United Airlines (NASDAQ:UAL) Price Target Lowered to $165.00 at Susquehanna

United Airlines (NASDAQ:UAL) had its target price cut by Susquehanna from $172.00 to $165.00 in a research note published on Friday, Marketbeat Ratings reports. They currently have a positive rating on the transportation company’s stock.

Several other brokerages also recently weighed in on UAL. UBS Group increased their price target on United Airlines from $148.00 to $153.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. BMO Capital Markets lifted their target price on shares of United Airlines from $130.00 to $157.50 and gave the stock an “outperform” rating in a research note on Thursday, July 2nd. Wells Fargo & Company upped their price target on United Airlines from $130.00 to $165.00 and gave the company an “overweight” rating in a research report on Tuesday, June 30th. Sanford C. Bernstein boosted their price target on shares of United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. Finally, Morgan Stanley upped their price objective on shares of United Airlines from $185.00 to $190.00 and gave the company an “overweight” rating in a report on Thursday. Sixteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $154.26.

United Airlines Stock Down 2.9%

United Airlines stock opened at $115.41 on Friday. United Airlines has a 1-year low of $82.42 and a 1-year high of $138.77. The business has a fifty day moving average price of $114.62 and a 200-day moving average price of $106.66. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.64. The stock has a market capitalization of $37.46 billion, a price-to-earnings ratio of 10.80, a PEG ratio of 0.89 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, beating the consensus estimate of $1.88 by $0.11. The firm had revenue of $17.67 billion during the quarter, compared to analyst estimates of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. United Airlines’s revenue was up 16.4% on a year-over-year basis. During the same period last year, the firm posted $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Equities research analysts forecast that United Airlines will post 10.32 EPS for the current fiscal year.

Insider Activity at United Airlines

In other United Airlines news, CEO J Scott Kirby sold 1,078 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $120.74, for a total value of $130,157.72. Following the sale, the chief executive officer directly owned 797,851 shares of the company’s stock, valued at approximately $96,332,529.74. This represents a 0.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew P. Nocella sold 7,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the completion of the transaction, the executive vice president owned 215,345 shares in the company, valued at $19,421,965.55. This represents a 3.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 96,381 shares of company stock valued at $10,837,575 over the last 90 days. 0.86% of the stock is owned by corporate insiders.

Institutional Trading of United Airlines

A number of hedge funds and other institutional investors have recently made changes to their positions in UAL. Elevation Wealth Partners LLC increased its stake in United Airlines by 393.0% in the second quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock valued at $29,000 after purchasing an additional 169 shares during the period. Legacy Wealth Managment LLC ID purchased a new position in shares of United Airlines in the 4th quarter valued at approximately $25,000. Western Wealth Management LLC acquired a new position in shares of United Airlines in the first quarter valued at approximately $27,000. JPL Wealth Management LLC purchased a new stake in shares of United Airlines during the third quarter worth approximately $29,000. Finally, BOCHK Asset Management Ltd acquired a new stake in shares of United Airlines during the fourth quarter worth $34,000. Institutional investors and hedge funds 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: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
• Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
• Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
• Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
• Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
• Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title

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.