Bank of Hawaii Sells 12,802 Shares of United Airlines Holdings Inc $UAL

Bank of Hawaii reduced its position in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 55.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,175 shares of the transportation company’s stock after selling 12,802 shares during the period. Bank of Hawaii’s holdings in United Airlines were worth $982,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bank of New York Mellon Corp raised its position in shares of United Airlines by 1.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,416,537 shares of the transportation company’s stock worth $136,696,000 after acquiring an additional 16,478 shares in the last quarter. Allianz Asset Management GmbH increased its stake in United Airlines by 23.1% during the 3rd quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock valued at $141,005,000 after purchasing an additional 274,572 shares in the last quarter. Pitcairn Co. grew its holdings in shares of United Airlines by 194.2% during the second quarter. Pitcairn Co. now owns 23,576 shares of the transportation company’s stock valued at $1,877,000 after buying an additional 15,563 shares during the last quarter. GSA Capital Partners LLP increased its holdings in shares of 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 in the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its position in shares of 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 valued at $8,910,000 after buying an additional 12,224 shares during the last quarter. Institutional investors own 69.69% of the company’s stock.

Analyst Ratings Changes

UAL has been the topic of several analyst reports. TD Cowen downgraded United Airlines from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Jefferies Financial Group dropped their price objective on United Airlines from $148.00 to $125.00 and set a “buy” rating for the company in a research note on Thursday. Sanford C. Bernstein reiterated an “outperform” rating and set a $136.00 target price on shares of United Airlines in a research report on Tuesday, January 27th. Bank of America upped their target price on shares of United Airlines from $120.00 to $130.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Finally, Citigroup restated a “buy” rating on shares of United Airlines in a report on Tuesday, February 3rd. Fifteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $133.86.

Insiders Place Their Bets

In related news, President Brett J. Hart sold 19,000 shares of United Airlines stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the completion of the transaction, the president owned 264,638 shares in the company, 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.71% of the stock is currently owned by company insiders.

United Airlines Stock Up 0.1%

Shares of UAL opened at $86.60 on Friday. The stock has a market capitalization of $28.01 billion, a price-to-earnings ratio of 8.47, a PEG ratio of 0.44 and a beta of 1.25. The stock has a 50 day moving average price of $108.05 and a 200 day moving average price of $104.32. United Airlines Holdings Inc 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.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, beating 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 analysts’ expectations of $15.35 billion. During the same quarter in the previous 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. Equities research analysts forecast that United Airlines Holdings Inc will post 12.96 earnings per share for the current fiscal year.

Key Stories Impacting United Airlines

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

• Positive Sentiment: Demand remains robust — United set a daily record for bookings, showing continued travel strength that supports revenue and load factors. United daily bookings record
• Positive Sentiment: Some analysts still see upside — high street price targets and “buy” calls (e.g., a $138.56 target highlighted by 247WallSt and Jefferies maintaining buy despite trimming targets) frame the recent sell‑off as a buying opportunity for longer‑term investors. Wall Street $138.56 price target
• Neutral Sentiment: Index/market context is mixed — S&P futures show a modest rebound amid macro moves, which may limit broad market downside for airline stocks but won’t offset sector‑specific fuel pressure. S&P futures and macro context
• Neutral Sentiment: Nasdaq attention on United’s routes could boost visibility, but it’s unlikely to move near‑term margins given rising costs. Nasdaq index attention
• Negative Sentiment: Oil surge and geopolitical risk (Iran war) are the dominant negative — jet fuel costs spiking toward $100/bbl is being priced into airline equities and threatens margins. Sector technical levels are breaking as investors reprice risk. Oil surge/cliff edge for airlines
• Negative Sentiment: Analyst cuts and downgrades—multiple firms trimmed price targets (Redburn to $110; Jefferies cut to $125) and at least one shop moved to “hold,” citing mounting fuel‑cost pressure, which adds downward pressure on the stock. Redburn PT cut to $110
• Negative Sentiment: Shares were volatile and recently fell faster than the market after the run of headlines about fuel and PT cuts; investors are weighing margin risk despite solid top‑line demand. Zacks on recent share decline
• Negative Sentiment: Higher airfares are showing up in consumer headlines; while demand holds, sticker shock and rising energy costs are expected to compress airline profits. Airfares and margin pressure

United Airlines 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.