Q1 EPS Estimates for United Airlines Boosted by Analyst

United Airlines Holdings, Inc. (NASDAQ:UAL) – Stock analysts at Seaport Res Ptn boosted their Q1 2025 earnings estimates for United Airlines in a research report issued to clients and investors on Tuesday, January 21st. Seaport Res Ptn analyst D. Mckenzie now forecasts that the transportation company will post earnings of $1.10 per share for the quarter, up from their previous estimate of $0.50. The consensus estimate for United Airlines’ current full-year earnings is $12.70 per share. Seaport Res Ptn also issued estimates for United Airlines’ FY2026 earnings at $14.50 EPS and FY2027 earnings at $15.25 EPS.

A number of other brokerages also recently weighed in on UAL. Susquehanna increased their price objective on shares of United Airlines from $85.00 to $120.00 and gave the company a “positive” rating in a research report on Tuesday, January 7th. Dbs Bank upgraded United Airlines from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 26th. JPMorgan Chase & Co. upped their price objective on United Airlines from $108.00 to $133.00 and gave the company an “overweight” rating in a research report on Thursday, January 9th. Jefferies Financial Group raised their target price on United Airlines from $75.00 to $95.00 and gave the stock a “buy” rating in a research report on Monday, October 21st. Finally, Barclays upped their price target on shares of United Airlines from $75.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, November 14th. One research analyst has rated the stock with a hold rating, sixteen have assigned a buy rating and two have issued a strong buy rating to the stock. According to data from MarketBeat.com, United Airlines currently has an average rating of “Buy” and a consensus price target of $107.70.

United Airlines Price Performance

Shares of NASDAQ:UAL opened at $103.00 on Friday. The business has a 50-day simple moving average of $98.88 and a two-hundred day simple moving average of $70.51. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.72 and a current ratio of 0.81. The firm has a market cap of $33.87 billion, a price-to-earnings ratio of 10.92, a price-to-earnings-growth ratio of 0.77 and a beta of 1.44. United Airlines has a fifty-two week low of $37.02 and a fifty-two week high of $116.00.

United Airlines (NASDAQ:UAL) last issued its earnings results on Tuesday, January 21st. The transportation company reported $3.26 EPS for the quarter, beating the consensus estimate of $2.96 by $0.30. United Airlines had a return on equity of 32.26% and a net margin of 5.52%. The business had revenue of $14.70 billion for the quarter, compared to the consensus estimate of $14.40 billion. During the same period last year, the business posted $2.00 EPS. The company’s revenue was up 7.8% compared to the same quarter last year.

United Airlines declared that its board has authorized a share buyback plan on Tuesday, October 15th that permits the company to buyback $1.50 billion in outstanding shares. This buyback authorization permits the transportation company to buy up to 7.1% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other news, EVP Kate Gebo sold 17,500 shares of the firm’s stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $80.44, for a total transaction of $1,407,700.00. Following the completion of the transaction, the executive vice president now owns 40,012 shares in the company, valued at $3,218,565.28. This trade represents a 30.43 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Linda P. Jojo sold 60,000 shares of the business’s stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $95.12, for a total value of $5,707,200.00. Following the completion of the sale, the executive vice president now owns 63,599 shares in the company, valued at $6,049,536.88. This represents a 48.54 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.63% of the stock is currently owned by company insiders.

Institutional Trading of United Airlines

A number of large investors have recently added to or reduced their stakes in UAL. Castle Hook Partners LP grew its holdings in shares of United Airlines by 176.1% in the third quarter. Castle Hook Partners LP now owns 4,245,120 shares of the transportation company’s stock valued at $242,227,000 after purchasing an additional 2,707,442 shares in the last quarter. Point72 Asset Management L.P. increased its stake in United Airlines by 489.2% during the second quarter. Point72 Asset Management L.P. now owns 2,295,246 shares of the transportation company’s stock worth $111,687,000 after acquiring an additional 1,905,664 shares during the last quarter. Rubric Capital Management LP bought a new stake in shares of United Airlines in the 3rd quarter valued at approximately $63,486,000. Sanders Capital LLC boosted its holdings in shares of United Airlines by 12.4% in the 3rd quarter. Sanders Capital LLC now owns 9,457,587 shares of the transportation company’s stock worth $539,650,000 after purchasing an additional 1,040,589 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its holdings in United Airlines by 41.2% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 3,112,583 shares of the transportation company’s stock valued at $177,604,000 after buying an additional 908,558 shares during the period. Institutional investors own 69.69% of the company’s stock.

United Airlines Company Profile

United Airlines Holdings, Inc, through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. The company transports people and cargo through its mainline and regional fleets. It also offers catering, ground handling, flight academy, and maintenance services for third parties.