Brett Hart Sells 19,000 Shares of United Airlines (NASDAQ:UAL) Stock

United Airlines Holdings Inc (NASDAQ:UAL) President Brett Hart sold 19,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the transaction, the president directly owned 264,638 shares in the company, valued at $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link.

United Airlines Stock Performance

Shares of UAL opened at $106.09 on Friday. The firm has a 50-day moving average price of $110.17 and a 200 day moving average price of $102.19. The firm has a market capitalization of $34.35 billion, a PE ratio of 10.38, 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 Holdings Inc 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 EPS for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. The company had revenue of $15.40 billion for the quarter, compared to the consensus estimate of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. United Airlines’s revenue was up 4.8% on a year-over-year basis. During the same period in the previous year, the firm 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. On average, sell-side analysts anticipate that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on UAL shares. Morgan Stanley set a $150.00 price target on United Airlines and gave the company an “overweight” rating in a research report on Thursday, January 8th. BMO Capital Markets reaffirmed an “outperform” rating and set a $132.50 target price on shares of United Airlines in a report on Thursday, January 22nd. Sanford C. Bernstein reissued an “outperform” rating and issued a $136.00 price target on shares of United Airlines in a report on Tuesday, January 27th. UBS Group raised their price objective on shares of United Airlines from $145.00 to $147.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, TD Cowen boosted their target price on shares of United Airlines from $138.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. 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 currently has a consensus rating of “Moderate Buy” and a consensus target price of $135.97.

United Airlines News Summary

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

• Positive Sentiment: Recent results and guidance reinforce a positive earnings outlook — United beat Q4 estimates, reiterated strong FY‑2026 guidance (12.0–14.0 EPS) and analysts have raised targets and reiterated buy/overweight views, supporting medium‑term upside. UAL Stock Taking Flight After Earnings Confirm Strong Demand
• Positive Sentiment: Technical and momentum signals look favorable — the stock recently cleared an 80+ RS benchmark and has rallied strongly over the past week/month, which can attract momentum buyers. United Airlines clears key benchmark, hitting 80-plus RS rating
• Positive Sentiment: Network expansion: Spirit Airlines is reportedly transferring two Chicago gates to United for ~$30M — a small, accretive capacity win at a key hub that can help revenue/margins in Chicago. Spirit Airlines looks to transfer two Chicago airport gates to United Airlines for $30 million
• Neutral Sentiment: Investor outreach: United will present at the Barclays conference — useful for transparency and investor Q&A but not an immediate fundamentals change. United Airlines to present at Barclays conference
• Neutral Sentiment: Short pieces and comparative analyses (e.g., Air China & United) are circulating — useful context but unlikely to move price materially without new data. Critical Analysis: Air China & United Airlines
• Negative Sentiment: Competitive pressure at Chicago: Reuters highlights a potential “showdown” between American and United in Chicago — increased capacity or a pricing fight at a major hub could weigh on near‑term yields and margins. That report likely triggered investor caution. Focus: American’s Chicago showdown with United Airlines becomes key test of turnaround promise
• Negative Sentiment: Insider sale: President Brett Hart sold ~19,000 shares (~$2.0M) in early February — insider sales can be interpreted as tactical profit‑taking or a red flag for some investors, contributing to downward pressure. United Airlines President Sells $2,022,550.00 in Stock

Institutional Trading of United Airlines

A number of hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of United Airlines by 1.0% during the second quarter. Vanguard Group Inc. now owns 37,330,017 shares of the transportation company’s stock valued at $2,972,589,000 after acquiring an additional 368,401 shares during the period. Sanders Capital LLC grew its position in United Airlines by 1.8% during the 3rd quarter. Sanders Capital LLC now owns 14,773,585 shares of the transportation company’s stock worth $1,425,651,000 after purchasing an additional 258,670 shares in the last quarter. State Street Corp raised its stake in United Airlines by 4.4% during the 2nd quarter. State Street Corp now owns 11,571,093 shares of the transportation company’s stock valued at $921,406,000 after purchasing an additional 489,795 shares during the period. Geode Capital Management LLC raised its stake in United Airlines by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 8,819,876 shares of the transportation company’s stock valued at $704,994,000 after purchasing an additional 90,350 shares during the period. Finally, Capital World Investors lifted its holdings in shares of United Airlines by 12.1% in the third quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock valued at $698,977,000 after purchasing an additional 783,551 shares in the last quarter. 69.69% of the stock is owned by hedge funds and other institutional investors.

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.