Oxbow Advisors LLC Makes New $653,000 Investment in Southwest Airlines Co. $LUV

Oxbow Advisors LLC purchased a new stake in Southwest Airlines Co. (NYSE:LUV) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 12,706 shares of the airline’s stock, valued at approximately $653,000.

Other large investors also recently made changes to their positions in the company. Wealthfront Advisers LLC acquired a new stake in shares of Southwest Airlines during the second quarter worth $2,130,000. Main Street Financial Solutions LLC grew its position in shares of Southwest Airlines by 14.9% in the second quarter. Main Street Financial Solutions LLC now owns 6,529 shares of the airline’s stock valued at $336,000 after purchasing an additional 848 shares during the period. First National Bank of Omaha acquired a new position in Southwest Airlines in the second quarter valued at $5,972,000. Meeder Advisory Services Inc. acquired a new position in Southwest Airlines in the second quarter valued at $327,000. Finally, Meeder Asset Management Inc. purchased a new position in Southwest Airlines during the second quarter worth about $2,789,000. Hedge funds and other institutional investors own 80.82% of the company’s stock.

Southwest Airlines Stock Performance

Shares of NYSE:LUV opened at $42.50 on Wednesday. The firm has a market capitalization of $20.79 billion, a PE ratio of 26.07, a P/E/G ratio of 0.39 and a beta of 1.14. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.49 and a quick ratio of 0.42. The business has a 50-day moving average of $47.46 and a two-hundred day moving average of $44.66. Southwest Airlines Co. has a 12 month low of $29.26 and a 12 month high of $55.11.

Southwest Airlines (NYSE:LUV) last released its quarterly earnings data on Wednesday, July 22nd. The airline reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.52 by $0.42. The company had revenue of $8.72 billion for the quarter, compared to the consensus estimate of $8.58 billion. Southwest Airlines had a return on equity of 14.15% and a net margin of 2.78%.The company’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period last year, the business posted $0.43 EPS. 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, research analysts forecast that Southwest Airlines Co. will post 3.45 earnings per share for the current year.

Southwest Airlines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 3rd will be issued a $0.18 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $0.72 annualized dividend and a yield of 1.7%. Southwest Airlines’s dividend payout ratio (DPR) is presently 44.17%.

Wall Street Analysts Forecast Growth

LUV has been the topic of a number of research analyst reports. Argus decreased their price target on Southwest Airlines from $55.00 to $45.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. TD Cowen increased their price objective on shares of Southwest Airlines from $47.00 to $53.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Wells Fargo & Company raised their target price on shares of Southwest Airlines from $44.00 to $50.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 30th. BNP Paribas Exane boosted their target price on shares of Southwest Airlines from $24.00 to $33.00 and gave the company an “underperform” rating in a report on Tuesday, April 21st. Finally, Zacks Research raised shares of Southwest Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 25th. Nine investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, Southwest Airlines currently has an average rating of “Hold” and a consensus target price of $49.55.

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.