UAL
United Airlines Holdings, Inc.Industrials · $36.7B market cap
Verdict
Share price
$112.51
close of Oct 3, 2026
Fair value
$86.02
Sticker Price
Payback Price
$34.41
buy price
UAL is Overpriced: at $112.51 it trades 31% above its fair value of $86.02. Its buy price (Payback Price) is $34.41, 69% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 10% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold UAL. In Q2 2026, 1 opened a position. Who we track
Samantha McLemore
Patient Capital Management · as of Q2 2026
$99.5M
731,523 shares
Leon Cooperman
Leon Cooperman · as of Q4 2018
$97.2M
1,160,802 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$718K
5,277 shares
Moves in Q2 2026
New position: Polen Capital Management
Insider activity
Since Jun 15, 2026: no open-market purchases, 9 sales worth $33.6M and 23 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Nocella Andrew P
EVP & Chief Commercial Officer · 2026-08-25
Sold
$585K
Nocella Andrew P
EVP & Chief Commercial Officer · 2026-08-04
Sold
$397K
Leskinen Michael D.
EVP & Chief Financial Officer · 2026-08-03
Sold
$1.3M
Hart Brett J
President · 2026-07-28
Sold
$3.6M
Nocella Andrew P
EVP & Chief Commercial Officer · 2026-07-28
Sold
$506K
Other filings
SHAPIRO EDWARD
director · 2026-08-19
G-Gift
50,000 shares
Gebo Kate
EVP HR and Labor Relations · 2026-07-28
G-Gift
4,968 shares
Hart Brett J
President · 2026-07-28
G-Gift
7,461 shares
Hart Brett J
President · 2026-07-27
Tax withholding
$2.1M
Hart Brett J
President · 2026-07-27
Option exercise
$1.7M
Show all 23 other filingsShow fewer
KIRBY J SCOTT
Chief Executive Officer · 2026-07-25
Tax withholding
$3.3M
KIRBY J SCOTT
Chief Executive Officer · 2026-07-25
Award
71,347 shares
Gebo Kate
EVP HR and Labor Relations · 2026-07-25
Tax withholding
$934K
Gebo Kate
EVP HR and Labor Relations · 2026-07-25
Award
17,837 shares
Hart Brett J
President · 2026-07-25
Tax withholding
$2.4M
Hart Brett J
President · 2026-07-25
Award
46,375 shares
Leskinen Michael D.
EVP & Chief Financial Officer · 2026-07-25
Tax withholding
$934K
Enqvist Torbjorn J
EVP & Chief Operations Officer · 2026-07-25
Tax withholding
$1.2M
Enqvist Torbjorn J
EVP & Chief Operations Officer · 2026-07-25
Award
24,971 shares
Leskinen Michael D.
EVP & Chief Financial Officer · 2026-07-25
Award
17,837 shares
Nocella Andrew P
EVP & Chief Commercial Officer · 2026-07-25
Tax withholding
$1.1M
Nocella Andrew P
EVP & Chief Commercial Officer · 2026-07-25
Award
21,404 shares
KIRBY J SCOTT
Chief Executive Officer · 2026-07-21
Option exercise
$9.4M
Ward Laysha
director · 2026-06-30
Award
283.07 shares
BREWER ROSALIND G
director · 2026-06-30
Award
127.84 shares
ISAACSON WALTER
director · 2026-06-30
Award
292.21 shares
SHAPIRO EDWARD
director · 2026-06-30
Award
292.21 shares
Friend Matthew
director · 2026-06-30
Award
283.07 shares
About United Airlines Holdings, Inc.
United Airlines Holdings, Inc., through its various subsidiaries, delivers air travel solutions on a global scale. Its vast network extends across North America, Europe, Asia, Africa, the Pacific, the Middle East, and Latin America, facilitating the movement of both passengers and freight. The company operates these services using a combination of its primary and regional aircraft fleets. Beyond its core…
Airlines, Airports & Air Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works