SkyWest, Inc. $SKYW Shares Bought by Teacher Retirement System of Texas

Teacher Retirement System of Texas boosted its stake in SkyWest, Inc. (NASDAQ:SKYW) by 189.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm 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.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SKYW. Salomon & Ludwin LLC acquired a new stake in SkyWest during the 3rd quarter valued at approximately $38,000. Elevation Point Wealth Partners LLC bought a new position in SkyWest during the second quarter worth $40,000. Fifth Third Bancorp grew its position in shares of SkyWest by 38.4% during the 2nd quarter. Fifth Third Bancorp now owns 551 shares of the transportation company’s stock valued at $57,000 after buying an additional 153 shares during the last quarter. Blue Trust Inc. lifted its holdings in shares of SkyWest by 478.6% in the 2nd quarter. Blue Trust Inc. now owns 567 shares of the transportation company’s stock worth $58,000 after purchasing an additional 469 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of SkyWest by 118.5% during the second quarter. EverSource Wealth Advisors LLC now owns 625 shares of the transportation company’s stock valued at $64,000 after acquiring an additional 339 shares during the period. 81.30% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. TD Cowen reduced their price objective on SkyWest from $132.00 to $122.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Weiss Ratings restated a “buy (b-)” rating on shares of SkyWest in a research report on Thursday, January 22nd. Zacks Research cut shares of SkyWest from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 16th. Wall Street Zen lowered SkyWest from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Finally, Citigroup started coverage on shares of SkyWest in a research note on Thursday, December 4th. They issued a “neutral” rating and a $112.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, SkyWest has an average rating of “Moderate Buy” and an average target price of $123.83.

Key Headlines 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

Insiders Place Their Bets

In other SkyWest news, Director Meredith Siegfried Madden sold 4,725 shares of SkyWest stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $106.54, for a total transaction of $503,401.50. Following the sale, the director owned 25,362 shares in the company, 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 filing with the Securities & Exchange Commission, which is available at this link. 2.00% of the stock is owned by corporate insiders.

SkyWest Price Performance

Shares of NASDAQ:SKYW opened at $96.52 on Friday. SkyWest, Inc. has a twelve month low of $74.70 and a twelve month high of $135.57. The business has a 50 day moving average price of $101.30 and a 200 day moving average price of $104.87. The company has a market cap of $3.87 billion, a price-to-earnings ratio of 9.33, a PEG ratio of 0.70 and a beta of 1.66. The company has a quick ratio of 0.61, a current ratio of 0.71 and a debt-to-equity ratio of 0.70.

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

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.