Forum Financial Management LP Has $521,000 Stock Holdings in United Airlines Holdings Inc $UAL

Forum Financial Management LP raised its position in United Airlines Holdings Inc (NASDAQ:UAL) by 6.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,538 shares of the transportation company’s stock after buying an additional 404 shares during the quarter. Forum Financial Management LP’s holdings in United Airlines were worth $521,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in United Airlines by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 36,961,616 shares of the transportation company’s stock valued at $2,552,200,000 after buying an additional 413,753 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in United Airlines by 2.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 6,010,293 shares of the transportation company’s stock valued at $415,011,000 after buying an additional 125,284 shares in the last quarter. Pacer Advisors Inc. grew its holdings in United Airlines by 10,777.6% in the 1st quarter. Pacer Advisors Inc. now owns 5,068,103 shares of the transportation company’s stock valued at $349,953,000 after buying an additional 5,021,511 shares in the last quarter. Invesco Ltd. grew its holdings in shares of United Airlines by 26.1% during the 1st quarter. Invesco Ltd. now owns 4,661,186 shares of the transportation company’s stock worth $321,855,000 after purchasing an additional 964,388 shares in the last quarter. Finally, Alyeska Investment Group L.P. grew its holdings in shares of United Airlines by 86.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 3,985,560 shares of the transportation company’s stock worth $275,203,000 after purchasing an additional 1,847,884 shares in the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.

United Airlines Price Performance

Shares of UAL stock opened at $99.31 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 1.45. United Airlines Holdings Inc has a twelve month low of $52.00 and a twelve month high of $116.00. The company has a market cap of $32.15 billion, a P/E ratio of 9.95, a P/E/G ratio of 0.89 and a beta of 1.45. The business has a fifty day simple moving average of $101.76 and a 200 day simple moving average of $87.24.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings data on Wednesday, October 15th. The transportation company reported $2.78 earnings per share for the quarter, topping the consensus estimate of $2.65 by $0.13. United Airlines had a return on equity of 26.94% and a net margin of 5.64%.The business had revenue of $15.23 billion during the quarter, compared to the consensus estimate of $15.31 billion. During the same period in the prior year, the company earned $3.33 EPS. United Airlines’s revenue for the quarter was up 2.6% on a year-over-year basis. United Airlines has set its Q4 2025 guidance at 3.000-3.500 EPS. On average, sell-side analysts forecast that United Airlines Holdings Inc will post 12.96 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on UAL. Loop Capital set a $110.00 target price on United Airlines in a report on Tuesday. Jefferies Financial Group increased their target price on United Airlines from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, October 1st. Wall Street Zen raised United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, October 18th. Bank of America increased their target price on United Airlines from $90.00 to $108.00 and gave the stock a “buy” rating in a report on Friday, July 18th. Finally, Susquehanna increased their target price on United Airlines from $109.00 to $115.00 and gave the stock a “positive” rating in a report on Friday, October 3rd. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, United Airlines presently has a consensus rating of “Buy” and an average price target of $124.93.

Insider Buying and Selling at United Airlines

In other United Airlines news, Director Barney Harford sold 15,823 shares of the stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $90.03, for a total value of $1,424,544.69. Following the completion of the transaction, the director directly owned 89,000 shares in the company, valued at approximately $8,012,670. This trade represents a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kate Gebo sold 29,953 shares of the stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $97.59, for a total value of $2,923,113.27. Following the completion of the transaction, the executive vice president owned 45,496 shares of the company’s stock, valued at $4,439,954.64. This represents a 39.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 62,019 shares of company stock worth $5,930,824. 0.71% of the stock is currently owned by insiders.

About United Airlines

United Airlines Holdings, Inc, through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. The company transports people and cargo through its mainline and regional fleets. It also offers catering, ground handling, flight academy, and maintenance services for third parties.