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 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
354% more first-time investments, than exits
New positions opened: 268 | Existing positions closed: 59
100% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 30 (+15) [Q4]
83% more capital invested
Capital invested by funds: $15.4B [Q3] → $28.2B (+$12.8B) [Q4]
30% more funds holding
Funds holding: 647 [Q3] → 843 (+196) [Q4]
5.56% more ownership
Funds ownership: 81.75% [Q3] → 87.3% (+5.56%) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 231
13% less call options, than puts
Call options by funds: $3.4B | Put options by funds: $3.91B
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$67
3%
downside
Avg. target
$87
27%
upside
High target
$100
45%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
TD Cowen Tom Fitzgerald 100% 1-year accuracy 1 / 1 met price target | 28%upside $88 | Buy Maintained | 22 Apr 2025 |
UBS Thomas Wadewitz 20% 1-year accuracy 8 / 40 met price target | 3%downside $67 | Neutral Maintained | 17 Apr 2025 |
Susquehanna Christopher Stathoulopoulos 56% 1-year accuracy 10 / 18 met price target | 18%upside $81 | Positive Maintained | 17 Apr 2025 |
Evercore ISI Group Duane Pfennigwerth 36% 1-year accuracy 4 / 11 met price target | 45%upside $100 | Outperform Maintained | 11 Apr 2025 |
Barclays Brandon Oglenski 30% 1-year accuracy 24 / 79 met price target | 37%upside $94 | Overweight Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 105 articles about UAL published over the past 30 days
Neutral
Investopedia
6 hours ago
JetBlue, United in Partnership Talks, Report Says
Shares of JetBlue Airways (JBLU) and United Airlines Holdings (UAL) fell Wednesday on indications the two carriers are in negotiations on forming a partnership.
Neutral
Zacks Investment Research
6 hours ago
DAL vs. UAL: Which Airline Stock is a Stronger Play Now?
Amid the tariff-induced decline in domestic air travel demand, let's see which heavyweight, DAL or UAL, is a better pick now.
Negative
The Motley Fool
12 hours ago
United Airlines Stock Analysis: Buy, Hold, or Sell After Evaluating Risks
United Airlines (UAL 0.18%) faces structural headwinds that are affecting nearly all industry participants.
Neutral
New York Post
23 hours ago
Struggling JetBlue in talks on partnership with United Airlines: report
JetBlue has been seeking partnerships after a federal judge blocked its so-called Northeast Alliance with American Airlines in 2023.
Positive
Reuters
1 day ago
Exclusive: JetBlue negotiates partnership with United Airlines, sources say
JetBlue Airways and United Airlines have been negotiating a partnership, three industry sources familiar with the matter told Reuters.
Positive
CNBC
1 day ago
United Airlines grows highest-end Polaris airport lounge by 50% in battle for wealthy customers
United Airlines expanded its Polaris lounge at Chicago O'Hare International Airport and plans to open a revamped one at its hub in Newark Liberty International Airport in June. The remodeling comes as rivals Delta and American have opened similarly dedicated lounges for long-haul, business-class customers.
Negative
CNBC
4 days ago
Plane tickets are getting cheaper as domestic travel demand weakens
Major carriers are turning to off-peak fare sales and cutting excess capacity in the second half of the year. Airfare dropped in March, according to the latest inflation read.
Negative
Market Watch
4 days ago
Why airlines were already raising baggage fees even before travel demand started dropping
Airline passengers around the globe spend $33 billion on baggage fees — and now Southwest plans to start charging for the first time.
Neutral
Business Insider
5 days ago
United CEO calls Trump's tariffs a 'chess game'
The United Airlines CEO called on people to "take a breath" as he compared tariffs to a chess game. Scott Kirby said Trump has "a genuine desire to make things better for middle-class Americans.
Negative
CNBC
6 days ago
Consumer companies are bracing for lower profits as tariffs force shoppers to rethink spending
A range of consumer companies are cutting their full-year forecasts, citing tariffs and a more cautious consumer. PepsiCo, Chipotle and Procter & Gamble are among the companies that lowered their forecasts.
Charts implemented using Lightweight Charts™