Aberdeen Group plc Sells 26,708 Shares of United Airlines Holdings Inc $UAL

Aberdeen Group plc lessened its position in United Airlines Holdings Inc (NASDAQ:UAL) by 26.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 74,234 shares of the transportation company’s stock after selling 26,708 shares during the period. Aberdeen Group plc’s holdings in United Airlines were worth $7,164,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UAL. Vanguard Group Inc. lifted its position in shares of United Airlines by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 37,330,017 shares of the transportation company’s stock worth $2,972,589,000 after purchasing an additional 368,401 shares during the period. State Street Corp grew its position 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 last quarter. Geode Capital Management LLC increased its position in shares of United Airlines by 1.0% during the second quarter. Geode Capital Management LLC now owns 8,819,876 shares of the transportation company’s stock valued at $704,994,000 after acquiring an additional 90,350 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of United Airlines by 2.9% during the second quarter. Invesco Ltd. now owns 4,798,423 shares of the transportation company’s stock valued at $382,098,000 after purchasing an additional 137,237 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of United Airlines in the second quarter worth approximately $143,035,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Insiders Place Their Bets

In related news, CEO J Scott Kirby sold 120,000 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total transaction of $12,943,200.00. Following the sale, the chief executive officer owned 666,535 shares of the company’s stock, valued at $71,892,465.10. This trade represents a 15.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction 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. The trade was a 6.70% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.71% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on UAL shares. Bank of America raised their target price on United Airlines from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Citigroup reiterated a “buy” rating on shares of United Airlines in a research report on Tuesday, February 3rd. Barclays raised their price target on United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Jefferies Financial Group restated a “buy” rating and set a $148.00 target price on shares of United Airlines in a research report on Thursday. Finally, TD Cowen increased their target price on United Airlines from $138.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Fifteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $137.32.

Key Stories Impacting United Airlines

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

• Positive Sentiment: United announced bigger MileagePlus rewards and exclusive Saver award inventory for co-branded cardholders — a push that should raise card adoption, increase higher-margin card-related revenue and strengthen loyalty economics. United Gives MileagePlus Credit Cardholders More Miles, Exclusive Flight Discounts
• Positive Sentiment: Multiple outlets frame the MileagePlus overhaul as designed to boost co-branded card adoption — a strategy likely to lift ancillary revenue per passenger and margins over time. This is being received positively by investors focused on revenue diversification. United Airlines’ best loyalty perks will soon be reserved for its cardholders. Is the card worth it?
• Positive Sentiment: Analyst/market commentary points to continued upside since the latest earnings report and a recent relative-strength rating upgrade — technical and fundamental momentum that can attract buyers. United (UAL) Up 5.4% Since Last Earnings Report: Can It Continue? United Airlines scores relative strength rating upgrade; hits key threshold
• Neutral Sentiment: Company presentation at Barclays and industry coverage give additional investor visibility but no new material guidance; useful for modeling but unlikely to move the stock alone. United Airlines Holdings, Inc. (UAL) Presents at Barclays 43rd Annual Industrial Select
• Negative Sentiment: A federal watchdog criticized FAA oversight of United’s maintenance practices — a near-term regulatory/compliance risk that could raise inspection costs, invite fines or increase operational scrutiny. This is the primary negative headline pressuring sentiment. Federal watchdog faults FAA oversight of United Airlines maintenance practices
• Negative Sentiment: Some consumer-facing coverage frames the loyalty changes as “paring back” rewards for non-cardholders, which could generate negative PR or customer pushback even as the moves boost revenue — watch for churn/brand sentiment signals. United Airlines is paring back rewards for travelers who don’t have its credit card in MileagePlus overhaul United Airlines slashing miles rewards for travelers who don’t own its credit card

United Airlines Stock Performance

Shares of NASDAQ:UAL opened at $113.03 on Friday. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65. The firm’s 50 day simple moving average is $111.88 and its 200-day simple moving average is $103.98. The firm has a market cap of $36.56 billion, a PE ratio of 11.06, a price-to-earnings-growth ratio of 0.58 and a beta of 1.30. United Airlines Holdings Inc has a one year low of $52.00 and a one year high of $119.21.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.The business had revenue of $15.40 billion for the quarter, compared to the consensus estimate of $15.35 billion. During the same quarter in the prior year, the company earned $3.26 EPS. The business’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. As a group, equities analysts predict that United Airlines Holdings Inc will post 12.96 EPS for the current year.

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.