Fidelis Capital Partners LLC Raises Position in Southwest Airlines Co. $LUV

Fidelis Capital Partners LLC grew its position in Southwest Airlines Co. (NYSE:LUV) by 327.7% during the 4th quarter, Holdings Channel reports. The fund owned 76,616 shares of the airline’s stock after buying an additional 58,704 shares during the quarter. Fidelis Capital Partners LLC’s holdings in Southwest Airlines were worth $3,167,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. AQR Capital Management LLC raised its position in Southwest Airlines by 100.6% during the first quarter. AQR Capital Management LLC now owns 39,347 shares of the airline’s stock worth $1,303,000 after acquiring an additional 19,729 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Southwest Airlines by 5.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 61,060 shares of the airline’s stock worth $2,050,000 after acquiring an additional 3,141 shares during the last quarter. Empowered Funds LLC raised its position in Southwest Airlines by 7.6% during the first quarter. Empowered Funds LLC now owns 7,459 shares of the airline’s stock worth $250,000 after acquiring an additional 527 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in Southwest Airlines by 73.4% during the second quarter. EverSource Wealth Advisors LLC now owns 5,690 shares of the airline’s stock worth $185,000 after acquiring an additional 2,408 shares during the last quarter. Finally, First Trust Advisors LP raised its position in Southwest Airlines by 47.4% during the second quarter. First Trust Advisors LP now owns 307,602 shares of the airline’s stock worth $9,979,000 after acquiring an additional 98,986 shares during 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 equities analysts have issued reports on the stock. Zacks Research cut shares of Southwest Airlines from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 11th. JPMorgan Chase & Co. cut their target price on shares of Southwest Airlines from $58.00 to $56.00 in a research report on Friday, March 27th. Argus cut their target price on shares of Southwest Airlines from $55.00 to $45.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Rothschild & Co Redburn lifted their target price on shares of Southwest Airlines from $27.00 to $35.00 and gave the stock a “sell” rating in a research report on Thursday, March 5th. Finally, Jefferies Financial Group cut their target price on shares of Southwest Airlines from $42.00 to $37.00 and set a “hold” rating for the company in a research report on Monday, April 27th. Nine research analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $43.96.

Southwest Airlines Price Performance

Southwest Airlines stock opened at $43.64 on Thursday. Southwest Airlines Co. has a 1 year low of $28.98 and a 1 year high of $55.11. The firm has a 50 day moving average price of $39.66 and a 200 day moving average price of $41.44. The company has a market cap of $21.33 billion, a price-to-earnings ratio of 28.15, a PEG ratio of 0.47 and a beta of 1.12. 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 (NYSE:LUV) last released its quarterly earnings data on Wednesday, April 22nd. The airline reported $0.45 earnings per share (EPS) for the quarter, hitting the consensus estimate 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 during the quarter, compared to the consensus estimate of $8.46 billion. During the same period in the previous year, the firm earned ($0.13) earnings per share. Southwest Airlines’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. Sell-side analysts predict that Southwest Airlines Co. will post 2.76 earnings per share for the current year.

Southwest Airlines Announces Dividend

The company 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 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Thursday, June 11th. Southwest Airlines’s payout ratio is presently 46.45%.

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.