Inceptionr LLC Has $313,000 Stock Holdings in Southwest Airlines Co. $LUV

Inceptionr LLC trimmed its holdings in shares of Southwest Airlines Co. (NYSE:LUV) by 75.8% in the first quarter, Holdings Channel.com reports. The fund owned 8,336 shares of the airline’s stock after selling 26,082 shares during the quarter. Inceptionr LLC’s holdings in Southwest Airlines were worth $313,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the business. Franklin Resources Inc. raised its position in 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 in the last quarter. Invesco Ltd. grew its stake in shares of Southwest Airlines by 9.2% in the 3rd quarter. Invesco Ltd. now owns 6,837,197 shares of the airline’s stock valued at $218,175,000 after purchasing an additional 577,326 shares during the period. Morgan Stanley raised its holdings in shares of Southwest Airlines by 4.1% in the 4th quarter. Morgan Stanley now owns 6,228,475 shares of the airline’s stock worth $257,423,000 after buying an additional 244,891 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Southwest Airlines by 2.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,763,154 shares of the airline’s stock worth $216,472,000 after buying an additional 117,833 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Southwest Airlines in the 4th quarter worth approximately $172,038,000. 80.82% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently commented on LUV. Zacks Research raised Southwest Airlines from a “strong sell” rating to a “hold” rating in a research note on Thursday, June 25th. Wells Fargo & Company increased their price objective on Southwest Airlines from $44.00 to $50.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 30th. Citigroup cut their price objective on Southwest Airlines from $55.00 to $50.00 and set a “neutral” rating for the company in a report on Friday. Argus reduced their target price on shares of Southwest Airlines from $55.00 to $45.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Finally, JPMorgan Chase & Co. reduced their target price on shares of Southwest Airlines from $60.00 to $59.00 and set an “overweight” rating on the stock in a research note on Friday. Nine equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $49.55.

Southwest Airlines Stock Performance

NYSE:LUV opened at $45.36 on Tuesday. Southwest Airlines Co. has a 1 year low of $28.98 and a 1 year high of $55.11. The firm has a 50 day moving average of $46.16 and a 200-day moving average of $44.32. The company has a current ratio of 0.49, a quick ratio of 0.42 and a debt-to-equity ratio of 0.54. The stock has a market capitalization of $22.17 billion, a P/E ratio of 27.83, a price-to-earnings-growth ratio of 0.38 and a beta of 1.12.

Southwest Airlines (NYSE:LUV) last released its quarterly earnings results on Wednesday, July 22nd. The airline reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.52 by $0.42. Southwest Airlines had a return on equity of 14.15% and a net margin of 2.78%.The business had revenue of $8.72 billion for the quarter, compared to analyst estimates of $8.58 billion. During the same period in the prior year, the company earned $0.43 EPS. Southwest Airlines’s revenue for the quarter was up 16.4% on a year-over-year basis. Southwest Airlines has set its FY 2026 guidance at 3.250-4.250 EPS and its Q3 2026 guidance at 0.500-0.750 EPS. As a group, sell-side analysts anticipate that Southwest Airlines Co. will post 3.59 EPS for the current fiscal year.

Southwest Airlines Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were paid a $0.18 dividend. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $0.72 dividend on an annualized basis and a yield of 1.6%. Southwest Airlines’s payout ratio is currently 44.17%.

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.