Delta Air Lines (NYSE:DAL – Get Free Report) had its target price lowered by Susquehanna from $85.00 to $81.00 in a research note issued on Thursday,MarketScreener reports. The brokerage currently has a “positive” rating on the transportation company’s stock. Susquehanna’s target price would suggest a potential upside of 21.31% from the stock’s previous close.
Several other research analysts have also weighed in on DAL. Jefferies Financial Group upped their target price on Delta Air Lines from $72.00 to $78.00 and gave the stock a “buy” rating in a research report on Tuesday. The Goldman Sachs Group boosted their price target on Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. HSBC increased their price objective on Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a report on Wednesday, January 14th. UBS Group raised their price objective on shares of Delta Air Lines from $83.00 to $84.00 and gave the company a “buy” rating in a research report on Monday, March 23rd. Finally, Seaport Research Partners boosted their target price on shares of Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a research report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $78.84.
Get Our Latest Stock Report on Delta Air Lines
Delta Air Lines Trading Up 0.0%
Delta Air Lines (NYSE:DAL – Get Free Report) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. The firm had revenue of $14.61 billion for the quarter, compared to the consensus estimate 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 revenue was up 2.9% on a year-over-year basis. During the same period in the previous 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, research analysts anticipate that Delta Air Lines will post 7.63 EPS for the current fiscal year.
Insider Transactions at Delta Air Lines
In other news, CEO Edward H. Bastian sold 173,230 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $71.00, for a total transaction of $12,299,330.00. Following the transaction, the chief executive officer directly owned 632,823 shares in the company, valued at approximately $44,930,433. This represents a 21.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Alain Bellemare sold 36,000 shares of the stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $69.21, for a total value of $2,491,560.00. Following the completion of the transaction, the executive vice president owned 95,731 shares in the company, valued at $6,625,542.51. The trade was a 27.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 620,550 shares of company stock valued at $44,127,667 over the last 90 days. Corporate insiders own 0.88% of the company’s stock.
Hedge Funds Weigh In On Delta Air Lines
Several hedge funds have recently added to or reduced their stakes in DAL. Wellington Management Group LLP increased its position in Delta Air Lines by 137.4% in the fourth quarter. Wellington Management Group LLP now owns 13,811,787 shares of the transportation company’s stock worth $958,538,000 after purchasing an additional 7,994,004 shares during the period. Life Cycle Investment Partners Ltd acquired a new position in Delta Air Lines during the 4th quarter valued at about $471,532,000. Pacer Advisors Inc. boosted its stake in shares of Delta Air Lines by 1,579.2% in the 4th quarter. Pacer Advisors Inc. now owns 2,673,400 shares of the transportation company’s stock valued at $185,534,000 after purchasing an additional 2,514,193 shares during the last quarter. AQR Capital Management LLC boosted its stake in shares of Delta Air Lines by 44.3% in the 4th quarter. AQR Capital Management LLC now owns 6,155,776 shares of the transportation company’s stock valued at $426,441,000 after purchasing an additional 1,890,521 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its position in shares of Delta Air Lines by 23.9% during the 4th quarter. Bank of New York Mellon Corp now owns 9,496,296 shares of the transportation company’s stock worth $659,043,000 after buying an additional 1,834,385 shares during the period. Institutional investors own 69.93% of the company’s stock.
More Delta Air Lines News
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Goldman Sachs remains bullish and keeps a buy rating on DAL, providing support from a major sell‑side name. Goldman Sachs Sticks to Their Buy Rating for Delta Air Lines (DAL)
- Positive Sentiment: Delta struck a long-term deal with Amazon’s Project Leo to bring high-speed, free LEO satellite Wi‑Fi to 500 aircraft starting in 2028 — a revenue/loyalty and customer‑experience positive that differentiates Delta’s product. Delta Picks Bezos Over Musk For Satellite Wi‑Fi
- Positive Sentiment: Several firms still see upside despite trims — Susquehanna maintains a “positive” rating with a lowered $81 PT and TD Cowen keeps a buy rating at $76 — providing some analyst conviction under the shares. Susquehanna Adjusts Price Target on Delta
- Neutral Sentiment: Q1 preview/estimates: multiple previews highlight April 8 earnings as the key near‑term event (Zacks/Yahoo). Analysts expect revenue in the ~$15.0–15.3B range and mixed views on EPS; results and commentary on fares, capacity and fuel pass‑through will drive short‑term moves. Unlocking Q1 Potential of Delta (DAL)
- Neutral Sentiment: Delta has outperformed some peers recently (notably amid Middle East tensions), which supports relative strength but doesn’t remove macro and fuel risk. Delta Air Lines stock price analysis and earnings preview
- Negative Sentiment: Rising jet fuel: UBS and other analysts warn that nearly doubled jet fuel in March will pressure margins unless Delta can recapture costs via fares/fees — a clear near‑term earnings headwind. Airlines brace for fuel shock as UBS sees revenue recovery as key earnings driver
- Negative Sentiment: Operational disruption risk: CEO Ed Bastian publicly criticized Congress over TSA staffing shortages tied to the partial shutdown — longer security lines and delays could dent near‑term revenue and raise costs. Delta CEO Ed Bastian blasts Congress
- Negative Sentiment: Mixed/softer analyst outlooks and target trims: several shops (Raymond James, TD Cowen moves, a Bank of America pessimistic note) have trimmed targets or flagged downside, and there are reports of insider selling — putting pressure on sentiment ahead of earnings. Delta Air Lines Price Target Actions
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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