MASTERINVEST Kapitalanlage GmbH Makes New $657,000 Investment in United Airlines Holdings Inc $UAL

MASTERINVEST Kapitalanlage GmbH acquired a new stake in United Airlines Holdings Inc (NASDAQ:UAL) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 4,832 shares of the transportation company’s stock, valued at approximately $657,000.

A number of other institutional investors have also recently modified their holdings of the stock. Primecap Management Co. CA acquired a new position in United Airlines in the second quarter valued at about $2,238,617,000. State Street Corp grew its stake in United Airlines by 0.5% during the fourth quarter. State Street Corp now owns 11,510,200 shares of the transportation company’s stock worth $1,287,071,000 after buying an additional 52,962 shares in the last quarter. Geode Capital Management LLC grew its stake in United Airlines by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 9,012,731 shares of the transportation company’s stock worth $1,015,218,000 after buying an additional 68,565 shares in the last quarter. Capital World Investors increased its holdings in United Airlines by 0.3% in the 4th quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after buying an additional 22,464 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in shares of United Airlines by 3.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,664,538 shares of the transportation company’s stock valued at $521,330,000 after buying an additional 190,017 shares in the last quarter. 69.69% of the stock is currently owned by institutional investors.

Insider Buying and Selling at United Airlines

In other United Airlines news, EVP Torbjorn J. Enqvist sold 20,000 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $119.91, for a total value of $2,398,200.00. Following the completion of the sale, the executive vice president owned 114,800 shares in the company, valued at approximately $13,765,668. This trade represents a 14.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Brett J. Hart sold 30,108 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $120.72, for a total transaction of $3,634,637.76. Following the completion of the transaction, the president directly owned 371,583 shares in the company, valued at $44,857,499.76. This trade represents a 7.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 271,010 shares of company stock valued at $32,317,909. Insiders own 0.86% of the company’s stock.

United Airlines News Roundup

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

• Positive Sentiment: A321XLR aircraft support international expansion. United expects to receive enough Airbus A321XLR aircraft to operate five new European routes in summer 2027, including service to Luxembourg, Ibiza and Toulouse. The aircraft should allow United to profitably serve long-haul markets with smaller-capacity planes, supporting its broader plan to add 10 European cities and strengthen its international network. United Airlines A321XLR Expansion Strengthens the International Growth Story
• Positive Sentiment: Wells Fargo reaffirmed its Buy rating. The continued bullish stance from a major analyst provides support for the stock’s long-term outlook and indicates confidence in United’s earnings and growth prospects. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: Higher airfares could improve revenue and margins. Industry airfares have risen sharply, and airline executives believe prices may have room to increase further. If demand remains resilient, United could benefit from stronger pricing and improved earnings power. Airfares Are Up 25.5 Percent
• Neutral Sentiment: Executive selling was relatively modest. EVP Andrew Nocella sold 5,000 shares for approximately $585,000, reducing his holdings by 2.27%. The sale may weigh slightly on sentiment, although he retained more than 214,000 shares. Andrew Nocella Sells United Airlines Shares
• Negative Sentiment: UAL recently underperformed the broader market. Reports noted that the stock declined even as the overall market advanced, suggesting investors may be taking profits, rotating away from airline shares or awaiting clearer evidence that fare increases and international expansion will translate into sustained earnings growth. United Airlines Stock Sinks as Market Gains

United Airlines Stock Performance

NASDAQ:UAL opened at $110.60 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. United Airlines Holdings Inc has a fifty-two week low of $84.64 and a fifty-two week high of $138.77. The company has a 50 day simple moving average of $123.55 and a two-hundred day simple moving average of $108.68. The company has a market capitalization of $35.90 billion, a PE ratio of 10.35, a P/E/G ratio of 0.91 and a beta of 1.28.

United Airlines (NASDAQ:UAL) last released its earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, topping the consensus estimate of $1.88 by $0.11. United Airlines had a return on equity of 19.05% and a net margin of 5.56%.The business had revenue of $17.67 billion during the quarter, compared to analysts’ expectations of $17.62 billion. During the same quarter last year, the firm posted $3.87 earnings per share. The firm’s 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. Research analysts anticipate that United Airlines Holdings Inc will post 9.91 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have recently weighed in on UAL. Sanford C. Bernstein upped their price target on shares of United Airlines from $136.00 to $153.00 and gave the stock an “outperform” rating in a report on Wednesday, July 1st. Jefferies Financial Group reissued a “buy” rating and issued a $155.00 price objective on shares of United Airlines in a research note on Sunday, July 19th. TD Cowen lowered their price objective on shares of United Airlines from $205.00 to $192.00 and set a “buy” rating for the company in a research report on Monday, August 24th. Susquehanna cut their target price on United Airlines from $172.00 to $165.00 and set a “positive” rating for the company in a research note on Friday, July 17th. Finally, UBS Group raised their target price on United Airlines from $148.00 to $153.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $157.74.

United Airlines 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.