlines: Rare Quality At A Peer-Group Discount
• Neutral Sentiment: Investor access: United will present at the J.P. Morgan Industrials Conference (Mar 17), giving analysts and investors another forum for management to update guidance and strategy. United Airlines to Present at the J.P. Morgan 2026 Industrials Conference
• Negative Sentiment: Management warning: CEO Scott Kirby said the recent spike in jet‑fuel prices will have a “meaningful” impact on first‑quarter results — a direct earnings risk that investors are repricing. United Airlines CEO: Fuel spike will hit results, but travel demand hasn’t taken ‘even a tiny step back’
• Negative Sentiment: Fuel price shock: multiple reports note U.S. jet fuel prices jumped sharply after Iran‑related strikes and Strait of Hormuz disruptions (OPIS data cited), raising unit costs materially and pressuring margins. United Airlines sees hit to results on fuel cost spike from Iran conflict
• Negative Sentiment: Market reaction / volatility: coverage shows the stock plunged intraday amid the fuel concerns and headlines, and Forbes flags a five‑day slide that erased billions of market value — amplifying short‑term selling pressure. What’s Happening With United Airlines Stock?
• Negative Sentiment: Analyst adjustment: Rothschild & Co Redburn trimmed its price target (from $125 to $110) while keeping a buy rating — a modest downgrade that can reduce near‑term upside perception even if the long view remains constructive. Benzinga

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Airlines in a report on Wednesday, January 21st. Argus decreased their price target on shares of United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. Susquehanna lifted their price target on shares of United Airlines from $117.00 to $150.00 and gave the stock a “positive” rating in a report on Friday, January 9th. BMO Capital Markets reaffirmed an “outperform” rating and set a $132.50 target price on shares of United Airlines in a research report on Thursday, January 22nd. Finally, TD Cowen increased their price target on United Airlines from $138.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Sixteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, United Airlines currently has a consensus rating of “Moderate Buy” and a consensus price target of $135.81.

United Airlines Price Performance

Shares of NASDAQ UAL opened at $92.07 on Monday. The company has a market capitalization of $29.78 billion, a PE ratio of 9.01, a P/E/G ratio of 0.48 and a beta of 1.25. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35. United Airlines Holdings Inc has a twelve month low of $52.00 and a twelve month high of $119.21. The firm has a fifty day simple moving average of $110.26 and a 200 day simple moving average of $104.76.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $15.35 billion. During the same period last year, the business posted $3.26 EPS. The business’s revenue 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. On average, sell-side analysts forecast that United Airlines Holdings Inc will post 12.96 EPS for the current year.

Insider Buying and Selling

In related news, President Brett J. Hart sold 19,000 shares of the firm’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 transaction of $2,022,550.00. Following the completion of the sale, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.71% of the stock is owned by corporate 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.