Envestnet Asset Management Inc. Acquires 72,665 Shares of Southwest Airlines Co. $LUV

Envestnet Asset Management Inc. boosted its stake in shares of Southwest Airlines Co. (NYSE:LUV) by 16.1% in the third quarter, Holdings Channel reports. The institutional investor owned 522,888 shares of the airline’s stock after acquiring an additional 72,665 shares during the period. Envestnet Asset Management Inc.’s holdings in Southwest Airlines were worth $16,685,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Benjamin Edwards Inc. lifted its stake in shares of Southwest Airlines by 1.4% during the 2nd quarter. Benjamin Edwards Inc. now owns 24,857 shares of the airline’s stock worth $806,000 after purchasing an additional 333 shares during the last quarter. GAMMA Investing LLC raised its holdings in Southwest Airlines by 2.4% in the third quarter. GAMMA Investing LLC now owns 14,285 shares of the airline’s stock worth $456,000 after purchasing an additional 341 shares in the last quarter. Valeo Financial Advisors LLC raised its holdings in Southwest Airlines by 3.3% in the third quarter. Valeo Financial Advisors LLC now owns 10,791 shares of the airline’s stock worth $344,000 after purchasing an additional 343 shares in the last quarter. Foundations Investment Advisors LLC lifted its position in shares of Southwest Airlines by 6.1% during the second quarter. Foundations Investment Advisors LLC now owns 6,547 shares of the airline’s stock valued at $212,000 after buying an additional 374 shares during the last quarter. Finally, Wallace Advisory Group LLC boosted its holdings in shares of Southwest Airlines by 3.6% in the 2nd quarter. Wallace Advisory Group LLC now owns 11,050 shares of the airline’s stock valued at $371,000 after buying an additional 386 shares in the last quarter. 80.82% of the stock is currently owned by hedge funds and other institutional investors.

More Southwest Airlines News

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

• Positive Sentiment: The company implemented assigned seating and introduced bag fees, which investors see as durable revenue levers that helped ignite a year-to-date rally after the January earnings call. Southwest Airlines Shares Jump 23% in 2026 After Launching Assigned Seating and Bag Fees
• Positive Sentiment: Zacks Research sharply raised EPS forecasts across multiple quarters and years (FY2026, FY2027, FY2028 and quarterly calls), and rates LUV a “Strong‑Buy” — suggesting analysts expect materially stronger profitability and cash flow going forward. This upward revision cycle is a key driver of bullish investor sentiment. MarketBeat LUV – Zacks Research coverage
• Positive Sentiment: Coverage pieces highlighting strong cash‑flow growth versus peers reinforce the narrative that Southwest’s structural changes (revenue initiatives + cost control) are translating into superior financial performance. Southwest Airlines (LUV): Massive Cash Flow Growth Vs. Sector Peers | 2-Minute Analysis
• Positive Sentiment: Product upgrades (Starlink in-flight WiFi and a cabin overhaul) could improve ancillary revenue, customer satisfaction and competitive positioning if rollout and monetization succeed. Investors view this as a potential medium-term positive catalyst. Southwest’s Starlink WiFi and Cabin Overhaul Might Change The Case For Investing In Southwest Airlines (LUV)
• Neutral Sentiment: Management announced upcoming board of director changes; governance shifts can be neutral-to-positive depending on experience and execution but are not an immediate revenue driver. Southwest Airlines Announces Upcoming Board of Directors Changes
• Neutral Sentiment: Some analysts remain mixed on the stock; divergent views imply upside is tied to execution of revenue initiatives and cost control. Analysts’ Opinions Are Mixed on These Industrial Goods Stocks
• Negative Sentiment: A shareholder‑rights law firm (Halper Sadeh) is soliciting contacts from Southwest shareholders, signaling potential litigation or scrutiny that could create legal costs, distraction, or reputational risk. Monitor filings for specifics. Halper Sadeh LLC Encourages Southwest Airlines Co. Shareholders to Contact the Firm

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Jefferies Financial Group upped their price target on Southwest Airlines from $45.00 to $48.00 and gave the stock a “hold” rating in a research report on Monday, February 2nd. BMO Capital Markets raised Southwest Airlines from a “market perform” rating to an “outperform” rating and upped their target price for the company from $43.00 to $57.50 in a research report on Friday, January 30th. Raymond James Financial raised their price target on Southwest Airlines from $42.00 to $49.00 and gave the stock an “outperform” rating in a report on Friday, December 19th. Morgan Stanley boosted their price target on Southwest Airlines from $50.00 to $55.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Finally, Evercore increased their price objective on shares of Southwest Airlines from $40.00 to $45.00 and gave the company an “in-line” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $46.92.

Southwest Airlines Stock Performance

NYSE LUV opened at $51.06 on Monday. The firm has a market capitalization of $25.09 billion, a P/E ratio of 60.79, a PEG ratio of 0.36 and a beta of 1.15. The stock has a 50-day simple moving average of $44.08 and a two-hundred day simple moving average of $36.42. The company has a debt-to-equity ratio of 0.57, a quick ratio of 0.45 and a current ratio of 0.52. Southwest Airlines Co. has a fifty-two week low of $23.82 and a fifty-two week high of $54.70.

Southwest Airlines (NYSE:LUV) last released its quarterly earnings data on Wednesday, January 28th. The airline reported $0.58 EPS for the quarter, topping the consensus estimate of $0.56 by $0.02. Southwest Airlines had a return on equity of 6.18% and a net margin of 1.57%.The business had revenue of $7.44 billion for the quarter, compared to analyst estimates of $7.51 billion. During the same quarter in the prior year, the firm posted $0.56 EPS. The business’s quarterly revenue was up 7.4% compared to the same quarter last year. Southwest Airlines has set its FY 2026 guidance at 4.000- EPS and its Q1 2026 guidance at 0.450- EPS. On average, equities analysts forecast that Southwest Airlines Co. will post 1.55 earnings per share for the current year.

Southwest Airlines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Investors of record on Thursday, March 12th will be issued a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, March 12th. Southwest Airlines’s payout ratio is presently 85.71%.

About Southwest Airlines

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.