Southwest Airlines Co. $LUV Stock Holdings Lifted by U S Global Investors Inc.

Posted by Brenda Bartman on Oct 23rd, 2026

U S Global Investors Inc. grew its position in Southwest Airlines Co. (NYSE:LUV – Free Report) by 13.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,260,841 shares of the airline’s stock after acquiring an additional 275,204 shares during the period. Southwest Airlines accounts for 9.3% of U S Global Investors Inc.’s portfolio, making the stock its largest holding. U S Global Investors Inc.’s holdings in Southwest Airlines were worth $94,141,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of LUV. Greenleaf Trust grew its position in Southwest Airlines by 4.0% during the 2nd quarter. Greenleaf Trust now owns 8,015 shares of the airline’s stock worth $412,000 after acquiring an additional 311 shares during the last quarter. Grove Bank & Trust increased its holdings in Southwest Airlines by 109.4% during the 2nd quarter. Grove Bank & Trust now owns 871 shares of the airline’s stock valued at $45,000 after purchasing an additional 455 shares in the last quarter. Resona Asset Management Co. Ltd. increased its holdings in Southwest Airlines by 8.0% during the 1st quarter. Resona Asset Management Co. Ltd. now owns 6,738 shares of the airline’s stock valued at $245,000 after purchasing an additional 498 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in Southwest Airlines by 11.0% in the 1st quarter. EverSource Wealth Advisors LLC now owns 5,131 shares of the airline’s stock valued at $193,000 after purchasing an additional 508 shares during the last quarter. Finally, Empirical Finance LLC raised its position in Southwest Airlines by 2.6% in the 2nd quarter. Empirical Finance LLC now owns 20,923 shares of the airline’s stock valued at $1,076,000 after purchasing an additional 525 shares during the last quarter. 80.82% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Southwest Airlines

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

Positive Sentiment: Q3 results exceeded expectations: Southwest reported adjusted earnings of $0.66 per share versus roughly $0.57 expected, while revenue reached a record $8.42 billion, up 21.2% year over year. Southwest Beats Q3 Earnings and Revenue Estimates
Positive Sentiment: Strong pricing and demand improved profitability: Passenger revenue increased 22.8%, revenue per available seat mile rose 21.6%, and the operating margin expanded to 4.5% from 0.5% a year earlier. Higher fares and fees helped offset an $821 million increase in fuel expense. LUV Q3 Earnings Beat on Record Revenues and Higher Fares
Positive Sentiment: Near-term demand remains constructive: Management forecast fourth-quarter unit-revenue growth of 19% to 21% year over year and indicated that travel demand remains healthy. This helped reinforce expectations that Southwest’s commercial initiatives are gaining traction. Southwest Airlines: 3 Key Takeaways for Long-Term Investors

Wall Street Analyst Weigh In

A number of research firms recently issued reports on LUV. Wall Street Zen cut Southwest Airlines from a “buy” rating to a “hold” rating in a report on Saturday, September 5th. Raymond James Financial decreased their price objective on shares of Southwest Airlines from $60.00 to $54.00 and set an “outperform” rating on the stock in a report on Monday, August 24th. BMO Capital Markets lowered their price objective on shares of Southwest Airlines from $60.00 to $50.00 and set an “outperform” rating for the company in a research report on Monday, September 28th. Zacks Research cut shares of Southwest Airlines from a “hold” rating to a “strong sell” rating in a research report on Tuesday, October 6th. Finally, Barclays dropped their target price on shares of Southwest Airlines from $65.00 to $58.00 and set an “overweight” rating for the company in a research note on Friday, September 11th. Nine equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $47.41.

Check Out Our Latest Research Report on Southwest Airlines

Southwest Airlines Price Performance

Shares of LUV stock opened at $41.91 on Friday. The firm’s 50 day moving average price is $40.62 and its two-hundred day moving average price is $42.89. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.42 and a current ratio of 0.49. Southwest Airlines Co. has a 52-week low of $29.26 and a 52-week high of $55.11. The stock has a market cap of $20.51 billion, a PE ratio of 15.16, a PEG ratio of 1.06 and a beta of 1.16.

Southwest Airlines (NYSE:LUV – Get Free Report) last issued its earnings results on Wednesday, October 21st. The airline reported $0.66 EPS for the quarter, beating the consensus estimate of $0.57 by $0.09. The company had revenue of $8.42 billion during the quarter, compared to analysts’ expectations of $8.25 billion. Southwest Airlines had a net margin of 3.34% and a return on equity of 18.07%. The business’s revenue for the quarter was up 21.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.11 EPS. As a group, analysts forecast that Southwest Airlines Co. will post 2.91 EPS for the current year.

Southwest Airlines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Thursday, September 3rd were given a $0.18 dividend. This represents a $0.72 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Thursday, September 3rd. Southwest Airlines’s dividend payout ratio (DPR) is currently 44.17%.

Southwest Airlines Company Profile

(Free Report)

Southwest Airlines Co is a major U.S. passenger airline headquartered in Dallas, Texas. The company provides scheduled air transportation for leisure and business travelers, with service connecting cities throughout the United States and selected destinations in Mexico, the Caribbean, and Central America.

Southwest is known for its predominantly domestic network and point-to-point operating model. In addition to passenger flights, the company offers ancillary services and air cargo transportation.