Envestnet Portfolio Solutions Inc. Raises Stock Holdings in United Airlines Holdings Inc $UAL

Envestnet Portfolio Solutions Inc. increased its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 11.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 97,418 shares of the transportation company’s stock after acquiring an additional 10,075 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in United Airlines were worth $9,401,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Financial Consulate Inc. purchased a new stake in United Airlines in the third quarter worth $29,000. Quent Capital LLC purchased a new stake in shares of United Airlines during the third quarter valued at $40,000. Strategic Investment Solutions Inc. IL grew its holdings in shares of United Airlines by 44.0% in the second quarter. Strategic Investment Solutions Inc. IL now owns 579 shares of the transportation company’s stock worth $46,000 after purchasing an additional 177 shares during the last quarter. Hantz Financial Services Inc. grew its holdings in shares of United Airlines by 15,100.0% in the second quarter. Hantz Financial Services Inc. now owns 608 shares of the transportation company’s stock worth $48,000 after purchasing an additional 604 shares during the last quarter. Finally, Evermay Wealth Management LLC increased its stake in United Airlines by 454.5% in the 2nd quarter. Evermay Wealth Management LLC now owns 610 shares of the transportation company’s stock worth $49,000 after buying an additional 500 shares during the period. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Insiders Place Their Bets

In related news, CEO J Scott Kirby sold 120,000 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $107.86, for a total transaction of $12,943,200.00. Following the sale, the chief executive officer owned 666,535 shares of the company’s stock, valued at $71,892,465.10. This trade represents a 15.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.71% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. Wells Fargo & Company began coverage on shares of United Airlines in a research report on Thursday, December 18th. They issued an “overweight” rating and a $145.00 price objective for the company. Barclays lifted their price target on shares of United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Jefferies Financial Group increased their price objective on United Airlines from $115.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. Bank of America raised their price objective on United Airlines from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Finally, UBS Group upped their target price on United Airlines from $145.00 to $147.00 and gave the stock a “buy” rating in a report on Thursday. Fifteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, United Airlines has a consensus rating of “Moderate Buy” and a consensus target price of $135.97.

United Airlines Stock Performance

Shares of UAL stock opened at $107.74 on Friday. The firm has a market cap of $34.88 billion, a price-to-earnings ratio of 10.54, a PEG ratio of 0.66 and a beta of 1.31. United Airlines Holdings Inc has a 52-week low of $52.00 and a 52-week high of $119.21. The company has a quick ratio of 0.61, a current ratio of 0.65 and a debt-to-equity ratio of 1.35. The company’s 50 day moving average is $108.09 and its 200 day moving average is $101.02.

United Airlines (NASDAQ:UAL) last posted 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 company had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. United Airlines had a return on equity of 25.13% and a net margin of 5.68%.United Airlines’s revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.26 earnings per share. 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, sell-side analysts anticipate that United Airlines Holdings Inc will post 12.96 EPS for the current fiscal year.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: Q4 results beat expectations: UAL reported $3.10 EPS and record revenue of $15.4B, plus guidance for FY?2026 EPS of $12.00–$14.00 — data investors see as proof of resilient premium and corporate travel demand. UAL Stock Taking Flight After Earnings Confirm Strong Demand
• Positive Sentiment: Business travel rebound: Management and coverage highlight strong corporate/business travel returns, which support higher-yield revenue and margin recovery. Business Travel Is Back—United Airlines Says Demand Is ‘Amazing’
• Positive Sentiment: Loyalty revenue growth: Loyalty revenue rose ~10% in Q4 and ~9% for the year, a durable, high-margin stream that underpins forward EPS power. United Airlines Distinguishes Between Loyalty, Rewards Programs
• Positive Sentiment: Analyst support: Several analysts raised price targets (e.g., TD Cowen to $140; Goldman raised its UAL target earlier), which lends conviction to upside estimates and likely supported recent buying. Benzinga (analyst target coverage)
• Neutral Sentiment: Industry context — MarketBeat notes Delta and United earnings suggest the sector may be good value, but airlines still face elevated operating costs and staffing issues; this is constructive long-term but mixed near?term. Delta and United Earnings Point to Less Turbulence Ahead
• Neutral Sentiment: Minor analyst downgrades/target trims: Some houses trimmed targets slightly (Argus $140?$135) but maintained Buy ratings — reduces near-term enthusiasm but still implies material upside. UAL price target lowered at Argus
• Negative Sentiment: Government?shutdown drag: Analysts and filings cite a roughly $250M hit to Q4 results and broader FAA disruption that pressured operations — a clear headwind to near?term profitability and guidance credibility. United Airlines: Still Waiting For A Rerating
• Negative Sentiment: Goldman cuts industry outlook: Broader industry outlook was trimmed as the shutdown effects linger, which can pressure sentiment for all major carriers including UAL. Goldman Sachs Cuts Industry Outlook as Government Shutdown Drags on United Airlines’ Q4 Earnings Expectations
• Negative Sentiment: Operational/PR noise: Viral footage of an angry passenger and an escalating competitive battle at Chicago O’Hare add short-term reputational/competitive risk that can trigger volatility or investor caution. This video of an angry United Airlines passenger shows how competitive boarding a plane is now

United Airlines Company 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.