Market Cap
$20.4B
LUV
SOUTHWEST AIRLINES CO
$42.37 ▲ +1.27%
Prev close $41.84Market cap$20.4B
ConsensusHold
12-mo target$49.53 (+16.9%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on LUV right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (47%)
Inst. Holders
50 funds
Inst. Value
$19.8B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $4.5K sell
Insider Net $
-$4.5K
Social Sentiment
39° Cool
SEC Reports
9
Press Releases
1
Congressional
1 trades
Price chart 30d +9.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
SOUTHWEST AIRLINES TO DISCUSS THIRD QUARTER 2026 FINANCIAL RESULTS ON OCTOBER 22, 2026
DALLAS, Oct. 1, 2026 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) will release its third quart
Sep 24, 2026 Event
Intellectual Ventures I LLC et al v. Southwest Airlines Co.
Court ruling (txnd) — Docket: 3:25-cv-02885
Sep 15, 2026 Insider
Sep 3, 2026 SEC Martinez Jimmy Ryan was granted 2,697 shares
Principal Accounting Officer
A stipulation and court order dismissed two causes of action against co-defendant G2 Secure Staff in a passenger lawsuit
COURT-RULING — Impact 1/10
The Northern District of California denied Southwest Airlines' motion for summary judgment in a certified class action a
COURT-RULING — Impact 5/10
Aug 21, 2026 Insider
Aug 11, 2026 SEC Martinez Jimmy Ryan surrendered for taxes 179 shares
Principal Accounting Officer @ $40.38 ($7.2K)
Southwest Airlines appointed Varun Krishna (CEO of Rocket Companies/interim CEO of Redfin) and Jason T. Liberty (Chair &
8-K — Impact 2/10
Aug 10, 2026 Insider
Liberty Jason T was granted 3,787 shares
Director
Analyst ratings buy % +42.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
47% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 28, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 24, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | Rothschild & Co | UPGRADE | Neutral | 58% |
| Sep 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Aug 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 24, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 12 | 12 | 4 | 0 | 47% | |
| Aug 1, 2026 | 2 | 12 | 12 | 4 | 0 | 47% | |
| Jul 1, 2026 | 2 | 12 | 12 | 4 | 0 | 47% | |
| 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% |
Price targets
Where 23 covering analysts think LUV trades over the next 12 months.
$49.53 +16.9% upside Buy
Current$42.37 Low$34.00 Median$50.00 High$65.00 23 analysts
$34.00$65.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +40.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
39°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 0 bullish, 2 bearish, 0 mixed, 7 neutral · avg impact 2.8/10.Plus 1 press releases.
NEUTRALCOURT-RULING1/10
A stipulation and court order dismissed two causes of action against co-defendant G2 Secure Staff in
Sep 3, 2026
BEARISHCOURT-RULING5/10
The Northern District of California denied Southwest Airlines' motion for summary judgment in a cert
Sep 1, 2026
NEUTRAL8-K2/10
Southwest Airlines appointed Varun Krishna (CEO of Rocket Companies/interim CEO of Redfin) and Jason
Aug 11, 2026
NEUTRALCOURT-RULING1/10
The court granted a motion to compel production of an Excel file from a former employee in the gener
Aug 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
SOUTHWEST AIRLINES TO DISCUSS THIRD QUARTER 2026 FINANCIAL RESULTS ON OCTOBER 22, 2026
DALLAS, Oct. 1, 2026 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) will release its third quarter 2026 financial results after the market closes
Sep 30, 2026
short_volume
Short Volume: LUV — 61.5% short (1.0M / 1.6M)
Short: 970,221 | Exempt: 3,590 | TRF Vol: 1,576,372 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: LUV — 73.3% short (1.5M / 2.0M)
Short: 1,455,788 | Exempt: 901 | TRF Vol: 1,986,136 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: LUV — 67.7% short (2.1M / 3.0M)
Short: 2,054,349 | Exempt: 990 | TRF Vol: 3,035,307 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: LUV — 65.6% short (1.4M / 2.2M)
Short: 1,439,962 | Exempt: 6,063 | TRF Vol: 2,196,320 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.58 | $0.45–$0.75 | 430.6% | -9.0% | 1↑ 4↓ | $8.2B | 21 |
| Next Q | $1.19 | $0.65–$1.88 | 105.9% | -17.0% | 1↑ 4↓ | $8.9B | 19 |
| Current FY | $3.10 | $2.55–$4.00 | 233.7% | -7.8% | 2↑ 3↓ | $33.0B | 24 |
| Next FY | $4.64 | $2.95–$7.68 | 49.6% | -4.2% | 1↑ 5↓ | $34.6B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.584 | — |
| 7d ago | $0.592 | -0.008 |
| 30d ago | $0.641 | -0.058 |
| 60d ago | $0.708 | -0.125 |
| 90d ago | $0.741 | -0.157 |
Institutional ownership
Which big funds own LUV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.8B total value (384,720,211 shares) as of 2026-Q2. Top holders: PRIMECAP, FRANKLIN, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 48,797,725 | $2.5B | 12.7% | — |
| FRANKLIN RESOURCES INC | 46,578,090 | $2.4B | 12.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 31,614,180 | $1.6B | 8.2% | — |
| BlackRock, Inc. | 29,917,962 | $1.5B | 7.8% | — |
| STATE STREET CORP | 29,326,975 | $1.5B | 7.6% | — |
| Elliott Investment Management L.P. | 24,308,000 | $1.2B | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23,999,965 | $1.2B | 6.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,739,007 | $653.9M | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 10,777,353 | $554.0M | 2.8% | — |
| GOLDMAN SACHS GROUP INC | 10,409,159 | $535.2M | 2.7% | DOUBLED +195.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 3,518,630 | 10,409,159 | +195.8% | $535.2M |
| JPMORGAN CHASE & CO | DOUBLED | 4,401,436 | 8,864,414 | +101.4% | $457.4M |
| UBS Group AG | DOUBLED | 2,543,380 | 6,534,122 | +156.9% | $336.0M |
| FIRST TRUST ADVISORS LP | DOUBLED | 651,106 | 4,145,711 | +536.7% | $213.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 2,613,887 | 4,140,634 | +58.4% | $212.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,115,353 | 3,011,054 | +42.3% | $154.8M |
| Qube Research & Technologies Ltd | TRIM | 5,159,735 | 1,879,278 | -63.6% | $96.6M |
| NORGES BANK | NEW | — | 1,788,321 | — | $92.0M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 616,027 | 1,766,077 | +186.7% | $90.8M |
| DEUTSCHE BANK AG\ | ADD | 1,041,843 | 1,633,156 | +56.8% | $84.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 36 transactions. Net -$4.5K — $0.00 bought, $4.5K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Martinez Jimmy Ryan | Principal Accounting Officer | AWARD | 2,697 | — | — |
| Aug 21, 2026 | Martinez Jimmy Ryan | Principal Accounting Officer | TAX W/H | 179 | $40.38 | $7.2K |
| Aug 10, 2026 | Liberty Jason T | Director | AWARD | 3,787 | — | — |
| Aug 10, 2026 | Krishna Varun | Director | AWARD | 3,787 | — | — |
| Aug 5, 2026 | Jones Justin | EVP & Chief Commercial Officer | AWARD | 8,568 | — | — |
| Aug 5, 2026 | Jordan Robert E | CEO & President | AWARD | 28,321 | — | — |
| Aug 5, 2026 | Watterson Andrew M | Chief Operating Officer | AWARD | 2,995 | — | — |
| Aug 5, 2026 | Roach Anthony | Chief Customer & Brand Officer | AWARD | 9,506 | — | — |
| Aug 5, 2026 | Doxey Tom | EVP, Chief Financial Officer | AWARD | 6,316 | — | — |
| Aug 5, 2026 | Woods Lauren Tauscher | EVP & CIO | AWARD | 7,598 | — | — |
Congressional trades
LUV trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | Matt Van Epps | R | HOUSE | SELL | $1,001 - $15,000 | Southwest Airlines Co | Jun 17, 2026(2d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LUV.
Shares short
22,075,369
Settlement Sep 15, 2026
Change vs prior
-21.6%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All LUV filing & press-release reports (10)
- COURT-RULING reportSep 3, 2026
- COURT-RULING reportSep 1, 2026
- 8-K reportAug 11, 2026
- COURT-RULING reportAug 10, 2026
- PRESS-RELEASE reportJul 30, 2026
- COURT-RULING reportJul 15, 2026
- PRESS-RELEASE reportJul 13, 2026
- COURT-RULING reportJul 8, 2026
- 8-K reportApr 22, 2026
- COURT-RULING reportMar 30, 2026