Teacher Retirement System of Texas Has $1.92 Million Stock Position in SkyWest, Inc. $SKYW

Teacher Retirement System of Texas lifted its holdings in SkyWest, Inc. (NASDAQ:SKYW) by 189.7% during the 3rd quarter, Holdings Channel reports. The fund owned 19,044 shares of the transportation company’s stock after acquiring an additional 12,470 shares during the quarter. Teacher Retirement System of Texas’ holdings in SkyWest were worth $1,916,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SKYW. American Century Companies Inc. increased its holdings in shares of SkyWest by 3.9% in the second quarter. American Century Companies Inc. now owns 1,565,354 shares of the transportation company’s stock valued at $161,185,000 after purchasing an additional 59,435 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of SkyWest by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 1,009,759 shares of the transportation company’s stock valued at $103,992,000 after acquiring an additional 19,521 shares during the last quarter. SW Investment Management LLC boosted its position in shares of SkyWest by 5.9% during the second quarter. SW Investment Management LLC now owns 900,000 shares of the transportation company’s stock worth $92,673,000 after purchasing an additional 50,000 shares in the last quarter. Invesco Ltd. lifted its holdings in SkyWest by 1.5% during the second quarter. Invesco Ltd. now owns 573,074 shares of the transportation company’s stock worth $59,009,000 after acquiring an additional 8,342 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its stake in SkyWest by 5.8% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 540,820 shares of the transportation company’s stock worth $55,688,000 after purchasing an additional 29,616 shares in the last quarter. Institutional investors and hedge funds own 81.30% of the company’s stock.

Analysts Set New Price Targets

SKYW has been the topic of a number of research reports. Cantor Fitzgerald set a $122.00 price target on SkyWest in a report on Monday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of SkyWest in a report on Thursday, January 22nd. TD Cowen cut their price target on SkyWest from $132.00 to $122.00 and set a “buy” rating for the company in a report on Monday, January 26th. Zacks Research downgraded SkyWest from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 16th. Finally, Wall Street Zen lowered shares of SkyWest from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.83.

Key Stories Impacting SkyWest

Here are the key news stories impacting SkyWest this week:

• Positive Sentiment: Analyst support and contract renewals — TD Cowen’s Thomas Fitzgerald kept a Buy rating and $122 price target, noting contract extensions, a strong balance sheet and deferred‑revenue tailwinds that support multi‑year cash flow and demand visibility. SkyWest: Contract Extensions, Strong Balance Sheet, and Deferred Revenue Tailwinds Underpin Buy Rating
• Positive Sentiment: Fleet & 2026 growth plan — Management guided to mid‑single‑digit block‑hour growth for 2026, robust fleet plans and $600M–$625M of capex, signaling continued revenue expansion potential as travel demand normalizes. SkyWest outlines mid-single-digit block hour growth and $600M–$625M CapEx for 2026 amid contract extensions and robust fleet plans
• Positive Sentiment: Top‑line beat — Q4 revenue of ~$1.02B exceeded Street estimates (≈$993M) and revenue rose ~8.5% year‑over‑year, supporting the case that demand and contract volume remain healthy. SkyWest: Q4 Earnings Snapshot
• Neutral Sentiment: Small EPS miss and margins — SkyWest reported $2.21 EPS vs. consensus $2.25 (and $2.34 a year ago); net margin and ROE remain solid but EPS decline versus prior year tempers the headline. SkyWest (SKYW) Q4 Earnings Lag Estimates
• Neutral Sentiment: Full release and call detail available — Company filed its Q4/2025 press release and earnings‑call transcript, useful for hearing management’s cadence on 2026 cadence and contract discussions. SkyWest, Inc. Announces Fourth Quarter and Annual 2025 Profit SkyWest, Inc. (SKYW) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Shutdown impact and trimmed near‑term forecasts — FAA‑mandated cancellations tied to the U.S. government shutdown reduced pre‑tax income by about $7M in Q4; some coverage notes trimmed forecasts and flagged that operational disruptions remain a risk to near‑term results. SkyWest’s Growth Story Faces Test Amid Shutdown, Trimmed Forecasts
• Negative Sentiment: Immediate market reaction was negative — Despite the revenue beat, shares fell intraday (reports cite ~3% decline) as investors focused on the EPS miss, shutdown impact and near‑term guidance nuances. SkyWest shares fall 3% despite topping Q4 expectations

SkyWest Trading Down 4.9%

SKYW opened at $96.52 on Friday. The company’s 50 day moving average is $101.30 and its 200-day moving average is $104.87. The company has a market cap of $3.87 billion, a P/E ratio of 9.33, a PEG ratio of 0.70 and a beta of 1.66. The company has a current ratio of 0.71, a quick ratio of 0.61 and a debt-to-equity ratio of 0.70. SkyWest, Inc. has a 1-year low of $74.70 and a 1-year high of $135.57.

SkyWest (NASDAQ:SKYW) last released its quarterly earnings data on Thursday, January 29th. The transportation company reported $2.21 earnings per share for the quarter, missing the consensus estimate of $2.25 by ($0.04). The firm had revenue of $1.02 billion for the quarter, compared to analyst estimates of $993.12 million. SkyWest had a net margin of 10.56% and a return on equity of 16.61%. The company’s revenue was up 8.5% compared to the same quarter last year. During the same period last year, the business earned $2.34 EPS. Equities research analysts predict that SkyWest, Inc. will post 9.01 earnings per share for the current fiscal year.

Insider Buying and Selling at SkyWest

In related news, Director Meredith Siegfried Madden sold 4,725 shares of SkyWest stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $106.54, for a total value of $503,401.50. Following the transaction, the director directly owned 25,362 shares of the company’s stock, valued at $2,702,067.48. The trade was a 15.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 2.00% of the company’s stock.

SkyWest Profile

SkyWest, Inc (NASDAQ: SKYW) is a regional airline holding company that provides air transportation services through its primary subsidiary, SkyWest Airlines. The company operates flights under capacity purchase agreements with major carriers such as United Airlines, Delta Air Lines, American Airlines and Alaska Airlines. By specializing in regional connectivity, SkyWest links smaller communities to larger hubs using a fleet of regional jets and turboprop aircraft.

Headquartered in St. George, Utah, SkyWest oversees all aspects of its airline operations, including flight scheduling, crew training and aircraft maintenance.