UBS Group Issues Positive Forecast for Delta Air Lines (NYSE:DAL) Stock Price

Delta Air Lines (NYSE:DAL) had its target price lifted by UBS Group from $83.00 to $84.00 in a report issued on Monday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

DAL has been the topic of a number of other reports. Bank of America boosted their price target on shares of Delta Air Lines from $74.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Citigroup cut their price objective on shares of Delta Air Lines from $87.00 to $77.00 and set a “buy” rating for the company in a report on Friday. Wall Street Zen cut Delta Air Lines from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Sanford C. Bernstein restated an “outperform” rating and issued a $81.00 price target on shares of Delta Air Lines in a research report on Wednesday, January 14th. Finally, Weiss Ratings cut Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Delta Air Lines has a consensus rating of “Moderate Buy” and an average price target of $78.80.

Delta Air Lines Stock Up 2.8%

NYSE DAL opened at $65.19 on Monday. The business has a fifty day moving average price of $67.02 and a 200 day moving average price of $64.21. 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 company has a market cap of $42.58 billion, a P/E ratio of 8.50, a P/E/G ratio of 0.65 and a beta of 1.34. Delta Air Lines has a one year low of $34.74 and a one year high of $76.39.

Delta Air Lines (NYSE:DAL) last announced 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. The company had revenue of $14.61 billion for 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 firm’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.85 EPS. 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. Research analysts anticipate that Delta Air Lines will post 7.63 EPS for the current fiscal year.

Delta Air Lines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Thursday, February 26th were issued a $0.1875 dividend. This represents a $0.75 annualized dividend and a yield of 1.2%. The ex-dividend date was Thursday, February 26th. Delta Air Lines’s payout ratio is 9.78%.

Insider Activity at Delta Air Lines

In other Delta Air Lines news, EVP Rahul D. Samant sold 62,528 shares of the stock in a transaction dated 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 completion of the transaction, the executive vice president owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This trade represents a 74.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Steven M. Sear sold 38,600 shares of Delta Air Lines 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 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 620,550 shares of company stock valued at $44,127,667 over the last quarter. 0.96% of the stock is owned by insiders.

Institutional Trading of Delta Air Lines

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. 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 valued at $25,000 after buying an additional 211 shares in the last quarter. Accredited Wealth Management LLC lifted 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 worth $28,000 after acquiring an additional 476 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new position in Delta Air Lines during the 4th quarter worth about $31,000. SWAN Capital LLC boosted its holdings in Delta Air Lines by 1,016.0% during the 3rd quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock valued at $32,000 after acquiring an additional 508 shares during the period. Finally, Camelot Portfolios LLC acquired a new position in Delta Air Lines in the 4th quarter valued at about $34,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Delta Air Lines News Roundup

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

• Positive Sentiment: UBS raised its price target on DAL to $84 and reiterated a “buy” rating, implying roughly a 29% upside from the current price — this increases analyst confidence and can attract momentum buying. Benzinga
• Positive Sentiment: Delta has raised its outlook, saying strong demand is offsetting fuel and margin pressures — company guidance that points to resilient demand supports earnings expectations and investor sentiment. Delta Raises Outlook
• Positive Sentiment: Network expansion: Delta is adding Phoenix flights and expanding Bozeman service from Austin for 2026, which should increase seasonal and leisure revenue and improve local connectivity. Zacks: Route Expansion
• Positive Sentiment: Geopolitical relief: Reports that the U.S. paused strikes on Iran and improving talks have eased travel-risk concerns and helped premarket optimism for airlines — a direct boost to demand and ticket pricing expectations. Schaeffers Research
• Neutral Sentiment: Industry seating trend: Airlines (including Delta) are shifting toward more premium seats and shrinking basic economy cabins — this can lift unit revenue over time but may require fleet changes and capex. Yahoo: Economy Cabin
• Negative Sentiment: Citigroup trimmed its price target to $77 — a downgrade from some peers that could cap near-term upside and prompt profit-taking from cautious investors. American Banking News
• Negative Sentiment: Macro/fuel and operational risks remain: Coverage noting potential airport closures and rising fuel costs highlights ongoing downside risks to margins and operations if geopolitical or supply issues re-escalate. Barchart: Airport Closure Risks

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.