Commonwealth Equity Services LLC Cuts Position in Southwest Airlines Co. $LUV

Commonwealth Equity Services LLC lessened its holdings in Southwest Airlines Co. (NYSE:LUV) by 13.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 98,945 shares of the airline’s stock after selling 15,322 shares during the period. Commonwealth Equity Services LLC’s holdings in Southwest Airlines were worth $4,089,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Cibc World Market Inc. increased its position in Southwest Airlines by 12.6% in the third quarter. Cibc World Market Inc. now owns 1,916,003 shares of the airline’s stock worth $61,140,000 after purchasing an additional 214,092 shares during the last quarter. SG Americas Securities LLC raised its position in shares of Southwest Airlines by 2,468.4% during the 4th quarter. SG Americas Securities LLC now owns 3,752,352 shares of the airline’s stock valued at $155,085,000 after buying an additional 3,606,255 shares in the last quarter. Nordea Investment Management AB purchased a new stake in shares of Southwest Airlines during the 4th quarter valued at about $31,968,000. North Dakota State Investment Board purchased a new stake in shares of Southwest Airlines during the 4th quarter valued at about $2,189,000. Finally, Altfest L J & Co. Inc. purchased a new stake in shares of Southwest Airlines during the 4th quarter valued at about $1,403,000. Institutional investors own 80.82% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Zacks Research lowered Southwest Airlines from a “hold” rating to a “strong sell” rating in a research note on Wednesday, May 27th. BNP Paribas Exane raised their price objective on Southwest Airlines from $24.00 to $33.00 and gave the company an “underperform” rating in a research note on Tuesday, April 21st. Jefferies Financial Group lowered their price objective on Southwest Airlines from $42.00 to $37.00 and set a “hold” rating for the company in a research note on Monday, April 27th. Wall Street Zen raised shares of Southwest Airlines from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Citigroup dropped their price objective on shares of Southwest Airlines from $54.00 to $44.00 and set a “neutral” rating for the company in a research note on Friday, March 20th. Nine analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $44.21.

Southwest Airlines Stock Performance

Shares of NYSE:LUV opened at $41.61 on Monday. The company has a current ratio of 0.48, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. The firm’s 50-day moving average is $39.93 and its 200 day moving average is $41.91. Southwest Airlines Co. has a 12 month low of $28.98 and a 12 month high of $55.11. The company has a market capitalization of $20.34 billion, a price-to-earnings ratio of 26.84, a PEG ratio of 0.45 and a beta of 1.15.

Southwest Airlines (NYSE:LUV) last issued its quarterly earnings results on Wednesday, April 22nd. The airline reported $0.45 earnings per share 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 firm had revenue of $7.25 billion for the quarter, compared to the consensus estimate of $8.46 billion. During the same period in the prior year, the business posted ($0.13) earnings per share. The company’s revenue for the quarter was up 12.8% on a year-over-year basis. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. Research analysts predict that Southwest Airlines Co. will post 2.81 EPS for the current year.

Southwest Airlines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Thursday, June 11th. Southwest Airlines’s dividend payout ratio (DPR) is 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.