United Airlines (NASDAQ:UAL) Price Target Cut to $165.00 by Analysts at Susquehanna

United Airlines (NASDAQ:UAL) had its price target decreased by equities researchers at Susquehanna from $172.00 to $165.00 in a research report issued on Friday,Benzinga reports. The firm presently has a “positive” rating on the transportation company’s stock. Susquehanna’s target price suggests a potential upside of 38.88% from the stock’s previous close.

UAL has been the topic of a number of other research reports. Citigroup raised their target price on shares of United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Wells Fargo & Company raised their price objective on United Airlines from $130.00 to $165.00 and gave the company an “overweight” rating in a research report on Tuesday, June 30th. BMO Capital Markets upped their target price on United Airlines from $130.00 to $157.50 and gave the stock an “outperform” rating in a research report on Thursday, July 2nd. Zacks Research upgraded United Airlines from a “strong sell” rating to a “hold” rating in a report on Thursday, June 11th. Finally, Barclays upped their price target on United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Sixteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, United Airlines currently has an average rating of “Moderate Buy” and a consensus price target of $151.50.

United Airlines Stock Down 1.8%

Shares of NASDAQ:UAL opened at $118.81 on Friday. The stock has a 50-day simple moving average of $114.30 and a 200-day simple moving average of $106.59. The stock has a market capitalization of $38.56 billion, a P/E ratio of 11.11, a PEG ratio of 0.88 and a beta of 1.25. United Airlines has a 1 year low of $82.42 and a 1 year high of $138.77. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.64 and a current ratio of 0.70.

United Airlines (NASDAQ:UAL) last posted 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 for the quarter, compared to analyst estimates of $17.60 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.54%. United Airlines’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same quarter last year, the firm posted $3.87 earnings per share. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Equities analysts forecast that United Airlines will post 10.68 earnings per share for the current year.

Insider Transactions at United Airlines

In related news, CEO J Scott Kirby sold 1,078 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $120.74, for a total value of $130,157.72. Following the transaction, the chief executive officer owned 797,851 shares in the company, valued at approximately $96,332,529.74. The trade was a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kate Gebo sold 5,331 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $105.51, for a total value of $562,473.81. Following the completion of the transaction, the executive vice president directly owned 60,393 shares of the company’s stock, valued at $6,372,065.43. This represents a 8.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 96,381 shares of company stock valued at $10,837,575. 0.86% of the stock is currently owned by insiders.

Hedge Funds Weigh In On United Airlines

A number of institutional investors have recently made changes to their positions in UAL. State Street Corp boosted its stake in shares of United Airlines by 0.5% during the 4th quarter. State Street Corp now owns 11,510,200 shares of the transportation company’s stock valued at $1,287,071,000 after buying an additional 52,962 shares during the last quarter. Geode Capital Management LLC raised its holdings in United Airlines by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 9,012,731 shares of the transportation company’s stock valued at $1,015,218,000 after acquiring an additional 68,565 shares in the last quarter. Capital World Investors raised its holdings in United Airlines by 0.3% in the fourth quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after acquiring an additional 22,464 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in United Airlines by 3.5% in the first quarter. Dimensional Fund Advisors LP now owns 5,664,538 shares of the transportation company’s stock valued at $521,330,000 after acquiring an additional 190,017 shares in the last quarter. Finally, Par Capital Management Inc. boosted its stake in United Airlines by 1.6% during the 4th quarter. Par Capital Management Inc. now owns 4,894,850 shares of the transportation company’s stock valued at $547,342,000 after acquiring an additional 75,000 shares during the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting United Airlines

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

• Positive Sentiment: United delivered a second-quarter earnings and revenue beat, with EPS of $1.99 versus $1.88 expected and revenue of $17.67 billion, helped by strong passenger demand and robust premium travel. United Airlines earnings top estimates but $6 billion in added fuel costs bites
• Positive Sentiment: Management raised full-year 2026 adjusted EPS guidance to $9 to $11, signaling confidence in demand and pricing power despite a tougher operating backdrop. United Airlines Lifts Outlook as Higher Fares Blunt Turbulent Fuel Prices
• Positive Sentiment: Executives highlighted record passenger volumes and “incredibly strong” travel demand, reinforcing the view that premiumization and higher fares are still working. United Airlines Breaks Passenger Records Despite Surging Ticket Prices
• Neutral Sentiment: Several post-earnings analyses said United’s valuation looks reasonable or fair on cash flow, suggesting the stock may be more of a fundamentals story than an obvious bargain or warning sign. United (UAL) Stock Looks Fair On Cash Flow While Earnings Hint Lower
• Negative Sentiment: The big drag is fuel: United warned higher jet fuel costs could add nearly $6 billion to 2026 expenses, which is pressuring margins and overshadowing the earnings beat. United Airlines warns higher fuel costs could add nearly $6 billion to expenses in 2026 (UAL)
• Negative Sentiment: Third-quarter EPS guidance of $2.50 to $3.50 came in below Wall Street expectations at the midpoint, which is the main reason the stock moved down after the report. United Airlines shares fall as weak outlook overshadows Q2 earnings beat

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.