Delta Air Lines (NYSE:DAL – Free Report) had its target price cut by Jefferies Financial Group from $84.00 to $72.00 in a research report sent to investors on Thursday morning,Benzinga reports. They currently have a buy rating on the transportation company’s stock.
A number of other research analysts have also commented on DAL. Argus set a $80.00 price objective on shares of Delta Air Lines in a research report on Wednesday, January 14th. HSBC lifted 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. Citigroup reaffirmed a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. Susquehanna upped their target price on Delta Air Lines from $70.00 to $85.00 and gave the company a “positive” rating in a research note on Friday, January 9th. Finally, Evercore raised their target price on Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Delta Air Lines presently has a consensus rating of “Moderate Buy” and a consensus target price of $79.43.
Get Our Latest Stock Analysis on Delta Air Lines
Delta Air Lines Stock Up 1.5%
Delta Air Lines (NYSE:DAL – Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. The company had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The business’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the company earned $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 expect that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.
Delta Air Lines Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders 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 1.3%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s payout ratio is currently 9.78%.
Insiders Place Their Bets
In other Delta Air Lines news, EVP Steven M. Sear sold 38,600 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $75.05, for a total transaction of $2,896,930.00. Following the sale, the executive vice president directly owned 104,404 shares of the company’s stock, valued at approximately $7,835,520.20. This represents a 26.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Alain Bellemare sold 35,212 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the sale, the executive vice president directly owned 138,176 shares of the company’s stock, valued at approximately $10,390,835.20. The trade was a 20.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last quarter. 0.88% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Delta Air Lines
A number of large investors have recently bought and sold shares of the business. Federated Hermes Inc. boosted its holdings in Delta Air Lines by 7.7% in the third quarter. Federated Hermes Inc. now owns 358,870 shares of the transportation company’s stock valued at $20,366,000 after acquiring an additional 25,507 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in Delta Air Lines by 10.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 87,344 shares of the transportation company’s stock worth $4,957,000 after purchasing an additional 8,309 shares during the period. Independent Advisor Alliance raised its holdings in Delta Air Lines by 41.3% during the 3rd quarter. Independent Advisor Alliance now owns 53,601 shares of the transportation company’s stock worth $3,042,000 after purchasing an additional 15,661 shares during the last quarter. National Pension Service bought a new stake in Delta Air Lines during the 3rd quarter worth about $1,201,000. Finally, TD Asset Management Inc raised its holdings in Delta Air Lines by 14.0% during the 3rd quarter. TD Asset Management Inc now owns 457,796 shares of the transportation company’s stock worth $25,980,000 after purchasing an additional 56,365 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors.
Delta Air Lines News Summary
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Jefferies cut its price target to $72 but retained a Buy rating, signaling continued analyst conviction in Delta’s longer‑term recovery and implying upside from current levels. Delta Air Lines (NYSE:DAL) Given New $72.00 Price Target at Jefferies Financial Group
- Positive Sentiment: Citi put Delta on a 30‑day “positive catalyst watch,” highlighting potential near‑term bullish catalysts (refinery edge, trans‑Atlantic demand) that could support the stock. Citi Research puts Delta and SkyWest on 30‑day positive catalyst watch
- Positive Sentiment: Industry reporting notes that credit‑card partnerships and upfront cash from co‑branded cards are reshaping airline loyalty economics and improving non‑fare profit streams — a tailwind for Delta’s margins and cash flow. Credit‑card cash reshapes US airline loyalty — and profit
- Neutral Sentiment: Rothschild & Co Redburn trimmed its price target to $70 but kept a Buy rating, reflecting mixed views: confidence in Delta’s fundamentals but recognition of near‑term capacity and margin pressure. Rothschild & Co Redburn Lowers Delta Air Lines, Inc. (DAL) Price Target to $70
- Neutral Sentiment: Recent coverage weighing valuation: some outlets argue the pullback makes DAL attractive versus historic ranges, while others flag the stock’s YTD weakness — a reminder that consensus upside still coexists with risk. Is Delta Air Lines Stock Underperforming the Nasdaq?
- Negative Sentiment: Delta extended a pause on New York–Tel Aviv flights through month‑end amid regional volatility, reducing international capacity and near‑term revenue on that route. Delta extends pause on New York‑Tel Aviv flights through month‑end
- Negative Sentiment: Oil has surged toward $100/barrel, prompting sectorwide downdrafts as fuel costs and perceived travel risk rise — a primary immediate headwind for airline margins and stock performance. Airline Stocks Were Pricing 2026 Like A Runway—Oil Just Made It A Cliff Edge
- Negative Sentiment: TD Cowen downgraded Delta to a “Hold,” adding to mixed sell‑side signals and increasing short‑term sentiment pressure. Delta Air Lines (NYSE:DAL) Cut to “Hold” at TD Cowen
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.
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