Delta Air Lines (NYSE:DAL) Price Target Cut to $83.00 by Analysts at UBS Group

Delta Air Lines (NYSE:DAL) had its price target trimmed by UBS Group from $87.00 to $83.00 in a report issued on Monday,Benzinga reports. The firm currently has a buy rating on the transportation company’s stock.

Several other brokerages also recently commented on DAL. The Goldman Sachs Group upped their price objective on Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Wall Street Zen downgraded Delta Air Lines from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. BMO Capital Markets reissued an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. TD Cowen cut shares of Delta Air Lines from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 10th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $81.00 price target on shares of Delta Air Lines in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Delta Air Lines currently has a consensus rating of “Moderate Buy” and a consensus price target of $78.76.

Delta Air Lines Stock Up 3.5%

Shares of NYSE DAL opened at $60.85 on Monday. Delta Air Lines has a 1 year low of $34.74 and a 1 year high of $76.39. The firm has a 50-day simple moving average of $67.74 and a two-hundred day simple moving average of $64.10. The company has a market cap of $39.74 billion, a P/E ratio of 7.93, a PEG ratio of 0.59 and a beta of 1.34. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34.

Delta Air Lines (NYSE:DAL) last released its earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The firm had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $15.80 billion. During the same quarter in the prior year, the firm posted $1.85 earnings per share. The company’s quarterly revenue was up 2.9% on a year-over-year basis. 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 earnings per share for the current year.

Delta Air Lines Dividend Announcement

The company 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 dividend of $0.1875 per share. 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 1.2%. Delta Air Lines’s payout ratio is 9.78%.

Insiders Place Their Bets

In related news, EVP Rahul D. Samant sold 62,528 shares of Delta Air Lines 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 completion of the sale, the executive vice president directly 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 transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Edward H. Bastian sold 100,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $70.26, for a total transaction of $7,026,000.00. Following the completion of the sale, the chief executive officer directly owned 1,363,448 shares of the company’s stock, valued at approximately $95,795,856.48. This trade represents a 6.83% decrease in their ownership of the stock. 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. 0.96% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in DAL. Vanguard Group Inc. boosted its stake in shares of 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 purchasing an additional 1,648,071 shares in the last quarter. Capital International Investors raised its stake in Delta Air Lines by 4.4% in the fourth quarter. Capital International Investors now owns 24,211,101 shares of the transportation company’s stock worth $1,680,249,000 after buying an additional 1,012,265 shares in the last quarter. State Street Corp lifted its holdings in Delta Air Lines by 0.7% during the fourth quarter. State Street Corp now owns 23,163,644 shares of the transportation company’s stock worth $1,607,557,000 after buying an additional 165,729 shares during the period. Geode Capital Management LLC lifted its holdings in Delta Air Lines by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 17,413,841 shares of the transportation company’s stock worth $1,215,766,000 after buying an additional 202,865 shares during the period. Finally, Wellington Management Group LLP boosted its position in Delta Air Lines by 137.4% during the 4th quarter. Wellington Management Group LLP now owns 13,811,787 shares of the transportation company’s stock valued at $958,538,000 after acquiring an additional 7,994,004 shares in the last quarter. Hedge funds and other institutional investors own 69.93% of the company’s stock.

More Delta Air Lines News

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

• Positive Sentiment: MarketBeat calls DAL a potential value buy after a steep pullback, highlighting a low P/E, near-oversold RSI and management’s 2026 guidance (EPS $6.50–$7.50) and strong 2025 cash flow metrics — a bullish framing that can attract value investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Positive Sentiment: UBS trimmed its price target on DAL from $87 to $83 but kept a “Buy” rating, signaling continued analyst conviction and implying sizable upside from current levels. That maintained buy rating supports the near-term bullish narrative. UBS Lowers Price Target
• Positive Sentiment: Wells Fargo reduced its DAL target (from $87 to $75) but remains “Overweight” — another institutional reaffirmation that can underpin buying interest despite the cut. Wells Fargo Lowers Price Target
• Positive Sentiment: TD Cowen reiterated a bullish stance on DAL, keeping the stock on lists of attractively priced large-caps despite industry cost pressures — further evidence of continued analyst support. TD Cowen Remains Bullish on Delta Air Lines
• Neutral Sentiment: Several valuation/analysis pieces assess DAL after the recent pullback, reviewing upside vs. risks and noting that the share price decline has pushed valuation metrics to historically cheap levels — useful context but not an immediate catalyst. Assessing Delta Air Lines (DAL) Valuation
• Neutral Sentiment: The “Delta Ushers a New Era…” item refers to Delta (power-management/smart-green solutions), not Delta Air Lines — not directly relevant to DAL’s operations or stock. Investors should not conflate that Delta with Delta Air Lines. Delta Ushers a New Era of AI Digital Twins
• Negative Sentiment: UBS and other analysts have cut airline earnings estimates and price targets because rising jet fuel costs are squeezing margins — a sector-wide headwind that could blunt DAL’s earnings and put downward pressure on the stock if fuel remains elevated. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs
• Negative Sentiment: A recent article highlighting a “shutdown push” and broader risk/valuation questions underscores near-term operational and political/regulatory risks that could amplify volatility and act as a drag on sentiment until resolved. Delta Shutdown Push Puts Spotlight On Delta Air Lines Valuation And Risks

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.