The Manufacturers Life Insurance Company Buys New Stake in United Airlines Holdings Inc $UAL

The Manufacturers Life Insurance Company purchased a new position in United Airlines Holdings Inc (NASDAQ:UAL) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 165,626 shares of the transportation company’s stock, valued at approximately $22,523,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UAL. Legacy Wealth Managment LLC ID acquired a new position in shares of United Airlines in the 4th quarter worth approximately $25,000. Dunhill Financial LLC bought a new stake in United Airlines in the second quarter valued at $25,000. Western Wealth Management LLC bought a new stake in United Airlines in the first quarter valued at $27,000. JPL Wealth Management LLC acquired a new position in United Airlines during the third quarter worth $29,000. Finally, Elevation Wealth Partners LLC raised its stake in United Airlines by 393.0% during the second quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock worth $29,000 after acquiring an additional 169 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

United Airlines Price Performance

United Airlines stock opened at $112.39 on Friday. The business’s fifty day moving average is $123.71 and its two-hundred day moving average is $108.67. 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 firm has a market cap of $36.48 billion, a P/E ratio of 10.51, a P/E/G ratio of 0.93 and a beta of 1.28. United Airlines Holdings Inc has a 52 week low of $84.64 and a 52 week high of $138.77.

United Airlines (NASDAQ:UAL) last announced its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.88 by $0.11. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The company had revenue of $17.67 billion during the quarter, compared to analyst estimates of $17.62 billion. During the same period last year, the company posted $3.87 earnings per share. The firm’s quarterly revenue 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. Equities research analysts forecast that United Airlines Holdings Inc will post 9.91 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently commented on UAL. Citigroup boosted their target price on shares of United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Barclays increased their target price on shares of United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. 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. BMO Capital Markets boosted their price target on shares of United Airlines from $130.00 to $157.50 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. Finally, Sanford C. Bernstein upped their price objective on shares of United Airlines from $136.00 to $153.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. Sixteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, United Airlines currently has an average rating of “Moderate Buy” and an average price target of $157.74.

United Airlines News Summary

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

• Positive Sentiment: Higher airfares could support revenue and margins. Industry fares have risen 25.5%, and airline executives—including United’s management—indicate that prices may have room to increase further. This could improve the company’s earnings outlook if demand remains resilient. Airfares Are Up 25.5% and United Says It’s Set To Increase More
• Positive Sentiment: United announced its largest-ever international expansion. The airline plans to add 10 international destinations and exclusive nonstop routes in 2027, with the A321XLR scheduled for select long-haul services. United expects to be the only U.S. carrier serving eight of the new cities, potentially strengthening its premium and international network position. United Airlines Maps Its Biggest Ever International Buildout
• Positive Sentiment: Competitive positioning remains favorable. United and Delta were described as outperforming American Airlines, whose rejected merger proposal leaves it facing an uncertain turnaround. Relative strength among major carriers may support United’s market share and investor appeal. American Airlines Faces a Reckoning
• Neutral Sentiment: Executive stock sale was limited in size. EVP Andrew P. Nocella sold 5,000 shares for approximately $585,000, reducing his direct holdings by 2.27%. The transaction may weigh modestly on sentiment, but he retained a substantial position. Andrew P. Nocella Insider Trading
• Negative Sentiment: UAL declined even as the broader market advanced. Coverage from Zacks and Yahoo Finance offered no major new company-specific negative catalyst, suggesting profit-taking, sector rotation, or investor concerns about valuation and execution may be driving the underperformance. United Airlines Stock Sinks as Market Gains
• Negative Sentiment: TD Cowen lowered its expectations for United’s stock price. The reduced analyst outlook likely added pressure by signaling less near-term upside, despite United’s favorable fare environment and expansion plans. TD Cowen Has Lowered Expectations for United Airlines

Insider Activity at United Airlines

In other United Airlines news, CEO J Scott Kirby sold 159,321 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 797,851 shares of the company’s stock, valued at $94,186,310.55. This represents a 16.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Andrew P. Nocella sold 5,000 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $117.00, for a total transaction of $585,000.00. Following the completion of the sale, the executive vice president owned 214,955 shares of the company’s stock, valued at $25,149,735. The trade was a 2.27% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 271,010 shares of company stock worth $32,317,909 in the last quarter. Insiders own 0.86% of the company’s stock.

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.