Dimensional Fund Advisors LP Has $216.47 Million Stake in Southwest Airlines Co. $LUV

Dimensional Fund Advisors LP grew its position in Southwest Airlines Co. (NYSE:LUV) by 2.1% during the first quarter, HoldingsChannel reports. The firm owned 5,763,154 shares of the airline’s stock after buying an additional 117,833 shares during the period. Dimensional Fund Advisors LP’s holdings in Southwest Airlines were worth $216,472,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of LUV. SHP Wealth Management bought a new position in Southwest Airlines during the fourth quarter worth $25,000. GHP Investment Advisors Inc. bought a new stake in Southwest Airlines during the fourth quarter valued at $26,000. Entrust Financial LLC bought a new stake in Southwest Airlines during the fourth quarter valued at $26,000. Los Angeles Capital Management LLC acquired a new stake in Southwest Airlines during the 4th quarter worth about $26,000. Finally, Optima Capital LLC bought a new position in shares of Southwest Airlines in the 4th quarter worth about $27,000. 80.82% of the stock is currently owned by institutional investors and hedge funds.

Southwest Airlines Stock Performance

NYSE LUV opened at $44.75 on Friday. The company has a fifty day simple moving average of $45.88 and a 200 day simple moving average of $44.29. Southwest Airlines Co. has a 12-month low of $28.98 and a 12-month high of $55.11. The company has a current ratio of 0.48, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. The company has a market cap of $21.87 billion, a P/E ratio of 27.45, a PEG ratio of 0.45 and a beta of 1.12.

Southwest Airlines (NYSE:LUV) last released its quarterly earnings data 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. Southwest Airlines had a net margin of 2.78% and a return on equity of 13.93%. The firm had revenue of $8.72 billion for the quarter, compared to the consensus estimate of $8.58 billion. During the same quarter in the prior year, the company posted $0.43 earnings per share. The business’s revenue 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. Sell-side analysts predict that Southwest Airlines Co. will post 3.23 earnings per share for the current fiscal year.

Southwest Airlines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were paid a dividend of $0.18 per share. The ex-dividend date 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 46.45%.

More Southwest Airlines News

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

• Positive Sentiment: Southwest posted Q2 adjusted EPS of $0.94, well above Wall Street’s $0.52 estimate, and revenue of $8.72 billion also topped expectations, helped by record quarterly revenues, stronger fares, and margin expansion. Southwest Airlines Co (LUV) Q2 2026 Earnings Call Highlights: Record Revenues and Strong …
• Positive Sentiment: Analysts received another boost from a Zacks Rank #2 (Buy) upgrade, reflecting improved earnings expectations and near-term optimism for the stock. Southwest (LUV) Upgraded to Buy: What Does It Mean for the Stock?
• Neutral Sentiment: The company highlighted operational resilience and strong customer demand in its earnings call transcript, but the details were largely consistent with the headline results already reported. Southwest Airlines Co. (LUV) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Guidance disappointed: Southwest forecast Q3 EPS of $0.50 to $0.75, below the analyst consensus near $0.72, and trimmed its full-year outlook to $3.25 to $4.25 as fuel costs climbed sharply. Southwest Airlines Stock Slides as Q3 Guidance Comes in Light
• Negative Sentiment: Multiple reports emphasized that elevated fuel expenses, including roughly an $889 million increase, are pressuring margins and weighing on investor sentiment despite the earnings beat. Southwest Airlines put Texas jet fuel on a boat to LA for the first time amid supply worries

Analysts Set New Price Targets

A number of research analysts have recently issued reports on LUV shares. Wells Fargo & Company boosted their price objective on Southwest Airlines from $44.00 to $50.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 30th. Evercore lifted their target price on Southwest Airlines from $44.00 to $52.00 in a report on Thursday, June 25th. Bank of America boosted their price target on Southwest Airlines from $40.00 to $45.00 and gave the company an “underperform” rating in a research note on Wednesday, July 1st. HSBC upgraded Southwest Airlines from a “reduce” rating to a “hold” rating and increased their price target for the stock from $24.40 to $36.10 in a report on Friday, April 24th. Finally, Wall Street Zen raised shares of Southwest Airlines from a “hold” rating to a “buy” rating in a research report on Sunday, July 5th. Nine investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $49.58.

Southwest Airlines Company 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.