United Airlines (NASDAQ:UAL) Given New $135.00 Price Target at Argus

United Airlines (NASDAQ:UAL) had its price target trimmed by Argus from $140.00 to $135.00 in a research note issued to investors on Thursday, MarketBeat reports. The brokerage currently has a buy rating on the transportation company’s stock.

A number of other brokerages have also issued reports on UAL. Morgan Stanley set a $150.00 target price on shares of United Airlines and gave the company an “overweight” rating in a research note on Thursday, January 8th. JPMorgan Chase & Co. boosted their price objective on United Airlines from $149.00 to $156.00 and gave the company an “overweight” rating in a report on Monday, October 20th. UBS Group upped their price objective on United Airlines from $145.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday. BMO Capital Markets reiterated an “outperform” rating and issued a $132.50 target price on shares of United Airlines in a research report on Thursday. Finally, Wall Street Zen downgraded United Airlines from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Fifteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $135.97.

United Airlines Stock Performance

United Airlines stock opened at $110.40 on Thursday. United Airlines has a 52 week low of $52.00 and a 52 week high of $119.21. The company has a current ratio of 0.65, a quick ratio of 0.61 and a debt-to-equity ratio of 1.35. The stock has a market cap of $35.74 billion, a P/E ratio of 10.80, a price-to-earnings-growth ratio of 0.67 and a beta of 1.31. The stock has a 50 day moving average of $107.84 and a 200-day moving average of $100.84.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The business had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. During the same quarter in the previous year, the firm earned $3.26 earnings per share. The business’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. On average, analysts expect that United Airlines will post 12.96 EPS for the current fiscal year.

Insider Buying and Selling

In other United Airlines news, CEO J Scott Kirby sold 120,000 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total value of $12,943,200.00. Following the sale, the chief executive officer directly owned 666,535 shares of the company’s stock, valued at $71,892,465.10. This trade represents a 15.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.71% of the stock is currently owned by insiders.

Hedge Funds Weigh In On United Airlines

Institutional investors have recently modified their holdings of the company. Financial Consulate Inc. bought a new stake in United Airlines in the 3rd quarter valued at about $29,000. JPL Wealth Management LLC bought a new position in United Airlines in the 3rd quarter worth about $29,000. Abich Financial Wealth Management LLC bought a new stake in shares of United Airlines during the third quarter valued at approximately $34,000. BOCHK Asset Management Ltd acquired a new position in shares of United Airlines during the fourth quarter worth approximately $34,000. Finally, JFS Wealth Advisors LLC grew its holdings in United Airlines by 51.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock worth $36,000 after buying an additional 108 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: Q4 beat and record revenue — UAL reported $3.10 adjusted EPS and $15.4B revenue, topping estimates and driven by premium and corporate demand. UAL Stock Taking Flight After Earnings Confirm Strong Demand
• Positive Sentiment: Business travel rebound — management says corporate/business travel is “amazing,” supporting higher yields and loyalty revenue expansion that improves long‑term revenue mix. Business Travel Is Back—United Airlines Says Demand Is ‘Amazing’
• Positive Sentiment: Upgraded outlook and bookings — UAL raised FY‑2026 EPS guidance ($12–$14) and CEO noted record bookings, giving investors confidence in durable demand. United Airlines (UAL) Shares Rise on Higher 2026 Profit Outlook
• Positive Sentiment: Analyst bullishness — TD Cowen boosted its price target to $140 (buy), increasing upside thesis and momentum among buy-side models. Benzinga
• Neutral Sentiment: Some target trimming — Argus trimmed its target slightly to $135 but kept a buy, so street estimates remain constructive though not uniform. Argus price target note
• Neutral Sentiment: Loyalty revenue gains — loyalty revenue rose ~10% in Q4 (9% for FY2025), a steady, recurring cash generator that supports margins over cycles. United Airlines Distinguishes Between Loyalty, Rewards Programs
• Negative Sentiment: One‑time and structural headwinds — UAL disclosed a roughly $250M hit from the government shutdown and still faces cost/operational pressures; some analysts say a broader rerating is not guaranteed. United Airlines: Still Waiting For A Rerating

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.