UBS Reiterates Buy Rating on United Airlines, Sets $153 Target

UBS analyst Atul Maheswari reaffirmed a buy rating for United Airlines with a $153 price target, a 13.66% upside from the current price.

Editorial illustration for United Airlines Holdings, Inc. (UAL)

Key Points

  • UBS reiterated its buy rating for United Airlines with a $153 price target as of June 23, 2026.
  • UBS's $153 price target implies 13.66% upside from United Airlines Holdings, Inc.'s ($UAL) current $134.61 share price.
  • United Airlines shares traded near $118.68 on Tuesday, with a market cap of about $38.5 billion.
  • Vanguard and BlackRock adjusted their stakes in United Airlines, with Vanguard opening a new position.

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UBS has reiterated its buy rating for United Airlines Holdings, Inc. (NasdaqGS: UAL) with a price target of $153. This reaffirmation by analyst Atul Maheswari came on June 23, 2026. Shares of United Airlines were trading around $118.68 on Tuesday.

Analyst rating track record

UBS vs. the S&P 500

YTD return +7.20% hypothetical
All-time return +23.22% S&P 500 +25.54%
vs. S&P 500 -2.32% behind the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Other Institutional Activity in United Airlines

Vanguard Capital Management LLC opened a new position in United Airlines, holding 20,985,946 shares valued at approximately $1.93 billion. BlackRock, Inc. trimmed its holdings by 529,414 shares, ending with 20,891,114 shares worth about $1.92 billion, a 2.5% decrease. FMR LLC increased its stake by 603,054 shares to 17,020,618 shares valued at $1.57 billion, marking a 3.7% increase. Primecap Management Co/CA/ reduced its position by 227,880 shares, now holding 15,750,610 shares valued at $1.45 billion, a 1.4% decrease. Sanders Capital, LLC made a small addition of 21,732 shares, holding 15,204,551 shares valued at $1.40 billion.

United Airlines Holdings, Inc. Stock Up 21.7%

Shares of United Airlines Holdings traded near $118.68 on Tuesday. The company has a market capitalization of approximately $38.5 billion and a P/E ratio of 10.6, with a forward P/E of 8.3. United Airlines has a beta of 1.291, reflecting its volatility compared to the market. The stock's 52-week range is between $71.55 and $124.79, with a 50-day moving average of $100.91 and a 200-day moving average of $102.26. The company's current ratio is 0.698, and its quick ratio is 0.606, with a debt-to-equity ratio of 195.081.

12-month forecast

$UAL price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Recent Earnings

United Airlines reported revenue of $60.47 billion, experiencing a growth of 10.6%. The company achieved an earnings per share (EPS) of $11.18, with a net margin of 6.1% and a return on equity (ROE) of 25.7%. The next earnings report is expected on July 22, 2026.

Insider Buying and Selling at United Airlines Holdings, Inc.

CEO Scott Kirby sold 1,078 shares at an average price of $120.74 on June 16, 2026, as part of a planned transaction. On June 15, 2026, he also sold 48,303 shares at $121.30, again under a planned arrangement. Meanwhile, EVP of HR and Labor Relations Kate Gebo both bought and sold 3,657 shares on May 27, 2026, without a planned schedule, and sold 40,000 shares at $105.42 on May 26, 2026. James Whitehurst sold 2,410 shares on May 22, 2026.

Analysts Set New Price Targets

On June 23, 2026, UBS maintained its buy rating for United Airlines with a $153 price target. B of A Securities also maintained a buy rating with a $145 target on June 22, 2026. Earlier, on June 1, 2026, Morgan Stanley reaffirmed its buy rating with an even higher target of $182. The consensus among analysts is a strong buy, with a mean target price of $132.08 based on 24 opinions.

About United Airlines

United Airlines Holdings, Inc., based in Chicago, Illinois, offers air transportation services across the United States and internationally, including Canada, the Atlantic, the Pacific, and Latin America. The company operates a large fleet for passenger and cargo transport, and also provides ground handling, flight training, and maintenance services. United Airlines has a workforce of about 115,600 employees and is led by CEO J. Scott Kirby.

Bottom Line

UBS's reaffirmation of a buy rating with a $153 target for United Airlines reflects ongoing confidence in the company's growth prospects. Investors often track such analyst ratings for insights, although these reports are based on past data and not a guarantee of future performance. As always, it's crucial to consider a range of factors when evaluating stock investments.

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