Sierra Summit Advisors LLC Buys 4,349 Shares of United Airlines Holdings Inc $UAL

Sierra Summit Advisors LLC grew its stake in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 3.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 141,310 shares of the transportation company’s stock after buying an additional 4,349 shares during the period. United Airlines accounts for approximately 1.9% of Sierra Summit Advisors LLC’s portfolio, making the stock its 16th largest holding. Sierra Summit Advisors LLC’s holdings in United Airlines were worth $13,010,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of UAL. Norges Bank purchased a new position in United Airlines during the fourth quarter valued at approximately $234,244,000. Holocene Advisors LP bought a new stake in United Airlines during the 2nd quarter worth approximately $84,753,000. AQR Capital Management LLC lifted its stake in United Airlines by 56.8% in the 4th 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 in the last quarter. Capital World Investors lifted its stake in United Airlines by 12.1% in the 3rd quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock worth $698,977,000 after purchasing an additional 783,551 shares in the last quarter. Finally, Nuveen LLC boosted its holdings in United Airlines by 90.5% in the 4th quarter. Nuveen LLC now owns 1,528,242 shares of the transportation company’s stock valued at $170,888,000 after purchasing an additional 726,022 shares during the period. 69.69% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Bank of America boosted their price target on shares of United Airlines from $145.00 to $150.00 and gave the company a “buy” rating in a research report on Wednesday. Morgan Stanley increased their price objective on United Airlines from $150.00 to $182.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Sanford C. Bernstein lifted their price objective on United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a research note on Wednesday. The Goldman Sachs Group boosted their target price on United Airlines from $131.00 to $162.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Susquehanna set a $135.00 target price on United Airlines in a research note on Thursday, April 23rd. Sixteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $149.26.

United Airlines Trading Down 1.3%

Shares of United Airlines stock opened at $133.32 on Friday. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.70 and a quick ratio of 0.64. United Airlines Holdings Inc has a 1 year low of $79.86 and a 1 year high of $138.77. The firm has a market cap of $43.27 billion, a PE ratio of 11.90, a PEG ratio of 1.10 and a beta of 1.25. The company has a 50 day simple moving average of $107.78 and a two-hundred day simple moving average of $105.70.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings results on Tuesday, April 21st. The transportation company reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.11. The firm had revenue of $14.61 billion for the quarter, compared to analyst estimates of $14.19 billion. United Airlines had a net margin of 6.06% and a return on equity of 24.33%. The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.91 EPS. United Airlines has set its FY 2026 guidance at 7.000-11.000 EPS and its Q2 2026 guidance at 1.000-2.000 EPS. Analysts expect that United Airlines Holdings Inc will post 9.85 earnings per share for the current fiscal year.

Insider Buying and Selling

In other United Airlines news, EVP Andrew P. Nocella sold 7,000 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $90.19, for a total transaction of $631,330.00. Following the sale, the executive vice president owned 215,345 shares in the company, valued at $19,421,965.55. This trade represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO J Scott Kirby sold 48,303 shares of United Airlines stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $121.30, for a total value of $5,859,153.90. Following the sale, the chief executive officer directly owned 798,929 shares of the company’s stock, valued at approximately $96,910,087.70. This trade represents a 5.70% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 96,381 shares of company stock worth $10,837,575. Corporate insiders own 0.86% of the company’s stock.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: BMO Capital Markets raised its price target on United Airlines to $157.50 and kept an outperform rating, signaling additional upside from current levels. Benzinga report
• Positive Sentiment: Bank of America lifted its target to $150 and maintained a buy rating, citing a constructive outlook for U.S. airlines. Benzinga report
• Positive Sentiment: Wall Street’s broader airline call turned more bullish, with Goldman Sachs and TD Cowen also raising targets across major carriers, which supports sentiment for United Airlines. Article on airline sector target raises
• Neutral Sentiment: United Airlines added a new South American route from Houston’s Bush Airport, which may support long-term network growth but is not an immediate catalyst. Houston route article
• Neutral Sentiment: Analysts also revised fair value estimates higher and noted improving demand, sticky airfares, and lower fuel prices, but the valuation case remains mixed. Yahoo Finance fair value article

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.