Rahul Samant Sells 57,003 Shares of Delta Air Lines (NYSE:DAL) Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Rahul Samant sold 57,003 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $69.57, for a total transaction of $3,965,698.71. Following the sale, the executive vice president directly owned 36,246 shares in the company, valued at $2,521,634.22. The trade was a 61.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Delta Air Lines Stock Down 1.2%

DAL stock opened at $70.50 on Friday. Delta Air Lines, Inc. has a one year low of $34.74 and a one year high of $73.16. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. The firm’s fifty day moving average is $66.73 and its 200 day moving average is $60.84. The firm has a market cap of $46.03 billion, a PE ratio of 9.19, a P/E/G ratio of 1.14 and a beta of 1.38.

Delta Air Lines (NYSE:DAL) last posted its earnings results 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. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The business had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same period in the prior year, the company posted $1.85 EPS. The company’s revenue for the quarter was up 2.9% on a year-over-year basis. 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, research analysts forecast that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Perigon Wealth Management LLC increased its holdings in shares of Delta Air Lines by 56.6% in the fourth quarter. Perigon Wealth Management LLC now owns 13,321 shares of the transportation company’s stock valued at $924,000 after purchasing an additional 4,816 shares during the last quarter. West Branch Capital LLC raised its holdings in shares of Delta Air Lines by 9,900.0% during the 4th quarter. West Branch Capital LLC now owns 1,000 shares of the transportation company’s stock worth $69,000 after acquiring an additional 990 shares during the period. Earned Wealth Advisors LLC boosted its position in shares of Delta Air Lines by 27.5% during the 4th quarter. Earned Wealth Advisors LLC now owns 5,617 shares of the transportation company’s stock valued at $390,000 after acquiring an additional 1,211 shares during the last quarter. Matauro LLC purchased a new stake in shares of Delta Air Lines in the fourth quarter valued at about $235,000. Finally, Kwmg LLC grew its holdings in shares of Delta Air Lines by 0.7% in the fourth quarter. Kwmg LLC now owns 122,685 shares of the transportation company’s stock valued at $8,514,000 after purchasing an additional 864 shares during the period. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on DAL shares. Citigroup reiterated a “buy” rating on shares of Delta Air Lines in a research report on Wednesday, January 7th. BNP Paribas Exane upped their price objective on shares of Delta Air Lines from $70.00 to $85.00 and gave the stock an “outperform” rating in a research report on Monday, December 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $81.00 target price on shares of Delta Air Lines in a research report on Wednesday. Cowen reissued a “buy” rating on shares of Delta Air Lines in a research note on Wednesday, January 7th. Finally, Evercore ISI raised their price target on shares of Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating and twenty-three have issued a Buy rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $79.97.

Trending Headlines about Delta Air Lines

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

About Delta Air Lines

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.