Southwest Airlines Ownership

LUV Stock  USD 31.97  0.18  0.57%   
Southwest Airlines shows a total of 599.74 Million outstanding shares. The majority of Southwest Airlines outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Southwest Airlines to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Southwest Airlines. Please pay attention to any change in the institutional holdings of Southwest Airlines as this could imply that something significant has changed or is about to change at the company. Please note that on October 29, 2020, Representative Susan A Davis of US Congress acquired $15k to $50k worth of Southwest Airlines's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
643 M
Current Value
601 M
Avarage Shares Outstanding
657.4 M
Quarterly Volatility
74.3 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Southwest Airlines in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Southwest Airlines, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to climb to about 449.4 M in 2024. Dividend Yield is likely to climb to 0.02 in 2024. Net Income Applicable To Common Shares is likely to climb to about 869.2 M in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 578 M in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
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For more information on how to buy Southwest Stock please use our How to Invest in Southwest Airlines guide.

Southwest Stock Ownership Analysis

About 92.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.84. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Southwest Airlines has Price/Earnings To Growth (PEG) ratio of 0.47. The entity recorded a loss per share of 0.08. The firm last dividend was issued on the 26th of December 2024. Southwest Airlines had 3:2 split on the 16th of February 2001. Southwest Airlines Co. operates as a passenger airline company that provide scheduled air transportation services in the United States and near-international markets. The company was incorporated in 1967 and is headquartered in Dallas, Texas. Southwest Airlines operates under Airlines classification in the United States and is traded on New York Stock Exchange. It employs 64123 people. To find out more about Southwest Airlines contact Gary Kelly at 214 792 4000 or learn more at https://www.southwest.com.
Besides selling stocks to institutional investors, Southwest Airlines also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Southwest Airlines' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Southwest Airlines' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Southwest Airlines Quarterly Liabilities And Stockholders Equity

24.05 Billion

Southwest Airlines Insider Trades History

Less than 1% of Southwest Airlines are currently held by insiders. Unlike Southwest Airlines' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Southwest Airlines' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Southwest Airlines' insider trades
 
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Covid

Southwest Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Southwest Airlines is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Southwest Airlines backward and forwards among themselves. Southwest Airlines' institutional investor refers to the entity that pools money to purchase Southwest Airlines' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Artisan Partners Limited Partnership2024-09-30
10.9 M
Ameriprise Financial Inc2024-06-30
9.6 M
Ubs Group Ag2024-06-30
8.8 M
Amvescap Plc.2024-06-30
7.6 M
American Century Companies Inc2024-09-30
6.6 M
Elliott Investment Management Lp2024-06-30
M
Fmr Inc2024-09-30
M
Dimensional Fund Advisors, Inc.2024-09-30
5.7 M
Jpmorgan Chase & Co2024-06-30
5.1 M
Vanguard Group Inc2024-09-30
68.2 M
Capital World Investors2024-09-30
57.5 M
Note, although Southwest Airlines' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Southwest Airlines' latest congressional trading

Congressional trading in companies like Southwest Airlines, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Southwest Airlines by those in governmental positions are based on the same information available to the general public.
2020-10-29Representative Susan A DavisAcquired $15K to $50KVerify

Southwest Airlines Outstanding Bonds

Southwest Airlines issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Southwest Airlines uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Southwest bonds can be classified according to their maturity, which is the date when Southwest Airlines has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Southwest Airlines Corporate Filings

F4
22nd of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
21st of November 2024
Other Reports
ViewVerify
12th of November 2024
Other Reports
ViewVerify
8K
7th of November 2024
An amendment to a previously filed Form 8-K
ViewVerify

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Additional Tools for Southwest Stock Analysis

When running Southwest Airlines' price analysis, check to measure Southwest Airlines' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Southwest Airlines is operating at the current time. Most of Southwest Airlines' value examination focuses on studying past and present price action to predict the probability of Southwest Airlines' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Southwest Airlines' price. Additionally, you may evaluate how the addition of Southwest Airlines to your portfolios can decrease your overall portfolio volatility.