Southwest Airlines Co. $LUV Stock Holdings Lessened by U S Global Investors Inc.

U S Global Investors Inc. decreased its stake in shares of Southwest Airlines Co. (NYSE:LUV) by 20.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,107,325 shares of the airline’s stock after selling 555,956 shares during the period. Southwest Airlines comprises about 9.3% of U S Global Investors Inc.’s holdings, making the stock its 2nd largest position. U S Global Investors Inc. owned approximately 0.41% of Southwest Airlines worth $87,096,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the stock. Ameriprise Financial Inc. boosted its position in shares of Southwest Airlines by 43.7% during the third quarter. Ameriprise Financial Inc. now owns 12,335,167 shares of the airline’s stock valued at $393,615,000 after buying an additional 3,753,183 shares during the last quarter. JPMorgan Chase & Co. boosted its position in shares of Southwest Airlines by 13.6% during the third quarter. JPMorgan Chase & Co. now owns 12,218,086 shares of the airline’s stock valued at $389,879,000 after buying an additional 1,459,235 shares during the last quarter. Invesco Ltd. boosted its position in shares of Southwest Airlines by 9.2% during the third quarter. Invesco Ltd. now owns 6,837,197 shares of the airline’s stock valued at $218,175,000 after buying an additional 577,326 shares during the last quarter. American Century Companies Inc. boosted its position in shares of Southwest Airlines by 0.6% during the third quarter. American Century Companies Inc. now owns 4,425,339 shares of the airline’s stock valued at $141,213,000 after buying an additional 26,608 shares during the last quarter. Finally, SG Americas Securities LLC boosted its position in shares of Southwest Airlines by 2,468.4% during the fourth quarter. SG Americas Securities LLC now owns 3,752,352 shares of the airline’s stock valued at $155,085,000 after buying an additional 3,606,255 shares during the last quarter. Hedge funds and other institutional investors own 80.82% of the company’s stock.

Southwest Airlines Stock Performance

Shares of LUV opened at $37.79 on Friday. Southwest Airlines Co. has a 1 year low of $24.63 and a 1 year high of $55.11. The company has a debt-to-equity ratio of 0.57, a current ratio of 0.52 and a quick ratio of 0.45. The stock’s fifty day moving average price is $42.96 and its two-hundred day moving average price is $40.14. The firm has a market cap of $18.56 billion, a PE ratio of 24.38, a PEG ratio of 0.44 and a beta of 1.19.

Southwest Airlines (NYSE:LUV) last issued its quarterly earnings results on Wednesday, April 22nd. The airline reported $0.45 EPS for the quarter, meeting analysts’ consensus estimates of $0.45. Southwest Airlines had a return on equity of 10.30% and a net margin of 2.83%.The firm had revenue of $7.25 billion for the quarter, compared to analysts’ expectations of $8.46 billion. During the same quarter in the prior year, the firm earned ($0.13) EPS. The business’s revenue for the quarter 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, equities research analysts forecast that Southwest Airlines Co. will post 2.72 EPS for the current year.

Southwest Airlines Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, April 2nd. Stockholders of record on Thursday, March 12th were given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Thursday, March 12th. Southwest Airlines’s dividend payout ratio is currently 85.71%.

Key Headlines Impacting Southwest Airlines

Here are the key news stories impacting Southwest Airlines this week:

• Positive Sentiment: Management says its transformation initiatives are in place and drove margin expansion, record first‑quarter revenues and improved operating performance — a structural improvement investors can model into future margins. Read More.
• Positive Sentiment: Raymond James raised its price target, citing stronger-than-expected margin performance from the transformation and higher unit revenues — a sign some analysts view the company’s strategy as working despite headwinds. Read More.
• Neutral Sentiment: Q1 results: EPS of $0.45 met consensus and the company reported $7.25B in revenue (year‑over‑year revenue growth), showing recovery in demand but only modest upside versus expectations. Read More.
• Neutral Sentiment: Analyst notes and transcripts: Earnings‑call transcripts and coverage highlight a turnaround in commercial execution while flagging key risks — useful for modeling scenarios but not a definitive buy/sell trigger. Read More.
• Negative Sentiment: Rising jet‑fuel costs are the dominant near‑term risk — management said higher fuel for the remainder of the year and warned that full‑year guidance is “at risk,” which increases forecast uncertainty and compresses margins. Read More.
• Negative Sentiment: Q2 guidance came in below some analysts’ expectations (EPS guide 0.35–0.65 with midpoint under consensus) and management said updating FY adjusted EPS isn’t productive amid macro/fuel uncertainty — a key reason the shares faded. Read More.
• Negative Sentiment: Multiple market writeups warn the stock may not be priced for a sustained fuel shock; headlines and broker notes are amplifying downside risk until fuel costs stabilize. Read More.

Analyst Upgrades and Downgrades

LUV has been the topic of several research analyst reports. Seaport Research Partners boosted their price objective on Southwest Airlines from $57.00 to $58.00 in a research report on Thursday, January 29th. Raymond James Financial cut their price objective on Southwest Airlines from $55.00 to $45.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 31st. BMO Capital Markets cut their price objective on Southwest Airlines from $57.50 to $45.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 31st. Bank of America cut their price objective on Southwest Airlines from $42.00 to $40.00 and set an “underperform” rating on the stock in a research report on Wednesday, April 1st. Finally, JPMorgan Chase & Co. cut their price objective on Southwest Airlines from $58.00 to $56.00 in a research report on Friday, March 27th. Eight analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Southwest Airlines presently has an average rating of “Hold” and a consensus price target of $43.79.

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.