United Airlines (NASDAQ:UAL) Price Target Cut to $130.00 by Analysts at Wells Fargo & Company

Posted by Defense World Staff on Mar 17th, 2026

United Airlines (NASDAQ:UAL – Free Report) had its price objective trimmed by Wells Fargo & Company from $145.00 to $130.00 in a report issued on Monday morning,Benzinga reports. The brokerage currently has an overweight rating on the transportation company’s stock.

A number of other equities research analysts also recently issued reports on UAL. Sanford C. Bernstein reissued an “outperform” rating and issued a $136.00 price target on shares of United Airlines in a research note on Tuesday, January 27th. Wall Street Zen cut shares of United Airlines from a “buy” rating to a “hold” rating in a research report on Saturday. Rothschild & Co Redburn dropped their target price on shares of United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Morgan Stanley set a $150.00 target price on United Airlines and gave the company an “overweight” rating in a research report on Thursday, January 8th. Finally, Susquehanna upped their price target on United Airlines from $117.00 to $150.00 and gave the stock a “positive” rating in a research note on Friday, January 9th. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $132.31.

Read Our Latest Report on United Airlines

United Airlines Stock Performance

NASDAQ UAL opened at $90.28 on Monday. The stock has a market cap of $29.20 billion, a PE ratio of 8.83, a P/E/G ratio of 0.44 and a beta of 1.25. United Airlines has a twelve month low of $52.00 and a twelve month high of $119.21. The stock has a fifty day simple moving average of $107.56 and a 200-day simple moving average of $104.22. 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 (NASDAQ:UAL – Get Free Report) last posted its earnings results on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.13. The company had revenue of $15.40 billion for the quarter, compared to analysts’ expectations of $15.35 billion. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. United Airlines’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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 earnings per share for the current year.

Insider Activity at United Airlines

In other news, President Brett J. Hart sold 19,000 shares of the firm’s 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 of the company’s stock, valued at approximately $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.63% of the company’s stock.

Institutional Investors Weigh In On United Airlines

Hedge funds have recently added to or reduced their stakes in the business. Bank of New York Mellon Corp boosted its stake 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 valued at $136,696,000 after buying an additional 16,478 shares during the period. Allianz Asset Management GmbH grew its position in shares of United Airlines by 23.1% during the third quarter. Allianz Asset Management GmbH now owns 1,461,194 shares of the transportation company’s stock worth $141,005,000 after buying an additional 274,572 shares in the last quarter. Pitcairn Co. increased its stake 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 worth $1,877,000 after buying an additional 15,563 shares during the period. GSA Capital Partners LLP increased its stake in shares of United Airlines by 830.7% during the third quarter. GSA Capital Partners LLP now owns 36,679 shares of the transportation company’s stock worth $3,540,000 after buying an additional 32,738 shares during the period. Finally, Robeco Institutional Asset Management B.V. raised its holdings in United Airlines by 15.3% in 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 acquiring an additional 12,224 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

More United Airlines News

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

Positive Sentiment: Q4 performance and guidance remain supportive — United’s recent quarterly results showed an EPS beat and management set FY‑2026 guidance (12.0–14.0 EPS) and Q1 guidance, which investors view as confirming durable earnings power. Unpacking Q4 earnings: United Airlines
Positive Sentiment: Hub economics likely to improve — planned renovations at Washington Dulles are expected to strengthen United’s hub profitability and long‑term network advantages, a structural tailwind for margins. United Airlines Long-Term Hub Economics Improves InsiderMonkey: UAL hub economics
Positive Sentiment: Analyst support persists — Bernstein reiterated a Buy on UAL, reinforcing investor confidence despite recent volatility. Bernstein reiterates buy rating on United Airlines
Neutral Sentiment: UBS cut its price target (from $147 to $134) but kept a Buy — a downgrade in target trims upside but the maintained Buy reduces panic selling risk. Benzinga: UBS lowers price target on UAL
Neutral Sentiment: Wells Fargo trimmed its target (from $145 to $130) but remains Overweight — similar to UBS, the cut signals caution on near‑term estimates while still signaling conviction in recovery. Benzinga: Wells Fargo lowers price target on UAL
Neutral Sentiment: Long‑term tech/airframe bets remain uncertain — commentary on Boom/Ouverture highlights industry skepticism; it’s a speculative, long‑horizon factor that doesn’t drive near‑term revenue. Forbes: United CEO sets Boom Overture odds
Negative Sentiment: Sector pressure from rising jet fuel — UBS and others cut earnings estimates for airlines as jet fuel costs spike, creating downside risk to near‑term margins and prompting target trims across the group. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs Airlines target cut on fuel costs

United Airlines Company Profile

(Get Free Report)

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.