United Airlines (NASDAQ:UAL) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of United Airlines (NASDAQ:UAL) from a hold rating to a buy rating in a research note published on Saturday morning.

Several other analysts also recently issued reports on the company. Barclays upped their price target on United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. TD Cowen upped their target price on United Airlines from $138.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price target on shares of United Airlines from $149.00 to $156.00 and gave the company an “overweight” rating in a research report on Monday, October 20th. UBS Group boosted their price objective on shares of United Airlines from $145.00 to $147.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company started coverage on shares of United Airlines in a research note on Thursday, December 18th. They issued an “overweight” rating and a $145.00 target price on the stock. Fifteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $135.97.

United Airlines Stock Performance

UAL stock opened at $109.31 on Friday. The firm has a 50 day moving average of $111.37 and a two-hundred day moving average of $103.45. United Airlines has a 12 month low of $52.00 and a 12 month high of $119.21. The company has a market capitalization of $35.35 billion, a price-to-earnings ratio of 10.70, a P/E/G ratio of 0.58 and a beta of 1.30. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.97 by $0.13. The business had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. United Airlines’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.26 EPS. 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. As a group, equities analysts anticipate that United Airlines will post 12.96 EPS for the current fiscal year.

Insider Buying and Selling at United Airlines

In related news, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the transaction, the president directly owned 264,638 shares in the company, valued at $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 is available at this link. Also, CEO J Scott Kirby sold 120,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $107.86, for a total value of $12,943,200.00. Following the completion of the transaction, the chief executive officer directly owned 666,535 shares of the company’s stock, valued at approximately $71,892,465.10. This trade represents a 15.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.63% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in shares of United Airlines by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 37,330,017 shares of the transportation company’s stock worth $2,972,589,000 after buying an additional 368,401 shares in the last quarter. Sanders Capital LLC raised its stake in United Airlines by 1.8% during the third quarter. Sanders Capital LLC now owns 14,773,585 shares of the transportation company’s stock worth $1,425,651,000 after acquiring an additional 258,670 shares in the last quarter. State Street Corp lifted its holdings in shares of United Airlines by 4.4% during the second quarter. State Street Corp now owns 11,571,093 shares of the transportation company’s stock valued at $921,406,000 after acquiring an additional 489,795 shares during the period. Geode Capital Management LLC lifted its holdings 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 valued at $1,015,218,000 after acquiring an additional 68,565 shares during the period. Finally, Capital World Investors boosted its stake in shares of United Airlines by 0.3% in the 4th quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after purchasing an additional 22,464 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

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.