United Airlines (NASDAQ:UAL) Stock Price Target Cut by TD Cowen

Posted by Tammy Falkenburg on Oct 2nd, 2026

United Airlines (NASDAQ:UAL – Get Free Report) had its price target reduced by equities researchers at TD Cowen from $192.00 to $167.00 in a research report issued on Friday, Benzinga reports. The firm currently has a “buy” rating on the transportation company’s stock. TD Cowen’s target price would suggest a potential upside of 49.49% from the stock’s current price.

Other research analysts have also issued research reports about the stock. Weiss Ratings restated a “hold (c+)” rating on shares of United Airlines in a research report on Friday, July 17th. BMO Capital Markets reduced their price objective on United Airlines from $157.50 to $140.00 and set an “outperform” rating for the company in a research note on Monday. Zacks Research lowered United Airlines from a “hold” rating to a “strong sell” rating in a research report on Monday. Citigroup upped their target price on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Finally, Rothschild & Co Redburn dropped their price target on United Airlines from $165.00 to $150.00 and set a “buy” rating on the stock in a research note on Friday, September 18th. Fifteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $157.62.

Check Out Our Latest Report on United Airlines

United Airlines Price Performance

NASDAQ:UAL traded down $0.07 during mid-day trading on Friday, reaching $111.72. 816,179 shares of the stock were exchanged, compared to its average volume of 5,723,963. The business has a fifty day moving average price of $115.83 and a 200 day moving average price of $109.50. The firm has a market capitalization of $36.26 billion, a PE ratio of 10.43, a PEG ratio of 0.92 and a beta of 1.30. United Airlines has a 1-year low of $84.64 and a 1-year high of $138.77. The company has a current ratio of 0.78, a quick ratio of 0.72 and a debt-to-equity ratio of 1.45.

United Airlines (NASDAQ:UAL – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.88 by $0.11. The company 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 was up 16.4% on a year-over-year basis. During the same period in the prior year, the company earned $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Research analysts expect that United Airlines will post 9.66 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Torbjorn J. Enqvist sold 20,000 shares of the company’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $119.91, for a total transaction of $2,398,200.00. Following the transaction, the executive vice president directly owned 114,800 shares of the company’s stock, valued at approximately $13,765,668. The trade was a 14.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO J. Kirby sold 159,321 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $118.05, for a total value of $18,807,844.05. Following the sale, the chief executive officer owned 797,851 shares of the company’s stock, valued at $94,186,310.55. The trade was a 16.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 221,629 shares of company stock worth $26,328,598 over the last three months. Company insiders own 0.86% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Primecap Management Co. CA bought a new stake in United Airlines in the second quarter worth $2,238,617,000. Deutsche Bank AG acquired a new stake in shares of United Airlines in the second quarter worth about $178,571,000. Bank of New York Mellon Corp bought a new stake in shares of United Airlines during the 2nd quarter worth about $178,508,000. Bank of America Corp DE acquired a new position in shares of United Airlines during the 2nd quarter valued at about $153,537,000. Finally, PointState Capital LP bought a new position in shares of United Airlines in the 2nd quarter valued at approximately $120,968,000. 69.69% of the stock is owned by hedge funds and other institutional investors.

Key United Airlines News

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

Positive Sentiment: United launched an aggressive status-match campaign targeting elite Delta and American flyers. Matched customers must spend $1,500–$7,000 on eligible United flights within 90 days, creating a near-term revenue opportunity and potentially strengthening United’s premium-cabin and loyalty businesses. United Airlines goes after top frequent flyers at Delta, American with status match
Positive Sentiment: The campaign is being supported by United’s faster onboard internet, including its Starlink-equipped fleet. The service advantage could help United convert dissatisfied Delta customers and improve retention among lucrative frequent flyers. United is teasing Delta for not having Starlink on its planes
Positive Sentiment: United’s planned A321XLR aircraft with geared turbofan engines could improve fuel efficiency and support longer, thinner international routes. If execution is successful, the fleet may reinforce the company’s long-term cost and network-efficiency story. Will United’s New A321XLR GTF Advantage Fleet Shift UAL’s Long-Term Efficiency Narrative?

United Airlines Company Profile

(Get Free Report)

United Airlines Holdings, Inc is the parent company of United Airlines, a major U.S. commercial airline. Through its mainline operations and regional partners, United provides scheduled passenger air transportation and air cargo services to destinations across the United States and international markets.

United operates an extensive global network serving North America, Latin America, Europe, Asia, Africa and the Middle East. Its principal hubs include Chicago, Denver, Houston, Los Angeles, Newark, San Francisco and Washington, DC The airline offers multiple classes of service, including United Polaris business class, United First, United Premium Plus, Economy Plus and standard economy.

United traces its history to 1926 and has grown through the consolidation of several aviation businesses.