Capitolis Liquid Global Markets LLC Acquires 1,169,150 Shares of Southwest Airlines Co. $LUV

Capitolis Liquid Global Markets LLC lifted its holdings in Southwest Airlines Co. (NYSE:LUV) by 51.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,443,500 shares of the airline’s stock after purchasing an additional 1,169,150 shares during the period. Southwest Airlines accounts for approximately 0.8% of Capitolis Liquid Global Markets LLC’s portfolio, making the stock its 29th biggest holding. Capitolis Liquid Global Markets LLC’s holdings in Southwest Airlines were worth $142,320,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Franklin Resources Inc. increased its stake in shares of Southwest Airlines by 7.0% in the fourth quarter. Franklin Resources Inc. now owns 40,200,530 shares of the airline’s stock worth $1,661,488,000 after purchasing an additional 2,626,853 shares during the period. Ameriprise Financial Inc. increased its stake in shares of Southwest Airlines by 43.7% in the third quarter. Ameriprise Financial Inc. now owns 12,335,167 shares of the airline’s stock worth $393,615,000 after purchasing an additional 3,753,183 shares during the period. JPMorgan Chase & Co. increased its stake in shares of Southwest Airlines by 13.6% in the third quarter. JPMorgan Chase & Co. now owns 12,218,086 shares of the airline’s stock worth $389,879,000 after purchasing an additional 1,459,235 shares during the period. Invesco Ltd. increased its stake in shares of Southwest Airlines by 9.2% in the third quarter. Invesco Ltd. now owns 6,837,197 shares of the airline’s stock worth $218,175,000 after purchasing an additional 577,326 shares during the period. Finally, Morgan Stanley increased its stake in shares of Southwest Airlines by 4.1% in the fourth quarter. Morgan Stanley now owns 6,228,475 shares of the airline’s stock worth $257,423,000 after purchasing an additional 244,891 shares during the period. 80.82% of the stock is currently owned by institutional investors.

Southwest Airlines Trading Down 1.6%

Shares of LUV opened at $46.68 on Thursday. The company has a quick ratio of 0.41, a current ratio of 0.48 and a debt-to-equity ratio of 0.66. The stock’s 50-day moving average price is $40.99 and its 200 day moving average price is $42.55. The firm has a market capitalization of $22.82 billion, a price-to-earnings ratio of 30.12, a P/E/G ratio of 0.52 and a beta of 1.15. Southwest Airlines Co. has a 12-month low of $28.98 and a 12-month high of $55.11.

Southwest Airlines (NYSE:LUV) last released its quarterly earnings data on Wednesday, April 22nd. The airline reported $0.45 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.45. The company had revenue of $7.25 billion for the quarter, compared to the consensus estimate of $8.46 billion. Southwest Airlines had a return on equity of 10.66% and a net margin of 2.83%.The company’s quarterly revenue was up 12.8% on a year-over-year basis. During the same period in the previous year, the business earned ($0.13) earnings per share. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. As a group, research analysts predict that Southwest Airlines Co. will post 2.81 earnings per share for the current year.

Southwest Airlines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Thursday, June 11th. Southwest Airlines’s payout ratio is presently 46.45%.

Wall Street Analyst Weigh In

LUV has been the topic of a number of recent analyst reports. UBS Group lifted 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. HSBC upgraded Southwest Airlines from a “reduce” rating to a “hold” rating and boosted their price target for the company from $24.40 to $36.10 in a research note on Friday, April 24th. Raymond James Financial boosted their price target on Southwest Airlines from $45.00 to $55.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. The Goldman Sachs Group lowered their price target on Southwest Airlines from $32.00 to $30.00 and set a “sell” rating on the stock in a research note on Wednesday, April 1st. Finally, TD Cowen boosted their price target on Southwest Airlines from $46.00 to $47.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Nine research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat, Southwest Airlines presently has a consensus rating of “Hold” and a consensus price target of $44.56.

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.