Southwest Airlines Co. $LUV Shares Bought by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. grew its position in shares of Southwest Airlines Co. (NYSE:LUV) by 19.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 79,357 shares of the airline’s stock after buying an additional 12,779 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Southwest Airlines were worth $3,280,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. AQR Capital Management LLC raised its position in Southwest Airlines by 100.6% in the first quarter. AQR Capital Management LLC now owns 39,347 shares of the airline’s stock worth $1,303,000 after acquiring an additional 19,729 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Southwest Airlines by 5.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 61,060 shares of the airline’s stock worth $2,050,000 after buying an additional 3,141 shares in the last quarter. Empowered Funds LLC grew its position in Southwest Airlines by 7.6% during the first quarter. Empowered Funds LLC now owns 7,459 shares of the airline’s stock worth $250,000 after buying an additional 527 shares during the period. EverSource Wealth Advisors LLC grew its position in Southwest Airlines by 73.4% during the second quarter. EverSource Wealth Advisors LLC now owns 5,690 shares of the airline’s stock worth $185,000 after buying an additional 2,408 shares during the period. Finally, First Trust Advisors LP increased its holdings in Southwest Airlines by 47.4% in the second quarter. First Trust Advisors LP now owns 307,602 shares of the airline’s stock valued at $9,979,000 after buying an additional 98,986 shares in the last quarter. Institutional investors and hedge funds own 80.82% of the company’s stock.

Southwest Airlines Stock Performance

NYSE LUV opened at $52.00 on Monday. The business’s 50-day moving average price is $42.37 and its 200 day moving average price is $43.22. The company has a current ratio of 0.48, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. Southwest Airlines Co. has a twelve month low of $28.98 and a twelve month high of $55.11. The company has a market capitalization of $25.42 billion, a PE ratio of 33.55, a price-to-earnings-growth ratio of 0.54 and a beta of 1.15.

Southwest Airlines (NYSE:LUV) last released its earnings results on Wednesday, April 22nd. The airline reported $0.45 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.45. Southwest Airlines had a net margin of 2.83% and a return on equity of 10.66%. The firm had revenue of $7.25 billion during the quarter, compared to the consensus estimate of $8.46 billion. During the same period in the previous year, the firm earned ($0.13) earnings per share. Southwest Airlines’s revenue was up 12.8% compared to the same quarter last year. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. On average, research analysts predict that Southwest Airlines Co. will post 2.93 earnings per share for the current year.

Southwest Airlines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, June 11th. Southwest Airlines’s dividend payout ratio is 46.45%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on LUV. Susquehanna decreased their price target on Southwest Airlines from $55.00 to $42.00 and set a “neutral” rating on the stock in a research note on Thursday, April 2nd. HSBC raised Southwest Airlines from a “reduce” rating to a “hold” rating and lifted their price objective for the stock from $24.40 to $36.10 in a report on Friday, April 24th. Raymond James Financial boosted their target price on Southwest Airlines from $45.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. Evercore raised their target price on shares of Southwest Airlines from $44.00 to $52.00 in a report on Thursday. Finally, Morgan Stanley raised their price target on Southwest Airlines from $55.00 to $60.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Nine investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $46.36.

Southwest Airlines Company Profile

Southwest Airlines Co is a U.S.-based low-cost carrier that operates a point-to-point domestic and near-international airline network. Headquartered in Dallas, Texas, the company primarily flies Boeing 737 aircraft and offers no-frills, single-class service designed to keep fares competitive. Southwest’s operating model emphasizes high aircraft utilization, quick turnaround times and an open seating policy, allowing customers to board and select seats on a first-come, first-served basis.

Founded in 1967 by Herb Kelleher and Rollin King as Air Southwest Company, Southwest began commercial service in 1971, initially connecting Dallas, Houston and San Antonio.