Y Intercept Hong Kong Ltd lifted its stake in United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 432.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 96,592 shares of the transportation company’s stock after purchasing an additional 78,442 shares during the period. Y Intercept Hong Kong Ltd’s holdings in United Airlines were worth $8,893,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of UAL. Sanders Capital LLC lifted its holdings in United Airlines by 1.8% during the 3rd quarter. Sanders Capital LLC now owns 14,773,585 shares of the transportation company’s stock worth $1,425,651,000 after buying an additional 258,670 shares in the last quarter. State Street Corp increased its stake in shares of United Airlines by 0.5% in the 4th quarter. State Street Corp now owns 11,510,200 shares of the transportation company’s stock valued at $1,287,071,000 after buying an additional 52,962 shares during the period. Geode Capital Management LLC raised its position in shares of United Airlines by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 9,012,731 shares of the transportation company’s stock worth $1,015,218,000 after acquiring an additional 68,565 shares during the last quarter. Capital World Investors raised its position in shares of United Airlines by 0.3% during the fourth quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock worth $812,428,000 after acquiring an additional 22,464 shares during the last quarter. Finally, Par Capital Management Inc. lifted its stake in shares of United Airlines by 1.6% during the fourth quarter. Par Capital Management Inc. now owns 4,894,850 shares of the transportation company’s stock valued at $547,342,000 after acquiring an additional 75,000 shares during the period. Institutional investors own 69.69% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Kate Gebo sold 34,669 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $105.41, for a total transaction of $3,654,459.29. Following the completion of the transaction, the executive vice president directly owned 67,707 shares in the company, valued at approximately $7,136,994.87. The trade was a 33.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO J Scott Kirby sold 48,303 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $121.30, for a total value of $5,859,153.90. Following the transaction, the chief executive officer owned 798,929 shares of the company’s stock, valued at $96,910,087.70. The trade was a 5.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 96,381 shares of company stock worth $10,837,575. Insiders own 0.86% of the company’s stock.
United Airlines Price Performance
United Airlines (NASDAQ:UAL – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.11. The business had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $14.19 billion. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The firm’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.91 earnings per share. United Airlines has set its FY 2026 guidance at 7.000-11.000 EPS and its Q2 2026 guidance at 1.000-2.000 EPS. Equities research analysts expect that United Airlines Holdings Inc will post 10 earnings per share for the current year.
Analysts Set New Price Targets
UAL has been the topic of several recent research reports. Bank of America raised their price target on United Airlines from $145.00 to $150.00 and gave the company a “buy” rating in a report on Wednesday. TD Cowen boosted their price objective on United Airlines from $150.00 to $176.00 and gave the stock a “buy” rating in a report on Thursday. BMO Capital Markets upped their target price on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a research report on Thursday. 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. Finally, Zacks Research upgraded shares of United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Sixteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $149.26.
Get Our Latest Research Report on UAL
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.
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