Delta Air Lines (NYSE:DAL) Price Target Cut to $75.00 by Analysts at Wells Fargo & Company

Delta Air Lines (NYSE:DAL) had its price target decreased by Wells Fargo & Company from $87.00 to $75.00 in a research note released on Monday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the transportation company’s stock.

Other equities analysts have also issued reports about the company. Argus set a $80.00 target price on Delta Air Lines in a report on Wednesday, January 14th. Seaport Research Partners raised their price target on Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a report on Friday, January 9th. Rothschild & Co Redburn reduced their price objective on Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Dbs Bank upgraded Delta Air Lines to a “moderate buy” rating in a research note on Monday, January 19th. Finally, Raymond James Financial reaffirmed a “strong-buy” rating and issued a $80.00 target price on shares of Delta Air Lines in a research report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Delta Air Lines has a consensus rating of “Moderate Buy” and an average price target of $78.76.

Delta Air Lines Trading Up 3.5%

NYSE DAL opened at $60.85 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 one year low of $34.74 and a one year high of $76.39. The company has a 50-day simple moving average of $67.74 and a 200-day simple moving average of $64.10. The firm has a market capitalization of $39.74 billion, a PE ratio of 7.93, a price-to-earnings-growth ratio of 0.59 and a beta of 1.34.

Delta Air Lines (NYSE:DAL) last released its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share 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 20.96%. The firm had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same quarter in the prior year, the business earned $1.85 earnings per share. Delta Air Lines’s quarterly revenue 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, equities analysts forecast that Delta Air Lines will post 7.63 earnings per share for the current year.

Delta Air Lines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th will be issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, February 26th. Delta Air Lines’s payout ratio is 9.78%.

Insider Buying and Selling at Delta Air Lines

In other Delta Air Lines news, EVP Erik Storey Snell sold 39,420 shares of Delta Air Lines stock in a transaction on Friday, January 16th. The stock was sold at an average price of $71.02, for a total transaction of $2,799,608.40. Following the sale, the executive vice president owned 35,625 shares of the company’s stock, valued at $2,530,087.50. The trade was a 52.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of Delta Air Lines stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $70.18, for a total value of $4,388,215.04. Following the sale, the executive vice president directly owned 20,939 shares in the company, valued at $1,469,499.02. The trade was a 74.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 620,550 shares of company stock valued at $44,127,667. 0.96% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. AlphaQuest LLC raised its stake in shares of Delta Air Lines by 90.6% during the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 211 shares in the last quarter. Lloyd Advisory Services LLC. bought a new position in Delta Air Lines in the 4th quarter valued at about $31,000. Camelot Portfolios LLC bought a new position in Delta Air Lines in the 4th quarter valued at about $34,000. Accredited Wealth Management LLC increased its stake 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 buying an additional 476 shares during the period. Finally, Byrne Asset Management LLC acquired a new position in Delta Air Lines during the 4th quarter valued at about $35,000. 69.93% of the stock is owned by institutional investors and hedge funds.

More Delta Air Lines News

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

• Positive Sentiment: MarketBeat calls DAL a potential value buy after a steep pullback, highlighting a low P/E, near-oversold RSI and management’s 2026 guidance (EPS $6.50–$7.50) and strong 2025 cash flow metrics — a bullish framing that can attract value investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Positive Sentiment: UBS trimmed its price target on DAL from $87 to $83 but kept a “Buy” rating, signaling continued analyst conviction and implying sizable upside from current levels. That maintained buy rating supports the near-term bullish narrative. UBS Lowers Price Target
• Positive Sentiment: Wells Fargo reduced its DAL target (from $87 to $75) but remains “Overweight” — another institutional reaffirmation that can underpin buying interest despite the cut. Wells Fargo Lowers Price Target
• Positive Sentiment: TD Cowen reiterated a bullish stance on DAL, keeping the stock on lists of attractively priced large-caps despite industry cost pressures — further evidence of continued analyst support. TD Cowen Remains Bullish on Delta Air Lines
• Neutral Sentiment: Several valuation/analysis pieces assess DAL after the recent pullback, reviewing upside vs. risks and noting that the share price decline has pushed valuation metrics to historically cheap levels — useful context but not an immediate catalyst. Assessing Delta Air Lines (DAL) Valuation
• Neutral Sentiment: The “Delta Ushers a New Era…” item refers to Delta (power-management/smart-green solutions), not Delta Air Lines — not directly relevant to DAL’s operations or stock. Investors should not conflate that Delta with Delta Air Lines. Delta Ushers a New Era of AI Digital Twins
• Negative Sentiment: UBS and other analysts have cut airline earnings estimates and price targets because rising jet fuel costs are squeezing margins — a sector-wide headwind that could blunt DAL’s earnings and put downward pressure on the stock if fuel remains elevated. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs
• Negative Sentiment: A recent article highlighting a “shutdown push” and broader risk/valuation questions underscores near-term operational and political/regulatory risks that could amplify volatility and act as a drag on sentiment until resolved. Delta Shutdown Push Puts Spotlight On Delta Air Lines Valuation And Risks

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.