United Airlines (NASDAQ:UAL) Given New $125.00 Price Target at Jefferies Financial Group

United Airlines (NASDAQ:UAL) had its price target lowered by Jefferies Financial Group from $148.00 to $125.00 in a research report report published on Thursday,Benzinga reports. The firm currently has a buy rating on the transportation company’s stock.

Other analysts have also issued research reports about the company. Susquehanna upped their target price on United Airlines from $117.00 to $150.00 and gave the stock a “positive” rating in a report on Friday, January 9th. Sanford C. Bernstein reissued an “outperform” rating and issued a $136.00 price target on shares of United Airlines in a research report on Tuesday, January 27th. TD Cowen cut United Airlines from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Wall Street Zen raised United Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of United Airlines in a research note on Wednesday, January 21st. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $133.86.

United Airlines Trading Down 4.6%

NASDAQ:UAL opened at $86.53 on Thursday. United Airlines has a one year low of $52.00 and a one year high of $119.21. 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 has a market cap of $27.99 billion, a P/E ratio of 8.47, a P/E/G ratio of 0.46 and a beta of 1.25. The firm has a 50-day simple moving average of $108.58 and a 200-day simple moving average of $104.43.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data 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. The firm had revenue of $15.40 billion for the quarter, compared to the consensus estimate of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The company’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period last year, the firm earned $3.26 earnings per share. 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 analysts anticipate that United Airlines will post 12.96 EPS for the current fiscal year.

Insider Activity at United Airlines

In related news, President Brett J. Hart sold 19,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were 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 owned 264,638 shares of the company’s stock, valued at $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.71% of the stock is owned by company insiders.

Hedge Funds Weigh In On United Airlines

A number of institutional investors have recently modified their holdings of the stock. Bank of New York Mellon Corp increased its holdings in shares of United Airlines by 1.2% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,416,537 shares of the transportation company’s stock valued at $136,696,000 after purchasing an additional 16,478 shares in the last quarter. Allianz Asset Management GmbH raised its position in shares of United Airlines by 23.1% in the third quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock worth $141,005,000 after acquiring an additional 274,572 shares during the period. Pitcairn Co. grew its position in shares of United Airlines by 194.2% during the 2nd quarter. Pitcairn Co. now owns 23,576 shares of the transportation company’s stock valued at $1,877,000 after acquiring an additional 15,563 shares during the period. GSA Capital Partners LLP raised its holdings in United Airlines by 830.7% in the 3rd quarter. GSA Capital Partners LLP now owns 36,679 shares of the transportation company’s stock worth $3,540,000 after purchasing an additional 32,738 shares during the period. Finally, Robeco Institutional Asset Management B.V. boosted its position in United Airlines by 15.3% during the third quarter. Robeco Institutional Asset Management B.V. now owns 92,327 shares of the transportation company’s stock worth $8,910,000 after purchasing an additional 12,224 shares in the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Trending Headlines about United Airlines

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

• Positive Sentiment: Company said it set a daily bookings record, showing resilient travel demand that supports revenue and load factors despite cost pressures. United Airlines just set a daily record for bookings
• Positive Sentiment: Some analysts/market commentators view the recent sell-off as a buying opportunity, citing higher price targets well above current levels (a published $138.56 target was highlighted). That narrative can attract value buyers. Wall Street’s $138.56 Price Target Makes United Airlines’ Sell-off Look Like a Buying Opportunity
• Positive Sentiment: Jefferies lowered its price target to $125 but retained a “buy” rating, implying meaningful upside from current levels — a signal that some sell pressure may be temporary for long-term investors. Benzinga
• Neutral Sentiment: United’s inclusion/mention in Nasdaq index coverage (global routes attention) is informational and could modestly affect passive flows but is not an immediate earnings driver. United Airlines Global Routes Gain Nasdaq Index Attention
• Neutral Sentiment: Press items about fintech partnerships (DriveWealth/Ualá) are unrelated to United Airlines operations and unlikely to move the stock. DriveWealth Powers Ualá’s Launch of U.S. Stock Investing in Mexico
• Negative Sentiment: Redburn cut its target to $110 and cited fuel-cost concerns — analyst target cuts focused on higher jet fuel are putting downward pressure on the stock because fuel is a large variable cost for carriers. United Airlines Holdings, Inc. (UAL) Target Cut to $110 at Redburn Amid Fuel Cost Concerns
• Negative Sentiment: Broader market commentary warns airline stocks face headwinds from a recent spike in oil/jet fuel (including geopolitical catalysts), which directly compresses margins even if ticket prices rise. How the Iran War Could Affect Your Summer Airfare
• Negative Sentiment: Additional commentary and technical analysts flagged a risk to airline stocks from an oil spike; these narratives can amplify selling pressure. Airline stocks headed for a ‘world of hurt’ on oil spike
• Negative Sentiment: TD Cowen downgraded UAL from “strong-buy” to “hold,” removing bullish support from one shop and contributing to the weaker tape. Zacks/TD Cowen coverage
• Neutral Sentiment: News summaries highlighting the stock’s larger-than-market drop are descriptive of market moves but don’t add new fundamental information. United Airlines (UAL) Falls More Steeply Than Broader Market

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.