Rhumbline Advisers Reduces Holdings in Southwest Airlines Co. $LUV

Rhumbline Advisers reduced its stake in shares of Southwest Airlines Co. (NYSE:LUV) by 3.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,363,075 shares of the airline’s stock after selling 43,577 shares during the quarter. Rhumbline Advisers owned about 0.26% of Southwest Airlines worth $43,496,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. Benjamin Edwards Inc. increased its position in shares of Southwest Airlines by 1.4% during the second quarter. Benjamin Edwards Inc. now owns 24,857 shares of the airline’s stock worth $806,000 after purchasing an additional 333 shares in the last quarter. GAMMA Investing LLC boosted its position in shares of Southwest Airlines by 2.4% in the 3rd quarter. GAMMA Investing LLC now owns 14,285 shares of the airline’s stock valued at $456,000 after purchasing an additional 341 shares during the period. Valeo Financial Advisors LLC grew its stake in Southwest Airlines by 3.3% during the 3rd quarter. Valeo Financial Advisors LLC now owns 10,791 shares of the airline’s stock worth $344,000 after buying an additional 343 shares during the last quarter. Foundations Investment Advisors LLC increased its position in Southwest Airlines by 6.1% during the second quarter. Foundations Investment Advisors LLC now owns 6,547 shares of the airline’s stock worth $212,000 after buying an additional 374 shares during the period. Finally, Wallace Advisory Group LLC lifted its stake in Southwest Airlines by 3.6% in the second quarter. Wallace Advisory Group LLC now owns 11,050 shares of the airline’s stock valued at $371,000 after buying an additional 386 shares during the last quarter. Institutional investors and hedge funds own 80.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on LUV shares. Wall Street Zen upgraded shares of Southwest Airlines from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. The Goldman Sachs Group raised their price objective 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. Susquehanna lifted their price objective on shares of Southwest Airlines from $45.00 to $55.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. TD Cowen increased their target price on shares of Southwest Airlines from $42.00 to $50.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein raised their price target on Southwest Airlines from $31.00 to $34.00 and gave the stock a “market perform” rating in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Southwest Airlines currently has a consensus rating of “Hold” and an average price target of $46.92.

More Southwest Airlines News

Here are the key news stories impacting Southwest Airlines this week:

• Positive Sentiment: The company implemented assigned seating and introduced bag fees, which investors see as durable revenue levers that helped ignite a year-to-date rally after the January earnings call. Southwest Airlines Shares Jump 23% in 2026 After Launching Assigned Seating and Bag Fees
• Positive Sentiment: Zacks Research sharply raised EPS forecasts across multiple quarters and years (FY2026, FY2027, FY2028 and quarterly calls), and rates LUV a “Strong‑Buy” — suggesting analysts expect materially stronger profitability and cash flow going forward. This upward revision cycle is a key driver of bullish investor sentiment. MarketBeat LUV – Zacks Research coverage
• Positive Sentiment: Coverage pieces highlighting strong cash‑flow growth versus peers reinforce the narrative that Southwest’s structural changes (revenue initiatives + cost control) are translating into superior financial performance. Southwest Airlines (LUV): Massive Cash Flow Growth Vs. Sector Peers | 2-Minute Analysis
• Positive Sentiment: Product upgrades (Starlink in-flight WiFi and a cabin overhaul) could improve ancillary revenue, customer satisfaction and competitive positioning if rollout and monetization succeed. Investors view this as a potential medium-term positive catalyst. Southwest’s Starlink WiFi and Cabin Overhaul Might Change The Case For Investing In Southwest Airlines (LUV)
• Neutral Sentiment: Management announced upcoming board of director changes; governance shifts can be neutral-to-positive depending on experience and execution but are not an immediate revenue driver. Southwest Airlines Announces Upcoming Board of Directors Changes
• Neutral Sentiment: Some analysts remain mixed on the stock; divergent views imply upside is tied to execution of revenue initiatives and cost control. Analysts’ Opinions Are Mixed on These Industrial Goods Stocks
• Negative Sentiment: A shareholder‑rights law firm (Halper Sadeh) is soliciting contacts from Southwest shareholders, signaling potential litigation or scrutiny that could create legal costs, distraction, or reputational risk. Monitor filings for specifics. Halper Sadeh LLC Encourages Southwest Airlines Co. Shareholders to Contact the Firm

Southwest Airlines Stock Up 0.5%

Shares of NYSE:LUV opened at $51.06 on Friday. Southwest Airlines Co. has a fifty-two week low of $23.82 and a fifty-two week high of $54.70. The company has a quick ratio of 0.45, a current ratio of 0.52 and a debt-to-equity ratio of 0.57. The firm’s 50-day simple moving average is $44.08 and its 200-day simple moving average is $36.34. The company has a market cap of $25.09 billion, a price-to-earnings ratio of 60.79, a PEG ratio of 0.36 and a beta of 1.15.

Southwest Airlines (NYSE:LUV) last announced its quarterly earnings data on Wednesday, January 28th. The airline reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. Southwest Airlines had a net margin of 1.57% and a return on equity of 6.18%. The firm had revenue of $7.44 billion during the quarter, compared to the consensus estimate of $7.51 billion. During the same quarter last year, the firm earned $0.56 earnings per share. The firm’s revenue was up 7.4% compared to the same quarter last year. Southwest Airlines has set its FY 2026 guidance at 4.000- EPS and its Q1 2026 guidance at 0.450- EPS. As a group, equities research analysts predict 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 will be paid on Thursday, April 2nd. Investors of record on Thursday, March 12th will be paid a $0.18 dividend. The ex-dividend date is Thursday, March 12th. 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.