State of New Jersey Common Pension Fund D Sells 4,569 Shares of United Airlines Holdings Inc $UAL

State of New Jersey Common Pension Fund D reduced its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 15.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,527 shares of the transportation company’s stock after selling 4,569 shares during the period. State of New Jersey Common Pension Fund D’s holdings in United Airlines were worth $2,367,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Bison Wealth LLC bought a new stake in United Airlines in the fourth quarter valued at $246,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of United Airlines by 24.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,872 shares of the transportation company’s stock valued at $2,753,000 after purchasing an additional 7,713 shares in the last quarter. Focus Partners Wealth boosted its stake in shares of United Airlines by 92.7% in the 1st quarter. Focus Partners Wealth now owns 12,349 shares of the transportation company’s stock valued at $853,000 after purchasing an additional 5,939 shares in the last quarter. DekaBank Deutsche Girozentrale grew its holdings in shares of United Airlines by 2.3% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 20,951 shares of the transportation company’s stock worth $1,663,000 after purchasing an additional 463 shares during the last quarter. Finally, Brookstone Capital Management increased its position in shares of United Airlines by 5.5% during the 2nd quarter. Brookstone Capital Management now owns 3,998 shares of the transportation company’s stock worth $318,000 after purchasing an additional 207 shares in the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a research report on Wednesday, January 21st. Morgan Stanley set a $150.00 target price on United Airlines and gave the stock an “overweight” rating in a report on Thursday, January 8th. Bank of America raised their price target on United Airlines from $120.00 to $130.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Susquehanna lifted their price objective on United Airlines from $117.00 to $150.00 and gave the company a “positive” rating in a research report on Friday, January 9th. Finally, Wall Street Zen upgraded United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Fifteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average 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 Trading Up 2.7%

Shares of UAL opened at $113.03 on Monday. The stock’s fifty day simple moving average is $111.88 and its 200-day simple moving average is $104.20. The firm has a market capitalization of $36.56 billion, a PE ratio of 11.06, a price-to-earnings-growth ratio of 0.60 and a beta of 1.30. United Airlines Holdings Inc has a 12-month low of $52.00 and a 12-month high of $119.21. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35.

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

Insiders Place Their Bets

In related news, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction 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 sale, the president directly owned 264,638 shares of the company’s stock, valued at $28,170,715.10. The trade was a 6.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO J Scott Kirby sold 120,000 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $107.86, for a total value of $12,943,200.00. Following the completion of the transaction, the chief executive officer directly owned 666,535 shares in the company, valued at $71,892,465.10. The trade was a 15.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.63% of the stock is currently owned by insiders.

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.