Southwest Airlines Co. $LUV Stake Boosted by Corient Private Wealth LLC

Corient Private Wealth LLC raised its holdings in shares of Southwest Airlines Co. (NYSE:LUV) by 27.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 85,759 shares of the airline’s stock after purchasing an additional 18,685 shares during the period. Corient Private Wealth LLC’s holdings in Southwest Airlines were worth $3,545,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of LUV. Hsbc Holdings PLC lifted its position in shares of Southwest Airlines by 23.8% in the 4th quarter. Hsbc Holdings PLC now owns 939,398 shares of the airline’s stock worth $38,916,000 after buying an additional 180,619 shares during the last quarter. SHP Wealth Management bought a new stake in shares of Southwest Airlines during the 4th quarter valued at about $25,000. Strategic Investment Solutions Inc. IL raised its stake in Southwest Airlines by 37.9% during the fourth quarter. Strategic Investment Solutions Inc. IL now owns 7,275 shares of the airline’s stock worth $301,000 after acquiring an additional 2,000 shares during the period. MidFirst Bank acquired a new stake in Southwest Airlines during the fourth quarter worth about $39,000. Finally, Strive Financial Group LLC bought a new position in Southwest Airlines in the fourth quarter worth about $50,000. 80.82% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. BMO Capital Markets lowered their target price on Southwest Airlines from $57.50 to $45.00 and set an “outperform” rating for the company in a report on Tuesday, March 31st. Jefferies Financial Group raised their price target on Southwest Airlines from $37.00 to $44.00 and gave the stock a “hold” rating in a report on Tuesday, June 16th. UBS Group boosted their price objective on Southwest Airlines from $53.00 to $61.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Rothschild & Co Redburn upped their price objective on Southwest Airlines from $27.00 to $35.00 and gave the stock a “sell” rating in a research note on Thursday, March 5th. Finally, Susquehanna dropped their target price on Southwest Airlines from $55.00 to $42.00 and set a “neutral” rating on the stock in a research report on Thursday, April 2nd. Nine equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $46.36.

Southwest Airlines Price Performance

Shares of NYSE:LUV opened at $52.00 on Friday. The firm’s 50 day moving average is $42.37 and its two-hundred day moving average is $43.19. The firm has a market capitalization of $25.42 billion, a P/E ratio of 33.55, a PEG ratio of 0.54 and a beta of 1.15. 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 52 week low of $28.98 and a 52 week high of $55.11.

Southwest Airlines (NYSE:LUV) last issued its quarterly earnings data on Wednesday, April 22nd. The airline reported $0.45 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.45. Southwest Airlines had a return on equity of 10.66% and a net margin of 2.83%.The business 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 posted ($0.13) earnings per share. The business’s revenue was up 12.8% on a year-over-year basis. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. Analysts anticipate that Southwest Airlines Co. will post 2.93 earnings per share for the current year.

Southwest Airlines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders 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 is Thursday, June 11th. Southwest Airlines’s payout ratio is 46.45%.

Southwest Airlines 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.