Southwest Airlines expands Elliott pact, exec to step down

Published 19/02/2025, 14:18
Southwest Airlines expands Elliott pact, exec to step down

Southwest Airlines Co. (NYSE:LUV), currently valued at $17.8 billion, has amended its agreement with investment firm Elliott Management, allowing Elliott to increase its economic exposure in the airline from 14.9% to 19.9%, according to a regulatory filing on Tuesday.

The amendment also extends the restriction on Elliott acquiring more than 12.49% of Southwest’s outstanding common stock until April 1, 2026. According to InvestingPro analysis, Southwest maintains a strong balance sheet with more cash than debt, making it an attractive target for strategic investors.

This move comes as the airline announced that Ryan Green, the Executive Vice President & Chief Transformation Officer, will step down from his role effective April 1, 2025. Southwest Airlines, based in Dallas, Texas, did not disclose the reason for Green’s departure or name a successor.

The agreement with Elliott, initially established on October 23, 2024, has been a significant part of Southwest’s corporate governance. The amendment signifies a deepening of the relationship between the airline and the investment firm, which is known for its activist positions in companies.

The details of the amendment are outlined in Exhibit 10.1 attached to the filing, which provides the terms and conditions of the enhanced cooperation between Southwest and the Elliott parties.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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