United Airlines (UAL)

• Market cap: $28.6B
• 1 day: -4.34%
• 5 days: 7.10%
• 1 month: 11.52%
• 3 months: 33.67%
• 6 months: -16.25%
• Year to date: -8.11%
• 1 year: 92.13%
• 5 years: 176.10%
• 10 years: 55.51%
• Sector: Industrials
• Industry: 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

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: 171 | Existing positions closed: 163

0.23% less ownership

Funds ownership: 87.41% [Q4 2024] → 87.18% (-0.23%) [Q1 2025]

2% less funds holding

Funds holding: 845 [Q4 2024] → 832 (-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 (-$8.49B) [Q1 2025]

63% less funds holding in top 10

Funds holding in top 10: 30 [Q4 2024] → 11 (-19) [Q1 2025]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $81 8% downside
• Avg. target: $90 3% upside
• High target: $103 17% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

UBS Thomas Wadewitz	17% upside $103	Buy Maintained	7 Jul 2025
Seaport Global Daniel Mckenzie	1% upside $89	Buy Maintained	15 May 2025
TD Cowen Tom Fitzgerald	0% upside $88	Buy Maintained	22 Apr 2025
Susquehanna Christopher Stathoulopoulos	8% downside $81	Positive Maintained	17 Apr 2025