Jones Financial Companies Lllp Makes New Investment in Southwest Airlines Co. $LUV

Posted by Brenda Bartman on Aug 25th, 2026

Jones Financial Companies Lllp bought a new position in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 71,478 shares of the airline’s stock, valued at approximately $3,675,000.

A number of other institutional investors have also recently modified their holdings of the business. SHP Wealth Management purchased a new position in Southwest Airlines during the fourth quarter worth approximately $25,000. Entrust Financial LLC purchased a new stake in shares of Southwest Airlines in the fourth quarter valued at approximately $26,000. Los Angeles Capital Management LLC acquired a new position in shares of Southwest Airlines during the 4th quarter worth approximately $26,000. Scarborough Advisors LLC acquired a new position in shares of Southwest Airlines during the 1st quarter worth approximately $28,000. Finally, DV Equities LLC purchased a new position in shares of Southwest Airlines during the 4th quarter valued at approximately $30,000. 80.82% of the stock is currently owned by institutional investors and hedge funds.

Southwest Airlines Price Performance

Southwest Airlines stock opened at $40.71 on Tuesday. Southwest Airlines Co. has a 52-week low of $29.26 and a 52-week high of $55.11. The firm has a market capitalization of $19.92 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 0.36 and a beta of 1.14. The company has a fifty day simple moving average of $47.17 and a 200-day simple moving average of $44.42. The company has a quick ratio of 0.42, a current ratio of 0.49 and a debt-to-equity ratio of 0.54.

Southwest Airlines (NYSE:LUV – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The airline reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.52 by $0.42. The firm had revenue of $8.72 billion for the quarter, compared to the consensus estimate of $8.58 billion. Southwest Airlines had a net margin of 2.78% and a return on equity of 14.15%. The company’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same period last year, the firm posted $0.43 earnings per share. 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. On average, equities analysts anticipate that Southwest Airlines Co. will post 3.41 EPS for the current fiscal year.

Southwest Airlines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Thursday, September 3rd. Southwest Airlines’s dividend payout ratio (DPR) is 44.17%.

Analyst Ratings Changes

LUV has been the topic of a number of research analyst reports. Bank of America lifted their price target on shares of Southwest Airlines from $40.00 to $45.00 and gave the company an “underperform” rating in a research note on Wednesday, July 1st. Zacks Research raised shares of Southwest Airlines from a “strong sell” rating to a “hold” rating in a report on Thursday, June 25th. Citigroup dropped their target price on shares of Southwest Airlines from $55.00 to $50.00 and set a “neutral” rating on the stock in a research report on Friday, July 24th. Evercore boosted their target price on shares of Southwest Airlines from $44.00 to $52.00 in a research note on Thursday, June 25th. Finally, Weiss Ratings upgraded shares of Southwest Airlines from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, August 18th. Nine 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 company presently has an average rating of “Hold” and a consensus price target of $49.01.

View Our Latest Analysis on LUV

About Southwest Airlines

(Free Report)

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.