SkyWest, Inc. $SKYW Shares Sold by Caxton Associates LLP

Caxton Associates LLP decreased its stake in SkyWest, Inc. (NASDAQ:SKYW) by 40.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,045 shares of the transportation company’s stock after selling 9,392 shares during the quarter. Caxton Associates LLP’s holdings in SkyWest were worth $1,290,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA boosted its position in SkyWest by 9.3% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 148,225 shares of the transportation company’s stock worth $14,883,000 after purchasing an additional 12,635 shares in the last quarter. Ruffer LLP purchased a new position in shares of SkyWest during the 4th quarter valued at approximately $3,021,000. Allspring Global Investments Holdings LLC increased its holdings in shares of SkyWest by 22.0% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 176,882 shares of the transportation company’s stock valued at $17,900,000 after purchasing an additional 31,904 shares in the last quarter. Assetmark Inc. lifted its stake in shares of SkyWest by 261.8% in the 4th quarter. Assetmark Inc. now owns 76,229 shares of the transportation company’s stock valued at $7,654,000 after purchasing an additional 55,162 shares during the period. Finally, U S Global Investors Inc. lifted its stake in shares of SkyWest by 4.0% in the 4th quarter. U S Global Investors Inc. now owns 223,006 shares of the transportation company’s stock valued at $22,392,000 after purchasing an additional 8,594 shares during the period. 81.30% of the stock is owned by institutional investors and hedge funds.

Key SkyWest News

Here are the key news stories impacting SkyWest this week:

• Positive Sentiment: SkyWest reported Q2 2026 revenue of about $1.10 billion, up 6.5% year over year, showing continued demand and healthier top-line momentum. SkyWest, Inc. Announces Second Quarter 2026 Profit
• Positive Sentiment: The company projected 2026 GAAP EPS in the “$11 area,” which suggests management sees continued earnings strength ahead. SkyWest projects 2026 GAAP EPS in the $11 area while outlining $700M CapEx
• Positive Sentiment: Wall Street commentary remains constructive on SkyWest, and a bullish analyst tone can support the stock by reinforcing confidence in the outlook. Is It Worth Investing in SkyWest (SKYW) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Q2 earnings of $2.54 per share were roughly in line with consensus but below some higher estimates, while revenue slightly missed expectations. SkyWest (SKYW) Q2 Earnings and Revenues Miss Estimates
• Negative Sentiment: Higher fuel costs in the prorate business pressured quarterly results, which may weigh on margins if the cost trend continues. SkyWest, Inc. Announces Second Quarter 2026 Profit

Wall Street Analyst Weigh In

A number of analysts recently issued reports on SKYW shares. The Goldman Sachs Group lowered shares of SkyWest from a “buy” rating to a “neutral” rating and dropped their price target for the company from $126.00 to $115.00 in a research report on Thursday, July 2nd. Weiss Ratings raised shares of SkyWest from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, July 16th. Citigroup upped their price objective on shares of SkyWest from $95.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, June 26th. Finally, TD Cowen increased their target price on shares of SkyWest from $98.00 to $115.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, SkyWest currently has a consensus rating of “Moderate Buy” and an average price target of $121.17.

SkyWest Stock Up 7.7%

SkyWest stock opened at $103.65 on Friday. The stock has a market capitalization of $4.11 billion, a PE ratio of 10.30, a price-to-earnings-growth ratio of 1.50 and a beta of 1.45. SkyWest, Inc. has a 12 month low of $77.89 and a 12 month high of $123.94. The business has a 50 day simple moving average of $92.03 and a 200-day simple moving average of $94.45. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.62 and a quick ratio of 0.51.

SkyWest (NASDAQ:SKYW) last posted its earnings results on Thursday, July 23rd. The transportation company reported $2.54 earnings per share for the quarter, missing the consensus estimate of $2.70 by ($0.16). The company had revenue of $1.10 billion during the quarter, compared to analyst estimates of $1.11 billion. SkyWest had a net margin of 9.78% and a return on equity of 14.63%. The firm’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same quarter last year, the business posted $2.91 EPS. On average, analysts anticipate that SkyWest, Inc. will post 10.57 EPS for the current fiscal year.

SkyWest announced that its Board of Directors has authorized a share buyback plan on Thursday, July 23rd that permits the company to repurchase $250.00 million in shares. This repurchase authorization permits the transportation company to buy up to 6.6% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

SkyWest Company Profile

SkyWest, Inc (NASDAQ: SKYW) is a regional airline holding company that provides air transportation services through its primary subsidiary, SkyWest Airlines. The company operates flights under capacity purchase agreements with major carriers such as United Airlines, Delta Air Lines, American Airlines and Alaska Airlines. By specializing in regional connectivity, SkyWest links smaller communities to larger hubs using a fleet of regional jets and turboprop aircraft.

Headquartered in St. George, Utah, SkyWest oversees all aspects of its airline operations, including flight scheduling, crew training and aircraft maintenance.