QRG Capital Management Inc. Purchases 6,552 Shares of United Airlines Holdings Inc $UAL

QRG Capital Management Inc. lifted its position in shares of United Airlines Holdings Inc (NASDAQ:UAL) by 8.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 86,751 shares of the transportation company’s stock after purchasing an additional 6,552 shares during the period. QRG Capital Management Inc.’s holdings in United Airlines were worth $9,700,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Sanders Capital LLC grew its holdings in United Airlines by 1.8% during the third quarter. Sanders Capital LLC now owns 14,773,585 shares of the transportation company’s stock worth $1,425,651,000 after purchasing an additional 258,670 shares during the period. Capital World Investors lifted its position in shares of United Airlines by 12.1% in the third quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock valued at $698,977,000 after buying an additional 783,551 shares during the last quarter. Boston Partners boosted its stake in shares of United Airlines by 4.5% during the 3rd quarter. Boston Partners now owns 2,434,975 shares of the transportation company’s stock worth $234,731,000 after acquiring an additional 105,525 shares during the period. Candlestick Capital Management LP boosted its stake in shares of United Airlines by 38.7% during the 3rd quarter. Candlestick Capital Management LP now owns 2,239,037 shares of the transportation company’s stock worth $216,067,000 after acquiring an additional 624,752 shares during the period. Finally, AQR Capital Management LLC boosted its stake in shares of United Airlines by 16.0% during the 3rd quarter. AQR Capital Management LLC now owns 1,868,286 shares of the transportation company’s stock worth $180,290,000 after acquiring an additional 257,925 shares during the period. 69.69% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Citigroup reduced their target price on United Airlines from $155.00 to $132.00 and set a “buy” rating for the company in a research note on Friday, March 20th. Rothschild & Co Redburn reduced their target price on United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Airlines in a research note on Monday, April 20th. Argus reduced their target price on United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Finally, BMO Capital Markets lifted their target price on United Airlines from $110.00 to $130.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, United Airlines currently has a consensus rating of “Buy” and a consensus target price of $132.18.

Insider Buying and Selling

In other news, EVP Andrew P. Nocella sold 7,000 shares of the stock in a transaction on 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 directly owned 215,345 shares of the company’s stock, valued at approximately $19,421,965.55. This represents a 3.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.86% of the stock is currently owned by corporate insiders.

United Airlines Stock Performance

Shares of NASDAQ UAL opened at $93.67 on Wednesday. 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 price is $95.15 and its two-hundred day moving average price is $102.05. United Airlines Holdings Inc has a one year low of $71.55 and a one year high of $119.21. The firm has a market cap of $30.40 billion, a price-to-earnings ratio of 8.36, a P/E/G ratio of 0.77 and a beta of 1.20.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings data on Tuesday, April 21st. The transportation company reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.08 by $0.11. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The firm had revenue of $14.61 billion for the quarter, compared to analyst estimates of $14.19 billion. During the same period in the prior year, the firm posted $0.91 EPS. The company’s revenue for the quarter was up 10.5% on a year-over-year basis. 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, equities analysts forecast that United Airlines Holdings Inc will post 9.37 EPS for the current year.

United Airlines News Summary

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

• Positive Sentiment: Opportunity from Spirit Airlines collapse — Rivals including United are quickly adding routes and capacity vacated by Spirit, which should boost near?term revenue and network share for UAL as it captures higher?yield passengers. How Spirit Airlines’ demise will benefit rivals — and raise airfares even more
• Positive Sentiment: Market focus on fuel dynamics and capacity moves — Coverage notes United stepping into Spirit markets and highlights jet?fuel trends that analysts and traders are watching; combined with United’s recent earnings beat and FY?26 guidance, this is helping bullish sentiment. United Airlines steps in after Spirit shutdown – and cheaper jet fuel is drawing attention for UAL stock
• Neutral Sentiment: Insider sale disclosed — EVP Andrew Nocella sold 7,000 shares at about $90.19 on May 1 (reducing his stake ~3.15%); he still holds a large position. Insider selling can be routine (liquidity/tax reasons) but may attract short?term attention. SEC Form 4 — Nocella sale
• Neutral Sentiment: Positive commentary on CEO strategy — The head of American’s pilots union praised United CEO Scott Kirby’s “bold vision” on a proposed merger idea; no deal is underway, but the remarks support the narrative of proactive strategic thinking at UAL. Exclusive: American pilots union chief says United CEO’s merger idea showed ‘bold vision’
• Negative Sentiment: Operational/safety incident at Newark — A United flight struck a roadside light pole before landing; while the flight landed safely, incidents draw regulatory and reputational scrutiny that can pressure sentiment. United flight strikes pole on highway before landing at Newark
• Negative Sentiment: Jet fuel cost uncertainty — Some coverage highlights rising jet?fuel prices tied to geopolitical risk (Iran conflict), which could raise operating costs and temper margin improvement if sustained. Jet Fuel Prices Are Soaring. Airlines and Travelers Will Feel It.

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.