LUV
SOUTHWEST AIRLINES CO
$45.47
+2.66%
$22.2B
No data for this timeframe.
Vol
Market Cap$22.2B
Cap SizeLarge Cap
Analyst ConsensusHold (47%)
Inst. Holders50 funds
Inst. Value$11.3B
Inst. Activity32 buys / 18 sells
Insider Activity0B / 1S
Insider Net $-$4.5K
Reddit Sentiment38° Cool
SEC Reports2
Recent Activity
Jun 5, 2026
short_volume
Short Volume: LUV — 57.2% short (0.9M / 1.6M)
Short: 912,202 | Exempt: 10,484 | TRF Vol: 1,595,050 | Short Ratio: 57.2% | Off-exchange volume (dar
May 7, 2026
Insider
Reynolds Christopher P. was granted 4,108 shares
Director
May 7, 2026
Insider
Hess David P was granted 4,108 shares
Director
May 7, 2026
Insider
Grissen David was granted 4,108 shares
Director
Apr 22, 2026
SEC
Southwest Airlines reported first-quarter 2026 results, delivering $0.45 EPS in line with guidance, a 12.8% revenue beat
8-K — Impact 4/10
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
COURT-RULING — Impact 3/10
Inst.
Elliott Investment Management L.P. — TRIM
30,346,000 shares ($1.1B)
Inst.
FMR LLC — DOUBLED
9,763,660 shares ($366.8M)
Price Targets
$45.64
+0.4% upside
Hold
Current $45.47
Low $30.00
Median $45.00
High $60.00
23 analysts
$30.00
$60.00
Analyst Ratings
2Strong Buy
12Buy
11Hold
5Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| May 26, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 27, 2026 | Jefferies | MAINTAIN | Hold → Hold |
| Apr 24, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
| Apr 24, 2026 | HSBC | UPGRADE | Reduce → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▲ +10.6% | $0.29 — $0.99 | 9% YoY | 20 |
| Next Q | $0.56 ▲ +4.8% | $0.25 — $0.95 | 408% YoY | 19 |
| Current FY | $2.70 ▲ +2.4% | $1.47 — $4.04 | 190% YoY | 23 |
| Next FY | $4.53 | $3.30 — $6.10 | 68% YoY | 22 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FRANKLIN RESOURCES INC | $1.7B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | — |
| Elliott Investment Management L.P. | $1.1B | TRIM |
| STATE STREET CORP | $1.1B | — |
| BlackRock, Inc. | $1.1B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 7, 2026 | Reynolds Christopher | A | $0.00 |
| May 7, 2026 | Hess David | A | $0.00 |
| May 7, 2026 | Grissen David | A | $0.00 |
| May 7, 2026 | FORNARO ROBERT | A | $0.00 |
| May 7, 2026 | Feinberg Sarah | A | $0.00 |
Reddit Sentiment
38°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $11.3B total value (299,486,078 shares) as of 2026-Q1. Top holders: FRANKLIN, VANGUARD, Elliott. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 44,386,408 | $1.7B | 14.8% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 31,644,632 | $1.2B | 10.6% | — |
| 3 | Elliott Investment Management L.P. | 30,346,000 | $1.1B | 10.1% | TRIM -40.6% |
| 4 | STATE STREET CORP | 29,519,791 | $1.1B | 9.9% | — |
| 5 | BlackRock, Inc. | 28,573,281 | $1.1B | 9.5% | — |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23,130,148 | $869.0M | 7.7% | — |
| 7 | AMERIPRISE FINANCIAL INC | 9,984,432 | $375.1M | 3.3% | — |
| 8 | FMR LLC | 9,763,660 | $366.8M | 3.3% | DOUBLED +161.3% |
| 9 | NOMURA HOLDINGS INC | 6,800,000 | $255.5M | 2.3% | NEAR_EXIT -98.0% |
| 10 | Invesco Ltd. | 6,517,386 | $244.9M | 2.2% | — |
| 11 | BANK OF AMERICA CORP /DE/ | 6,273,083 | $235.7M | 2.1% | — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 5,763,154 | $216.5M | 1.9% | — |
| 13 | MORGAN STANLEY | 5,731,005 | $215.3M | 1.9% | — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,858,283 | $182.5M | 1.6% | TRIM -37.6% |
| 15 | GOLDMAN SACHS GROUP INC | 3,518,630 | $132.2M | 1.2% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,407,080 | $128.0M | 1.1% | — |
| 17 | CITADEL ADVISORS LLC | 2,958,400 | $111.1M | 1.0% | — |
| 18 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2,937,132 | $110.3M | 1.0% | DOUBLED +1631.9% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,920,605 | $109.7M | 1.0% | — |
| 20 | CITADEL ADVISORS LLC | 2,895,000 | $108.8M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Elliott Investment Management L.P. | TRIM | 51,128,500 | 30,346,000 | -40.6% | $1.1B | 2026-Q1 |
| FMR LLC | DOUBLED | 3,736,557 | 9,763,660 | +161.3% | $366.8M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 7,791,167 | 4,858,283 | -37.6% | $182.5M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 169,586 | 2,937,132 | +1631.9% | $110.3M | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 1,023,730 | 2,795,269 | +173.0% | $105.0M | 2026-Q1 |
| Amundi | ADD | 1,023,921 | 1,461,344 | +42.7% | $54.9M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 769,203 | 1,077,605 | +40.1% | $39.1M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 788,682 | 1,023,625 | +29.8% | $38.5M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 323,837 | 820,690 | +153.4% | $30.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 483,913 | 687,756 | +42.1% | $25.8M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 504,547 | 651,106 | +29.0% | $24.5M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 288,593 | 592,515 | +105.3% | $22.3M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 241,392 | 509,456 | +111.0% | $19.1M | 2026-Q1 |
| Assenagon Asset Management S.A. | NEW | — | 462,903 | — | $17.4M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 74,938 | 439,168 | +486.0% | $16.5M | 2026-Q1 |
| Centiva Capital, LP | NEW | — | 381,161 | — | $14.3M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 975,345 | 337,198 | -65.4% | $12.7M | 2026-Q1 |
| STRS OHIO | DOUBLED | 39,437 | 301,720 | +665.1% | $11.3M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 180,616 | 298,946 | +65.5% | $11.2M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | TRIM | 342,324 | 245,909 | -28.2% | $9.2M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 303,995 | 194,696 | -36.0% | $7.3M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | DOUBLED | 23,554 | 179,583 | +662.4% | $6.9M | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 82,604 | 128,605 | +55.7% | $4.8M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 9,064 | 119,252 | +1215.7% | $4.5M | 2026-Q1 |
| Wealthfront Advisers LLC | DOUBLED | 32,317 | 107,577 | +232.9% | $4.0M | 2026-Q1 |
16 unique insiders with 26 transactions. Net insider value: -$4.5K ($0.00 bought, $4.5K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | Reynolds Christopher P. | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | Hess David P | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | Grissen David | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | FORNARO ROBERT L | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | Feinberg Sarah | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | Breber Pierre R | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | BROOKS DOUGLAS H | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | Atherton Lisa M | Director | AWARD | 4,108 | — | — |
| May 7, 2026 | Watson Patricia A | Director | AWARD | 4,108 | — | — |
| Apr 7, 2026 | Atherton Lisa M | Director | SELL | 118 | $37.95 | $4.5K |
| Mar 21, 2026 | Doxey Tom | EVP, Chief Financial Officer | TAX W/H | 11,447 | $39.41 | $451.1K |
| Mar 21, 2026 | Roach Anthony | EVP Customer & Brand | TAX W/H | 2,179 | $39.41 | $85.9K |
| Mar 16, 2026 | Doxey Tom | EVP, Chief Financial Officer | AWARD | 28,199 | — | — |
| Mar 16, 2026 | Woods Lauren Tauscher | EVP & CIO | AWARD | 18,950 | — | — |
| Mar 16, 2026 | Watterson Andrew M | Chief Operating Officer | AWARD | 35,092 | — | — |
| Mar 16, 2026 | Martinez Jimmy Ryan | Principal Accounting Officer | AWARD | 7,294 | — | — |
| Mar 16, 2026 | Jordan Robert E | CEO & President | AWARD | 92,867 | — | — |
| Mar 16, 2026 | Jones Justin | EVP Operations | AWARD | 23,863 | — | — |
| Mar 16, 2026 | Roach Anthony | EVP Customer & Brand | AWARD | 22,058 | — | — |
| Feb 21, 2026 | Watterson Andrew M | Chief Operating Officer | TAX W/H | 17,942 | $52.09 | $934.6K |
| Feb 21, 2026 | Woods Lauren Tauscher | EVP & CIO | TAX W/H | 4,585 | $52.09 | $238.8K |
| Feb 21, 2026 | Jones Justin | EVP Operations | TAX W/H | 8,507 | $52.09 | $443.1K |
| Feb 21, 2026 | Jordan Robert E | CEO & President | TAX W/H | 38,742 | $52.09 | $2.0M |
| Feb 21, 2026 | Martinez Jimmy Ryan | Principal Accounting Officer | TAX W/H | 2,755 | $52.09 | $143.5K |
| Feb 21, 2026 | Roach Anthony | EVP Customer & Brand | TAX W/H | 3,658 | $52.09 | $190.5K |
| Dec 2, 2025 | BROOKS DOUGLAS H | Director | GIFT | 1,836 | — | — |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (47% buy). Based on 30 analysts: 2 strong buy, 12 buy, 11 hold, 5 sell, 0 strong sell.
Analyst Price Targets
$45.64 mean target
+0.4% upside
Hold (2.56)
$30.00 Low
$60.00 High
| Metric | Value |
|---|---|
| Current Price | $45.47 |
| Target Low | $30.00 |
| Target Mean | $45.64 |
| Target Median | $45.00 |
| Target High | $60.00 |
| # Analysts | 23 |
| Recommendation | Hold (2.56) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.47 | $0.29 | $0.99 | 9.0% | +10.6% | 3↑ 1↓ | $8.6B | 18.2% | 20 |
| Next Q 2026-09-30 |
$0.56 | $0.25 | $0.95 | 408.1% | +4.8% | 3↑ 1↓ | $8.2B | 18.5% | 19 |
| Current FY 2026-12-31 |
$2.70 | $1.47 | $4.04 | 190.1% | +2.4% | 3↑ 1↓ | $32.7B | 16.6% | 23 |
| Next FY 2027-12-31 |
$4.53 | $3.30 | $6.10 | 67.9% | +0.0% | 2↑ 4↓ | $33.7B | 3.0% | 22 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.469 | |
| 7d ago | $0.437 | +0.032 |
| 30d ago | $0.424 | +0.045 |
| 60d ago | $0.870 | -0.401 |
| 90d ago | $1.490 | -1.021 |
16 analyst firms have rated this stock: 6 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 26, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Apr 24, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 24, 2026 | HSBC | UPGRADE | Reduce | Hold |
| Mar 26, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
| Mar 23, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 20, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Mar 16, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 12, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Mar 12, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 9, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Rothschild & Co | MAINTAIN | Sell | Sell |
| Feb 27, 2026 | TD Cowen | UPGRADE | Hold | Buy |
| Feb 17, 2026 | UBS | UPGRADE | Neutral | Buy |
| Feb 3, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Feb 2, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 2, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Jan 30, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 30, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Jan 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | B of A Securities | MAINTAIN | Underperform | Underperform |
| Jan 30, 2026 | BMO Capital | UPGRADE | Market Perform | Outperform |
| Jan 30, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
| Jan 29, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 26, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Jan 13, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Jan 9, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 9, 2026 | JP Morgan | UPGRADE | Underweight | Overweight |
| Jan 7, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | B of A Securities | MAINTAIN | Underperform | Underperform |
| Dec 18, 2025 | Wells Fargo | INITIATE | — | Equal-Weight |
| Dec 16, 2025 | Barclays | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 12 | 11 | 5 | 0 | 47% | |
| May 1, 2026 | 2 | 12 | 11 | 5 | 0 | 47% | |
| Apr 1, 2026 | 2 | 12 | 11 | 5 | 0 | 47% | |
| Mar 1, 2026 | 2 | 12 | 11 | 5 | 0 | 47% | |
| Feb 1, 2026 | 2 | 10 | 13 | 5 | 0 | 40% | |
| Jan 1, 2026 | 2 | 8 | 14 | 6 | 0 | 33% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
38°
Cool
Bearish
Neutral
Bullish
4 mentions
1 bullish
3 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Puts on Southwest Airlines ($LUV)
▲ 4
💬 6
⚡ 0.2
Southwest ($LUV) ruined their model and is going down
▲ 1
💬 1
⚡ 0.0
Jun 5, 2026
short_volume
Short Volume: LUV — 57.2% short (0.9M / 1.6M)
Short: 912,202 | Exempt: 10,484 | TRF Vol: 1,595,050 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: LUV — 55.2% short (1.1M / 2.0M)
Short: 1,130,697 | Exempt: 6,146 | TRF Vol: 2,047,886 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: LUV — 60.9% short (1.0M / 1.6M)
Short: 981,634 | Exempt: 439 | TRF Vol: 1,611,914 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: LUV — 61.9% short (1.2M / 1.9M)
Short: 1,181,863 | Exempt: 283 | TRF Vol: 1,907,989 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: LUV — 61.9% short (2.1M / 3.4M)
Short: 2,131,398 | Exempt: 129 | TRF Vol: 3,442,552 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: LUV — 57.0% short (1.9M / 3.4M)
Short: 1,909,454 | Exempt: 6,492 | TRF Vol: 3,352,729 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: LUV — 56.2% short (1.6M / 2.8M)
Short: 1,585,997 | Exempt: 5,585 | TRF Vol: 2,820,759 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: LUV — 66.5% short (2.1M / 3.2M)
Short: 2,104,162 | Exempt: 2,275 | TRF Vol: 3,165,575 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: LUV — 60.3% short (2.1M / 3.5M)
Short: 2,112,479 | Exempt: 8,531 | TRF Vol: 3,504,453 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: LUV — 71.2% short (1.5M / 2.1M)
Short: 1,466,444 | Exempt: 6 | TRF Vol: 2,058,193 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: LUV — 9.3M shares, 120,864 trades
Week starting 2026-05-18. Total ATS volume: 9,338,705 shares across 120,864 trades.
May 14, 2026
short_volume
Short Volume: LUV — 68.6% short (1.2M / 1.7M)
Short: 1,169,666 | Exempt: 939 | TRF Vol: 1,705,124 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: LUV — 65.4% short (1.4M / 2.2M)
Short: 1,420,978 | Exempt: 1,608 | TRF Vol: 2,172,555 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: LUV — 56.5% short (1.0M / 1.8M)
Short: 1,036,332 | Exempt: 163 | TRF Vol: 1,832,728 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: LUV — 64.7% short (1.3M / 2.0M)
Short: 1,307,455 | Exempt: 10,459 | TRF Vol: 2,021,716 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
Enforcement
3:22-cv-00868 Refuerzo v. Southwest Airlines Co.
Court ruling from United States District Court for the Northern District of California. Docket: N/A