Delta Air Lines (NYSE:DAL) Price Target Raised to $84.00 at Jefferies Financial Group

Delta Air Lines (NYSE:DAL) had its target price raised by Jefferies Financial Group from $72.00 to $84.00 in a report issued on Tuesday morning,MarketScreener reports. Jefferies Financial Group currently has a buy rating on the transportation company’s stock.

Several other research firms have also commented on DAL. Raymond James Financial reaffirmed a “strong-buy” rating and set a $80.00 price target on shares of Delta Air Lines in a research report on Friday, December 19th. Argus set a $80.00 target price on shares of Delta Air Lines in a research report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Delta Air Lines from $63.00 to $72.00 and gave the stock a “buy” rating in a research report on Friday, October 10th. Wolfe Research lifted their price target on shares of Delta Air Lines from $70.00 to $83.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 14th. Finally, Wall Street Zen downgraded shares of Delta Air Lines from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. One research analyst has rated the stock with a Strong Buy rating and twenty-three have assigned a Buy rating to the company’s stock. According to data from MarketBeat, Delta Air Lines currently has an average rating of “Buy” and an average target price of $80.47.

Delta Air Lines Stock Down 4.2%

Shares of Delta Air Lines stock opened at $67.45 on Tuesday. Delta Air Lines has a twelve month low of $34.74 and a twelve month high of $73.16. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. The company’s 50 day moving average is $67.17 and its 200 day moving average is $61.17. The company has a market cap of $44.04 billion, a price-to-earnings ratio of 8.79, a price-to-earnings-growth ratio of 0.85 and a beta of 1.38.

Delta Air Lines (NYSE:DAL) last posted its earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The business had revenue of $14.61 billion during 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 20.99%. The firm’s revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the firm 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 year.

Insider Activity

In related news, EVP Alain Bellemare sold 36,000 shares of the company’s 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 of the company’s stock, valued at approximately $6,625,542.51. This represents a 27.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. 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 value of $12,299,330.00. Following the sale, 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 311,823 shares of company stock worth $21,942,479. 0.96% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Signature Resources Capital Management LLC purchased a new stake in Delta Air Lines during the 2nd quarter valued at approximately $25,000. AlphaQuest LLC boosted its position 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 worth $25,000 after acquiring an additional 211 shares during the last quarter. NewSquare Capital LLC grew its stake in Delta Air Lines by 184.6% during the second quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 371 shares in the last quarter. Accredited Wealth Management LLC grew its stake in 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. Finally, Activest Wealth Management increased its holdings in Delta Air Lines by 2,280.8% in the 2nd quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock valued at $30,000 after acquiring an additional 593 shares during the last quarter. 69.93% of the stock is owned by hedge funds and other institutional investors.

Delta Air Lines News Roundup

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

• Positive Sentiment: Jefferies raised its price target to $84 from $72 and reiterated a “buy” rating, pointing to ~24.6% upside from the current level — this boost from a major shop can attract buyers and support upside. Jefferies adjusts price target on Delta Air Lines to $84
• Positive Sentiment: DBS Bank upgraded DAL to a “moderate buy,” another analyst vote of confidence that can help buying interest and support the technical picture. Delta Air Lines Upgraded at Dbs Bank
• Positive Sentiment: Delta’s Q4 earnings beat and bullish 2026 guidance have lifted momentum indicators (Benzinga notes a jump in its momentum ranking), which can attract momentum/quant flows and reinforce analyst upgrades. Key Delta Metric Surges After Q4 Earnings Beat
• Neutral Sentiment: United Airlines’ upcoming earnings create sector-wide focus; Delta’s own results set a high bar, so broader airline reactions to peers could move DAL but are not company-specific. United Airlines Reports Earnings — What Airline Stocks Need
• Neutral Sentiment: TV/market-mic coverage (CNBC ‘Fast Money’ final trades) is discussing DAL alongside other names — useful for short-term flows and intraday volatility but not a fundamentals driver. Final Trade: DAL, NFLX, INTC, RIG
• Negative Sentiment: Significant insider selling reported (including a multi-million dollar CEO sale and other senior executive disposals). Large insider sales can create concern about timing/valuation and weigh on sentiment, especially after a recent run-up. Delta Air Lines CEO Sells Stock

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.