United Airlines Q1 EPS Forecast Lifted by Seaport Res Ptn

United Airlines Holdings, Inc. (NASDAQ:UAL) – Analysts at Seaport Res Ptn raised their Q1 2025 earnings per share (EPS) 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 per share of $1.10 for the quarter, up from their previous forecast 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.

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

Several other brokerages also recently weighed in on UAL. Citigroup raised their target price on United Airlines from $98.00 to $122.00 and gave the company a “buy” rating in a research note on Tuesday, November 26th. Dbs Bank upgraded United Airlines from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 26th. Melius Research upgraded United Airlines to a “strong-buy” rating in a research note on Monday, December 2nd. UBS Group raised their target price on United Airlines from $139.00 to $140.00 and gave the company a “buy” rating in a research note on Tuesday, January 7th. Finally, JPMorgan Chase & Co. lifted 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. One analyst has rated the stock with a hold rating, sixteen have given a buy rating and two have issued a strong buy rating to the company’s stock. According to MarketBeat.com, United Airlines presently has an average rating of “Buy” and a consensus target price of $110.20.

United Airlines Stock Up 1.9 %

Shares of United Airlines stock opened at $105.00 on Friday. The business has a 50-day moving average of $99.11 and a 200-day moving average of $70.73. The company has a debt-to-equity ratio of 1.99, a current ratio of 0.81 and a quick ratio of 0.72. The company has a market capitalization of $34.53 billion, a PE ratio of 11.13, a P/E/G ratio of 0.77 and a beta of 1.44. United Airlines has a 1-year low of $37.02 and a 1-year high of $116.00.

Institutional Investors Weigh In On United Airlines

A number of hedge funds have recently made changes to their positions in UAL. Castle Hook Partners LP raised its holdings in United Airlines by 176.1% during the third quarter. Castle Hook Partners LP now owns 4,245,120 shares of the transportation company’s stock worth $242,227,000 after purchasing an additional 2,707,442 shares in the last quarter. Point72 Asset Management L.P. raised its holdings 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 purchasing an additional 1,905,664 shares in the last quarter. Rubric Capital Management LP bought a new stake in United Airlines during the third quarter worth approximately $63,486,000. Sanders Capital LLC raised its holdings in United Airlines by 12.4% during the third 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 in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in United Airlines by 41.2% during the third quarter. Charles Schwab Investment Management Inc. now owns 3,112,583 shares of the transportation company’s stock worth $177,604,000 after purchasing an additional 908,558 shares in the last quarter. Institutional investors own 69.69% of the company’s stock.

Insiders Place Their Bets

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 transaction of $5,707,200.00. Following the sale, the executive vice president now owns 63,599 shares of the company’s stock, valued at approximately $6,049,536.88. The trade was a 48.54 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Kate Gebo sold 17,500 shares of United Airlines 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 sale, the executive vice president now directly owns 40,012 shares in the company, valued at approximately $3,218,565.28. This trade represents a 30.43 % decrease in their position. The disclosure for this sale can be found here. 0.63% of the stock is currently owned by corporate insiders.

United Airlines announced that its Board of Directors has approved a stock buyback program 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 shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its shares are undervalued.

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.