Jones Financial Companies Lllp Has $13.96 Million Position in Southwest Airlines Co. $LUV

Jones Financial Companies Lllp cut its stake in Southwest Airlines Co. (NYSE:LUV) by 18.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 432,049 shares of the airline’s stock after selling 99,756 shares during the quarter. Jones Financial Companies Lllp’s holdings in Southwest Airlines were worth $13,957,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. AQR Capital Management LLC increased its position in Southwest Airlines by 100.6% in the 1st quarter. AQR Capital Management LLC now owns 39,347 shares of the airline’s stock worth $1,303,000 after purchasing an additional 19,729 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Southwest Airlines by 5.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 61,060 shares of the airline’s stock valued at $2,050,000 after buying an additional 3,141 shares in the last quarter. Empowered Funds LLC increased its holdings in Southwest Airlines by 7.6% in the first quarter. Empowered Funds LLC now owns 7,459 shares of the airline’s stock worth $250,000 after buying an additional 527 shares during the last quarter. Janney Montgomery Scott LLC increased its holdings in Southwest Airlines by 11.0% in the second quarter. Janney Montgomery Scott LLC now owns 11,498 shares of the airline’s stock worth $373,000 after buying an additional 1,136 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. raised its position in Southwest Airlines by 3.0% during the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 65,558 shares of the airline’s stock valued at $2,127,000 after acquiring an additional 1,933 shares in the last quarter. Institutional investors and hedge funds own 80.82% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. The Goldman Sachs Group boosted their target price on shares of Southwest Airlines from $29.00 to $32.00 and gave the stock a “sell” rating in a research report on Friday, January 30th. BNP Paribas Exane lifted their price objective on shares of Southwest Airlines from $19.00 to $24.00 and gave the company an “underperform” rating in a research note on Monday, December 8th. JPMorgan Chase & Co. upgraded shares of Southwest Airlines from an “underweight” rating to an “overweight” rating and upped their price objective for the stock from $36.00 to $60.00 in a report on Friday, January 9th. Jefferies Financial Group raised their target price on Southwest Airlines from $45.00 to $48.00 and gave the company a “hold” rating in a report on Monday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Southwest Airlines in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, Southwest Airlines has an average rating of “Hold” and a consensus target price of $45.76.

Southwest Airlines Stock Up 2.7%

Southwest Airlines stock opened at $52.55 on Thursday. The company has a debt-to-equity ratio of 0.57, a current ratio of 0.52 and a quick ratio of 0.45. Southwest Airlines Co. has a fifty-two week low of $23.82 and a fifty-two week high of $52.77. The firm has a fifty day moving average price of $41.72 and a two-hundred day moving average price of $35.50. The firm has a market cap of $27.18 billion, a price-to-earnings ratio of 62.56, a P/E/G ratio of 0.37 and a beta of 1.15.

Southwest Airlines (NYSE:LUV) last posted its quarterly earnings data on Wednesday, January 28th. The airline reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. Southwest Airlines had a return on equity of 6.18% and a net margin of 1.57%.The business had revenue of $7.44 billion for the quarter, compared to analyst estimates of $7.51 billion. During the same period in the previous year, the company posted $0.56 earnings per share. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. Southwest Airlines has set its FY 2026 guidance at 4.000- EPS and its Q1 2026 guidance at 0.450- EPS. As a group, analysts forecast that Southwest Airlines Co. will post 1.55 earnings per share for the current year.

Southwest Airlines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, December 26th were issued a dividend of $0.18 per share. The ex-dividend date was Friday, December 26th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.4%. Southwest Airlines’s payout ratio is 85.71%.

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.