Delta Air Lines (NYSE:DAL – Free Report) had its price objective decreased by Rothschild & Co Redburn from $72.00 to $70.00 in a research report sent to investors on Thursday morning,Benzinga reports. Rothschild & Co Redburn currently has a buy rating on the transportation company’s stock.
A number of other brokerages have also recently weighed in on DAL. BNP Paribas Exane boosted their price target on shares of Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a research report on Monday, December 8th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Delta Air Lines in a report on Wednesday, January 14th. Seaport Research Partners lifted their target price on Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a research report on Friday, January 9th. Bank of America boosted their target price on Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Finally, HSBC upped their target price on Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Delta Air Lines currently has an average rating of “Buy” and a consensus target price of $80.38.
Read Our Latest Stock Report on DAL
Delta Air Lines Stock Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last released its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The company had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same quarter last year, the company earned $1.85 earnings per share. 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 predict that Delta Air Lines will post 7.63 EPS for the current fiscal year.
Delta Air Lines Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be issued a $0.1875 dividend. The ex-dividend date of this dividend 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 (DPR) is 9.78%.
Insider Activity at Delta Air Lines
In other news, CEO Edward H. Bastian sold 100,000 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $70.26, for a total transaction of $7,026,000.00. Following the transaction, the chief executive officer directly owned 1,363,448 shares of the company’s stock, valued at $95,795,856.48. This represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Alain Bellemare sold 35,212 shares of the stock in a transaction dated Monday, February 9th. The shares were 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 owned 138,176 shares of the company’s stock, valued at $10,390,835.20. This represents a 20.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 620,550 shares of company stock worth $44,127,667. 0.88% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Delta Air Lines
Several institutional investors and hedge funds have recently made changes to their positions in the business. AlphaQuest LLC raised its position in 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. Lloyd Advisory Services LLC. acquired a new stake in shares of Delta Air Lines in the fourth quarter valued at approximately $31,000. Camelot Portfolios LLC acquired a new stake in shares of Delta Air Lines in the fourth quarter valued at approximately $34,000. Accredited Wealth Management LLC increased its stake in shares of Delta Air Lines by 1,983.3% during the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock worth $28,000 after purchasing an additional 476 shares in the last quarter. Finally, Byrne Asset Management LLC acquired a new position in shares of Delta Air Lines during the 4th quarter worth approximately $35,000. 69.93% of the stock is currently owned by hedge funds and other institutional investors.
More Delta Air Lines News
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
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.
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