United Airlines (NASDAQ:UAL – Get Free Report) had its price target raised by analysts at JPMorgan Chase & Co. from $156.00 to $203.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 75.89% from the stock’s previous close.
A number of other equities research analysts have also weighed in on the stock. Wall Street Zen upgraded shares of United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Morgan Stanley boosted their target price on shares of United Airlines from $185.00 to $190.00 and gave the stock an “overweight” rating in a research note on Thursday. Sanford C. Bernstein increased their target price on United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a report on Wednesday, July 1st. Citigroup raised their price target on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Finally, Barclays lifted their price target on United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, United Airlines currently has a consensus rating of “Moderate Buy” and an average price target of $154.26.
Get Our Latest Analysis on UAL
United Airlines Stock Down 2.9%
United Airlines (NASDAQ:UAL – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The company had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. During the same quarter in the previous year, the firm earned $3.87 earnings per share. The firm’s quarterly revenue was up 16.4% on a year-over-year basis. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, equities research analysts anticipate that United Airlines will post 10.13 EPS for the current fiscal year.
Insider Activity at United Airlines
In related news, EVP Kate Gebo sold 34,669 shares of United Airlines stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $105.41, for a total transaction of $3,654,459.29. Following the sale, the executive vice president directly owned 67,707 shares in the company, valued at $7,136,994.87. This trade represents a 33.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Andrew P. Nocella sold 7,000 shares of the company’s stock in a transaction 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 of the company’s stock, valued at $19,421,965.55. This represents a 3.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 96,381 shares of company stock valued at $10,837,575 in the last ninety days. Insiders own 0.86% of the company’s stock.
Institutional Investors Weigh In On United Airlines
Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID acquired a new position in shares of United Airlines in the 4th quarter valued at $25,000. Western Wealth Management LLC purchased a new position in United Airlines during the 1st quarter worth $27,000. Elevation Wealth Partners LLC grew its position in United Airlines by 393.0% during the 2nd quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock worth $29,000 after purchasing an additional 169 shares during the last quarter. JPL Wealth Management LLC acquired a new position in United Airlines in the third quarter valued at $29,000. Finally, Cache Advisors LLC acquired a new position in United Airlines in the first quarter valued at $33,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.
More United Airlines News
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
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.
Further Reading
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