National Pension Service Purchases Shares of 21,170 Delta Air Lines, Inc. $DAL

National Pension Service acquired a new position in shares of Delta Air Lines, Inc. (NYSE:DAL) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 21,170 shares of the transportation company’s stock, valued at approximately $1,201,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its position in Delta Air Lines by 33.5% in the 4th quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock valued at $555,000 after purchasing an additional 2,302 shares in the last quarter. Acadian Asset Management LLC purchased a new stake in shares of Delta Air Lines during the first quarter worth approximately $178,000. Sivia Capital Partners LLC acquired a new stake in Delta Air Lines in the second quarter valued at approximately $555,000. Mirae Asset Global Investments Co. Ltd. raised its holdings in Delta Air Lines by 10.5% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 79,035 shares of the transportation company’s stock valued at $3,887,000 after acquiring an additional 7,488 shares in the last quarter. Finally, Clarius Group LLC purchased a new position in Delta Air Lines in the second quarter worth approximately $366,000. 69.93% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

DAL has been the topic of a number of recent analyst reports. TD Cowen reissued a “buy” rating on shares of Delta Air Lines in a research report on Wednesday, January 7th. Wells Fargo & Company set a $87.00 target price on Delta Air Lines in a report on Thursday, December 18th. Evercore ISI raised their price target on Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Dbs Bank raised Delta Air Lines to a “moderate buy” rating in a research report on Monday, January 19th. Finally, UBS Group dropped their price objective on Delta Air Lines from $90.00 to $87.00 and set a “buy” rating on the stock in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $80.47.

Insider Buying and Selling at Delta Air Lines

In related news, CEO Edward H. Bastian sold 173,230 shares of the 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 of the company’s stock, valued at $44,930,433. This represents a 21.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Rahul D. Samant sold 57,003 shares of Delta Air Lines stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $69.57, for a total value of $3,965,698.71. Following the completion of the sale, the executive vice president directly owned 36,246 shares in the company, valued at $2,521,634.22. This represents a 61.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 357,210 shares of company stock valued at $25,148,440. Insiders own 0.96% of the company’s stock.

Delta Air Lines Price Performance

Shares of NYSE DAL opened at $70.47 on Wednesday. The company has a current ratio of 0.40, a quick ratio of 0.34 and a debt-to-equity ratio of 0.60. Delta Air Lines, Inc. has a twelve month low of $34.74 and a twelve month high of $73.16. The stock has a 50 day moving average of $69.00 and a two-hundred day moving average of $62.09. The stock has a market cap of $46.02 billion, a P/E ratio of 9.19, a P/E/G ratio of 0.67 and a beta of 1.37.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. The company 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 20.99%. Delta Air Lines’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period last 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. On average, research analysts forecast that Delta Air Lines, Inc. will post 7.63 earnings per share for the current year.

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.