United Airlines (NASDAQ:UAL) Price Target Raised to $135.00 at UBS Group

United Airlines (NASDAQ:UAL) had its price target increased by UBS Group from $134.00 to $135.00 in a report issued on Monday,Benzinga reports. The brokerage currently has a buy rating on the transportation company’s stock.

A number of other equities research analysts have also recently weighed in on the stock. Barclays upped their price objective on shares of United Airlines from $135.00 to $150.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Citigroup lowered their target price on shares of United Airlines from $155.00 to $132.00 and set a “buy” rating for the company in a report on Friday. Wells Fargo & Company dropped their price target on United Airlines from $145.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday, March 16th. Wall Street Zen downgraded United Airlines from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $132.50 price objective on shares of United Airlines in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $131.19.

United Airlines Stock Performance

Shares of United Airlines stock opened at $93.96 on Monday. United Airlines has a 12 month low of $52.00 and a 12 month high of $119.21. The firm has a market capitalization of $30.39 billion, a P/E ratio of 9.19, a P/E/G ratio of 0.46 and a beta of 1.25. 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 business has a fifty day simple moving average of $105.19 and a two-hundred day simple moving average of $103.78.

United Airlines (NASDAQ:UAL) last released its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share for the quarter, topping 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 revenue was up 4.8% compared to the same quarter last year. During the same period in the prior 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. On average, equities analysts forecast that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insider Transactions at United Airlines

In other news, President Brett J. Hart sold 19,000 shares of the company’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 transaction, the president owned 264,638 shares in the company, valued at approximately $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 accessible through this link. Company insiders own 0.63% of the company’s stock.

Institutional Investors Weigh In On United Airlines

Several institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank bought a new position in United Airlines in the 4th quarter valued at approximately $234,244,000. Holocene Advisors LP bought a new stake in shares of United Airlines in the 2nd quarter worth $84,753,000. AQR Capital Management LLC raised its stake in shares of United Airlines by 56.8% in the fourth quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock worth $325,549,000 after purchasing an additional 1,060,371 shares during the last quarter. Lansdowne Partners UK LLP purchased a new position in shares of United Airlines in the second quarter worth $68,177,000. Finally, Capital World Investors lifted its holdings in shares of United Airlines by 12.1% during the third quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock valued at $698,977,000 after purchasing an additional 783,551 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

Key Stories Impacting United Airlines

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

• Positive Sentiment: LaGuardia reopening reduces operational disruption and supports near‑term travel demand recovery. LUV, DAL, UAL stocks jump after NY’s LaGuardia reopened after Air Canada crash
• Positive Sentiment: UBS raised its price target to $135 and kept a buy rating, signaling analyst confidence and providing upside narrative for the stock. UBS raises UAL price target to $135 (Benzinga)
• Neutral Sentiment: Citigroup trimmed its target to $132 — a reduction but still above the current share price — which moderates enthusiasm without reversing the bullish analyst trend. Citigroup Cuts United Airlines Price Target to $132
• Neutral Sentiment: Strategic narrative: management is trimming ~5% of planned flights to avoid unprofitable flying while still investing in premium fleet (787‑9 Polaris Studio), which could protect long‑term margins but raises short‑term costs and capex. Did Fuel-Driven Capacity Cuts and Premium Fleet Spending Just Shift United Airlines’ Investment Narrative?
• Negative Sentiment: United announced additional flight cuts as it braces for sustained higher jet fuel prices tied to the Iran conflict — a direct margin headwind that prompted premarket selling. United shares slip as airline cuts flights on soaring fuel costs
• Negative Sentiment: Broader market weakness tied to escalating geopolitical rhetoric and U.S.–Iran tensions is pressuring stocks and driving oil higher — a contagion risk for UAL through fuel cost pressure. Stock Market Today: Futures Plunge As Trump Issues Ultimatum To ‘Obliterate’ Iran—United Airlines In Focus
• Negative Sentiment: Comments about continued U.S. pressure on Iran (and potential action in the Strait of Hormuz) are keeping oil and jet fuel elevated, which could add materially to UAL’s operating costs if sustained. Bessent Says US to Press Ahead in Iran War With Hormuz in Sights

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.