Southwest Airlines Co.

Report azionario NYSE:LUV

Capitalizzazione di mercato: US$25.5b

Southwest Airlines Dividendi e riacquisti

Criteri Dividendo verificati 3/6

Southwest Airlines è una società che paga dividendi con un rendimento attuale di 1.39% ben coperto dagli utili. La prossima data di pagamento è il 2nd July, 2026 con una data di stacco della cedola di 11th June, 2026.

Informazioni chiave

1.4%

Rendimento del dividendo

11.8%

Rendimento del riacquisto

Rendimento totale per gli azionisti13.1%
Rendimento futuro dei dividendi1.5%
Crescita dei dividendi6.5%
Prossima data di pagamento dei dividendi02 Jul 26
Data di stacco del dividendo11 Jun 26
Dividendo per azionen/a
Rapporto di remunerazione46%

Aggiornamenti recenti su dividendi e riacquisti

Articolo di analisi Feb 08

Southwest Airlines (NYSE:LUV) Has Affirmed Its Dividend Of $0.18

The board of Southwest Airlines Co. ( NYSE:LUV ) has announced that it will pay a dividend of $0.18 per share on the...

Recent updates

Articolo di analisi Jun 19

Southwest Airlines (LUV) Stock Could Be 5.1% Overvalued After AWS Partnership News

Southwest Airlines (LUV) is back in focus after outlining a broad technology overhaul through a new partnership with Amazon Web Services, alongside a sector wide lift from easing fuel cost concerns tied to de-escalating geopolitical risks. See our latest analysis for Southwest Airlines. The AW S partnership and easing fuel cost concerns have arrived alongside a sharp rebound in Southwest Airlines, with a 30 day share price return of 28.43% and a 1 year total shareholder return of 56.84%. This...
Aggiornamento della narrazione Jun 16

LUV: Rising Fuel Costs Will Likely Outpace Transformation Margin Gains

Southwest Airlines enters this narrative update with the analyst fair value estimate raised from $24.00 to $30.00, reflecting recent price target increases from several firms as analysts point to the company’s transformation efforts, earnings potential, and revised expectations for future P/E and profit margins. Analyst Commentary Recent Street research on Southwest Airlines has been mixed, with some institutions lifting price targets and others trimming expectations.
Aggiornamento della narrazione Jun 02

LUV: Restructuring Efforts And Fuel Headwinds Will Shape Earnings Outlook

Narrative Update: Southwest Airlines Analysts lifted the implied fair value for Southwest Airlines stock by about $0.39 to $45.64, reflecting a series of recent price target changes that include raises to $60 and $53, alongside several cuts tied mainly to higher fuel cost assumptions and mixed earnings outlooks. Analyst Commentary Recent research on Southwest Airlines shows a mix of optimism and caution, with price targets ranging from the mid US$30s to US$60 and ratings spread across Buy, Hold or equivalent, Equal Weight or equivalent, and Sell.
Aggiornamento della narrazione May 03

LUV: 2026 Cabin Changes And Fuel Recovery Potential Will Support Earnings

Analysts have nudged the fair value estimate for Southwest Airlines slightly higher to about $45.25 from $44.82 as they balance fuel cost pressures, softer revenue growth and margin expectations, and a modestly higher assumed future P/E multiple of around 10x. Analyst Commentary Recent Street research on Southwest Airlines reflects a mix of optimism and caution, with multiple firms adjusting price targets and ratings as they reassess fuel assumptions, demand trends, and the earnings impact of new initiatives.
Seeking Alpha Apr 24

Southwest Airlines: Braced For Fuel Shocks, Not Priced For Them

Summary Southwest Airlines Co. faces headwinds from sustained high oil prices driven by geopolitical conflict, pressuring margins and necessitating fare hikes. LUV’s balance sheet remains robust, with over $3B in cash and manageable debt, offering resilience compared to weaker peers. Management aims to offset fuel costs with ticket price increases, but has not updated guidance, reflecting uncertainty about demand elasticity and war duration. I view LUV as fairly valued near $38 and would only consider buying below $29.09 per share, given cyclical risks and limited near-term upside. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 19

LUV: Rising Fuel Costs Will Likely Constrain Future Margin Recovery

Southwest Airlines' analyst price target is revised slightly lower to $24.00 as analysts factor in higher discount rates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple following a series of recent target cuts that largely cite rising fuel costs and more cautious earnings estimates. Analyst Commentary Street research around Southwest has turned more cautious as analysts revisit their assumptions on fuel, revenue, and margins.
Aggiornamento della narrazione Apr 04

LUV: 2026 Cabin Upgrades And Seating Changes Will Support Earnings Power

Analysts have nudged the fair value estimate for Southwest Airlines down from about $47.47 to $44.82. This reflects a blend of higher assumed fuel costs, slightly stronger revenue and margin expectations, a higher discount rate, and a lower future P/E multiple in response to a recent wave of reduced price targets across the Street.
Aggiornamento della narrazione Mar 21

LUV: New Seating And Fees Will Support Future Margin Recovery

Southwest Airlines' analyst price targets have generally shifted lower by about $10 in recent revisions, as analysts factor in higher assumed fuel costs, even while acknowledging resilient demand and incremental revenue initiatives. Analyst Commentary Recent research paints a mixed but constructive picture for Southwest, with many firms recalibrating price targets around higher fuel assumptions while still pointing to healthy demand and revenue initiatives.
Aggiornamento della narrazione Mar 07

LUV: Fuel Cost And Capacity Pressures Will Likely Undermine Fee Initiatives

The updated analyst price target for Southwest Airlines implies a slightly lower fair value of about $24.03, as analysts weigh stronger long term earnings initiatives and demand expectations against higher fuel cost risks and a modestly higher discount rate. Analyst Commentary Recent Street research on Southwest Airlines reflects a mix of optimism around long term earnings initiatives and growing caution around fuel costs, capacity trends, and execution on planned product changes.
Aggiornamento della narrazione Feb 20

LUV: Future Fee Initiatives Will Likely Fail To Justify Current Pricing

Narrative Update The analyst price target for Southwest has moved higher to reflect a fair value estimate of $24.38, supported by updated assumptions for revenue growth, profit margins, and discount rate as analysts highlight potential earnings contributions from extra legroom, assigned seating, and checked bag initiatives. Analyst Commentary Recent Street research on Southwest has centered on how new revenue initiatives like extra legroom, assigned seating, and checked bag fees could affect earnings power and, in turn, perceived fair value for the stock.
Articolo di analisi Feb 08

Southwest Airlines (NYSE:LUV) Has Affirmed Its Dividend Of $0.18

The board of Southwest Airlines Co. ( NYSE:LUV ) has announced that it will pay a dividend of $0.18 per share on the...
Aggiornamento della narrazione Feb 05

LUV: 2026 Capacity Expansion And Partnerships Will Test Rich Share Pricing

Analysts have raised their implied fair value estimate for Southwest Airlines from about $39.63 to $47.47. This change reflects a series of higher price targets across the Street as they factor in updated views on revenue growth, profit margins, discount rates and future P/E assumptions.
Aggiornamento della narrazione Jan 22

LUV: Easing Fuel Costs And Resilient Demand Will Support Margin Recovery

The analyst price target for Southwest Airlines has been raised from US$54.95 to US$60.00, as analysts point to a more supportive industry setup into 2026, including resilient demand signals, easing fuel headwinds, and a wide range of higher Street targets across major firms. Analyst Commentary Recent research shows a cluster of higher price targets and a key upgrade that together frame a more constructive setup for Southwest Airlines into 2026.
Aggiornamento della narrazione Jan 08

LUV: Demand Recovery And 2026 Outlook Will Shape Fairly Valued Shares

Narrative Update: Southwest Airlines (LUV) Our analyst price target for Southwest Airlines has moved higher from US$35.00 to about US$40.00. This reflects updated assumptions for slightly stronger revenue growth, higher profit margins, and a modestly higher future P/E multiple in line with recent analyst price target increases across the sector and expectations for healthier demand and earnings outlooks into 2026.
Aggiornamento della narrazione Dec 24

LUV: Technology-Driven Merchandising Will Support Higher Margins And Reduced Risk Profile

Analysts have lifted their price target for Southwest Airlines to approximately $55 per share from about $46, citing expectations for faster revenue growth, improved profit margins, and a lower perceived risk profile, in line with recent Street research that highlights the airline sector’s evolving merchandising and pricing power. Analyst Commentary Bullish analysts are pointing to Southwest’s improving fundamentals and revenue trajectory as justification for higher valuation expectations.
Articolo di analisi Dec 12

Revenues Not Telling The Story For Southwest Airlines Co. (NYSE:LUV) After Shares Rise 27%

The Southwest Airlines Co. ( NYSE:LUV ) share price has done very well over the last month, posting an excellent gain...
Aggiornamento della narrazione Dec 10

LUV: Industry Tailwinds And Partnerships Will Shape Future Earnings Profile

Southwest Airlines' analyst price target has ticked higher by about $1 to the mid $30s, as analysts cite a lower perceived risk profile, slightly refined long term growth and profitability assumptions, and supportive industry dynamics highlighted in recent airline sector previews. Analyst Commentary Analysts are broadly constructive on Southwest's risk reward profile, but remain divided on how quickly the carrier can translate industry tailwinds into outsized earnings growth relative to peers.
Aggiornamento della narrazione Nov 26

LUV: Revenue Momentum And Industry Shifts Will Influence Market Standing

Southwest Airlines’ analyst price target has increased from approximately $34.07 to $34.23. Analysts cite incremental improvements in revenue growth and profit margin expectations as key drivers behind this modest upward revision.
Aggiornamento della narrazione Nov 08

LUV: Evolving Industry Dynamics Will Shape Margins And Global Partnership Outcomes

Southwest Airlines' analyst price target has been raised from $33.76 to $34.07 as analysts cite evolving industry dynamics and projected improvements in technology-driven merchandising platforms, which support a cautiously optimistic outlook for the stock. Analyst Commentary Recent commentary from analysts reflects both optimism and caution regarding Southwest Airlines' near-term prospects and long-term positioning in a changing U.S. airline landscape.
Articolo di analisi Oct 31

We Like The Quality Of Southwest Airlines' (NYSE:LUV) Earnings

The stock was sluggish on the back of Southwest Airlines Co.'s ( NYSE:LUV ) recent earnings report. We have done some...
Aggiornamento della narrazione Oct 25

Industry Shifts And Margin Recovery Will Support Performance Through 2026 And Beyond

Southwest Airlines’ analyst price target has been raised from approximately $33.06 to $33.76. Analysts cite improved profit margin expectations and accelerating industry revenue growth as driving factors behind the update.
Aggiornamento della narrazione Oct 11

Expedia Channel And Premium Seating Will Boost Operational Efficiency

Southwest Airlines' analyst consensus price target has been revised upward by $0.55. Analysts highlight improvements in expected revenue growth and profit margins, supporting a cautiously optimistic outlook.
Aggiornamento della narrazione Sep 27

Expedia Channel And Premium Seating Will Boost Operational Efficiency

The consensus analyst price target for Southwest Airlines saw a slight upward revision to $32.51 as bullish analysts highlight stronger long-term profit expectations and industry consolidation benefits, while persistent near-term skepticism among others tempers enthusiasm. Analyst Commentary JPMorgan is bullish, citing above-consensus earnings estimates through 2026-2027 and expectations of outsized industry profit consolidation among stronger carriers like Southwest.
Aggiornamento della narrazione Sep 12

Expedia Channel And Premium Seating Will Boost Operational Efficiency

Both the consensus analyst price target and key financial metrics for Southwest Airlines have seen negligible changes, indicating continued stability in fundamentals, with the fair value price target edged slightly higher to $32.16. What's in the News Southwest is expanding routes aggressively for 2026, launching new destinations including Santa Rosa, CA; Knoxville, TN; St. Thomas (USVI); and St. Maarten, with additional routes and increased connections through Denver, Burbank, San Diego, and Baltimore.
Articolo di analisi Aug 28

Southwest Airlines (NYSE:LUV) Will Pay A Dividend Of $0.18

The board of Southwest Airlines Co. ( NYSE:LUV ) has announced that it will pay a dividend on the 24th of September...
Articolo di analisi Aug 14

Southwest Airlines' (NYSE:LUV) Dividend Will Be $0.18

Southwest Airlines Co. ( NYSE:LUV ) will pay a dividend of $0.18 on the 24th of September. This payment means that the...
Articolo di analisi Jul 11

Southwest Airlines' (NYSE:LUV) Returns On Capital Not Reflecting Well On The Business

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Seeking Alpha Mar 25

Southwest Airlines Is Delivering For Investors Again

Summary Southwest Airlines is undergoing significant changes, including product reconfiguration, charging for more checked bags, and adding red-eye flights to boost revenue and schedule competitiveness. Operational reliability is strong, and the company expects $1.5 billion in EBIT improvements by 2025, despite employee and customer adaptation challenges. Southwest's strong balance sheet and Boeing 737 MAX order book are key assets, with potential cost savings from ending fuel hedging and fleet modernization. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

The Southwest Turnaround: An Attractive Capacity Growth Plan Clouded By Capex Uncertainty

Summary Elliott Investment Management called for a significant overhaul at Southwest in 2024, including leadership changes and a comprehensive business review, prompting a transformation plan. Southwest's turnaround plan focuses on boosting revenues, improving fleet utilization, and optimizing capital allocation, targeting $4bn in additional EBIT and $1bn in FCF by FY27. The feasibility of Southwest's capacity growth plans is supported by tangible initiatives, but cost management, particularly capex, remains a critical and uncertain factor. While Southwest's potential for value creation is evident, the heavy reliance on uncertain capex reductions makes it challenging to adopt a bullish stance without further clarity. Read the full article on Seeking Alpha
Seeking Alpha Feb 19

Southwest Airlines Could Fly High On Demand Growth, But Needs To Improve Margins

Summary Southwest Airlines gets its prior hold rating from 2023 reaffirmed. Key positive factors are expected air travel growth in 2025, new global airline partnerships, an investment-grade credit rating, and low debt. Its gross and net income margins could use improvement compared to peers, as well as its dividend growth trend. Although it is trading near its moving average and undervalued vs its sector, it remains overvalued on fwd P/E vs key airline peers. Over-reliance on a Boeing fleet lacks fleet diversification and can have business impact in the event of further Boeing aircraft issues. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I pagamenti dei dividendi di LUV sono stati volatili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di LUV sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

Southwest Airlines Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di LUV rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (LUV)1.4%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.1%
Media del settore (Airlines)1.3%
Analista previsionale (LUV) (fino a 3 anni)1.5%

Dividendo notevole: Il dividendo di LUV ( 1.39% ) è più alto rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.36% ).

Dividendo elevato: Il dividendo di LUV ( 1.39% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.13%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Grazie al suo payout ratio ( 45.7% ) ragionevolmente basso, i pagamenti dei dividendi di LUV sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: LUV sta pagando un dividendo ma la società non ha flussi di cassa liberi.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/26 16:23
Prezzo dell'azione a fine giornata2026/06/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Southwest Airlines Co. è coperta da 35 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John StaszakArgus Research Company
Brandon OglenskiBarclays
Garrett ChaseBarclays