B. Metzler seel. Sohn & Co. AG Increases Stock Holdings in Delta Air Lines, Inc. $DAL

B. Metzler seel. Sohn & Co. AG increased its holdings in Delta Air Lines, Inc. (NYSE:DAL) by 131.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,062 shares of the transportation company’s stock after acquiring an additional 7,995 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Delta Air Lines were worth $976,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DAL. Wellington Management Group LLP lifted its stake in Delta Air Lines by 54.8% in the third quarter. Wellington Management Group LLP now owns 5,817,783 shares of the transportation company’s stock worth $330,159,000 after acquiring an additional 2,058,744 shares during the period. Bank of New York Mellon Corp lifted its position in Delta Air Lines by 23.3% during the third quarter. Bank of New York Mellon Corp now owns 7,661,911 shares of the transportation company’s stock valued at $434,813,000 after buying an additional 1,447,058 shares during the period. Marshall Wace LLP lifted its position in Delta Air Lines by 16,044.7% during the third quarter. Marshall Wace LLP now owns 1,263,320 shares of the transportation company’s stock valued at $71,693,000 after buying an additional 1,255,495 shares during the period. Ninety One UK Ltd lifted its position in Delta Air Lines by 23.6% during the third quarter. Ninety One UK Ltd now owns 3,860,710 shares of the transportation company’s stock valued at $219,095,000 after buying an additional 736,342 shares during the period. Finally, Lansdowne Partners UK LLP lifted its position in Delta Air Lines by 47.0% during the third quarter. Lansdowne Partners UK LLP now owns 2,284,257 shares of the transportation company’s stock valued at $129,632,000 after buying an additional 730,368 shares during the period. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Insider Activity

In other news, EVP Alain Bellemare sold 35,212 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the completion of the transaction, the executive vice president directly owned 138,176 shares in the company, valued at $10,390,835.20. This trade represents a 20.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Edward H. Bastian sold 100,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $70.26, for a total value of $7,026,000.00. Following the transaction, the chief executive officer owned 1,363,448 shares of the company’s stock, valued at $95,795,856.48. The trade was a 6.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 353,611 shares of company stock valued at $25,182,798. 0.96% of the stock is currently owned by insiders.

Delta Air Lines Price Performance

Shares of NYSE:DAL opened at $68.46 on Monday. Delta Air Lines, Inc. has a 1-year low of $39.94 and a 1-year high of $76.39. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.42 and a quick ratio of 0.36. The business has a fifty day moving average price of $66.28 and a 200-day moving average price of $65.81. The company has a market capitalization of $44.98 billion, a PE ratio of 9.98, a PEG ratio of 1.00 and a beta of 1.31.

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

Delta Air Lines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be issued a dividend of $0.1875 per share. The ex-dividend date is Thursday, May 14th. This represents a $0.75 annualized dividend and a dividend yield of 1.1%. Delta Air Lines’s dividend payout ratio (DPR) is presently 10.93%.

Delta Air Lines News Summary

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

• Positive Sentiment: Delta’s board declared a quarterly cash dividend of $0.1875/share, payable June 4 — a shareholder-friendly signal that management is confident in cash flow and capital allocation. Delta Air Lines Declares Quarterly Dividend
• Positive Sentiment: An analyst note and industry commentary say Delta and United may benefit from competitors cutting capacity in response to higher fuel costs, which can support yields and unit revenues for remaining carriers. Delta and United benefit from competitors cutting capacity amid higher fuel costs – analyst
• Positive Sentiment: Delta CFO Dan Snell was added to the board of Wheels Up, a move that reflects executive demand for Delta leadership and can be read as a credibility boost for Delta’s finance team. Wheels Up adds Delta CFO Snell to board
• Neutral Sentiment: Airline peers show mixed operational resilience — e.g., Southwest reported Q1 results roughly in line with estimates despite higher fuel, indicating the group can partly pass through costs but margins remain pressured. Southwest Airlines Q1 Earnings Meet Estimates, Revenue Beat
• Negative Sentiment: Supply disruption: closure of the Strait of Hormuz and a surge in oil to about $100/bbl have sparked a growing jet-fuel crisis, route cancellations and refunds — direct headwinds for margins and capacity planning. Low-cost airline CEO warns of looming airline bankruptcies
• Negative Sentiment: Multiple reports detail flight cancellations and summer schedule cuts as carriers respond to the oil shock, raising near-term revenue disruption and potential rebooking/refund costs for Delta. Another airline cancels summer flights, refunds available
• Negative Sentiment: Analyst caution: BNP Paribas Exane issued a pessimistic forecast for DAL, adding downside risk from sell-side revisions if fuel and network disruption persist. BNP Paribas Exane Issues Pessimistic Forecast for Delta Air Lines (NYSE:DAL) Stock Price
• Negative Sentiment: Insider activity: a reported significant insider stake reduction by a Delta insider may be interpreted negatively by some investors, though motives vary. This Delta insider just slashed his stake by more than one-fifth (21%)

Analysts Set New Price Targets

Several equities analysts have commented on the company. Citigroup raised their price objective on Delta Air Lines from $77.00 to $79.00 and gave the company a “buy” rating in a research report on Thursday, April 9th. Evercore reissued an “outperform” rating and set a $85.00 price objective on shares of Delta Air Lines in a research report on Friday, April 17th. Jefferies Financial Group raised their price objective on Delta Air Lines from $78.00 to $81.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Dbs Bank raised Delta Air Lines to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Wells Fargo & Company lowered their price objective on Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating for the company in a research report on Monday, March 16th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $79.10.

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.