Seaport Res Ptn Lifts Earnings Estimates for United Airlines

United Airlines Holdings, Inc. (NASDAQ:UAL) – Investment analysts at Seaport Res Ptn increased their Q2 2025 EPS estimates for shares of United Airlines in a research note issued on Tuesday, January 21st. Seaport Res Ptn analyst D. Mckenzie now expects that the transportation company will post earnings of $4.90 per share for the quarter, up from their prior forecast of $4.60. The consensus estimate for United Airlines’ current full-year earnings is $12.56 per share. Seaport Res Ptn also issued estimates for United Airlines’ Q3 2025 earnings at $3.75 EPS, Q4 2025 earnings at $3.00 EPS and FY2025 earnings at $12.75 EPS.

United Airlines (NASDAQ:UAL) last released its quarterly earnings results on Tuesday, January 21st. The transportation company reported $3.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.96 by $0.30. United Airlines had a return on equity of 34.03% and a net margin of 5.52%. The business had revenue of $14.70 billion during the quarter, compared to analyst estimates of $14.40 billion. During the same quarter in the previous year, the company posted $2.00 earnings per share. United Airlines’s revenue for the quarter was up 7.8% on a year-over-year basis.

Several other equities analysts also recently weighed in on the stock. Barclays lifted their price target on shares of United Airlines from $75.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, November 14th. Melius Research raised shares of United Airlines to a “strong-buy” rating in a report on Monday, December 2nd. JPMorgan Chase & Co. increased their price target on United Airlines from $108.00 to $133.00 and gave the stock an “overweight” rating in a research note on Thursday, January 9th. Morgan Stanley boosted their price objective on United Airlines from $130.00 to $140.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, Sanford C. Bernstein increased their target price on United Airlines from $68.00 to $85.00 and gave the stock an “outperform” rating in a research report on Thursday, October 17th. One research analyst has rated the stock with a hold rating, sixteen have given a buy rating and two have given a strong buy rating to the company. Based on data from MarketBeat, United Airlines currently has a consensus rating of “Buy” and a consensus price target of $107.70.

United Airlines Trading Down 4.6 %

Shares of NASDAQ:UAL opened at $103.00 on Thursday. The stock has a 50 day moving average of $98.88 and a 200 day moving average of $70.51. The company has a market cap of $33.87 billion, a PE ratio of 10.92, a price-to-earnings-growth ratio of 0.80 and a beta of 1.44. United Airlines has a 12-month low of $37.02 and a 12-month high of $116.00. The company has a current ratio of 0.79, a quick ratio of 0.72 and a debt-to-equity ratio of 1.95.

United Airlines declared that its Board of Directors has approved a share buyback program on Tuesday, October 15th that authorizes the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization authorizes the transportation company to repurchase up to 7.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity at United Airlines

In other news, EVP Linda P. Jojo sold 60,000 shares of United Airlines stock in a transaction that occurred on 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 transaction, the executive vice president now owns 63,599 shares in the company, valued at approximately $6,049,536.88. The trade was a 48.54 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kate Gebo sold 17,500 shares of the business’s stock in a transaction that occurred on Friday, November 1st. The shares were sold at an average price of $80.44, for a total value of $1,407,700.00. Following the transaction, the executive vice president now directly owns 40,012 shares in the company, valued at approximately $3,218,565.28. This represents a 30.43 % decrease in their position. The disclosure for this sale can be found here. 0.63% of the stock is owned by insiders.

Institutional Investors Weigh In On United Airlines

Several institutional investors have recently made changes to their positions in UAL. Castle Hook Partners LP grew its position in United Airlines by 176.1% in the 3rd quarter. Castle Hook Partners LP now owns 4,245,120 shares of the transportation company’s stock valued at $242,227,000 after acquiring an additional 2,707,442 shares during the last quarter. Point72 Asset Management L.P. boosted its stake in shares of 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 valued at $111,687,000 after purchasing an additional 1,905,664 shares during the period. Rubric Capital Management LP bought a new position in shares of United Airlines in the third quarter worth about $63,486,000. Sanders Capital LLC increased its stake in 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 buying an additional 1,040,589 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted 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 in the last quarter. Institutional investors own 69.69% of the company’s stock.

About United Airlines

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.