Southwest Airlines Ownership
| LUV Stock | USD 34.15 0.55 1.64% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 601 M | Current Value 641 M | Avarage Shares Outstanding 711.2 M | Quarterly Volatility 86.5 M |
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.
Southwest |
Southwest Stock Ownership Analysis
About 88.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.92. 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 0.46. The entity last dividend was issued on the 12th of March 2025. The firm 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 |
|
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
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 | Fmr Inc | 2024-12-31 | 7.5 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 6.6 M | Amvescap Plc. | 2024-12-31 | 6.6 M | Jpmorgan Chase & Co | 2024-12-31 | 6.6 M | Ubs Group Ag | 2024-12-31 | 6.5 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 6.1 M | Jacobs Levy Equity Management, Inc. | 2024-12-31 | 6 M | American Century Companies Inc | 2024-12-31 | 5.3 M | Northern Trust Corp | 2024-12-31 | 4.9 M | Vanguard Group Inc | 2024-12-31 | 68.7 M | Elliott Investment Management Lp | 2024-12-31 | 59.7 M |
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.
| 2025-03-07 | Representative Gil Cisneros | Acquired Under $15K | Verify | ||
| 2025-02-12 | Representative Gil Cisneros | Acquired Under $15K | Verify | ||
| 2025-01-13 | Representative James Comer | Acquired Under $15K | Verify | ||
| 2023-09-22 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2023-09-17 | Senator Dan Sullivan | Acquired Under $15K | Verify | ||
| 2022-08-19 | Representative Dwight Evans | Acquired Under $15K | Verify |
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 AIRLS 7375 Corp BondUS844741AN81 | View | |
| SOUTHWEST AIRLINES CO Corp BondUS844741BK34 | View | |
| SOUTHWEST AIRLS 3 Corp BondUS844741BC18 | View | |
| US844741BF49 Corp BondUS844741BF49 | View | |
| SOUTHWEST AIRLS 345 Corp BondUS844741BE73 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Southwest Airlines Corporate Filings
F4 | 18th of March 2025 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 |
8K | 11th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 10th of March 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
| 7th of March 2025 Other Reports | ViewVerify |
Thematic Opportunities
Explore Investment Opportunities
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.