BIP Wealth LLC Has $1.42 Million Stake in Delta Air Lines, Inc. $DAL

BIP Wealth LLC grew its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL) by 357.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,386 shares of the transportation company’s stock after acquiring an additional 15,926 shares during the period. BIP Wealth LLC’s holdings in Delta Air Lines were worth $1,415,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of DAL. Brighton Jones LLC grew its holdings in Delta Air Lines by 33.5% during the 4th quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock worth $555,000 after acquiring an additional 2,302 shares during the period. Acadian Asset Management LLC acquired a new stake in Delta Air Lines during the 1st quarter worth about $178,000. Sivia Capital Partners LLC acquired a new stake in Delta Air Lines during the 2nd quarter worth about $555,000. Guggenheim Capital LLC grew its holdings in Delta Air Lines by 5.5% during the 2nd quarter. Guggenheim Capital LLC now owns 30,494 shares of the transportation company’s stock worth $1,500,000 after acquiring an additional 1,596 shares during the period. Finally, Marshall Wace LLP grew its holdings in Delta Air Lines by 102.2% during the 2nd quarter. Marshall Wace LLP now owns 7,825 shares of the transportation company’s stock worth $385,000 after acquiring an additional 357,825 shares during the period. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Alain Bellemare sold 36,000 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 95,731 shares of the company’s stock, valued at approximately $6,625,542.51. This trade represents a 27.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Edward H. Bastian sold 173,230 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 632,823 shares in the company, valued at approximately $44,930,433. The trade was a 21.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last 90 days. Company insiders own 0.88% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on DAL shares. Raymond James Financial decreased their price target on Delta Air Lines from $80.00 to $76.00 and set a “strong-buy” rating for the company in a report on Tuesday, March 31st. Susquehanna decreased their price target on Delta Air Lines from $85.00 to $81.00 and set a “positive” rating for the company in a report on Thursday, April 2nd. BMO Capital Markets reiterated an “outperform” rating on shares of Delta Air Lines in a report on Wednesday, January 14th. Bank of America cut their price objective on shares of Delta Air Lines from $80.00 to $78.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Finally, Barclays increased their price objective on shares of Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Delta Air Lines has an average rating of “Moderate Buy” and an average target price of $78.43.

Delta Air Lines Price Performance

DAL stock opened at $68.13 on Thursday. The stock has a market capitalization of $44.50 billion, a PE ratio of 8.88, a price-to-earnings-growth ratio of 0.72 and a beta of 1.31. The company’s 50-day moving average is $66.52 and its 200-day moving average is $64.73. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34. Delta Air Lines, Inc. has a 1 year low of $36.56 and a 1 year high of $76.39.

Delta Air Lines (NYSE:DAL) last released its quarterly earnings data on Wednesday, April 8th. The transportation company reported $0.64 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.06). The company had revenue of $14.20 billion for the quarter, compared to the consensus estimate of $14.70 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.Delta Air Lines’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period last year, the company earned $0.46 EPS. Equities research analysts expect that Delta Air Lines, Inc. will post 7.63 EPS for the current fiscal year.

Delta Air Lines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Thursday, February 26th were given a $0.1875 dividend. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.75 annualized dividend and a yield of 1.1%. Delta Air Lines’s dividend payout ratio (DPR) is presently 9.78%.

Delta Air Lines News Summary

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

• Positive Sentiment: Market reaction to the U.S.–Iran ceasefire pushed oil prices sharply lower, easing the airline cost outlook and lifting travel stocks including Delta. Equities Mark Best Finish in At Least 4 Weeks Following US-Iran Truce
• Positive Sentiment: Delta reported a solid Q1: revenues and adjusted EPS surprised investors (record top line cited by some outlets), showing resilient premium and loyalty demand — a principal reason shares advanced. Delta Air Lines Q1 Earnings & Revenues Top Estimates, Up Y/Y
• Neutral Sentiment: Analysts are re‑clearing the decks: some firms trimmed price targets modestly (sector reassessments ahead of Q1) but many maintain Buy ratings — signaling mixed analyst views but not a consensus downgrade. Delta Air Lines At $76 PT, One Airline Is Standing Out From The Rest
• Neutral Sentiment: Several commentary pieces highlight Delta’s structural advantages (Trainer refinery ownership, premium customer mix) that could support outperformance when oil normalizes — a longer‑term positive but not an immediate catalyst. The War Won’t Last Forever: 3 Stocks That Could Lead the Recovery
• Negative Sentiment: Delta warned of materially higher fuel expense in coming quarters, has raised checked‑bag fees to offset rising jet fuel costs, and flagged that fuel remains the key margin risk — factors that could pressure near‑term profitability if oil rebounds. Facing Soaring Fuel Costs, Delta Tells Customers to Plan for Pricier Flights
• Negative Sentiment: Management said it will “meaningfully” reduce near‑term capacity growth and signaled a more cautious June‑quarter outlook, introducing uncertainty for revenue growth cadence despite strong Q1 results. Delta CEO says airline will ‘meaningfully’ cut growth plans, sees $300 million boost from its refinery

Delta Air Lines 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.