United Airlines Holdings Inc (NASDAQ:UAL) Given Average Rating of “Moderate Buy” by Analysts

Shares of United Airlines Holdings Inc (NASDAQ:UAL) have been given an average rating of “Moderate Buy” by the eighteen brokerages that are covering the stock, Marketbeat.com reports. Two analysts have rated the stock with a hold rating, fifteen have issued a buy rating and one has given a strong buy rating to the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $132.3056.

Several research firms recently commented on UAL. TD Cowen upgraded United Airlines from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Wall Street Zen cut United Airlines from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Sanford C. Bernstein reiterated an “outperform” rating and set a $136.00 price target on shares of United Airlines in a research report on Tuesday, January 27th. Weiss Ratings reissued a “hold (c+)” rating on shares of United Airlines in a report on Wednesday, January 21st. Finally, Wells Fargo & Company decreased their price objective on shares of United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday.

Key Headlines 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,” giving investors a near-term catalyst and implied confidence in the airline’s fundamentals and cash returns. TD Cowen Upgrade
• Positive Sentiment: United began selling tickets for its new 787‑9 Dreamliner outfitted with the United Elevated interior and larger Polaris Studio suites — a higher-margin premium product that can boost international revenue per seat. Tickets on Sale for United’s First Boeing 787-9 Dreamliner
• Positive Sentiment: Coverage notes United is actively testing the Elevated 787 suites as a deliberate premium profitability play — signaling management is pushing products that could improve yields on long‑haul routes. United Tests Elevated 787 Suites
• Positive Sentiment: Unusually high call‑option volume suggests speculative or hedged bullish positioning by traders (call volume ~44% above average), which can amplify upside in the stock. Unusually High Options Volume
• Neutral Sentiment: UBS says airline stocks now hinge on pricing power as carriers push multiple fare hikes; this supports revenue expectations but creates execution risk if demand softens. Airline stocks hinge on pricing power
• Neutral Sentiment: Coverage noting UAL rose while the broader market dipped provides context that stock strength may be partly idiosyncratic rather than market-driven. United Rises As Market Takes a Dip
• Negative Sentiment: Wells Fargo lowered its price target on UAL to $130, which may restrain analyst-driven upside and investor sentiment. Wells Fargo Lowers Price Target
• Negative Sentiment: Macro headwinds — notably a sharp recent rise in crude oil — increase fuel cost pressure and could compress margins if carriers can’t fully pass costs to travelers. How 4 Major U.S. Airlines Stack Up in 2026

United Airlines Stock Performance

NASDAQ UAL opened at $94.15 on Friday. The company’s 50 day simple moving average is $106.16 and its two-hundred day simple moving average is $103.99. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.65 and a quick ratio of 0.59. United Airlines has a 1 year low of $52.00 and a 1 year high of $119.21. The stock has a market capitalization of $30.45 billion, a PE ratio of 9.21, a P/E/G ratio of 0.48 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last released its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. The firm 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 business’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period 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. Analysts predict that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insider Buying and Selling

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 value of $2,022,550.00. Following the completion of the transaction, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. The trade was a 6.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.71% of the stock is currently owned by corporate insiders.

Institutional Trading of United Airlines

Hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in United Airlines by 1.0% in the second quarter. Vanguard Group Inc. now owns 37,330,017 shares of the transportation company’s stock worth $2,972,589,000 after acquiring an additional 368,401 shares in the last quarter. Sanders Capital LLC raised its position 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 valued at $1,425,651,000 after purchasing an additional 258,670 shares in the last quarter. State Street Corp lifted its stake in United Airlines by 4.4% during the second quarter. State Street Corp now owns 11,571,093 shares of the transportation company’s stock worth $921,406,000 after purchasing an additional 489,795 shares during the last quarter. Geode Capital Management LLC lifted its stake in 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 worth $1,015,218,000 after purchasing an additional 68,565 shares during the last quarter. Finally, Capital World Investors boosted its holdings 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 worth $812,428,000 after purchasing an additional 22,464 shares in the last quarter. 69.69% of the stock is owned by 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.