Delta Air Lines, Inc. $DAL Shares Purchased by Ameriflex Group Inc.

Ameriflex Group Inc. grew its position in shares of Delta Air Lines, Inc. (NYSE:DAL) by 253.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 19,780 shares of the transportation company’s stock after purchasing an additional 14,182 shares during the quarter. Ameriflex Group Inc.’s holdings in Delta Air Lines were worth $1,123,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in Delta Air Lines by 2.3% during the second quarter. Vanguard Group Inc. now owns 74,572,577 shares of the transportation company’s stock valued at $3,667,479,000 after buying an additional 1,648,071 shares in the last quarter. State Street Corp lifted its holdings in Delta Air Lines by 2.6% in the 2nd quarter. State Street Corp now owns 23,059,848 shares of the transportation company’s stock valued at $1,134,083,000 after acquiring an additional 581,421 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Delta Air Lines by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 16,757,932 shares of the transportation company’s stock valued at $822,127,000 after purchasing an additional 527,570 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of Delta Air Lines by 23.3% during the 3rd 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 purchasing an additional 1,447,058 shares in the last quarter. Finally, AQR Capital Management LLC grew its stake in shares of Delta Air Lines by 0.8% in the 2nd quarter. AQR Capital Management LLC now owns 6,012,856 shares of the transportation company’s stock worth $295,712,000 after purchasing an additional 48,974 shares during the last quarter. Institutional investors own 69.93% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on DAL. Dbs Bank raised shares of Delta Air Lines to a “moderate buy” rating in a research note on Monday, January 19th. Wall Street Zen cut Delta Air Lines from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Bank of America increased their price objective on Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. BMO Capital Markets restated an “outperform” rating on shares of Delta Air Lines in a report on Wednesday, January 14th. Finally, Wolfe Research upped their target price on Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating and twenty-three have assigned a Buy rating to the company. According to MarketBeat, Delta Air Lines presently has an average rating of “Buy” and an average target price of $80.38.

Delta Air Lines News Roundup

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

• Positive Sentiment: Unusual bullish options activity — Traders bought roughly 94,764 Delta call options on Friday (about a 153% rise vs. typical call volume), which suggests some investors are positioning for an upside rebound or volatility-driven trading interest.
• Positive Sentiment: Wall‑street analyst stance remains supportive — Brokerages show an average “Buy” recommendation and recent price‑target coverage keeps upside (median target ~ $77), providing a valuation anchor for longer‑term investors. Delta Receives Average “Buy” from Brokerages
• Neutral Sentiment: Executive leadership reshuffle — Delta announced a broad C‑suite reorganization (CFO moving roles and other changes). Management moves can be positive if they improve execution but may create near‑term uncertainty until the new structure proves out. Delta reshuffles top ranks as CFO Janki moves to COO, Carter to president
• Neutral Sentiment: Competitive/industry moves — Republic Airways’ debt‑free merger with Mesa expands regional capacity and partnership reach (including with Delta); this is more of an industry‑structure development than an immediate company blow. Republic Airways Debt Free Mesa Merger Tests Earnings And Valuation Story
• Negative Sentiment: Middle East conflict and route disruption — Delta suspended New York–Tel Aviv flights through at least March 22 and faces regional airspace disruptions. That directly pressures revenues on exposed routes and raises operational complexity. Delta Suspension Of Tel Aviv Flights Tests Margins And Growth Narrative
• Negative Sentiment: Rising oil / jet‑fuel concerns and sector sell‑off — Higher crude pushed airline peers lower as investors price in higher fuel costs and margin pressure; Delta is trading down alongside the sector. Delta falls as oil prices climb
• Negative Sentiment: Macro/headline market weakness — Broader market slippage tied to the Iran war and a weak U.S. jobs report is weighing on cyclical and travel names, adding downward pressure on DAL. Stocks Slump on Iran War and Weak US Jobs Report

Insider Activity at Delta Air Lines

In other Delta Air Lines news, EVP Rahul D. Samant sold 62,528 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $70.18, for a total value of $4,388,215.04. Following the transaction, the executive vice president owned 20,939 shares in the company, valued at $1,469,499.02. The trade was a 74.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Alain Bellemare sold 35,212 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $75.20, for a total value 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 approximately $10,390,835.20. The trade was a 20.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 620,550 shares of company stock worth $44,127,667. 0.88% of the stock is currently owned by company insiders.

Delta Air Lines Trading Down 3.5%

Shares of NYSE DAL opened at $59.17 on Friday. 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 one year low of $34.74 and a one year high of $76.39. The business has a 50-day moving average price of $68.99 and a two-hundred day moving average price of $64.10. The firm has a market capitalization of $38.65 billion, a PE ratio of 7.71, a PEG ratio of 0.59 and a beta of 1.34.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The business had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. During the same period in the prior year, the firm earned $1.85 earnings per share. The firm’s revenue was up 2.9% compared to the same quarter last year. 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. As a group, analysts predict that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Delta Air Lines Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be given a $0.1875 dividend. The ex-dividend date is Thursday, February 26th. This represents a $0.75 dividend on an annualized basis and a yield of 1.3%. Delta Air Lines’s dividend payout ratio is presently 9.78%.

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.