Nasdaq· Air Transportation, Scheduled· Inc. DE· CIK 0000100517

UAL

United Airlines Holdings, Inc.

$112.51 ▲ +0.65%

Prev close $111.78

Market cap$36.0B

ConsensusStrong Buy

12-mo target$155.22 (+38.0%)

▲ Bullish

Analyst conviction 9/10

Insider Selling Cluster (5 insiders)29 New Institutional Positions21 Institutional Exits Industrials & Manufacturing

Snapshot

The big-picture read on UAL right now — valuation, ownership and activity at a glance.

Market Cap

$36.0B

Cap Size

Large Cap

Analyst Consensus

Strong Buy (87%)

Inst. Holders

50 funds

Inst. Value

$33.6B

Inst. Activity

29 buys / 21 sells

Insider Activity

$0.00 buy / $38.4M sell

Insider Net $

-$38.4M

Social Sentiment

53° Neutral

SEC Reports

Price chart 30d +3.5%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 15, 2026 SEC

This is a routine joint stipulation to extend a General Order 71 disclosure deadline by two weeks in an employment discr

COURT-RULING — Impact 1/10

Sep 15, 2026 short_volume

Short Volume: UAL — 55.4% short (1.0M / 1.8M)

Short: 971,460 | Exempt: 957 | TRF Vol: 1,752,566 | Short Ratio: 55.4% | Off-exchange volume (dark p

Sep 14, 2026 Event

Rubio v. United Airlines, Inc.

Court ruling (cand) — Docket: 4:26-cv-06953

Aug 25, 2026 SEC

Two routine court rulings involving United Airlines were issued on August 24, 2026. In Bullard v. United Airlines, the c

COURT-RULING — Impact 2/10

Aug 25, 2026 Insider

Nocella Andrew P sold 5,000 shares

EVP & Chief Commercial Officer @ $117.00 ($585.0K)

Aug 20, 2026 SEC

A Colorado federal district court largely dismissed a flight attendant's lawsuit against United Airlines, granting dismi

COURT-RULING — Impact 3/10

Aug 19, 2026 Insider

SHAPIRO EDWARD gifted 50,000 shares

Director

Aug 4, 2026 Insider

Nocella Andrew P sold 3,000 shares

EVP & Chief Commercial Officer @ $132.30 ($396.9K)

Analyst ratings buy % +0.0%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Strong Buy 87% rate it Buy or better · 30 analysts

Strong Buy 7 23% Buy 19 63% Hold 4 13% Sell 0 0% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Oct 2, 2026	TD Cowen	MAINTAIN	Buy	56%
Sep 28, 2026	BMO Capital	MAINTAIN	Outperform	53%
Sep 24, 2026	UBS	MAINTAIN	Buy	55%
Sep 18, 2026	Rothschild & Co	MAINTAIN	Buy	58%
Sep 11, 2026	Barclays	MAINTAIN	Overweight	54%
Sep 10, 2026	UBS	MAINTAIN	Buy	55%
Aug 24, 2026	TD Cowen	MAINTAIN	Buy	56%
Jul 17, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Jul 17, 2026	JP Morgan	MAINTAIN	Overweight	55%
Jul 17, 2026	Susquehanna	MAINTAIN	Positive	56%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Buy %
Sep 1, 2026	7	19	4	87%
Aug 1, 2026	7	19	4	87%
Jul 1, 2026	7	20	3	90%
Jun 1, 2026	7	19	4	87%
May 1, 2026	7	19	4	87%
Apr 1, 2026	7	19	4	87%
Mar 1, 2026	7	19	4	87%
Feb 1, 2026	7	19	4	87%

Price targets

Where 23 covering analysts think UAL trades over the next 12 months.

$155.22 +38.0% upside Strong Buy

Current$112.51 Low$102.00 Median$160.00 High$203.00 23 analysts

$102.00$203.00

Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026

Social media sentiment mood +25.0%

Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.

53°

Neutral

BearishNeutralBullish

15 mentions 6 bullish 5 bearish 4 neutral

Recent posts

stockmarket Neutral 3d 7h ago

UAL is today’s Stock of the Day on Capital Flows Data, and the valuation picture is interesting

▲ 1 · 💬 1· ⚡ 0.5

stockmarket Bearish 2mo ago

UAL deep dive - am I missing something?

▲ 1 · 💬 1· ⚡ 0.5

stocks Neutral 2mo ago

Should I sell United Airlines (UAL)

▲ 1 · 💬 1· ⚡ 0.5

wallstreetbets Bearish 5mo ago

7 trades that printed since the Iran war started (and 3 "safe havens" that flopped)

▲ 1 · 💬 1· ⚡ 0.5

investing Neutral 5mo ago

Prediction market contracts were pricing out $120 oil all week before today's crash. Is anyone using these as leading indicators?

▲ 1 · 💬 0· ⚡ 0.5

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

20 SEC filing reports analyzed · 5 bullish, 1 bearish, 1 mixed, 13 neutral · avg impact 2.7/10.

NEUTRALCOURT-RULING1/10

This is a routine joint stipulation to extend a General Order 71 disclosure deadline by two weeks in

Sep 15, 2026

NEUTRALCOURT-RULING2/10

Two routine court rulings involving United Airlines were issued on August 24, 2026. In Bullard v. Un

Aug 25, 2026

NEUTRALCOURT-RULING3/10

A Colorado federal district court largely dismissed a flight attendant's lawsuit against United Airl

Aug 20, 2026

BULLISHCOURT-RULING6/10

United Airlines won dismissal with prejudice of three of four counts in a putative class action by f

Aug 19, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 15, 2026

short_volume

Short Volume: UAL — 55.4% short (1.0M / 1.8M)

Short: 971,460 | Exempt: 957 | TRF Vol: 1,752,566 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)

Sep 14, 2026

Enforcement

Rubio v. United Airlines, Inc.

Court ruling (cand) — Docket: 4:26-cv-06953

Sep 7, 2026

dark_pool

Dark Pool: UAL — 4.3M shares, 66,492 trades

Week starting 2026-09-07. Total ATS volume: 4,318,399 shares across 66,492 trades.

Aug 31, 2026

dark_pool

Dark Pool: UAL — 5.1M shares, 81,013 trades

Week starting 2026-08-31. Total ATS volume: 5,071,347 shares across 81,013 trades.

Aug 28, 2026

short_volume

Short Volume: UAL — 56.4% short (0.5M / 1.0M)

Short: 545,306 | Exempt: 608 | TRF Vol: 967,190 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$2.76	$2.29–$3.45	-0.6%	-9.1%	0↑ 1↓	$17.9B	19
Next Q	$2.88	$1.02–$4.26	-7.2%	-26.6%	0↑ 1↓	$18.0B	17
Current FY	$8.83	$6.53–$10.76	-16.9%	-12.8%	0↑ 1↓	$67.9B	23
Next FY	$13.88	$10.27–$16.30	57.2%	-8.9%	0↑ 2↓	$71.8B	23

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$2.765	—
7d ago	$2.878	-0.114
30d ago	$3.042	-0.277
60d ago	$3.198	-0.434
90d ago	$3.201	-0.437

Institutional ownership

Which big funds own UAL (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $33.6B total value (246,992,897 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 29 institutions added/increased vs 21 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	22,436,107	$3.1B	9.1%	—
VANGUARD CAPITAL MANAGEMENT LLC	21,008,797	$2.9B	8.5%	—
FMR LLC	19,473,813	$2.6B	7.9%	—
PRIMECAP MANAGEMENT CO/CA/	16,461,630	$2.2B	6.7%	—
Sanders Capital, LLC	15,027,948	$2.0B	6.1%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	14,162,813	$1.9B	5.7%	—
STATE STREET CORP	11,788,111	$1.6B	4.8%	—
Capital World Investors	11,353,742	$1.5B	4.6%	—
GEODE CAPITAL MANAGEMENT, LLC	9,536,361	$1.3B	3.9%	—
JANE STREET GROUP, LLC	8,025,000	$1.1B	3.2%	DOUBLED +205.2%

Recent position changes

Fund	Action	Prev	Current	Change	Value
JPMORGAN CHASE & CO	ADD	2,181,817	3,620,362	+65.9%	$489.4M
GOLDMAN SACHS GROUP INC	TRIM	4,764,332	3,445,226	-27.7%	$468.5M
Capital Research Global Investors	DOUBLED	1,298,662	2,859,344	+120.2%	$388.8M
D. E. Shaw & Co., Inc.	DOUBLED	694,474	2,158,134	+210.8%	$293.5M
JANE STREET GROUP, LLC	DOUBLED	703,786	2,147,706	+205.2%	$292.1M
Amundi	ADD	1,217,530	1,916,864	+57.4%	$260.7M
NORGES BANK	NEW	—	1,888,595	—	$256.8M
UBS Group AG	TRIM	2,678,956	1,520,372	-43.2%	$206.8M
AMERICAN CENTURY COMPANIES INC	ADD	1,140,552	1,451,914	+27.3%	$197.4M
Holocene Advisors, LP	NEW	—	1,320,123	—	$179.5M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

16 insiders, 50 transactions. Net -$38.4M — $0.00 bought, $38.4M sold.

Date	Insider	Title	Type	Shares	Price	Value
Aug 25, 2026	Nocella Andrew P	EVP & Chief Commercial Officer	SELL	5,000	$117.00	$585.0K
Aug 19, 2026	SHAPIRO EDWARD	Director	GIFT	50,000	—	—
Aug 4, 2026	Nocella Andrew P	EVP & Chief Commercial Officer	SELL	3,000	$132.30	$396.9K
Aug 3, 2026	Leskinen Michael D.	EVP & Chief Financial Officer	SELL	10,000	$128.19	$1.3M
Jul 28, 2026	Hart Brett J	President	GIFT	7,461	—	—
Jul 28, 2026	Nocella Andrew P	EVP & Chief Commercial Officer	SELL	4,200	$120.48	$506.0K
Jul 28, 2026	Gebo Kate	EVP HR and Labor Relations	GIFT	4,968	—	—
Jul 28, 2026	Hart Brett J	President	SELL	30,108	$120.72	$3.6M
Jul 27, 2026	Hart Brett J	President	TAX W/H	17,245	$120.57	$2.1M
Jul 27, 2026	Hart Brett J	President	EXERCISE	21,521	$77.56	$1.7M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UAL.

Shares short

18,214,957

Settlement Sep 15, 2026

Change vs prior

+4.5%

Semi-monthly cycle

Days to cover

4.8

At avg daily volume

Of shares outstanding

≈5.6%

Estimate — not % of float

All UAL filing & press-release reports (24)