Sfmg LLC Has $926,000 Stake in Southwest Airlines Co. $LUV

Sfmg LLC reduced its position in Southwest Airlines Co. (NYSE:LUV) by 56.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,411 shares of the airline’s stock after selling 29,422 shares during the period. Sfmg LLC’s holdings in Southwest Airlines were worth $926,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. GHP Investment Advisors Inc. bought a new position in shares of Southwest Airlines in the 4th quarter worth $26,000. Entrust Financial LLC bought a new position in shares of Southwest Airlines in the 4th quarter worth $26,000. Optima Capital LLC bought a new position in shares of Southwest Airlines in the 4th quarter worth $27,000. Lodestone Wealth Management LLC bought a new position in shares of Southwest Airlines in the 4th quarter worth $29,000. Finally, Abich Financial Wealth Management LLC bought a new position in shares of Southwest Airlines in the 3rd quarter worth $35,000. 80.82% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on LUV. BNP Paribas Exane increased their target price on Southwest Airlines from $24.00 to $33.00 and gave the stock an “underperform” rating in a report on Tuesday, April 21st. Evercore increased their target price on Southwest Airlines from $43.00 to $44.00 in a report on Friday, April 24th. Wall Street Zen cut Southwest Airlines from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Zacks Research cut Southwest Airlines from a “hold” rating to a “strong sell” rating in a report on Wednesday. Finally, The Goldman Sachs Group dropped their price objective 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. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $43.96.

Southwest Airlines Price Performance

Shares of NYSE:LUV opened at $42.98 on Friday. 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 stock’s fifty day simple moving average is $39.76 and its two-hundred day simple moving average is $41.53. Southwest Airlines Co. has a 1-year low of $28.98 and a 1-year high of $55.11. The stock has a market cap of $21.00 billion, a PE ratio of 27.73, a price-to-earnings-growth ratio of 0.47 and a beta of 1.12.

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 the consensus estimate of $0.45. Southwest Airlines had a return on equity of 10.66% and a net margin of 2.83%.The business had revenue of $7.25 billion for the quarter, compared to analysts’ expectations of $8.46 billion. During the same period last year, the business earned ($0.13) EPS. The business’s revenue was up 12.8% on a year-over-year basis. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. As a group, analysts forecast that Southwest Airlines Co. will post 2.81 EPS for the current fiscal year.

Southwest Airlines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be paid a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Thursday, June 11th. Southwest Airlines’s payout ratio is presently 46.45%.

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.