Citigroup Lowers United Airlines (NASDAQ:UAL) Price Target to $132.00

United Airlines (NASDAQ:UAL) had its target price decreased by analysts at Citigroup from $155.00 to $132.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Citigroup’s target price suggests a potential upside of 46.75% from the company’s current price.

Several other research firms have also issued reports on UAL. Sanford C. Bernstein reissued an “outperform” rating and set a $136.00 price objective on shares of United Airlines in a research note on Tuesday, January 27th. Wells Fargo & Company lowered their price target on United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a report on Monday, March 16th. Barclays lifted their price target on United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. BMO Capital Markets reissued an “outperform” rating and set a $132.50 price objective on shares of United Airlines in a report on Thursday, January 22nd. Finally, UBS Group decreased their price objective on shares of United Airlines from $147.00 to $134.00 and set a “buy” rating on the stock in a research report on Monday, March 16th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $131.14.

United Airlines Stock Performance

United Airlines stock opened at $89.95 on Friday. United Airlines has a 1-year low of $52.00 and a 1-year high of $119.21. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.35. The firm has a market capitalization of $29.09 billion, a PE ratio of 8.80, a price-to-earnings-growth ratio of 0.47 and a beta of 1.25. The firm’s 50 day simple moving average is $105.62 and its 200 day simple moving average is $103.88.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating the consensus estimate of $2.97 by $0.13. The firm had revenue of $15.40 billion during 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 business’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period last year, the firm earned $3.26 EPS. 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, analysts expect that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the firm’s stock in a transaction dated 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 trade represents a 6.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.71% of the stock is owned by insiders.

Hedge Funds Weigh In On United Airlines

Several institutional investors have recently modified their holdings of UAL. World Investment Advisors lifted its position in United Airlines by 42.7% in the 4th quarter. World Investment Advisors now owns 10,576 shares of the transportation company’s stock worth $1,183,000 after buying an additional 3,167 shares during the last quarter. PeakShares LLC purchased a new stake in United Airlines in the fourth quarter worth approximately $58,000. Corient Private Wealth LLC grew its position in United Airlines by 17.5% during the fourth quarter. Corient Private Wealth LLC now owns 108,672 shares of the transportation company’s stock valued at $12,152,000 after acquiring an additional 16,185 shares during the last quarter. Pure Financial Advisors LLC purchased a new position in shares of United Airlines during the fourth quarter worth approximately $270,000. Finally, OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of United Airlines during the fourth quarter worth approximately $5,591,000. 69.69% of the stock is currently owned by institutional investors.

Key Stories Impacting United Airlines

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

• Positive Sentiment: TD Cowen upgraded UAL from “hold” to “strong‑buy,” providing a bullish institutional endorsement that can support demand for the shares. TD Cowen upgrade
• Positive Sentiment: United has begun selling seats and operating its new 787‑9 Dreamliner with the elevated United Polaris Studio suites — a clear push into higher-margin premium long‑haul capacity that could boost per-seat revenue and profitability. Tickets on Sale Today for United’s First Boeing 787-9 Dreamliner with Elevated Interior Flights
• Positive Sentiment: Analysts at UBS highlight that U.S. carriers (including UAL) are demonstrating strong pricing power via repeated fare hikes, which has already lifted booked yields and near‑term revenue expectations — a key offset to fuel pressure. Airline stocks hinge on pricing power as carriers push through fare hikes, UBS says
• Positive Sentiment: Sector sentiment got a lift from a FedEx earnings beat and raised FY26 outlook (strong yields and cost cuts), which can support the broader transportation/travel complex. FedEx Q3 Earnings & Revenues Beat Estimates, FY26 EPS View Raised
• Neutral Sentiment: Citigroup lowered its UAL price target from $155 to $132 but kept a “buy” rating — a mixed signal that reduces upside expectations from the highest targets while still signaling conviction in the recovery. Citigroup lowers price target
• Negative Sentiment: Benzinga and other market watchers point to surging crude and rising Treasury yields as the primary headwinds today — higher oil boosts jet‑fuel costs and rising yields increase discount rates for cyclicals, both of which pressure airline margins and multiples. What’s Weighing On United Airlines Stock Friday?

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.