Rothschild & Co Redburn Cuts United Airlines (NASDAQ:UAL) Price Target to $110.00

United Airlines (NASDAQ:UAL) had its price target reduced by Rothschild & Co Redburn from $125.00 to $110.00 in a research report released on Thursday morning,Benzinga reports. Rothschild & Co Redburn currently has a buy rating on the transportation company’s stock.

A number of other brokerages have also issued reports on UAL. Barclays lifted their target price on United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. UBS Group raised their price objective on United Airlines from $145.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company started coverage on United Airlines in a report on Thursday, December 18th. They set an “overweight” rating and a $145.00 price objective on the stock. Wall Street Zen raised United Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Finally, Bank of America increased their target price on United Airlines from $120.00 to $130.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Sixteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, United Airlines has an average rating of “Moderate Buy” and a consensus price target of $135.81.

United Airlines Trading Down 3.5%

NASDAQ UAL opened at $92.07 on Thursday. The stock has a market cap of $29.78 billion, a P/E ratio of 9.01, a PEG ratio of 0.49 and a beta of 1.25. The company’s fifty day simple moving average is $110.26 and its 200-day simple moving average is $104.72. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.35. United Airlines has a 52 week low of $52.00 and a 52 week high of $119.21.

United Airlines (NASDAQ:UAL) last released its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $15.35 billion. During the same quarter in the previous year, the firm posted $3.26 EPS. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. 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 research analysts predict that United Airlines will post 12.96 EPS for the current fiscal year.

Insiders Place Their Bets

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the company’s 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 sale, the president owned 264,638 shares in the company, valued at $28,170,715.10. This represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.71% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On United Airlines

Institutional investors have recently made changes to their positions in the company. Root Financial Partners LLC raised its position in shares of United Airlines by 5.3% during the 4th quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company’s stock valued at $206,000 after acquiring an additional 93 shares in the last quarter. Apella Capital LLC increased its stake in United Airlines by 0.3% during the third quarter. Apella Capital LLC now owns 36,617 shares of the transportation company’s stock valued at $3,595,000 after purchasing an additional 108 shares during the last quarter. JFS Wealth Advisors LLC raised its holdings in shares of United Airlines by 51.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock worth $36,000 after purchasing an additional 108 shares during the period. True Wealth Design LLC raised its holdings in shares of United Airlines by 9.1% during the fourth quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock worth $151,000 after purchasing an additional 113 shares during the period. Finally, Murphy & Mullick Capital Management Corp lifted its position in shares of United Airlines by 20.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 669 shares of the transportation company’s stock worth $63,000 after buying an additional 114 shares during the last quarter. 69.69% of the stock is currently owned by institutional investors.

United Airlines News Summary

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

• Positive Sentiment: Analyst/long‑term bull case: a Seeking Alpha piece highlights UAL’s stronger fundamentals, geographic diversification, capacity growth under the United Next strategy and attractive forward P/E — a reminder investors who focus on longer‑term value see opportunity. United Airlines: Rare Quality At A Peer-Group Discount
• Neutral Sentiment: Investor access: United will present at the J.P. Morgan Industrials Conference (Mar 17), giving analysts and investors another forum for management to update guidance and strategy. United Airlines to Present at the J.P. Morgan 2026 Industrials Conference
• Negative Sentiment: Management warning: CEO Scott Kirby said the recent spike in jet‑fuel prices will have a “meaningful” impact on first‑quarter results — a direct earnings risk that investors are repricing. United Airlines CEO: Fuel spike will hit results, but travel demand hasn’t taken ‘even a tiny step back’
• Negative Sentiment: Fuel price shock: multiple reports note U.S. jet fuel prices jumped sharply after Iran‑related strikes and Strait of Hormuz disruptions (OPIS data cited), raising unit costs materially and pressuring margins. United Airlines sees hit to results on fuel cost spike from Iran conflict
• Negative Sentiment: Market reaction / volatility: coverage shows the stock plunged intraday amid the fuel concerns and headlines, and Forbes flags a five‑day slide that erased billions of market value — amplifying short‑term selling pressure. What’s Happening With United Airlines Stock?
• Negative Sentiment: Analyst adjustment: Rothschild & Co Redburn trimmed its price target (from $125 to $110) while keeping a buy rating — a modest downgrade that can reduce near‑term upside perception even if the long view remains constructive. Benzinga

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.