Empowered Funds LLC Increases Holdings in United Airlines Holdings Inc $UAL

Empowered Funds LLC lifted its holdings in United Airlines Holdings Inc (NASDAQ:UAL) by 6.8% in the first quarter, HoldingsChannel.com reports. The fund owned 126,501 shares of the transportation company’s stock after buying an additional 8,049 shares during the quarter. Empowered Funds LLC’s holdings in United Airlines were worth $11,647,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in UAL. Legacy Wealth Managment LLC ID purchased a new position in United Airlines in the 4th quarter worth approximately $25,000. JPL Wealth Management LLC bought a new position in United Airlines in the 3rd quarter worth approximately $29,000. Cache Advisors LLC purchased a new stake in United Airlines during the 1st quarter valued at approximately $33,000. BOCHK Asset Management Ltd purchased a new stake in United Airlines during the 4th quarter valued at approximately $34,000. Finally, Motiv8 Investments LLC bought a new stake in shares of United Airlines during the fourth quarter valued at approximately $35,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on UAL. Jefferies Financial Group reissued a “buy” rating and issued a $155.00 target price on shares of United Airlines in a report on Sunday, July 19th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research note on Friday, July 17th. Bank of America lifted their price target on shares of United Airlines from $145.00 to $150.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Citigroup boosted their price target on shares of United Airlines from $132.00 to $171.00 and gave the stock a “buy” rating in a research note on Monday, June 22nd. Finally, Sanford C. Bernstein increased their price objective on shares of United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a report on Wednesday, July 1st. Sixteen equities research 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 currently has an average rating of “Moderate Buy” and an average target price of $156.79.

Insiders Place Their Bets

In other news, CEO J Scott Kirby sold 159,321 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $118.05, for a total value of $18,807,844.05. Following the sale, the chief executive officer directly owned 797,851 shares in the company, valued at $94,186,310.55. The trade was a 16.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Andrew P. Nocella sold 7,000 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the sale, the executive vice president owned 215,345 shares in the company, valued at approximately $19,421,965.55. This trade represents a 3.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 310,010 shares of company stock worth $36,184,273. Insiders own 0.86% of the company’s stock.

Key United Airlines News

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

• Positive Sentiment: United Airlines, the Metropolitan Washington Airports Authority and the U.S. Department of Transportation announced a more than $20 billion, decade-long transformation of Washington Dulles International Airport. The project could strengthen United’s major hub, improve its international connectivity and enhance the passenger experience. Washington Dulles transformation announcement
• Positive Sentiment: United unveiled a new Economy Plus configuration for its upcoming Airbus A321XLR fleet, with additional elbow room and a shared table. The differentiated product may help United capture premium revenue on long-haul international routes. New Economy Plus seating
• Neutral Sentiment: JetBlue’s CEO said she has not discussed a merger or other M&A with United’s CEO, reducing near-term credibility for speculation about a potential transaction. JetBlue CEO comments on M&A
• Negative Sentiment: United narrowed its 2026 EPS guidance to $9–$11 after oil prices increased, highlighting the airline’s exposure to fuel costs. Analysts still expect approximately $10.48 in EPS, but margin pressure and execution risks remain concerns. United tightens 2026 outlook
• Negative Sentiment: Several executives reported stock sales, including CEO J. Scott Kirby’s sale of 159,321 shares, President Brett Hart’s sale of 30,108 shares and additional sales by EVPs Andrew Nocella and Torbjorn Enqvist. The filings said the transactions covered tax withholding on vested equity awards, which reduces their bearish significance but may still weigh on sentiment. United insider selling filings

United Airlines Stock Down 3.5%

NASDAQ UAL opened at $119.42 on Thursday. The stock has a 50 day moving average price of $118.48 and a 200-day moving average price of $106.88. United Airlines Holdings Inc has a one year low of $82.42 and a one year high of $138.77. 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 company has a market capitalization of $38.76 billion, a P/E ratio of 11.17, a P/E/G ratio of 0.92 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping the consensus estimate of $1.88 by $0.11. The company had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. United Airlines’s quarterly revenue was up 16.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, equities analysts predict that United Airlines Holdings Inc will post 10.48 EPS for the current fiscal year.

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.