United Airlines (UAL)

• Market cap: $31.5B
• 1 day: -6.44%
• 5 days: -5.51%
• 1 month: -13.24%
• 3 months: 1.58%
• 6 months: 128.36%
• Year to date: 0.48%
• 1 year: 117.68%
• 5 years: 22.92%
• 10 years: 39.29%
• Sector: Industrials
• Industry: Air Transportation, Scheduled

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: 106,500

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

317% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 15 [Q3] → 30 (+15) [Q4]

82% more capital invested

Capital invested by funds: $15.4B [Q3] → $28.1B (+$12.7B) [Q4]

25% more funds holding

Funds holding: 645 [Q3] → 808 (+163) [Q4]

4.96% more ownership

Funds ownership: 82.21% [Q3] → 87.18% (+4.96%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 223

13% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $3.91B

Research analyst outlook

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

• Low target: $122 27% upside
• Avg. target: $133 38% upside
• High target: $140 46% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Susquehanna Christopher Stathoulopoulos 90% 1-year accuracy 18 / 20 met price target	36% upside $130	Positive Maintained	4 Feb 2025
Morgan Stanley Ravi Shanker 59% 1-year accuracy 16 / 27 met price target	46% upside $140	Overweight Maintained	23 Jan 2025
Raymond James Savanthi Syth 38% 1-year accuracy 6 / 16 met price target	36% upside $130	Outperform Reiterated	23 Jan 2025
JP Morgan Jamie Baker 82% 1-year accuracy 9 / 11 met price target	39% upside $133	Overweight Maintained	9 Jan 2025
UBS Thomas Wadewitz 50% 1-year accuracy 15 / 30 met price target	46% upside $140	Buy Maintained	7 Jan 2025