UAL
United Airlines Holdings, Inc.
$105.73
+0.75%
$34.3B
No data for this timeframe.
Vol
Market Cap$34.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders9 funds
Inst. Value$7.2B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$6.3M
Reddit Sentiment60° Warm
SEC Reports3
Recent Activity
Jun 6, 2026
transportation
Ground Stop: O'Hare International (PHL)
thunderstorms
May 27, 2026
Insider
Gebo Kate sold 3,657 shares
EVP HR and Labor Relations @ $0.00 ($0.00)
May 26, 2026
Insider
Gebo Kate sold 34,669 shares
EVP HR and Labor Relations @ $105.41 ($3.7M)
May 22, 2026
Insider
Whitehurst James M sold 2,410 shares
Director @ $0.00 ($0.00)
Apr 8, 2026
SEC
The Third Circuit affirmed a district court decision that sanctioned the plaintiff's counsel $2,500 for filing a frivolo
COURT-RULING — Impact 2/10
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. Two lawsuits were filed against United Airlin
COURT-RULING — Impact 3/10
Mar 27, 2026
SEC
The Fifth Circuit Court of Appeals affirmed the district court's partial class certification in a lawsuit against United
COURT-RULING — Impact 6/10
Inst.
NORGES BANK — NEW
2,094,830 shares ($234.2M)
Price Targets
$132.08
+24.9% upside
Strong Buy
Current $105.73
Low $95.00
Median $130.00
High $182.00
24 analysts
$95.00
$182.00
Analyst Ratings
7Strong Buy
19Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| May 26, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 27, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Apr 23, 2026 | BMO Capital | MAINTAIN | Outperform → Outperform |
| Mar 23, 2026 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.76 | $1.15 — $3.19 | -55% YoY | 21 |
| Next Q | $2.66 ▲ +1.4% | $0.72 — $4.05 | -4% YoY | 20 |
| Current FY | $9.27 ▲ +0.7% | $6.75 — $11.00 | -13% YoY | 24 |
| Next FY | $14.22 ▲ +0.9% | $9.73 — $16.48 | 53% YoY | 24 |
Latest Reports
NEUTRAL
COURT-RULING
2/10
The Third Circuit affirmed a district court decision that sanctioned the plaintiff's counsel $2,500 for filing a frivolo
Apr 8, 2026
NEUTRAL
COURT-RULING
3/10
Analysis based on filing metadata only — document content was unavailable. Two lawsuits were filed against United Airlin
Mar 30, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.2B | — |
| FMR LLC | $1.8B | ADD |
| MORGAN STANLEY | $400.3M | TRIM |
| NORGES BANK | $234.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $230.8M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | Gebo Kate | G | $0.00 |
| May 26, 2026 | Gebo Kate | SELL | $3.7M |
| May 22, 2026 | Whitehurst James | M | $0.00 |
| May 22, 2026 | Whitehurst James | D | $120.8K |
| May 22, 2026 | Whitehurst James | M | $0.00 |
Reddit Sentiment
60°▲
Warm
Bearish
Neutral
Bullish
9 institutional holders with $7.2B total value (65,179,342 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 37,379,569 | $4.2B | 57.7% | — |
| 2 | FMR LLC | 16,417,564 | $1.8B | 25.3% | ADD +65.6% |
| 3 | MORGAN STANLEY | 3,580,241 | $400.3M | 5.5% | TRIM -32.3% |
| 4 | NORGES BANK | 2,094,830 | $234.2M | 3.2% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,064,021 | $230.8M | 3.2% | TRIM -31.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 1,472,181 | $164.6M | 2.3% | TRIM -26.3% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,341,548 | $150.0M | 2.1% | DOUBLED +3647.3% |
| 8 | WELLS FARGO & COMPANY/MN | 480,988 | $53.8M | 0.7% | ADD +25.6% |
| 9 | Duquesne Family Office LLC | 348,400 | $39.0K | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,094,830 | — | $234.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 35,800 | 1,341,548 | +3647.3% | $150.0M | 2025-Q4 |
| Duquesne Family Office LLC | NEW | — | 348,400 | — | $39.0K | 2025-Q4 |
| FMR LLC | ADD | 8,790,918 | 14,559,577 | +65.6% | $1.4B | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 3,020,985 | 2,066,671 | -31.6% | $199.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,966,460 | 1,448,355 | -26.3% | $139.8M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 373,948 | 469,540 | +25.6% | $45.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 92,729 | 35,800 | -61.4% | $3.5M | 2025-Q3 |
| NORGES BANK | EXIT | 1,796,249 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 15,495 | 0 | -100.0% | $0.00 | 2025-Q3 |
| Duquesne Family Office LLC | EXIT | 377,120 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 5,157,089 | 8,790,918 | +70.5% | $700.0M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,796,249 | — | $143.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 622,313 | 92,729 | -85.1% | $7.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 2,175,258 | 15,495 | -99.3% | $1.2M | 2025-Q2 |
| Duquesne Family Office LLC | TRIM | 594,685 | 377,120 | -36.6% | $30.0K | 2025-Q2 |
| FMR LLC | TRIM | 7,268,775 | 5,157,089 | -29.1% | $356.1M | 2025-Q1 |
| UBS Group AG | ADD | 2,374,028 | 3,309,882 | +39.4% | $228.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,421,758 | 2,175,258 | +53.0% | $150.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 622,313 | — | $43.0M | 2025-Q1 |
| Duquesne Family Office LLC | TRIM | 1,269,805 | 594,685 | -53.2% | $41.1K | 2025-Q1 |
| NORGES BANK | EXIT | 1,758,311 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 1,864,835 | 2,374,028 | +27.3% | $230.5M | 2024-Q4 |
| NORGES BANK | DOUBLED | 667,130 | 1,758,311 | +163.6% | $170.7M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 738,360 | 514,990 | -30.3% | $50.0M | 2024-Q4 |
17 unique insiders with 3 transactions. Net insider value: -$6.3M ($0.00 bought, $6.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | Gebo Kate | EVP HR and Labor Relations | G | 3,657 | $0.00 | $0.00 |
| May 26, 2026 | Gebo Kate | EVP HR and Labor Relations | SELL | 34,669 | $105.41 | $3.7M |
| May 22, 2026 | Whitehurst James M | Director | M | 2,410 | $0.00 | $0.00 |
| May 22, 2026 | Whitehurst James M | Director | D | 1,205 | $100.26 | $120.8K |
| May 22, 2026 | Whitehurst James M | Director | M | 2,410 | $0.00 | $0.00 |
| May 20, 2026 | PHILIP EDWARD M | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | Friend Matthew | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | SHAPIRO EDWARD | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | ISAACSON WALTER | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | BREWER ROSALIND G | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | Freyre Michelle | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | HOOPER MICHELE J | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | Whitehurst James M | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | Harford Barney | Director | A | 2,130 | $0.00 | $0.00 |
| May 20, 2026 | Ward Laysha | Director | A | 2,130 | $0.00 | $0.00 |
| May 1, 2026 | Nocella Andrew P | EVP & Chief Commercial Officer | SELL | 7,000 | $90.19 | $631.3K |
| Mar 31, 2026 | ISAACSON WALTER | Director | A | 446.73 | $0.00 | $0.00 |
| Mar 31, 2026 | SHAPIRO EDWARD | Director | A | 446.73 | $0.00 | $0.00 |
| Mar 31, 2026 | Ward Laysha | Director | A | 432.77 | $0.00 | $0.00 |
| Mar 31, 2026 | BREWER ROSALIND G | Director | A | 195.44 | $0.00 | $0.00 |
| Mar 31, 2026 | Friend Matthew | Director | A | 432.77 | $0.00 | $0.00 |
| Mar 4, 2026 | Enqvist Torbjorn J | EVP & Chief Operations Officer | A | 26,273 | $0.00 | $0.00 |
| Mar 4, 2026 | Nocella Andrew P | EVP & Chief Commercial Officer | A | 23,012 | $0.00 | $0.00 |
| Mar 4, 2026 | Leskinen Michael D. | EVP & Chief Financial Officer | A | 20,501 | $0.00 | $0.00 |
| Mar 4, 2026 | Gebo Kate | EVP HR and Labor Relations | A | 18,104 | $0.00 | $0.00 |
| Mar 4, 2026 | Bokemeier Brigitte | Vice President & Controller | A | 1,891 | $0.00 | $0.00 |
| Feb 28, 2026 | Hart Brett J | President | M | 29,972 | $0.00 | $0.00 |
| Feb 28, 2026 | Hart Brett J | President | M | 29,972 | $0.00 | $0.00 |
| Feb 28, 2026 | Bokemeier Brigitte | Vice President & Controller | M | 363 | $0.00 | $0.00 |
| Feb 28, 2026 | Gebo Kate | EVP HR and Labor Relations | M | 12,067 | $0.00 | $0.00 |
| Feb 28, 2026 | Nocella Andrew P | EVP & Chief Commercial Officer | M | 12,067 | $0.00 | $0.00 |
| Feb 28, 2026 | Enqvist Torbjorn J | EVP & Chief Operations Officer | M | 14,105 | $0.00 | $0.00 |
| Feb 28, 2026 | Leskinen Michael D. | EVP & Chief Financial Officer | M | 838 | $0.00 | $0.00 |
| Feb 28, 2026 | Leskinen Michael D. | EVP & Chief Financial Officer | M | 838 | $0.00 | $0.00 |
| Feb 28, 2026 | Bokemeier Brigitte | Vice President & Controller | M | 363 | $0.00 | $0.00 |
| Feb 28, 2026 | Gebo Kate | EVP HR and Labor Relations | M | 12,067 | $0.00 | $0.00 |
| Feb 28, 2026 | Nocella Andrew P | EVP & Chief Commercial Officer | M | 12,067 | $0.00 | $0.00 |
| Feb 28, 2026 | KIRBY J SCOTT | Chief Executive Officer | M | 49,561 | $0.00 | $0.00 |
| Feb 28, 2026 | KIRBY J SCOTT | Chief Executive Officer | M | 49,561 | $0.00 | $0.00 |
| Feb 28, 2026 | Enqvist Torbjorn J | EVP & Chief Operations Officer | M | 14,105 | $0.00 | $0.00 |
| Feb 3, 2026 | Hart Brett J | President | G | 5,695 | $0.00 | $0.00 |
| Feb 2, 2026 | Hart Brett J | President | SELL | 19,000 | $106.45 | $2.0M |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 3.7/10.
NEUTRAL
COURT-RULING
2/10
The Third Circuit affirmed a district court decision that sanctioned the plaintiff's counsel $2,500
Apr 8, 2026
NEUTRAL
COURT-RULING
3/10
Analysis based on filing metadata only — document content was unavailable. Two lawsuits were filed a
Mar 30, 2026
BEARISH
COURT-RULING
6/10
The Fifth Circuit Court of Appeals affirmed the district court's partial class certification in a la
Mar 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (87% buy). Based on 30 analysts: 7 strong buy, 19 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$132.08 mean target
+24.9% upside
Strong Buy (1.35)
$95.00 Low
$182.00 High
| Metric | Value |
|---|---|
| Current Price | $105.73 |
| Target Low | $95.00 |
| Target Mean | $132.08 |
| Target Median | $130.00 |
| Target High | $182.00 |
| # Analysts | 24 |
| Recommendation | Strong Buy (1.35) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.76 | $1.15 | $3.19 | -54.6% | -0.2% | 3↑ 1↓ | $17.5B | 14.8% | 21 |
| Next Q 2026-09-30 |
$2.66 | $0.72 | $4.05 | -4.3% | +1.4% | 3↑ 1↓ | $17.4B | 14.1% | 20 |
| Current FY 2026-12-31 |
$9.27 | $6.75 | $11.00 | -12.7% | +0.7% | 4↑ 1↓ | $66.8B | 13.0% | 24 |
| Next FY 2027-12-31 |
$14.22 | $9.73 | $16.48 | 53.3% | +0.9% | 4↑ 1↓ | $69.7B | 4.3% | 24 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.756 | |
| 7d ago | $1.679 | +0.077 |
| 30d ago | $1.759 | -0.003 |
| 60d ago | $3.009 | -1.253 |
| 90d ago | $4.725 | -2.969 |
15 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 26, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Mar 23, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 20, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 16, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 16, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 12, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Mar 12, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 9, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Rothschild & Co | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
| Jan 22, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 22, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 22, 2026 | Argus Research | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 12, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 9, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Jan 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Dec 18, 2025 | Wells Fargo | INITIATE | — | Overweight |
| Dec 9, 2025 | BMO Capital | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| May 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| Apr 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| Mar 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| Feb 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| Jan 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
60°
Warm
Bearish
Neutral
Bullish
11 mentions
6 bullish
3 bearish
9 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| Apr 8, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| Mar 27, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 27, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
UAL - Trapped Hedge Funds
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💬 0
⚡ 0.5
Yolo’d UAL calls an hour before market closed yesterday
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💬 1
⚡ 0.5
Yolo’d UAL calls an hour before market closed yesterday
▲ 1
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⚡ 0.5
Jun 6, 2026
transportation
Ground Stop: O'Hare International (PHL)
thunderstorms
Jun 6, 2026
transportation
Ground Stop: O'Hare International (TEB)
thunderstorms
Jun 6, 2026
transportation
Ground Stop: Newark Liberty International (EWR)
thunderstorms
Jun 6, 2026
transportation
Ground Delay: Newark Liberty International (EWR)
Average delay: 1 hour and 42 minutes. thunderstorms
Jun 6, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 6, 2026
transportation
Ground Stop: Denver International (DEN)
THUNDERSTORMS
Jun 6, 2026
transportation
Ground Stop: Newark Liberty International (EWR)
thunderstorms
Jun 6, 2026
transportation
Airport Closure: Denver International (RDG)
!RDG 06/006 RDG Aerodrome Airport Closed Except AIRSHOW Aircraft AND Scheduled Aircraft DLY 1630-2130 2606061630-2606072130
Jun 6, 2026
transportation
Ground Delay: Denver International (IAH)
Average delay: 45 minutes. other
Jun 6, 2026
transportation
Ground Delay: Denver International (LGA)
Average delay: 29 minutes. runway construction
Jun 6, 2026
transportation
Ground Delay: Newark Liberty International (EWR)
Average delay: 1 hour and 42 minutes. thunderstorms
Jun 6, 2026
transportation
Ground Delay: San Francisco International (IAH)
Average delay: 45 minutes. other
Jun 6, 2026
transportation
Ground Delay: Newark Liberty International (EWR)
Average delay: 1 hour and 42 minutes. thunderstorms
Jun 6, 2026
transportation
Airport Closure: O'Hare International (RDG)
!RDG 06/006 RDG Aerodrome Airport Closed Except AIRSHOW Aircraft AND Scheduled Aircraft DLY 1630-2130 2606061630-2606072130
Jun 6, 2026
transportation
Ground Delay: O'Hare International (LGA)
Average delay: 29 minutes. runway construction
Apr 8, 2026
Enforcement
Yulex Barker v. United Airlines Inc
Court ruling from Court of Appeals for the Third Circuit. Docket: 25-1539
Mar 30, 2026
Enforcement
3:25-cv-10843 Martin v. United Airlines Holding, Inc. et al
Court ruling from United States District Court for the Northern District of California. Docket: N/A
Mar 30, 2026
Enforcement
2:26-cv-02362 COBBINAH v. UNITED AIRLINES INC
Court ruling from United States District Court for the District of New Jersey. Docket: N/A
Mar 9, 2026
Enforcement
Sambrano v. United Airlines
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 24-10708