Delta Air Lines, Inc. (NYSE:DAL) Given Average Rating of “Buy” by Analysts

Shares of Delta Air Lines, Inc. (NYSE:DAL) have been assigned a consensus recommendation of “Buy” from the twenty-three analysts that are covering the stock, MarketBeat.com reports. Twenty-two equities research analysts have rated the stock with a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokers that have covered the stock in the last year is $80.4667.

DAL has been the topic of several research analyst reports. Bank of America boosted their price target on shares of Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Seaport Research Partners upped their target price on Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a report on Friday, January 9th. HSBC increased their target price on Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group lifted their price target on Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Finally, Raymond James Financial reiterated a “strong-buy” rating and issued a $80.00 price objective on shares of Delta Air Lines in a report on Friday, December 19th.

Insider Buying and Selling at Delta Air Lines

In other Delta Air Lines news, insider Peter W. Carter sold 14,300 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $70.30, for a total value of $1,005,290.00. Following the sale, the insider owned 177,142 shares in the company, valued at approximately $12,453,082.60. This represents a 7.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Rahul D. Samant sold 62,528 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $70.18, for a total transaction of $4,388,215.04. Following the transaction, the executive vice president directly owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This represents a 74.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 419,738 shares of company stock valued at $29,536,655 over the last three months. 0.96% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. AlphaQuest LLC grew its stake in shares of Delta Air Lines by 90.6% in the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after acquiring an additional 211 shares during the last quarter. NewSquare Capital LLC boosted its stake in Delta Air Lines by 184.6% in the 2nd quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after purchasing an additional 371 shares in the last quarter. Accredited Wealth Management LLC grew its position in Delta Air Lines by 1,983.3% during the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 476 shares during the last quarter. Activest Wealth Management increased its stake in Delta Air Lines by 2,280.8% during the 2nd quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 593 shares in the last quarter. Finally, Lloyd Advisory Services LLC. purchased a new position in Delta Air Lines in the fourth quarter worth about $31,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Key Headlines Impacting Delta Air Lines

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

• Positive Sentiment: Airbus widebody order and fleet modernization — Delta’s plan to buy 31 Airbus widebody jets reinforces a long‑term growth and international capacity strategy, which supports revenue potential and investor confidence. Where is Delta Air Lines (DAL) Headed According to the Street?
• Positive Sentiment: Dividend reinstatement/continuation — Delta declared a quarterly dividend of $0.1875 per share (annualized yield ~1.1%), which supports shareholder returns and can attract income‑oriented investors.
• Positive Sentiment: Strong recent price momentum and analyst attention — Coverage notes DAL has gained ~31% over six months and is being actively discussed by investors and some hedge funds as potentially undervalued, which can fuel further buying. DAL Gains 31% in 6 Months
• Neutral Sentiment: Mixed valuation commentary — Recent pieces debate whether current pricing fully reflects long‑term travel demand and cash‑flow outlook; views on fair value conflict, keeping some investors on the sidelines until clarity improves. Assessing Delta Air Lines (DAL) Valuation Is Delta Air Lines (DAL) Pricing Reflect Long Term Travel Demand
• Neutral Sentiment: Trending / investor education coverage — Multiple outlets (Zacks, others) are flagging DAL as a trending stock and publishing primers on risks/rewards; this increases retail attention but doesn’t change fundamentals by itself. Trending Stock: Facts to Know
• Neutral Sentiment: Earnings mix — The company recently beat EPS expectations modestly but missed revenue estimates, which makes near‑term results ambiguous for investors and shifts focus to guidance and margin outlook.
• Negative Sentiment: Large insider sale — EVP Rahul Samant sold 62,528 shares (~$4.39M) at an average $70.18, cutting his direct stake by ~75%. Large insider selling can be perceived negatively or as tax/planned liquidity; it added short‑term selling pressure. SEC Filing: Insider Sale

Delta Air Lines Price Performance

Shares of DAL stock opened at $75.38 on Monday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. Delta Air Lines has a fifty-two week low of $34.74 and a fifty-two week high of $75.66. The firm has a market cap of $49.22 billion, a P/E ratio of 9.83, a P/E/G ratio of 0.73 and a beta of 1.37. The business’s 50 day moving average price is $69.46 and its 200-day moving average price is $62.43.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The company had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The firm’s revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the firm 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 research analysts anticipate that Delta Air Lines will post 7.63 earnings per share for the current year.

Delta Air Lines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, February 26th will be paid a $0.1875 dividend. This represents a $0.75 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s dividend payout ratio (DPR) is presently 9.78%.

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.