United Airlines
About: United Airlines is a major US network carrier with hubs in San Francisco, Chicago, Houston, Denver, Los Angeles, New York/Newark, and Washington, D.C. United operates a hub-and-spoke system that is more focused on international and long-haul travel than its large US peers.
Employees: 109,200
0
Funds holding %
of 7,321 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
37% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 231
5% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 164
0.2% less ownership
Funds ownership: 87.41% [Q4 2024] → 87.21% (-0.2%) [Q1 2025]
2% less funds holding
Funds holding: 846 [Q4 2024] → 833 (-13) [Q1 2025]
16% less call options, than puts
Call options by funds: $1.85B | Put options by funds: $2.22B
30% less capital invested
Capital invested by funds: $28.2B [Q4 2024] → $19.7B (-$8.48B) [Q1 2025]
63% less funds holding in top 10
Funds holding in top 10: 30 [Q4 2024] → 11 (-19) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$88
5%
downside
Avg. target
$101
10%
upside
High target
$114
24%
upside
6 analyst ratings
6 positive
100%
0 neutral
0%
0 negative
0%
UBS Thomas Wadewitz | 24%upside $114 | Buy Maintained | 18 Jul 2025 |
Susquehanna Christopher Stathoulopoulos | 18%upside $109 | Positive Maintained | 18 Jul 2025 |
B of A Securities Andrew Didora | 17%upside $108 | Buy Maintained | 18 Jul 2025 |
Barclays Brandon Oglenski | 8%upside $100 | Overweight Maintained | 17 Jul 2025 |
Seaport Global Daniel Mckenzie | 4%downside $89 | Buy Maintained | 15 May 2025 |
Financial journalist opinion
Based on 65 articles about UAL published over the past 30 days
Positive
Benzinga
1 hour ago
United Airlines' Premium Focus And Cost Discipline Set Stage For Q4 Recovery
United Airlines Holdings, Inc. UAL is charting a steady course forward with a sharpened focus on premium travel, operational efficiency, and global expansion.
Positive
CNBC
5 hours ago
Why Delta and United are pulling away from the airline pack
U.S. airlines have been struggling with an oversupply of flights and weaker-than-expected demand this year. Delta Air Lines and United Airlines reported profits and said demand has stabilized, but more domestic-focused airlines are expected to struggle more.
Neutral
Seeking Alpha
23 hours ago
United Airlines Holdings, Inc. (UAL) Q2 2025 Earnings Call Transcript
United Airlines Holdings, Inc. (NASDAQ:UAL ) Q2 2025 Earnings Conference Call July 17, 2025 10:30 AM ET Company Participants a - Corporate Participant Andrew P. Nocella - Executive VP & Chief Commercial Officer J.
Neutral
Zacks Investment Research
1 day ago
United Airlines Tops Q2 Earnings Estimates on Low Fuel Cost
UAL tops Q2 EPS estimates at $3.87 on lower fuel costs, despite revenue miss and a dip in load factor and yields.
Positive
MarketBeat
1 day ago
Cyclical Rebound or False Start for These 3 Stocks?
There is a lot of noise in the stock market, distracting investors from what really matters: the fundamentals. There is no use in trying to follow the sentiment and optimism when the S&P 500 index is trading near its all-time high levels, since this is typically where underlying drivers become more sensitive and vital, making it harder for portfolios to perform properly.
Positive
Fox Business
1 day ago
United Airlines says less uncertainty opens door to 'strong finish' to 2025
United Airlines was bullish on Wednesday about a 'strong finish' to the year as the carrier saw demand begin to rise earlier in the month amid decreased uncertainty.
Positive
Invezz
1 day ago
United Airlines stock surges on strong Q2 results and rising demand outlook
United Airlines stock rose more than 6% to $93.72 in early Thursday trading, building on a 2.4% gain from the previous session. The move came after the airline delivered second-quarter earnings that beat analyst forecasts and reported a notable acceleration in demand so far in July.
Negative
Bloomberg Markets and Finance
1 day ago
United Airlines sees dip in inbound American travel demand
United Airlines saw a decline in inbound American travel demand from Europe, says CEO Scott Kirby. Watch our full interview here: https://bloom.bg/4lBOd8N
Positive
Seeking Alpha
1 day ago
United Airlines: Don't Be Blind To The ~15% FCF Yield
United Airlines has transformed into a free cash flow machine, with its stock now offering a staggering 15% FCF yield that makes the broader market's yield pale in comparison. The recent Q2 report served as a major de-risking event, with the valuable MileagePlus loyalty program now fully unencumbered and management signaling a significant acceleration in demand. While some investors may focus on the lowered full-year guidance, I view this as a prudent move that establishes an achievable earnings floor, making the outlook more reliable than before.
Positive
CNBC Television
1 day ago
United Airlines CEO Scott Kirby: Seeing an uptick in demand for business travel
CNBC's Phil LeBeau and United Airlines CEO Scott Kirby join 'Squawk Box' to discuss the company's quarterly earnings results, state of air travel demand, Q3 forecast, travel around Newark Liberty International Airport, international travel demand, and more.
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