Key Points
- United Airlines EVP Andrew Nocella sold 5,000 shares at an average price of $117, generating $585,000. He retained 214,955 shares worth approximately $25.15 million, reducing his ownership by 2.27%.
- United reported quarterly EPS of $1.99, surpassing estimates of $1.88, while revenue rose 16.4% year over year to $17.67 billion. The company projects fiscal 2026 EPS of $9 to $11.
- Analysts remain broadly bullish, with 16 Buy ratings and two Holds, producing a “Moderate Buy” consensus and an average price target of $157.74; institutional investors own 69.69% of the stock.
United Airlines Holdings Inc (NASDAQ:UAL - Get Free Report) EVP Andrew Nocella sold 5,000 shares of United Airlines stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $117.00, for a total transaction of $585,000.00. Following the completion of the sale, the executive vice president owned 214,955 shares of the company's stock, valued at $25,149,735. This represents a 2.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
United Airlines Stock Down 2.1%
UAL opened at $112.39 on Friday. The stock has a market capitalization of $36.48 billion, a price-to-earnings ratio of 10.51, a PEG ratio of 0.93 and a beta of 1.28. The firm has a 50 day moving average price of $123.71 and a 200-day moving average price of $108.67. United Airlines Holdings Inc has a twelve month low of $84.64 and a twelve month high of $138.77. The company has a quick ratio of 0.72, a current ratio of 0.78 and a debt-to-equity ratio of 1.45.
United Airlines (NASDAQ:UAL - Get Free Report) last issued its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.88 by $0.11. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The company had revenue of $17.67 billion for the quarter, compared to analysts' expectations of $17.62 billion. During the same quarter last year, the company posted $3.87 earnings per share. The firm's quarterly revenue was up 16.4% on a year-over-year basis. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Equities research analysts forecast that United Airlines Holdings Inc will post 9.91 earnings per share for the current year.
Wall Street Analysts Forecast Growth
Several analysts recently commented on the company. BMO Capital Markets lifted their price objective on United Airlines from $130.00 to $157.50 and gave the stock an "outperform" rating in a report on Thursday, July 2nd. Citigroup upped their price target on shares of United Airlines from $132.00 to $171.00 and gave the company a "buy" rating in a research report on Monday, June 22nd. Wall Street Zen cut shares of United Airlines from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. The Goldman Sachs Group raised their price objective on shares of United Airlines from $131.00 to $162.00 and gave the stock a "buy" rating in a report on Thursday, July 2nd. Finally, Barclays boosted their target price on shares of United Airlines from $150.00 to $175.00 and gave the company an "overweight" rating in a research report on Thursday, June 25th. Sixteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $157.74.
Check Out Our Latest Report on United Airlines
Institutional Trading of United Airlines
Hedge funds have recently bought and sold shares of the stock. Root Financial Partners LLC increased its position in United Airlines by 5.3% in the fourth quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company's stock worth $206,000 after buying an additional 93 shares in the last quarter. AXA S.A. raised its stake in shares of United Airlines by 0.8% in the second quarter. AXA S.A. now owns 15,465 shares of the transportation company's stock worth $1,231,000 after buying an additional 121 shares during the period. SJS Investment Consulting Inc. lifted its position in shares of United Airlines by 17.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 861 shares of the transportation company's stock valued at $79,000 after buying an additional 125 shares in the last quarter. Fielder Capital Group LLC grew its stake in shares of United Airlines by 5.4% during the 4th quarter. Fielder Capital Group LLC now owns 2,473 shares of the transportation company's stock valued at $276,000 after acquiring an additional 127 shares during the period. Finally, Koshinski Asset Management Inc. grew its stake in shares of United Airlines by 3.7% during the 1st quarter. Koshinski Asset Management Inc. now owns 3,914 shares of the transportation company's stock valued at $360,000 after acquiring an additional 138 shares during the period. 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: Higher airfares could support revenue and margins. Industry fares have risen 25.5%, and airline executives—including United’s management—indicate that prices may have room to increase further. This could improve the company’s earnings outlook if demand remains resilient. Airfares Are Up 25.5% and United Says It's Set To Increase More
- Positive Sentiment: United announced its largest-ever international expansion. The airline plans to add 10 international destinations and exclusive nonstop routes in 2027, with the A321XLR scheduled for select long-haul services. United expects to be the only U.S. carrier serving eight of the new cities, potentially strengthening its premium and international network position. United Airlines Maps Its Biggest Ever International Buildout
- Positive Sentiment: Competitive positioning remains favorable. United and Delta were described as outperforming American Airlines, whose rejected merger proposal leaves it facing an uncertain turnaround. Relative strength among major carriers may support United’s market share and investor appeal. American Airlines Faces a Reckoning
- Neutral Sentiment: Executive stock sale was limited in size. EVP Andrew P. Nocella sold 5,000 shares for approximately $585,000, reducing his direct holdings by 2.27%. The transaction may weigh modestly on sentiment, but he retained a substantial position. Andrew P. Nocella Insider Trading
- Negative Sentiment: UAL declined even as the broader market advanced. Coverage from Zacks and Yahoo Finance offered no major new company-specific negative catalyst, suggesting profit-taking, sector rotation, or investor concerns about valuation and execution may be driving the underperformance. United Airlines Stock Sinks as Market Gains
- Negative Sentiment: TD Cowen lowered its expectations for United’s stock price. The reduced analyst outlook likely added pressure by signaling less near-term upside, despite United’s favorable fare environment and expansion plans. TD Cowen Has Lowered Expectations for United Airlines
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.
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