Y Intercept Hong Kong Ltd Has $13.98 Million Holdings in Southwest Airlines Co. $LUV

Y Intercept Hong Kong Ltd boosted its stake in Southwest Airlines Co. (NYSE:LUV) by 93.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 372,178 shares of the airline’s stock after purchasing an additional 180,040 shares during the quarter. Y Intercept Hong Kong Ltd owned about 0.08% of Southwest Airlines worth $13,983,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in LUV. SG Americas Securities LLC grew its holdings in Southwest Airlines by 2,468.4% during the fourth quarter. SG Americas Securities LLC now owns 3,752,352 shares of the airline’s stock valued at $155,085,000 after purchasing an additional 3,606,255 shares during the period. Nordea Investment Management AB acquired a new stake in Southwest Airlines in the fourth quarter worth $31,968,000. North Dakota State Investment Board acquired a new stake in Southwest Airlines in the fourth quarter worth $2,189,000. Altfest L J & Co. Inc. bought a new position in shares of Southwest Airlines during the fourth quarter worth $1,403,000. Finally, iSAM Funds UK Ltd bought a new position in shares of Southwest Airlines during the third quarter worth $1,479,000. Institutional investors own 80.82% of the company’s stock.

Analysts Set New Price Targets

LUV has been the subject of a number of recent analyst reports. BNP Paribas Exane upped their price objective on shares of Southwest Airlines from $24.00 to $33.00 and gave the company an “underperform” rating in a research report on Tuesday, April 21st. Raymond James Financial lifted their target price on Southwest Airlines from $45.00 to $55.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Zacks Research raised Southwest Airlines from a “strong sell” rating to a “hold” rating in a research note on Thursday, June 25th. BMO Capital Markets increased their price target on Southwest Airlines from $45.00 to $58.50 and gave the stock an “outperform” rating in a report on Thursday. Finally, Susquehanna dropped their price target on Southwest Airlines from $55.00 to $42.00 and set a “neutral” rating on the stock in a research report on Thursday, April 2nd. Nine equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $48.43.

Southwest Airlines Price Performance

Shares of NYSE LUV opened at $50.21 on Friday. The firm has a market cap of $24.54 billion, a PE ratio of 32.39, a PEG ratio of 0.52 and a beta of 1.12. The company has a current ratio of 0.48, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. Southwest Airlines Co. has a 1-year low of $28.98 and a 1-year high of $55.11. The company has a fifty day moving average price of $43.12 and a 200 day moving average price of $43.53.

Southwest Airlines (NYSE:LUV) last released its earnings results on Wednesday, April 22nd. The airline reported $0.45 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.45. The firm had revenue of $7.25 billion during the quarter, compared to analysts’ expectations of $8.46 billion. Southwest Airlines had a return on equity of 10.66% and a net margin of 2.83%.The company’s revenue was up 12.8% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.13) EPS. Southwest Airlines has set its Q2 2026 guidance at 0.350-0.650 EPS. Research analysts predict that Southwest Airlines Co. will post 2.93 earnings per share for the current fiscal year.

Southwest Airlines Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were issued a dividend of $0.18 per share. The ex-dividend date was Thursday, June 11th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.4%. Southwest Airlines’s dividend payout ratio (DPR) 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.