Citigroup Lowers United Airlines (NASDAQ:UAL) Price Target to $132.00

United Airlines (NASDAQ:UAL) had its price target reduced by stock analysts at Citigroup from $155.00 to $132.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Citigroup’s price objective points to a potential upside of 46.84% from the stock’s current price.

Several other equities analysts also recently commented on UAL. Jefferies Financial Group lowered their target price on shares of United Airlines from $148.00 to $125.00 and set a “buy” rating on the stock in a research report on Thursday, March 12th. Morgan Stanley set a $150.00 price objective on shares of United Airlines and gave the stock an “overweight” rating in a report on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating and set a $136.00 price target on shares of United Airlines in a research report on Tuesday, January 27th. UBS Group decreased their price objective on United Airlines from $147.00 to $134.00 and set a “buy” rating on the stock in a research report on Monday. Finally, Wall Street Zen lowered United Airlines from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $131.14.

United Airlines Trading Down 4.5%

Shares of United Airlines stock traded down $4.26 during mid-day trading on Friday, hitting $89.89. 5,290,748 shares of the stock were exchanged, compared to its average volume of 6,628,238. United Airlines has a twelve month low of $52.00 and a twelve month high of $119.21. The company has a 50-day simple moving average of $106.16 and a 200 day simple moving average of $103.99. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.35. The stock has a market capitalization of $29.07 billion, a price-to-earnings ratio of 8.80, a price-to-earnings-growth ratio of 0.48 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last announced its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, beating 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 business 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 firm earned $3.26 earnings per share. The business’s quarterly 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. Research analysts forecast that United Airlines will post 12.96 EPS for the current year.

Insider Buying and Selling at United Airlines

In other news, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were 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 owned 264,638 shares of the company’s stock, valued at approximately $28,170,715.10. The trade was a 6.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.71% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank acquired a new stake in United Airlines in the fourth quarter valued at about $234,244,000. Holocene Advisors LP acquired a new stake in shares of United Airlines during the second quarter worth $84,753,000. AQR Capital Management LLC boosted its position in shares of United Airlines by 56.8% during the 4th quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock valued at $325,549,000 after purchasing an additional 1,060,371 shares in the last quarter. Lansdowne Partners UK LLP acquired a new stake in shares of United Airlines during the 2nd quarter worth approximately $68,177,000. Finally, Capital World Investors grew its holdings in United Airlines by 12.1% in the third quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock worth $698,977,000 after purchasing an additional 783,551 shares during the period. Institutional investors and hedge funds 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: UBS notes airlines—including United—are sustaining aggressive fare increases, which boosts booked yields and helps offset rising fuel costs; pricing power is a direct support for margins and near‑term revenue. Airline stocks hinge on pricing power as carriers push through fare hikes, UBS says
• Positive Sentiment: United has opened ticket sales for its upgraded Boeing 787‑9 “United Elevated” interior with new Polaris Studio suites—an initiative aimed at extracting higher premium yields on international long‑haul routes. This product push supports long‑haul revenue per seat and premium mix. Tickets on Sale Today for United’s First Boeing 787-9 Dreamliner with Elevated Interior Flights
• Positive Sentiment: TD Cowen upgraded United from “hold” to “strong‑buy,” which can support investor sentiment and buying interest following the upgrade. Zacks.com
• Positive Sentiment: A retreat in Brent crude earlier this week briefly improved sentiment across travel names, showing the stock is sensitive to short‑term oil moves and can get a lift if fuel volatility eases. Airline and hospitality stocks lift FTSE 100 as oil price retreats
• Neutral Sentiment: On March 19 UAL recorded a modest intraday gain as markets dipped, reflecting day‑to‑day volatility rather than a durable directional change. United Airlines (UAL) Rises As Market Takes a Dip: Key Facts
• Negative Sentiment: Benzinga highlights the main near‑term headwinds: surging oil prices, rising Treasury yields and stagflation fears. Higher crude raises jet‑fuel expenses and rising yields increase financing costs and can compress airline multiples—these macro forces are pressuring United shares today. What’s Weighing On United Airlines Stock Friday?

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.