United Airlines Holdings, Inc. Common Stock(UAL)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

UAL iron condor setups UAL expected move UAL IV rank history UAL Fibonacci levels

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

UAL $118.52 —
Snapshot
$118.52
52-Week Range
$82.42 – $138.77
YTD
+4.88%
IV Rank (30D)
10.03
Straddle Price
$13.05
P/C Vol Ratio
0.20
Market Cap
$38.6B
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.58%
Beta vs SPY1.00
Cost of Equity (CAPM)9.59% (VRP-adj)
WACC7.96%
Volatility Risk Premium+3.2pp (IV − HV30), ERP adj +1bps
Effective Tax Rate22.0%
Rev. Growth (YoY, DCF input)-4.1%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$3.2B
Return on Equity (TTM)23.1%
Book / Price40.8% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)5.3%
Debt / Equity1.38
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+0.4% (reverse-DCF on current price)
SMA 50$113.16 (Market Anchor value)
SMA 20 / Bollinger Mid$126.97
Bollinger Width / SMA2017.0% (drives anchor stability)
Net Debt$14.1B
Market Cap$39B
Peers used for multiples: DAL, FDX, LUV, NSC (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
23%
20-Day Fair Value
≈ by Aug 17, 2026
$112.39
α -2.6% rank 72%
40-Day Fair Value
≈ by Sep 15, 2026
$113.12
α -2.0% rank 72%
60-Day Fair Value
≈ by Oct 14, 2026
$112.20
α -2.8% rank 72%
MethodImplied PriceWeightDetail
DCF $79.46 21%
DDM (Gordon) n/a 0%
Peer P/E $248.14 10% median 22.2× · 4 peers
Peer EV/EBITDA $193.65 10% median 9.7× · 4 peers
Peer P/B $152.04 2% median 3.1× · 4 peers
Peer P/S $157.01 6% median 0.8× · 4 peers
Market Anchor (SMA50) $113.16 30% stability 70% (BB-width)
Options Expected (B-L 30d) $114.12 21% 52 strikes · skew -0.38
As of 2026-07-17 · updated
Info
Industry (SIC)
AIR TRANSPORTATION, SCHEDULED (4512)
Exchange
XNAS
Market Cap
$38.6B

Chicago-based United Airlines is a major US network carrier with hubs in San Francisco, Chicago, Houston, Denver, Los Angeles, Newark, and Washington, D.C. United operates a hub-and-spoke system that is more focused on international and long-haul travel, especially across the Pacific, than its large US peers.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +2.91% 16
Feb +1.80% 16
Mar -4.34% 16
Apr -0.83% 16
May +4.32% 16
Jun -1.09% 16
Jul -1.41% 16
Aug -0.69% 15
Sep +0.59% 15
Oct +5.72% 16
Nov +8.30% 16
Dec +0.55% 16
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $126.95
SMA 50: $113.59
SMA 200: $104.43
Current: $115.41
EMA 12: $122.96
EMA 26: $121.58
MACD: 1.3722 | Signal: -2.6164
BULLISH
ADX (14): 26.78
TREND
+DI: 23.45
−DI: 29.51
Momentum Oscillators
RSI (14): 41.18
NEUTRAL
Stoch %K: 9.02
Stoch %D: 10.03
Williams %R: -94.46
Volume & Volatility
BB Upper: $140.71
BB Lower: $113.18
NEUTRAL
OBV: 190,491,527
Vol SMA 20: 5,390,290
Vol ROC: 35.05%
ATR: $5.07
True Range: $4.77
HV 20: 41.2%
HV 30: 50.6%
HV 60: 52.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
TheStreetT3·23h ago
United Airlines makes bold offer after airport name change
After Florida Governor Ron DeSantis pushed for and ultimately signed legislation for the renaming, the full name of Palm Beach International Airport was officially changed to President Donald J. Trump International Airport at the start of July, PBS reported. Signage donning the…
General$UAL
TheStreetT3·1d ago
United Airlines stark warning could make your next flight more expensive
Anyone who has booked a flight lately knows fares are not cheap. The airlines' pricing data pattern over the last few months is unmistakable. Oil goes up, fuel costs surge, and airlines pass the pain to you. Now, the only question is how much of it they can absorb before it…
Commodities$UAL
Earnings History
6 of 7 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-15 After-Close 7.63% 12.94% 1.70x Exceeded
2025-01-21 After-Close 9.97% 5.89% 0.59x Within
2025-07-16 After-Close 7.93% 5.74% 0.72x Within
2025-10-15 After-Close 7.14% 6.60% 0.92x Within
2026-01-20 After-Close 6.04% 2.30% 0.38x Within
2026-04-21 After-Close 7.69% 6.81% 0.89x Within
2026-07-15 After-Close 6.08% 2.02% 0.33x Within
Options Activity
IV Rank (30D)
10.03
IV Rank (7D)
73.07
Avg IV
54.1%
Straddle (30D)
$13.05
Straddle (7D)
$7.53
P/C Volume
0.20
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
2.18
Correlation (SPY)
57.3%
R²
0.33
Ann. Volatility
48.0%
SPY Volatility
12.6%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 327,350,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,012 filers278,503,937 shares$25.74B value85.08% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 37,379,569 $4.18B 16.24% 11.42% 2025-12-31
2 BlackRock, Inc. Custodian 20,891,114 $1.92B 7.47% 6.38% 2026-03-31
3 FMR LLC Custodian 17,020,618 $1.57B 6.09% 5.20% 2026-03-31
4 PRIMECAP MANAGEMENT CO/CA/ 15,750,610 $1.45B 5.63% 4.81% 2026-03-31
5 Sanders Capital, LLC 15,204,551 $1.40B 5.44% 4.64% 2026-03-31
6 STATE STREET CORP 11,625,828 $1.07B 4.16% 3.55% 2026-03-31
7 Capital World Investors 11,112,611 $1.02B 3.97% 3.39% 2026-03-31
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 9,304,129 $865.38M 3.36% 2.84% 2026-03-31
9 Capital International Investors 6,438,575 $592.75M 2.30% 1.97% 2026-03-31
10 DIMENSIONAL FUND ADVISORS LP Custodian 5,664,538 $521.33M 2.02% 1.73% 2026-03-31
11 PAR CAPITAL MANAGEMENT INC 4,996,850 $460.06M 1.79% 1.53% 2026-03-31
12 GOLDMAN SACHS GROUP INC Custodian 4,764,332 $438.65M 1.70% 1.46% 2026-03-31
13 MORGAN STANLEY Custodian 3,580,241 $400.34M 1.56% 1.09% 2025-12-31
14 CITADEL ADVISORS LLC Custodian 4,094,791 $377.01M 1.46% 1.25% 2026-03-31
15 AQR CAPITAL MANAGEMENT LLC Custodian 3,679,708 $324.51M 1.26% 1.12% 2026-03-31
16 Boston Partners 3,517,034 $323.84M 1.26% 1.07% 2026-03-31
17 Newport Trust Company, LLC 3,219,890 $296.46M 1.15% 0.98% 2026-03-31
18 Slate Path Capital LP 3,113,052 $286.62M 1.11% 0.95% 2026-03-31
19 SRS Investment Management, LLC 2,912,484 $268.15M 1.04% 0.89% 2026-03-31
20 UBS Group AG Custodian 2,678,956 $246.65M 0.96% 0.82% 2026-03-31
21 NORTHERN TRUST CORP Custodian 2,433,711 $224.07M 0.87% 0.74% 2026-03-31
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,138,764 $196.92M 0.76% 0.65% 2026-03-31
23 BARCLAYS PLC Custodian 2,022,594 $186.22M 0.72% 0.62% 2026-03-31
24 JPMORGAN CHASE & CO Custodian 2,181,817 $185.91M 0.72% 0.67% 2026-03-31
25 BALYASNY ASSET MANAGEMENT L.P. 1,972,257 $181.59M 0.71% 0.60% 2026-03-31
51 filers$3.46B notional
# Filer Notional Value % of Total Period
1 Castle Hook Partners LP $1.16B 33.45% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $526.27M 15.20% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $501.32M 14.47% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $285.26M 8.24% 2026-03-31
5 BARCLAYS PLC Custodian $153.15M 4.42% 2026-03-31
6 140 Summer Partners LP $125.45M 3.62% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $94.48M 2.73% 2025-09-30
8 BlackRock, Inc. Custodian $75.80M 2.19% 2026-03-31
9 UBS Group AG Custodian $63.87M 1.84% 2026-03-31
10 Walleye Trading LLC $50.64M 1.46% 2026-03-31
11 Caption Management, LLC $41.43M 1.20% 2026-03-31
12 MAPLELANE CAPITAL, LLC $38.67M 1.12% 2026-03-31
13 CITIGROUP INC Custodian $38.12M 1.10% 2026-03-31
14 LMR Partners LLP $35.03M 1.01% 2026-03-31
15 GOLDMAN SACHS GROUP INC Custodian $29.23M 0.84% 2026-03-31
16 Cubist Systematic Strategies, LLC $24.45M 0.71% 2025-09-30
17 SIG BROKERAGE, LP $20.98M 0.61% 2026-03-31
18 Jain Global LLC $18.41M 0.53% 2026-03-31
19 BlueCrest Capital Management Ltd $18.41M 0.53% 2026-03-31
20 NOMURA HOLDINGS INC $17.05M 0.49% 2026-03-31
21 Qube Research & Technologies Ltd $14.69M 0.42% 2026-03-31
22 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP $13.81M 0.40% 2026-03-31
23 Parallax Volatility Advisers, L.P. $12.61M 0.36% 2026-03-31
24 Walleye Capital LLC $10.36M 0.30% 2026-03-31
25 Point72 Asset Management, L.P. $10.17M 0.29% 2026-03-31
43 filers$1.46B notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $360.77M 24.64% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $290.79M 19.86% 2026-03-31
3 JANE STREET GROUP, LLC Custodian $239.46M 16.36% 2026-03-31
4 Walleye Trading LLC $71.26M 4.87% 2026-03-31
5 BARCLAYS PLC Custodian $59.63M 4.07% 2026-03-31
6 Parallax Volatility Advisers, L.P. $59.57M 4.07% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $59.15M 4.04% 2025-09-30
8 D. E. Shaw & Co., Inc. Custodian $54.95M 3.75% 2026-03-31
9 Pentwater Capital Management LP $48.80M 3.33% 2026-03-31
10 CITIGROUP INC Custodian $31.99M 2.19% 2026-03-31
11 UBS Group AG Custodian $27.84M 1.90% 2026-03-31
12 GOLDMAN SACHS GROUP INC Custodian $21.48M 1.47% 2026-03-31
13 MILLENNIUM MANAGEMENT LLC Custodian $20.61M 1.41% 2026-03-31
14 TUDOR INVESTMENT CORP ET AL $13.64M 0.93% 2026-03-31
15 LMR Partners LLP $11.97M 0.82% 2026-03-31
16 PEAK6 LLC $9.88M 0.67% 2026-03-31
17 Centiva Capital, LP $9.68M 0.66% 2026-03-31
18 CIBC WORLD MARKET INC. $9.21M 0.63% 2026-03-31
19 Caption Management, LLC $8.75M 0.60% 2026-03-31
20 BALYASNY ASSET MANAGEMENT L.P. $7.96M 0.54% 2026-03-31
21 BNP PARIBAS FINANCIAL MARKETS Custodian $6.66M 0.45% 2026-03-31
22 Qube Research & Technologies Ltd $6.20M 0.42% 2026-03-31
23 CAPITAL FUND MANAGEMENT S.A. $4.98M 0.34% 2026-03-31
24 Laurion Capital Management LP $4.90M 0.33% 2026-03-31
25 NOMURA HOLDINGS INC $4.60M 0.31% 2026-03-31
Insider Activity
Latest: 2026-07-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-02 EDWARD SHAPIRO Director Grant (A) +292 RSU — EDGAR
2026-07-02 ROSALIND G BREWER Director Grant (A) +127 RSU — EDGAR
2026-07-02 Laysha Ward Director Grant (A) +283 RSU — EDGAR
2026-07-02 WALTER ISAACSON Director Grant (A) +292 RSU — EDGAR
2026-07-02 Matthew Friend Director Grant (A) +283 RSU — EDGAR
2026-06-17 J SCOTT KIRBY Chief Executive Officer Sell (S) −49,381 $121.29 -$5.99M EDGAR
2026-05-28 Kate Gebo EVP HR and Labor Relations Mixed −40,000 $105.43 -$4.22M EDGAR
2026-05-22 EDWARD M PHILIP Director Grant (A) +4,526 RSU — EDGAR
2026-05-22 Matthew Friend Director Grant (A) +2,130 RSU — EDGAR
2026-05-22 EDWARD SHAPIRO Director Grant (A) +2,130 RSU — EDGAR
2026-05-22 ROSALIND G BREWER Director Grant (A) +2,130 RSU — EDGAR
2026-05-22 WALTER ISAACSON Director Grant (A) +2,130 RSU — EDGAR
2026-05-22 James M Whitehurst Director Mixed +1,205 $100.26 -$120.8K EDGAR
2026-05-22 Michelle Freyre Director Grant (A) +2,130 RSU — EDGAR
2026-05-22 MICHELE J HOOPER Director Grant (A) +2,130 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
48 insiders · @ $115.41
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 EDWARD SHAPIRO Director 16,494,711 $1.90B $114.43M 64 2026-07-02
2 PAR CAPITAL MANAGEMENT INC Director 16,294,711 $1.88B $297.75M 1 2016-04-25
3 J SCOTT KIRBY Chief Executive Officer 806,929 $93.13M -$20.95M 32 2026-06-17
4 JEFFERY A SMISEK Chairman, President & CEO 490,030 $56.55M $1.64M 21 2015-03-03
5 Brett J Hart President 406,724 $46.94M -$7.50M 58 2026-03-03
6 Andrew P Nocella EVP & Chief Commercial Officer 215,345 $24.85M -$2.23M 33 2026-05-05
7 OSCAR MUNOZ Executive Chairman 176,046 $20.32M -$3.64M 29 2021-03-02
8 Torbjorn J Enqvist EVP & Chief Operations Officer 141,335 $16.31M -$3.35M 18 2026-03-06
9 GERALD LADERMAN EVP and CFO 133,213 $15.37M -$956.7K 25 2023-07-26
10 Kate Gebo EVP HR and Labor Relations 131,757 $15.21M -$12.37M 31 2026-05-28
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-16
Last 30d: 2 filings · $6.0M notice value  ·  Last 90d: 6 filings · $11.4M notice value · 3 unique filers · 33% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Top 90-day filers: KIRBY J SCOTT (2, $6.0M) · Gebo Kate (3, $4.8M) · Nocella Andrew P (1, $631K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-16 KIRBY J SCOTT Officer, Director 1,078 $130.2K 2026-06-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-15 KIRBY J SCOTT Officer, Director 48,303 $5.86M 2026-06-15 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-26 Gebo Kate Officer 34,669 $3.65M 2026-05-26 Fidelity Brokerage Services LLC — EDGAR
2026-05-26 144/A Gebo Kate Member of immediate family of any of the foregoing 5,331 $562.5K 2026-05-26 Fidelity Brokerage Services LLC — EDGAR
2026-05-26 Gebo Kate Member of immediate family of any of the foregoing 5,331 $562.5K 2026-05-26 Fidelity Brokerage Services LLC — EDGAR
2026-05-01 Nocella Andrew P Officer 7,000 $631.3K 2026-05-01 Fidelity Brokerage Services LLC — EDGAR
2026-02-02 Hart Brett J Officer 19,000 $2.02M 2026-02-02 Fidelity Brokerage Services LLC — EDGAR
2025-12-03 KIRBY J SCOTT Officer, Director 120,000 $12.94M 2025-12-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-08-12 Harford Barney Director 9,000 $813.6K 2025-08-12 Vanguard Marketing Corporation — EDGAR
2025-08-12 Gebo Kate Member of immediate family of any of the foregoing 6,343 $620.4K 2025-08-12 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-22
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-22 0001104659-26-065739 EDGAR
2026-04-27 0001104659-26-048992 EDGAR
2026-04-21 0000100517-26-000089 EDGAR
2026-02-06 0001104659-26-011544 EDGAR
2026-02-02 0001104659-26-009237 EDGAR
2026-01-20 0000100517-26-000014 EDGAR
2025-10-15 0000100517-25-000190 EDGAR
2025-07-16 0000100517-25-000143 EDGAR
2025-07-09 0000100517-25-000140 EDGAR
2025-05-28 0001104659-25-053607 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-12 0000100517-26-000023 EDGAR
2025-02-27 0000100517-25-000046 EDGAR
2024-02-29 0000100517-24-000027 EDGAR
2023-02-16 0000100517-23-000048 EDGAR
2022-02-18 0000100517-22-000009 EDGAR
2021-03-01 0000100517-21-000016 EDGAR
2020-02-25 0000100517-20-000010 EDGAR
2019-02-28 0000100517-19-000009 EDGAR
2018-02-22 0001193125-18-054235 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-22 0000100517-26-000091 EDGAR
2025-10-16 0000100517-25-000193 EDGAR
2025-07-17 0000100517-25-000147 EDGAR
2025-04-16 0000100517-25-000091 EDGAR
2024-10-16 0000100517-24-000136 EDGAR
2024-07-18 0000100517-24-000121 EDGAR
2024-04-17 0000100517-24-000079 EDGAR
2023-10-18 0000100517-23-000186 EDGAR
2023-07-20 0000100517-23-000153 EDGAR
2023-04-20 0000100517-23-000116 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio10.6
P/B Ratio2.4
P/S Ratio0.6
EV/EBITDA6.8
TTM Revenue$60.5B
TTM Net Income$3.7B
TTM EPS$11.19
ROE23.1%
Debt/Equity1.52