United Airlines Holdings Inc $UAL Shares Sold by AIA Group Ltd

AIA Group Ltd reduced its position in United Airlines Holdings Inc (NASDAQ:UAL) by 69.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,817 shares of the transportation company’s stock after selling 15,808 shares during the period. AIA Group Ltd’s holdings in United Airlines were worth $658,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of UAL. JPL Wealth Management LLC purchased a new position in shares of United Airlines in the third quarter valued at $29,000. Financial Consulate Inc. bought a new stake in shares of United Airlines in the 3rd quarter worth approximately $29,000. Abich Financial Wealth Management LLC acquired a new position in United Airlines during the 3rd quarter valued at approximately $34,000. Quent Capital LLC bought a new position in United Airlines during the 3rd quarter worth $40,000. Finally, Wiser Advisor Group LLC bought a new position in United Airlines during the 3rd quarter worth $41,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Insiders Place Their Bets

In other news, President Brett J. Hart sold 19,000 shares of the stock in a transaction on Monday, February 2nd. The stock was 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 directly owned 264,638 shares in the company, valued at approximately $28,170,715.10. This represents a 6.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.71% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages have recently issued reports on UAL. BMO Capital Markets reissued an “outperform” rating and set a $132.50 price target on shares of United Airlines in a report on Thursday, January 22nd. TD Cowen upgraded shares of United Airlines from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Argus reduced their price target on shares of United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Barclays raised their price objective on shares of United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Finally, The Goldman Sachs Group upped their target price on United Airlines from $115.00 to $129.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $131.14.

More United Airlines News

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 Stock Performance

Shares of United Airlines stock opened at $89.95 on Friday. United Airlines Holdings Inc has a one year low of $52.00 and a one year high of $119.21. The stock’s 50-day moving average is $105.62 and its 200-day moving average is $103.88. The firm has a market cap of $29.09 billion, a price-to-earnings ratio of 8.80, a price-to-earnings-growth ratio of 0.49 and a beta of 1.25. 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 (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, beating the consensus estimate of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The firm had revenue of $15.40 billion for the quarter, compared to analyst estimates of $15.35 billion. During the same period in the previous year, the business earned $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. Equities analysts predict that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

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.