Seaport Res Ptn Predicts Higher Earnings for United Airlines

United Airlines Holdings, Inc. (NASDAQ:UAL) – Equities research analysts at Seaport Res Ptn lifted 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 earn $4.90 per share for the quarter, up from their previous estimate 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 issued its quarterly earnings data on Tuesday, January 21st. The transportation company reported $3.26 earnings per share for the quarter, topping the consensus estimate of $2.96 by $0.30. United Airlines had a net margin of 5.52% and a return on equity of 34.03%. The firm had revenue of $14.70 billion for the quarter, compared to analysts’ expectations of $14.40 billion. During the same period in the prior year, the firm earned $2.00 earnings per share. The company’s quarterly revenue was up 7.8% compared to the same quarter last year.

A number of other equities research analysts have also commented on the stock. Citigroup increased their price objective on shares of United Airlines from $98.00 to $122.00 and gave the stock a “buy” rating in a report on Tuesday, November 26th. JPMorgan Chase & Co. increased their price target on shares of United Airlines from $108.00 to $133.00 and gave the company an “overweight” rating in a research note on Thursday, January 9th. Barclays boosted their price objective on shares of United Airlines from $75.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, November 14th. Morgan Stanley increased their price objective on United Airlines from $88.00 to $130.00 and gave the company an “overweight” rating in a research report on Wednesday, December 11th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $119.00 price target on shares of United Airlines in a research note on Friday, November 15th. One equities 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 company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $106.45.

United Airlines Trading Down 2.3 %

UAL stock opened at $107.97 on Thursday. The company has a debt-to-equity ratio of 1.95, a current ratio of 0.79 and a quick ratio of 0.72. The stock has a market capitalization of $35.51 billion, a price-to-earnings ratio of 11.45, a P/E/G ratio of 0.80 and a beta of 1.44. The business has a fifty day moving average price of $98.88 and a 200 day moving average price of $70.51. United Airlines has a fifty-two week low of $37.02 and a fifty-two week high of $116.00.

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

Insider Buying and Selling

In related news, EVP Kate Gebo sold 17,500 shares of the company’s stock in a transaction 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 completion of the transaction, the executive vice president now directly owns 40,012 shares of the company’s stock, valued at approximately $3,218,565.28. This represents a 30.43 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Linda P. Jojo sold 60,000 shares of United Airlines stock in a transaction dated Friday, November 22nd. The shares were 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 directly owns 63,599 shares in the company, valued at $6,049,536.88. This represents a 48.54 % decrease in their position. 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 hedge funds and other institutional investors have recently made changes to their positions in the business. Moody National Bank Trust Division grew its position in United Airlines by 2.1% in the fourth quarter. Moody National Bank Trust Division now owns 4,840 shares of the transportation company’s stock valued at $470,000 after purchasing an additional 98 shares in the last quarter. Diversify Advisory Services LLC grew its holdings in shares of United Airlines by 2.2% in the 4th quarter. Diversify Advisory Services LLC now owns 4,739 shares of the transportation company’s stock valued at $508,000 after acquiring an additional 101 shares in the last quarter. Huntington National Bank grew its holdings in shares of United Airlines by 10.8% in the 3rd quarter. Huntington National Bank now owns 1,321 shares of the transportation company’s stock valued at $75,000 after acquiring an additional 129 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in United Airlines by 25.0% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 710 shares of the transportation company’s stock worth $69,000 after acquiring an additional 142 shares in the last quarter. Finally, Blue Trust Inc. boosted its position in United Airlines by 25.0% during the fourth quarter. Blue Trust Inc. now owns 941 shares of the transportation company’s stock valued at $91,000 after purchasing an additional 188 shares during the last quarter. 69.69% of the stock is currently owned by institutional investors and hedge funds.

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.