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 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
356% more first-time investments, than exits
New positions opened: 269 | 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: $15.3B [Q3] → $28.2B (+$12.8B) [Q4]
30% more funds holding
Funds holding: 646 [Q3] → 843 (+197) [Q4]
5.56% more ownership
Funds ownership: 81.74% [Q3] → 87.3% (+5.56%) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 230
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
2%
downside
Avg. target
$87
28%
upside
High target
$100
47%
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 | 29%upside $88 | Buy Maintained | 22 Apr 2025 |
UBS Thomas Wadewitz 28% 1-year accuracy 11 / 40 met price target | 2%downside $67 | Neutral Maintained | 17 Apr 2025 |
Susquehanna Christopher Stathoulopoulos 56% 1-year accuracy 10 / 18 met price target | 19%upside $81 | Positive Maintained | 17 Apr 2025 |
Evercore ISI Group Duane Pfennigwerth 33% 1-year accuracy 3 / 9 met price target | 47%upside $100 | Outperform Maintained | 11 Apr 2025 |
Barclays Brandon Oglenski 33% 1-year accuracy 26 / 78 met price target | 38%upside $94 | Overweight Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 100 articles about UAL published over the past 30 days
Negative
CNBC
5 hours 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
18 hours 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
1 day 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
1 day 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.
Negative
WSJ
2 days ago
Airlines' Muddy Outlook Sparks Anxiety Across Travel Industry
Hotels and online travel agencies are expected to start seeing slower domestic and off-peak travel, said Melius Research analyst Conor Cunningham.
Positive
Reuters
2 days ago
United Airlines invests in aircraft startup JetZero
United Airlines said on Thursday it has made an investment in JetZero, a startup looking to build a blended wing body aircraft aimed at reducing fuel burn in the skies.
Positive
Schwab Network
2 days ago
IBM Down Despite Earnings Beat, AAL & LUV "Stark Contrast" to UAL
Jenny Horne turns to the earnings front ahead of the opening bell. On IBM Corp. (IBM), the legacy tech company posted an earnings beat and reiterated guidance.
Negative
Barrons
2 days ago
Airline Stocks Have Hit Turbulence. These Earnings Could Show What's Next.
The flight path for U.S. airline stocks is very much up in the air.
Neutral
CNBC
3 days ago
International tourists to the U.S. slump, but Americans can't stop traveling overseas
U.S. government data show a roughly 10% decline in visitors arriving by air in March from the year before. Delta Air Lines and United Airlines CEOs say international and premium-travel demand is growing, making up for the shortfall in inbound tourism and weakness in domestic main cabin tourism.
Positive
The Motley Fool
3 days ago
Why Airline Stocks Are Flying High Today
Airlines are among the most discretionary sectors out there, tied closely to the health of the consumer. So, perhaps it is no surprise that the stocks are seeing an oversize reaction to reports suggesting key parties are moving to de-escalate the trade war gripping the U.S. economy.
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