Machina Capital S.A.S. Takes Position in United Airlines Holdings Inc $UAL

Machina Capital S.A.S. purchased a new stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 27,423 shares of the transportation company’s stock, valued at approximately $2,646,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Apella Capital LLC raised its holdings in United Airlines by 0.3% during the 3rd quarter. Apella Capital LLC now owns 36,617 shares of the transportation company’s stock valued at $3,595,000 after acquiring an additional 108 shares during the period. Rosenberg Matthew Hamilton boosted its holdings in shares of United Airlines by 14.2% in the second quarter. Rosenberg Matthew Hamilton now owns 935 shares of the transportation company’s stock worth $74,000 after acquiring an additional 116 shares during the period. Pinnacle Associates Ltd. grew its position in shares of United Airlines by 1.1% in the second quarter. Pinnacle Associates Ltd. now owns 10,286 shares of the transportation company’s stock valued at $819,000 after purchasing an additional 116 shares in the last quarter. AXA S.A. raised its stake in shares of United Airlines by 0.8% during the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock valued at $1,231,000 after purchasing an additional 121 shares during the period. Finally, Avidian Wealth Enterprises LLC raised its stake in shares of United Airlines by 1.8% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 7,951 shares of the transportation company’s stock valued at $767,000 after purchasing an additional 139 shares during the period. 69.69% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO J Scott Kirby sold 120,000 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 666,535 shares in the company, valued at $71,892,465.10. The trade was a 15.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.63% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on UAL shares. UBS Group raised their target price on United Airlines from $145.00 to $147.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Wall Street Zen downgraded shares of United Airlines from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Loop Capital set a $110.00 price objective on shares of United Airlines in a research note on Tuesday, October 21st. Wells Fargo & Company started coverage on shares of United Airlines in a report on Thursday, December 18th. They set an “overweight” rating and a $145.00 target price on the stock. Finally, Morgan Stanley set a $150.00 target price on shares of United Airlines and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Fifteen 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, the company presently has an average rating of “Moderate Buy” and an average price target of $135.97.

United Airlines Price Performance

Shares of NASDAQ:UAL opened at $110.86 on Wednesday. The company’s fifty day moving average price is $109.92 and its 200-day moving average price is $102.11. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.65 and a quick ratio of 0.59. The firm has a market capitalization of $35.89 billion, a price-to-earnings ratio of 10.85, a PEG ratio of 0.57 and a beta of 1.30. United Airlines Holdings Inc has a one year low of $52.00 and a one year high of $119.21.

United Airlines (NASDAQ:UAL) last announced its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.13. The company 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%. The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the business earned $3.26 earnings per share. 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, equities research analysts anticipate that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

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.