Mutual Advisors LLC Trims Position in Southwest Airlines Co. $LUV

Mutual Advisors LLC decreased its stake in shares of Southwest Airlines Co. (NYSE:LUV) by 66.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,865 shares of the airline’s stock after selling 23,073 shares during the quarter. Mutual Advisors LLC’s holdings in Southwest Airlines were worth $490,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in LUV. Citizens Financial Group Inc. RI bought a new stake in shares of Southwest Airlines during the fourth quarter valued at approximately $233,000. Wealthfront Advisers LLC grew its stake in Southwest Airlines by 19.1% in the fourth quarter. Wealthfront Advisers LLC now owns 32,317 shares of the airline’s stock worth $1,336,000 after purchasing an additional 5,181 shares in the last quarter. M&T Bank Corp increased its holdings in Southwest Airlines by 9.4% during the 4th quarter. M&T Bank Corp now owns 92,569 shares of the airline’s stock worth $3,827,000 after purchasing an additional 7,927 shares during the period. Ashton Thomas Private Wealth LLC raised its position in Southwest Airlines by 3.0% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 19,513 shares of the airline’s stock valued at $810,000 after purchasing an additional 572 shares in the last quarter. Finally, D.A. Davidson & CO. lifted its holdings in shares of Southwest Airlines by 6.9% in the 4th quarter. D.A. Davidson & CO. now owns 9,511 shares of the airline’s stock worth $393,000 after buying an additional 610 shares during the period. 80.82% of the stock is currently owned by institutional investors.

Southwest Airlines Trading Up 4.5%

LUV opened at $41.51 on Thursday. The company has a current ratio of 0.48, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. The firm has a market cap of $20.29 billion, a price-to-earnings ratio of 26.78, a PEG ratio of 0.42 and a beta of 1.12. Southwest Airlines Co. has a 12 month low of $28.98 and a 12 month high of $55.11. The stock has a fifty day moving average price of $41.08 and a 200-day moving average price of $40.56.

Southwest Airlines (NYSE:LUV) last issued 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 firm’s revenue for the quarter was up 12.8% compared to the same quarter last year. During the same quarter last year, the company earned ($0.13) earnings per share. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. As a group, equities research analysts anticipate that Southwest Airlines Co. will post 2.9 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Seaport Research Partners increased their price target on Southwest Airlines from $57.00 to $58.00 in a research report on Thursday, January 29th. UBS Group lowered their price objective on shares of Southwest Airlines from $59.00 to $56.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. Zacks Research cut shares of Southwest Airlines from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 11th. Jefferies Financial Group cut their target price on shares of Southwest Airlines from $42.00 to $37.00 and set a “hold” rating on the stock in a research report on Monday, April 27th. Finally, Evercore boosted their price target on shares of Southwest Airlines from $43.00 to $44.00 in a report on Friday, April 24th. Nine equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $44.11.

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.