Corient Private Wealth LP Invests $25.79 Million in United Airlines Holdings Inc $UAL

Corient Private Wealth LP acquired a new stake in United Airlines Holdings Inc (NASDAQ:UAL) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 189,623 shares of the transportation company’s stock, valued at approximately $25,787,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Royal Bank of Canada grew its position in United Airlines by 11.2% during the first quarter. Royal Bank of Canada now owns 418,647 shares of the transportation company’s stock valued at $38,544,000 after buying an additional 42,111 shares during the period. Phoenix Financial Ltd. raised its position in United Airlines by 129.6% in the fourth quarter. Phoenix Financial Ltd. now owns 23,183 shares of the transportation company’s stock worth $2,592,000 after acquiring an additional 13,085 shares during the period. PFA Pension Forsikringsaktieselskab purchased a new position in shares of United Airlines during the 4th quarter worth $1,872,000. Swedbank AB boosted its stake in shares of United Airlines by 47.0% during the 4th quarter. Swedbank AB now owns 127,807 shares of the transportation company’s stock worth $14,291,000 after acquiring an additional 40,853 shares during the last quarter. Finally, Leonteq Securities AG bought a new stake in shares of United Airlines during the 4th quarter valued at $5,685,000. Institutional investors and hedge funds own 69.69% of the company’s stock.

Insiders Place Their Bets

In related news, President Brett J. Hart sold 30,108 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total value of $3,634,637.76. Following the transaction, the president directly owned 371,583 shares of the company’s stock, valued at approximately $44,857,499.76. The trade was a 7.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO J Scott Kirby sold 159,321 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $118.05, for a total value of $18,807,844.05. Following the completion of the transaction, the chief executive officer owned 797,851 shares of the company’s stock, valued at $94,186,310.55. The trade was a 16.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 271,010 shares of company stock worth $32,317,909. Company 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: A321XLR aircraft support international expansion. United expects to receive enough Airbus A321XLR aircraft to operate five new European routes in summer 2027, including service to Luxembourg, Ibiza and Toulouse. The aircraft should allow United to profitably serve long-haul markets with smaller-capacity planes, supporting its broader plan to add 10 European cities and strengthen its international network. United Airlines A321XLR Expansion Strengthens the International Growth Story
• Positive Sentiment: Wells Fargo reaffirmed its Buy rating. The continued bullish stance from a major analyst provides support for the stock’s long-term outlook and indicates confidence in United’s earnings and growth prospects. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: Higher airfares could improve revenue and margins. Industry airfares have risen sharply, and airline executives believe prices may have room to increase further. If demand remains resilient, United could benefit from stronger pricing and improved earnings power. Airfares Are Up 25.5 Percent
• Neutral Sentiment: Executive selling was relatively modest. EVP Andrew Nocella sold 5,000 shares for approximately $585,000, reducing his holdings by 2.27%. The sale may weigh slightly on sentiment, although he retained more than 214,000 shares. Andrew Nocella Sells United Airlines Shares
• Negative Sentiment: UAL recently underperformed the broader market. Reports noted that the stock declined even as the overall market advanced, suggesting investors may be taking profits, rotating away from airline shares or awaiting clearer evidence that fare increases and international expansion will translate into sustained earnings growth. United Airlines Stock Sinks as Market Gains

United Airlines Trading Down 1.6%

Shares of United Airlines stock opened at $110.60 on Friday. The company has a market capitalization of $35.90 billion, a P/E ratio of 10.35, a P/E/G ratio of 0.91 and a beta of 1.28. 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 fifty day moving average of $123.55 and a 200 day moving average of $108.68. United Airlines Holdings Inc has a fifty-two week low of $84.64 and a fifty-two week high of $138.77.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS 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 business had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.62 billion. During the same period last year, the firm earned $3.87 earnings per share. The business’s quarterly revenue was up 16.4% on a year-over-year basis. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, sell-side analysts anticipate that United Airlines Holdings Inc will post 9.91 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on UAL shares. Citigroup upped their price objective on United Airlines from $132.00 to $171.00 and gave the stock a “buy” rating in a research note on Monday, June 22nd. Wall Street Zen downgraded United Airlines from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. JPMorgan Chase & Co. boosted their price target on United Airlines from $156.00 to $203.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Wells Fargo & Company upped their price target on United Airlines from $130.00 to $165.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. Finally, Bank of America raised their price objective on United Airlines from $145.00 to $150.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Sixteen investment analysts have rated the stock with 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 an average target price of $157.74.

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.