Earnings Outlook Cut: Southwest Airlines has recently faced scrutiny on X following its lowered 2025 profit forecast to around $500 million. Many discussions point to weaker demand during the U.S. government shutdown and rising fuel costs as key pressures. The stock dipped slightly in pre-market trading after the news, sparking varied reactions.
Analyst Upgrades: Despite the earnings cut, some optimism persists on X as major analysts have raised price targets for LUV, with one notable hike to $48 from $38. Posts highlight this as a sign of confidence in the airline’s long-term strategy, including new seating options and route expansions. The contrast between short-term challenges and future potential keeps the conversation lively.
Note: This discussion summary was generated from an AI condensation of post data.
Southwest Airlines Insider Trading Activity
Southwest Airlines insiders have traded $LUV stock on the open market 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LUV stock by insiders over the last 6 months:
- JUSTIN JONES (EVP Operations) sold 8,085 shares for an estimated $302,055
- GREGG A SARETSKY has made 2 purchases buying 3,345 shares for an estimated $100,447 and 0 sales.
- SARAH FEINBERG has made 2 purchases buying 1,500 shares for an estimated $45,007 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Southwest Airlines Revenue
Southwest Airlines had revenues of $6.9B in Q3 2025. This is an increase of 1.15% from the same period in the prior year.
You can track LUV financials on Quiver Quantitative's LUV stock page.
Southwest Airlines Congressional Stock Trading
Members of Congress have traded $LUV stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LUV stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 09/05, 07/03 and 1 sale worth up to $15,000 on 08/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Southwest Airlines Hedge Fund Activity
We have seen 322 institutional investors add shares of Southwest Airlines stock to their portfolio, and 480 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 17,978,284 shares (+174.5%) to their portfolio in Q3 2025, for an estimated $573,687,042
- CAPITAL WORLD INVESTORS removed 8,468,269 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $270,222,463
- NOMURA HOLDINGS INC removed 7,698,971 shares (-66.6%) from their portfolio in Q3 2025, for an estimated $245,674,164
- GOLDMAN SACHS GROUP INC added 5,490,321 shares (+161.2%) to their portfolio in Q3 2025, for an estimated $175,196,143
- VANGUARD GROUP INC removed 5,121,198 shares (-7.7%) from their portfolio in Q3 2025, for an estimated $163,417,428
- INTERVAL PARTNERS, LP added 4,017,235 shares (+inf%) to their portfolio in Q3 2025, for an estimated $128,189,968
- AMERIPRISE FINANCIAL INC added 3,753,183 shares (+43.7%) to their portfolio in Q3 2025, for an estimated $119,764,069
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Southwest Airlines Government Contracts
We have seen $162,200 of award payments to $LUV over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- IGF:OT:IGF DOMESTIC CHARTER - AIR TRANSPORTATION SERVICES: $82,700
- DOMESTIC CHARTER - AIR TRANSPORTATION SERVICES: $79,500
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Southwest Airlines Analyst Ratings
Wall Street analysts have issued reports on $LUV in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 10/24/2025
To track analyst ratings and price targets for Southwest Airlines, check out Quiver Quantitative's $LUV forecast page.
Southwest Airlines Price Targets
Multiple analysts have issued price targets for $LUV recently. We have seen 10 analysts offer price targets for $LUV in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Michael Goldie from BMO Capital set a target price of $43.0 on 12/09/2025
- Ravi Shanker from Morgan Stanley set a target price of $48.0 on 12/08/2025
- John Godyn from Citigroup set a target price of $38.0 on 12/04/2025
- David Vernon from Bernstein set a target price of $34.0 on 11/20/2025
- Jamie Baker from JP Morgan set a target price of $36.0 on 10/24/2025
- Thomas Wadewitz from UBS set a target price of $33.0 on 10/24/2025
- Christopher Stathoulopoulos from Susquehanna set a target price of $35.0 on 10/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
