Southwest Airlines Co. $LUV Shares Bought by Fidelis Capital Partners LLC

Fidelis Capital Partners LLC boosted its holdings in shares of Southwest Airlines Co. (NYSE:LUV) by 327.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,616 shares of the airline’s stock after purchasing an additional 58,704 shares during the period. Fidelis Capital Partners LLC’s holdings in Southwest Airlines were worth $3,167,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. GHP Investment Advisors Inc. acquired a new position in Southwest Airlines during the fourth quarter valued at $26,000. Entrust Financial LLC acquired a new position in Southwest Airlines during the fourth quarter valued at $26,000. Optima Capital LLC acquired a new position in Southwest Airlines during the fourth quarter valued at $27,000. Lodestone Wealth Management LLC acquired a new position in Southwest Airlines during the fourth quarter valued at $29,000. Finally, Flagship Harbor Advisors LLC acquired a new position in Southwest Airlines during the fourth quarter valued at $35,000. 80.82% of the stock is currently owned by institutional investors and hedge funds.

Southwest Airlines Stock Performance

Southwest Airlines stock opened at $43.64 on Thursday. The firm has a 50 day simple moving average of $39.66 and a 200-day simple moving average of $41.44. Southwest Airlines Co. has a 1-year low of $28.98 and a 1-year high of $55.11. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.48 and a quick ratio of 0.41. The stock has a market cap of $21.33 billion, a price-to-earnings ratio of 28.15, a price-to-earnings-growth ratio of 0.47 and a beta of 1.12.

Southwest Airlines (NYSE:LUV) last posted its quarterly earnings data on Wednesday, April 22nd. The airline reported $0.45 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.45. The firm had revenue of $7.25 billion during the quarter, compared to analysts’ expectations of $8.46 billion. Southwest Airlines had a net margin of 2.83% and a return on equity of 10.66%. The firm’s quarterly revenue was up 12.8% on a year-over-year basis. During the same quarter last year, the company posted ($0.13) EPS. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. On average, analysts expect that Southwest Airlines Co. will post 2.76 EPS for the current year.

Southwest Airlines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Thursday, June 11th. Southwest Airlines’s dividend payout ratio (DPR) is presently 46.45%.

Analyst Ratings Changes

A number of research analysts have weighed in on LUV shares. Wall Street Zen downgraded shares of Southwest Airlines from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Weiss Ratings upgraded shares of Southwest Airlines from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. UBS Group upped their price objective on shares of Southwest Airlines from $49.00 to $53.00 and gave the stock a “buy” rating in a research report on Tuesday. Wells Fargo & Company decreased their price objective on shares of Southwest Airlines from $50.00 to $44.00 and set an “equal weight” rating for the company in a research report on Monday, March 16th. Finally, BNP Paribas Exane upped their price objective on shares of Southwest Airlines from $24.00 to $33.00 and gave the stock an “underperform” rating in a research report on Tuesday, April 21st. 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. According to data from MarketBeat.com, Southwest Airlines presently has a consensus rating of “Hold” and an average price target of $43.96.

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.