Alain Bellemare Sells 36,000 Shares of Delta Air Lines (NYSE:DAL) Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Alain Bellemare sold 36,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $69.21, for a total value of $2,491,560.00. Following the completion of the sale, the executive vice president directly owned 95,731 shares in the company, valued at $6,625,542.51. This trade represents a 27.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Delta Air Lines Stock Performance

Shares of NYSE DAL opened at $70.50 on Friday. Delta Air Lines, Inc. has a 12 month low of $34.74 and a 12 month high of $73.16. The company has a market cap of $46.03 billion, a P/E ratio of 9.19, a P/E/G ratio of 1.14 and a beta of 1.38. The business’s 50 day moving average is $66.73 and its two-hundred day moving average is $60.84. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. The business had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. Delta Air Lines’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the company posted $1.85 earnings per share. Delta Air Lines has set its Q1 2026 guidance at 0.500-0.900 EPS and its FY 2026 guidance at 6.500-7.500 EPS. On average, equities analysts expect that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on DAL shares. Susquehanna increased their target price on Delta Air Lines from $70.00 to $85.00 and gave the stock a “positive” rating in a report on Friday, January 9th. Seaport Global Securities lifted their target price on shares of Delta Air Lines from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Friday, January 9th. BNP Paribas Exane increased their price target on Delta Air Lines from $70.00 to $85.00 and gave the stock an “outperform” rating in a research report on Monday, December 8th. Argus set a $80.00 price target on Delta Air Lines in a report on Wednesday. Finally, Citigroup reissued a “buy” rating on shares of Delta Air Lines in a research note on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $79.97.

Key Delta Air Lines News

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Multiple major brokers raised price targets and maintained constructive ratings on DAL, signaling upward analyst conviction (HSBC to $80.20, Wolfe Research to $83, Goldman Sachs to $80, DBS to $80). These upgrades imply ~12–16% upside from recent levels and support medium‑term upside. HSBC Raises PT Wolfe Research Goldman Sachs
• Positive Sentiment: Analysts emphasize Delta’s strong cash flow, low leverage and resilient premium (MRO and high‑end traveler demand) as reasons the shares remain a buy despite near‑term caution. Benzinga: Caution Hides Opportunity
• Neutral Sentiment: Q4 results: EPS modestly beat while revenue missed and management gave a cautious tone on 2026 (guidance range highlighted). Investors are parsing whether the guidance conservatism is prudent or indicates weaker demand trends — a near‑term volatility driver. Earnings Call Transcript
• Neutral Sentiment: Market commentary and research pieces (Zacks, MarketBeat) highlight Delta as a momentum/value play for longer‑term investors while flagging short‑term sensitivity to guidance and macro data. Zacks Momentum
• Negative Sentiment: Significant insider selling: CEO Edward Bastian sold ~173,230 shares (~21% cut to his holding) at ~$71 (SEC filing), and several EVPs (Rahul Samant, Steven Sear, Alain Bellemare, Peter Carter) also sold large blocks over Jan 14–15, reducing their positions materially. Large insider dispositions can pressure sentiment and add selling pressure even if driven by diversification or tax planning. CEO Sale SEC EVP Samant SEC

Institutional Investors Weigh In On Delta Air Lines

Several institutional investors have recently modified their holdings of DAL. First Financial Bank Trust Division lifted its holdings in Delta Air Lines by 3.3% in the fourth quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company’s stock valued at $328,000 after buying an additional 150 shares during the period. JFS Wealth Advisors LLC raised its position in shares of Delta Air Lines by 25.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 794 shares of the transportation company’s stock valued at $55,000 after acquiring an additional 161 shares during the last quarter. Private Trust Co. NA lifted its stake in shares of Delta Air Lines by 3.3% in the 3rd quarter. Private Trust Co. NA now owns 5,493 shares of the transportation company’s stock valued at $312,000 after purchasing an additional 174 shares during the period. HBK Sorce Advisory LLC lifted its stake in shares of Delta Air Lines by 3.2% in the 3rd quarter. HBK Sorce Advisory LLC now owns 5,871 shares of the transportation company’s stock valued at $362,000 after purchasing an additional 181 shares during the period. Finally, Kaufman Rossin Wealth LLC grew its stake in shares of Delta Air Lines by 2.2% during the fourth quarter. Kaufman Rossin Wealth LLC now owns 8,593 shares of the transportation company’s stock worth $596,000 after purchasing an additional 182 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.

Delta Air Lines Company Profile

Delta Air Lines is a major U.S.-based global airline that provides scheduled passenger and cargo air transportation, aircraft maintenance and repair services, and related travel products. Its operations include mainline domestic and international passenger services, a branded regional network operating under the Delta Connection name, dedicated air cargo carriage, and in-house maintenance, repair and overhaul through Delta TechOps. Delta offers a range of cabin products for different customer segments, including premium business-class service on long-haul routes and tiered economy offerings on domestic and international flights, and it markets customer loyalty benefits through the SkyMiles frequent-flyer program.

The carrier operates a mixed fleet of narrow- and wide-body aircraft from multiple U.S.