Southwest Airlines Co. $LUV Holdings Raised by Inceptionr LLC

Inceptionr LLC boosted its holdings in Southwest Airlines Co. (NYSE:LUV) by 81.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 34,418 shares of the airline’s stock after acquiring an additional 15,432 shares during the quarter. Inceptionr LLC’s holdings in Southwest Airlines were worth $1,422,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of LUV. Dorsey & Whitney Trust CO LLC acquired a new position in shares of Southwest Airlines in the 4th quarter worth approximately $268,000. Heartland Advisors Inc. lifted its stake in Southwest Airlines by 97.0% during the fourth quarter. Heartland Advisors Inc. now owns 102,436 shares of the airline’s stock valued at $4,234,000 after purchasing an additional 50,428 shares during the last quarter. Janney Montgomery Scott LLC lifted its stake in Southwest Airlines by 26.1% during the fourth quarter. Janney Montgomery Scott LLC now owns 19,828 shares of the airline’s stock valued at $819,000 after purchasing an additional 4,100 shares during the last quarter. First Dallas Securities Inc. grew its position in Southwest Airlines by 11.9% in the fourth quarter. First Dallas Securities Inc. now owns 11,325 shares of the airline’s stock worth $468,000 after buying an additional 1,200 shares during the last quarter. Finally, Focus Partners Advisor Solutions LLC acquired a new position in Southwest Airlines in the fourth quarter worth approximately $267,000. 80.82% of the stock is owned by institutional investors and hedge funds.

Southwest Airlines Trading Down 4.3%

Shares of LUV opened at $41.31 on Thursday. The business’s 50-day moving average price is $40.18 and its 200 day moving average price is $42.13. The stock has a market capitalization of $20.19 billion, a P/E ratio of 26.65, a P/E/G ratio of 0.47 and a beta of 1.15. Southwest Airlines Co. has a 1-year low of $28.98 and a 1-year high of $55.11. 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 (NYSE:LUV) last issued its quarterly earnings results 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 for the quarter, compared to analysts’ expectations of $8.46 billion. Southwest Airlines had a return on equity of 10.66% and a net margin of 2.83%.Southwest Airlines’s revenue was up 12.8% on a year-over-year basis. During the same quarter last year, the business posted ($0.13) EPS. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. Analysts expect that Southwest Airlines Co. will post 2.81 earnings per share 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 issued a $0.18 dividend. The ex-dividend date is Thursday, June 11th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.7%. Southwest Airlines’s dividend payout ratio is presently 46.45%.

Analyst Upgrades and Downgrades

LUV has been the topic of several recent research reports. Zacks Research lowered shares of Southwest Airlines from a “hold” rating to a “strong sell” rating in a research report on Wednesday, May 27th. HSBC raised Southwest Airlines from a “reduce” rating to a “hold” rating and raised their price objective for the stock from $24.40 to $36.10 in a research note on Friday, April 24th. UBS Group raised their price objective on Southwest Airlines from $49.00 to $53.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Bank of America reduced their price objective on Southwest Airlines from $42.00 to $40.00 and set an “underperform” rating for the company in a research note on Wednesday, April 1st. Finally, The Goldman Sachs Group reduced their price objective on Southwest Airlines from $32.00 to $30.00 and set a “sell” rating for the company in a research note on Wednesday, April 1st. Nine research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, Southwest Airlines has a consensus rating of “Hold” and an average target price of $44.21.

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.