Wells Fargo Cuts United Airlines (UAL) Price Target to $155

Wells Fargo maintained its Overweight rating on United Airlines Holdings, Inc. on October 22, 2026, while lowering its price target from $160.00 to $155.00. The research note arrived as shares of the airline operator changed hands near recent levels, trailing well behind the firm's projected target.

UAL United Airlines Holdings, Inc.

$102 ▼ -9.74% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Wells Fargo's Call on United Airlines Holdings, Inc.

According to the research note released on October 22, 2026, Wells Fargo maintained its Overweight rating on United Airlines while adjusting its target downward from $160.00 to $155.00. The forward-looking rating points to an expectation that the stock will outperform its peers, even as the new target reflects a slight reduction from previous expectations.

Other Institutional Activity in United Airlines Holdings, Inc.

Large financial institutions adjusted their positions in United Airlines during recent reporting periods. Primecap Management Company grew its holdings by 710,381 shares, ending with 16,461,630 shares worth about $1,676,452,338. Sanders Capital, LLC reduced its stake by 176,370 shares, leaving it with 15,027,948 shares valued at roughly $1,530,446,169. Capital International Investors trimmed its holdings by 191,225 shares, closing out the period with 6,247,343 shares worth about $636,229,388.

United Airlines Holdings, Inc. Stock Up 4.3%

United Airlines shares recently traded around $102.02 as of October 22, 2026, while the stock closed at $101.84 on the day of the analyst note. The recent price sits 26.5% below its 52-week high of $138.77 and 20.5% above its 52-week low of $84.64. The shares are also trading below both their 50-day moving average of $110.19 and their 200-day moving average of $108.50.

Recent Earnings

United Airlines generated trailing-twelve-month revenue of $65,552,998,400 with earnings of $10.92 per share. The company posted a net profit margin of 5.5% alongside a return on equity of 22.3%. The next earnings report is scheduled for January 26, 2027.

Dividend

The company does not pay a regular cash dividend to shareholders.

Insider Buying and Selling at United Airlines Holdings, Inc.

Company insiders completed several transactions prior to the analyst update. President Brett J. Hart sold 30,108 shares on July 28, 2026, at an average price of $120.72 for a total value of $3,634,638. Chief Financial Officer Michael D. Leskinen sold 10,000 shares on August 3, 2026, at $128.19 per share, totaling $1,281,900. Officer Andrew P. Nocella sold 3,000 shares on August 4, 2026, at $132.30, followed by another sale of 5,000 shares on August 25, 2026, at $117.00.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock alongside Wells Fargo. On October 16, 2026, UBS maintained its Buy rating while lowering its target from $146.00 to $139.00. BMO Capital maintained an Outperform rating with a target reduced from $140.00 to $135.00 on October 22, 2026. Argus Research maintained a Buy rating with a target lowered from $140.00 to $125.00 on the same day. Susquehanna maintained a Positive rating while cutting its target from $150.00 to $130.00 on October 22, 2026. Wall Street holds a strong buy consensus across 23 analyst opinions with a mean price target of $152.74.

About United Airlines Holdings, Inc.

United Airlines Holdings, Inc. provides passenger and cargo air transportation services across domestic and international routes, connecting major hubs in North America with destinations in the Atlantic, Pacific, and Latin America. The company operates mainline and regional aircraft fleets while also offering ground handling, maintenance, and flight training services. Analyst evaluations of the carrier often focus on passenger demand trends and fuel cost management.

Bottom Line

Investors will look toward the next earnings release on January 26, 2027, for further insight into the airline's financial performance. Market participants continue to monitor how shares perform relative to analyst targets and moving averages.