AE Wealth Management LLC Acquires 11,920 Shares of Delta Air Lines, Inc. $DAL

AE Wealth Management LLC increased its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL) by 52.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,787 shares of the transportation company’s stock after acquiring an additional 11,920 shares during the period. AE Wealth Management LLC’s holdings in Delta Air Lines were worth $2,414,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. AlphaQuest LLC increased its holdings 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 acquiring an additional 211 shares in the last quarter. Accredited Wealth Management LLC increased its position in shares of Delta Air Lines by 1,983.3% during the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 476 shares in the last quarter. SWAN Capital LLC raised its holdings in Delta Air Lines by 1,016.0% in the 3rd quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock worth $32,000 after acquiring an additional 508 shares during the last quarter. Byrne Asset Management LLC bought a new stake in shares of Delta Air Lines in the 4th quarter worth $35,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Delta Air Lines in the third quarter worth $35,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Insider Activity

In other Delta Air Lines news, EVP Steven M. Sear sold 38,600 shares of the company’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $75.05, for a total value of $2,896,930.00. Following the transaction, the executive vice president owned 104,404 shares of the company’s stock, valued at $7,835,520.20. This represents a 26.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was 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 in the company, valued at $1,469,499.02. This represents a 74.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 353,611 shares of company stock valued at $25,182,798. 0.96% of the stock is currently owned by corporate insiders.

Key Stories Impacting Delta Air Lines

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

• Positive Sentiment: Delta’s April actions — trimming routes to focus on more profitable flying and issuing Q2 guidance (low‑teens revenue growth, 6%–8% operating margin, EPS $1.00–$1.50) — drove an earlier rally as the market rewarded a visible plan to protect margins. Delta Air Lines (DAL) Is Up 6.2% After Fuel-Driven Route Cuts and Q2 Guidance Update – Has The Bull Case Changed?
• Positive Sentiment: Analysts and stock pick lists have highlighted Delta as a top travel holding as geopolitical tensions eased, lending momentum to the share move from momentum/trend-following funds. 5 Travel Stocks to Buy as Markets Rebound
• Neutral Sentiment: Delta’s connection to Wheels Up (private aviation tie‑up) is being cited as a longer‑term revenue diversification theme, but it’s a smaller factor versus fuel and capacity moves. Wheels Up Wants High-End Travelers to See Flying Private as ‘Not So Far Out of Reach’
• Neutral Sentiment: Policy comments (Transportation Secretary) suggesting travel will get cheaper after the Iran war recap are longer‑dated and didn’t change near‑term fundamentals — useful context but not an immediate catalyst. Transportation Secretary Duffy Says Air Travel Will Get Cheaper After War
• Negative Sentiment: Jet fuel costs have roughly doubled recently; Delta reported a swing to a Q1 net loss and is explicitly cutting capacity to manage costs — a material near‑term margin headwind for all carriers. Delta Air Lines (DAL) Is Up 6.2% After Fuel-Driven Route Cuts and Q2 Guidance Update – Has The Bull Case Changed?
• Negative Sentiment: Delta quietly removed its 2030 10% sustainable aviation fuel (SAF) target and softened net‑zero language — a negative for ESG-focused investors and indicative of persistent SAF supply constraints that heighten long‑term fuel risk. Delta Eases Climate Targets As Fuel Challenges Reshape Long Term Risks
• Negative Sentiment: Wider airline group weakness (flight delays, merger headlines at peers, and oil‑driven sector pain) has pressured Delta alongside competitors, creating downward pressure despite company‑specific moves. American Airlines, United, Delta, Suffer Amid Fuel Fears, Flight Delays. What to Know Ahead of Earnings.

Wall Street Analyst Weigh In

DAL has been the topic of several recent analyst reports. Argus increased their price objective on Delta Air Lines from $80.00 to $85.00 and gave the company a “buy” rating in a research report on Thursday, April 9th. Wolfe Research lowered their target price on shares of Delta Air Lines from $81.00 to $73.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. Susquehanna decreased their price objective on shares of Delta Air Lines from $81.00 to $78.00 and set a “positive” rating for the company in a report on Thursday, April 9th. Jefferies Financial Group raised their target price on shares of Delta Air Lines from $78.00 to $81.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Finally, The Goldman Sachs Group lifted their target price on shares of Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Delta Air Lines has an average rating of “Moderate Buy” and a consensus target price of $79.26.

Delta Air Lines Stock Down 0.8%

NYSE DAL opened at $71.14 on Tuesday. The company has a quick ratio of 0.36, a current ratio of 0.42 and a debt-to-equity ratio of 0.54. Delta Air Lines, Inc. has a 52 week low of $38.80 and a 52 week high of $76.39. The stock’s 50-day moving average price is $66.45 and its 200-day moving average price is $65.48. The company has a market capitalization of $46.74 billion, a P/E ratio of 10.37, a price-to-earnings-growth ratio of 1.05 and a beta of 1.31.

Delta Air Lines (NYSE:DAL) last issued its earnings results on Wednesday, April 8th. The transportation company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.03. The company had revenue of $14.20 billion for the quarter, compared to the consensus estimate of $14.05 billion. Delta Air Lines had a return on equity of 20.28% and a net margin of 6.87%.The firm’s quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company earned $0.46 EPS. On average, equities research analysts predict that Delta Air Lines, Inc. will post 5.3 earnings per share for the current year.

Delta Air Lines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th were issued a $0.1875 dividend. This represents a $0.75 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Thursday, February 26th. Delta Air Lines’s dividend payout ratio (DPR) is 10.93%.

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.