Sanctuary Advisors LLC Increases Stake in United Airlines Holdings Inc $UAL

Sanctuary Advisors LLC increased its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 49.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,441 shares of the transportation company’s stock after acquiring an additional 27,550 shares during the period. Sanctuary Advisors LLC’s holdings in United Airlines were worth $7,682,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC lifted its position in shares of United Airlines by 5.3% during the 4th quarter. Root Financial Partners LLC now owns 1,840 shares of the transportation company’s stock worth $206,000 after purchasing an additional 93 shares during the last quarter. JFS Wealth Advisors LLC lifted its stake in United Airlines by 51.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the transportation company’s stock worth $36,000 after purchasing an additional 108 shares during the last quarter. True Wealth Design LLC boosted its holdings in United Airlines by 9.1% in the fourth quarter. True Wealth Design LLC now owns 1,352 shares of the transportation company’s stock valued at $151,000 after purchasing an additional 113 shares in the last quarter. Fulton Bank N.A. increased its stake in United Airlines by 3.2% in the fourth quarter. Fulton Bank N.A. now owns 3,639 shares of the transportation company’s stock valued at $407,000 after purchasing an additional 114 shares during the last quarter. Finally, AXA S.A. increased its stake in United Airlines by 0.8% in the second quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock valued at $1,231,000 after purchasing an additional 121 shares during the last quarter. Institutional investors and hedge funds own 69.69% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on UAL. JPMorgan Chase & Co. raised their price objective on shares of United Airlines from $156.00 to $203.00 and gave the stock an “overweight” rating in a report on Friday. Sanford C. Bernstein increased their target price on shares of United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. Barclays lifted their price target on shares of United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. The Goldman Sachs Group boosted their price target on shares of United Airlines from $131.00 to $162.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a report on Monday, April 20th. Sixteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $154.26.

United Airlines Stock Performance

Shares of UAL opened at $115.41 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.64 and a debt-to-equity ratio of 1.45. The firm has a market cap of $37.46 billion, a PE ratio of 10.80, a price-to-earnings-growth ratio of 0.89 and a beta of 1.25. The company’s 50 day simple moving average is $114.62 and its 200-day simple moving average is $106.66. United Airlines Holdings Inc has a 12-month low of $82.42 and a 12-month high of $138.77.

United Airlines (NASDAQ:UAL) last released its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 EPS for the quarter, beating the consensus estimate of $1.88 by $0.11. The firm had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. United Airlines’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, equities analysts predict that United Airlines Holdings Inc will post 10.32 EPS for the current year.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
• Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
• Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
• Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
• Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
• Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title

Insider Buying and Selling at United Airlines

In other news, EVP Kate Gebo sold 34,669 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $105.41, for a total value of $3,654,459.29. Following the completion of the sale, the executive vice president directly owned 67,707 shares of the company’s stock, valued at approximately $7,136,994.87. This represents a 33.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO J Scott Kirby sold 48,303 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $121.30, for a total transaction of $5,859,153.90. Following the sale, the chief executive officer owned 798,929 shares of the company’s stock, valued at $96,910,087.70. This trade represents a 5.70% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 96,381 shares of company stock worth $10,837,575. 0.86% of the stock is owned by company insiders.

About United Airlines

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.