Brokerages Set United Airlines Holdings Inc (NASDAQ:UAL) PT at $132.31

United Airlines Holdings Inc (NASDAQ:UAL) has been assigned a consensus rating of “Moderate Buy” from the eighteen analysts that are presently covering the company, MarketBeat Ratings reports. Two analysts have rated the stock with a hold recommendation, fifteen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokers that have covered the stock in the last year is $131.1389.

A number of equities research analysts have issued reports on UAL shares. Jefferies Financial Group reduced their target price on shares of United Airlines from $148.00 to $125.00 and set a “buy” rating on the stock in a report on Thursday, March 12th. BMO Capital Markets reaffirmed an “outperform” rating and set a $132.50 price objective on shares of United Airlines in a research report on Thursday, January 22nd. Citigroup reduced their price objective on United Airlines from $155.00 to $132.00 and set a “buy” rating on the stock in a research note on Friday. Argus decreased their target price on United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Finally, Morgan Stanley set a $150.00 target price on United Airlines and gave the stock an “overweight” rating in a research note on Thursday, January 8th.

Insider Transactions at United Airlines

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the transaction, the president owned 264,638 shares in the company, valued at $28,170,715.10. The trade was a 6.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.63% of the stock is owned by corporate insiders.

Institutional Trading of United Airlines

A number of hedge funds and other institutional investors have recently bought and sold shares of UAL. Bison Wealth LLC purchased a new position in United Airlines during the 4th quarter worth approximately $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in United Airlines by 24.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after buying an additional 7,713 shares during the last quarter. Focus Partners Wealth boosted its holdings in shares of United Airlines by 92.7% in the first quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after acquiring an additional 5,939 shares during the period. Cetera Investment Advisers boosted its holdings in shares of United Airlines by 22.7% in the second quarter. Cetera Investment Advisers now owns 69,925 shares of the transportation company’s stock valued at $5,568,000 after acquiring an additional 12,926 shares during the period. Finally, Citizens Financial Group Inc. RI purchased a new position in shares of United Airlines during the second quarter worth approximately $208,000. 69.69% of the stock is currently owned by institutional investors and hedge funds.

United Airlines Price Performance

UAL stock opened at $89.95 on Friday. The business has a fifty day moving average of $105.62 and a two-hundred day moving average of $103.86. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35. The stock has a market cap of $29.09 billion, a price-to-earnings ratio of 8.80, a price-to-earnings-growth ratio of 0.46 and a beta of 1.25. United Airlines has a 52-week low of $52.00 and a 52-week high of $119.21.

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

Key Stories Impacting United Airlines

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

• Positive Sentiment: TD Cowen upgraded UAL from “hold” to “strong‑buy,” providing a bullish institutional endorsement that can support demand for the shares. TD Cowen upgrade
• Positive Sentiment: United has begun selling seats and operating its new 787‑9 Dreamliner with the elevated United Polaris Studio suites — a clear push into higher-margin premium long‑haul capacity that could boost per-seat revenue and profitability. Tickets on Sale Today for United’s First Boeing 787-9 Dreamliner with Elevated Interior Flights
• Positive Sentiment: Analysts at UBS highlight that U.S. carriers (including UAL) are demonstrating strong pricing power via repeated fare hikes, which has already lifted booked yields and near‑term revenue expectations — a key offset to fuel pressure. Airline stocks hinge on pricing power as carriers push through fare hikes, UBS says
• Positive Sentiment: Sector sentiment got a lift from a FedEx earnings beat and raised FY26 outlook (strong yields and cost cuts), which can support the broader transportation/travel complex. FedEx Q3 Earnings & Revenues Beat Estimates, FY26 EPS View Raised
• Neutral Sentiment: Citigroup lowered its UAL price target from $155 to $132 but kept a “buy” rating — a mixed signal that reduces upside expectations from the highest targets while still signaling conviction in the recovery. Citigroup lowers price target
• Negative Sentiment: Benzinga and other market watchers point to surging crude and rising Treasury yields as the primary headwinds today — higher oil boosts jet‑fuel costs and rising yields increase discount rates for cyclicals, both of which pressure airline margins and multiples. What’s Weighing On United Airlines Stock Friday?

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.