Mutual Advisors LLC Cuts Stake in Southwest Airlines Co. $LUV

Mutual Advisors LLC cut its holdings in shares of Southwest Airlines Co. (NYSE:LUV) by 66.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,865 shares of the airline’s stock after selling 23,073 shares during the period. Mutual Advisors LLC’s holdings in Southwest Airlines were worth $490,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Ameriprise Financial Inc. grew its stake in Southwest Airlines by 43.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 12,335,167 shares of the airline’s stock worth $393,615,000 after buying an additional 3,753,183 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Southwest Airlines by 13.6% during the third quarter. JPMorgan Chase & Co. now owns 12,218,086 shares of the airline’s stock worth $389,879,000 after acquiring an additional 1,459,235 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Southwest Airlines by 9.2% during the third quarter. Invesco Ltd. now owns 6,837,197 shares of the airline’s stock valued at $218,175,000 after acquiring an additional 577,326 shares in the last quarter. American Century Companies Inc. increased its holdings in shares of Southwest Airlines by 0.6% during the third quarter. American Century Companies Inc. now owns 4,425,339 shares of the airline’s stock valued at $141,213,000 after acquiring an additional 26,608 shares in the last quarter. Finally, SG Americas Securities LLC raised its position in shares of Southwest Airlines by 2,468.4% in the 4th quarter. SG Americas Securities LLC now owns 3,752,352 shares of the airline’s stock valued at $155,085,000 after purchasing an additional 3,606,255 shares during the last quarter. Hedge funds and other institutional investors own 80.82% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on LUV. JPMorgan Chase & Co. dropped their target price on shares of Southwest Airlines from $58.00 to $56.00 in a research report on Friday, March 27th. Raymond James Financial boosted their price objective on shares of Southwest Airlines from $45.00 to $55.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Susquehanna reduced their target price on Southwest Airlines from $55.00 to $42.00 and set a “neutral” rating for the company in a research note on Thursday, April 2nd. Zacks Research downgraded Southwest Airlines from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, March 11th. Finally, 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. Nine analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $44.11.

Southwest Airlines Stock Performance

NYSE LUV opened at $41.51 on Thursday. The firm has a market capitalization of $20.29 billion, a P/E ratio of 26.78, a PEG ratio of 0.42 and a beta of 1.12. The stock has a 50-day simple moving average of $41.08 and a two-hundred day simple moving average of $40.56. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.41 and a current ratio of 0.48. Southwest Airlines Co. has a fifty-two week low of $28.98 and a fifty-two week high of $55.11.

Southwest Airlines (NYSE:LUV) last posted its earnings results on Wednesday, April 22nd. The airline reported $0.45 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 firm had revenue of $7.25 billion for the quarter, compared to analyst estimates of $8.46 billion. During the same period last year, the company earned ($0.13) earnings per share. Southwest Airlines’s revenue for the quarter was up 12.8% compared to the same quarter last year. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. On average, equities analysts forecast that Southwest Airlines Co. will post 2.9 earnings per share for the current year.

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.