Electron Capital Partners LLC Cuts Stake in United Airlines Holdings Inc $UAL

Electron Capital Partners LLC cut its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 33.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 391,337 shares of the transportation company’s stock after selling 197,652 shares during the period. United Airlines accounts for 2.0% of Electron Capital Partners LLC’s investment portfolio, making the stock its 19th largest holding. Electron Capital Partners LLC’s holdings in United Airlines were worth $43,759,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in UAL. Legacy Wealth Managment LLC ID purchased a new stake in shares of United Airlines during the fourth quarter worth $25,000. JPL Wealth Management LLC acquired a new stake in shares of United Airlines in the third quarter valued at $29,000. BOCHK Asset Management Ltd purchased a new position in United Airlines in the fourth quarter valued at $34,000. Motiv8 Investments LLC acquired a new position in United Airlines during the 4th quarter worth $35,000. Finally, JFS Wealth Advisors LLC grew its stake in United Airlines by 51.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock worth $36,000 after purchasing an additional 108 shares in the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Insider Activity at United Airlines

In other United Airlines news, EVP Andrew P. Nocella sold 7,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total value of $631,330.00. Following the transaction, the executive vice president directly owned 215,345 shares in the company, valued at $19,421,965.55. This represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kate Gebo sold 34,669 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $105.41, for a total transaction of $3,654,459.29. Following the sale, the executive vice president directly owned 67,707 shares in the company, valued at approximately $7,136,994.87. The trade was a 33.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 96,381 shares of company stock valued at $10,837,575 over the last three months. 0.86% of the stock is owned by corporate insiders.

United Airlines Stock Down 2.3%

United Airlines stock opened at $115.83 on Thursday. The stock has a market cap of $37.59 billion, a PE ratio of 10.34, a P/E/G ratio of 0.98 and a beta of 1.27. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.70 and a quick ratio of 0.64. The stock’s fifty day moving average is $100.61 and its two-hundred day moving average is $103.88. United Airlines Holdings Inc has a 1-year low of $71.55 and a 1-year high of $124.79.

United Airlines (NASDAQ:UAL) last released its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.08 by $0.11. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The business had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $14.19 billion. During the same period in the prior year, the firm posted $0.91 EPS. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. 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. On average, sell-side analysts expect that United Airlines Holdings Inc will post 9.63 EPS for the current fiscal year.

Analysts Set New Price Targets

UAL has been the topic of several recent research reports. Wall Street Zen upgraded United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Jefferies Financial Group lowered their price objective on United Airlines from $118.00 to $112.00 and set a “buy” rating for the company in a research report on Monday, April 27th. Zacks Research upgraded shares of United Airlines from a “strong sell” rating to a “hold” rating in a research note on Thursday, June 11th. UBS Group raised their target price on shares of United Airlines from $139.00 to $148.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Finally, TD Cowen upgraded shares of United Airlines from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 18th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, United Airlines currently has an average rating of “Moderate Buy” and a consensus price target of $134.59.

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.