Rockefeller Capital Management L.P. Increases Stock Holdings in Southwest Airlines Co. $LUV

Rockefeller Capital Management L.P. lifted its holdings in shares of Southwest Airlines Co. (NYSE:LUV) by 19.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 79,357 shares of the airline’s stock after purchasing an additional 12,779 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Southwest Airlines were worth $3,280,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. MCF Advisors LLC grew its position in shares of Southwest Airlines by 28.5% during the fourth quarter. MCF Advisors LLC now owns 915 shares of the airline’s stock worth $38,000 after buying an additional 203 shares in the last quarter. World Investment Advisors raised its holdings in Southwest Airlines by 1.0% in the fourth quarter. World Investment Advisors now owns 21,148 shares of the airline’s stock valued at $843,000 after acquiring an additional 210 shares in the last quarter. Parkside Financial Bank & Trust lifted its stake in Southwest Airlines by 7.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 3,063 shares of the airline’s stock worth $127,000 after acquiring an additional 213 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in Southwest Airlines by 1.5% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 16,437 shares of the airline’s stock worth $682,000 after acquiring an additional 235 shares during the last quarter. Finally, Transcend Capital Advisors LLC grew its holdings in Southwest Airlines by 4.2% during the 4th quarter. Transcend Capital Advisors LLC now owns 6,726 shares of the airline’s stock worth $278,000 after acquiring an additional 272 shares in the last quarter. Hedge funds and other institutional investors own 80.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. HSBC upgraded Southwest Airlines from a “reduce” rating to a “hold” rating and increased their price objective for the company from $24.40 to $36.10 in a report on Friday, April 24th. TD Cowen upped their price target on Southwest Airlines from $46.00 to $47.00 and gave the company a “buy” rating in a report on Monday, April 27th. Wall Street Zen lowered shares of Southwest Airlines from a “buy” rating to a “hold” rating in a research note on Saturday. Jefferies Financial Group raised their price objective on shares of Southwest Airlines from $37.00 to $44.00 and gave the stock a “hold” rating in a report on Tuesday, June 16th. Finally, Citigroup boosted their price objective on shares of Southwest Airlines from $44.00 to $55.00 and gave the stock a “neutral” rating in a research report on Friday. Nine analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $46.36.

Southwest Airlines Stock Up 0.2%

Shares of NYSE:LUV opened at $52.00 on Monday. 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 $25.42 billion, a P/E ratio of 33.55, a P/E/G ratio of 0.54 and a beta of 1.15. The firm has a fifty day moving average price of $42.37 and a 200 day moving average price of $43.22.

Southwest Airlines (NYSE:LUV) last posted its quarterly earnings data on Wednesday, April 22nd. The airline reported $0.45 EPS for the quarter, meeting analysts’ consensus estimates of $0.45. Southwest Airlines had a net margin of 2.83% and a return on equity of 10.66%. The company had revenue of $7.25 billion for the quarter, compared to analyst estimates of $8.46 billion. During the same period in the previous year, the business posted ($0.13) earnings per share. Southwest Airlines’s quarterly 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. Sell-side analysts predict that Southwest Airlines Co. will post 2.93 EPS for the current year.

Southwest Airlines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.18 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $0.72 annualized dividend and a yield of 1.4%. Southwest Airlines’s dividend payout ratio is currently 46.45%.

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.