Delta Air Lines (NYSE:DAL – Get Free Report) had its price objective reduced by equities researchers at Citigroup from $87.00 to $77.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the transportation company’s stock. Citigroup’s target price indicates a potential upside of 21.55% from the company’s previous close.
Other research analysts have also issued reports about the company. Evercore increased their price objective on Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. BMO Capital Markets restated an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. Zacks Research lowered shares of Delta Air Lines from a “hold” rating to a “strong sell” rating in a report on Tuesday, March 17th. Wolfe Research increased their target price on shares of Delta Air Lines from $70.00 to $83.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 14th. Finally, Wall Street Zen downgraded shares of Delta Air Lines from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $78.76.
Check Out Our Latest Stock Report on Delta Air Lines
Delta Air Lines Stock Down 2.6%
Delta Air Lines (NYSE:DAL – Get Free Report) last issued its 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. The business had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior 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. Equities analysts forecast that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.
Insider Activity at Delta Air Lines
In other news, insider Peter W. Carter sold 27,000 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $74.82, for a total value of $2,020,140.00. Following the completion of the sale, the insider directly owned 421,744 shares in the company, valued at approximately $31,554,886.08. This trade represents a 6.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Rahul D. Samant sold 62,528 shares of Delta Air Lines stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $70.18, for a total value of $4,388,215.04. Following the completion of the transaction, the executive vice president directly owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This represents a 74.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 620,550 shares of company stock valued at $44,127,667. 0.88% of the stock is currently owned by company insiders.
Hedge Funds Weigh In On Delta Air Lines
A number of institutional investors have recently modified their holdings of DAL. AlphaQuest LLC increased its holdings in shares of Delta Air Lines by 90.6% in the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 211 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new position in Delta Air Lines during the 4th quarter worth $31,000. Camelot Portfolios LLC acquired a new position in Delta Air Lines during the 4th quarter worth $34,000. Accredited Wealth Management LLC boosted its position in Delta Air Lines by 1,983.3% in the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after buying an additional 476 shares during the last quarter. Finally, Byrne Asset Management LLC bought a new position in Delta Air Lines in the 4th quarter valued at $35,000. 69.93% of the stock is owned by institutional investors.
Key Delta Air Lines News
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Delta raised its first‑quarter revenue outlook (now in the high single digits) and reported broad‑based demand strength across domestic and international leisure and corporate travel; management says stronger bookings and MRO revenue are helping offset a roughly $400M fuel headwind, and Q1 EPS guidance remains 0.50–0.90 — this supports near‑term revenue resilience and earnings visibility.
- Positive Sentiment: TD Cowen raised its price target on DAL to $77 (from $71), signaling incremental analyst confidence in Delta’s outlook and providing some upward price support. Delta Air Lines price target raised to $77 from $71 at TD Cowen
- Positive Sentiment: Delta hit an 80+ relative strength (RS) rating, a technical signal that can attract momentum buyers and tactical flows. Delta Air Lines clears key benchmark, hitting 80-plus RS rating
- Neutral Sentiment: Citigroup cut its price target from $87 to $77 but kept a “Buy” rating — the trimmed target reduces upside expectations vs. prior forecasts but the buy stance remains supportive. Citigroup lowers DAL price target to $77 (Benzinga)
- Neutral Sentiment: Delta has seen a strong weekly gain, yet social (Reddit) sentiment is weak — a divergence that can produce short‑term volatility as retail flows and sentiment traders react differently to fundamentals. Delta Stock Up 9.38% This Week But Reddit Sentiment Just Hit 22 Out of 100
- Negative Sentiment: Oil prices jumped as Iran targeted Gulf production sites — higher crude/jet fuel increases unit costs for airlines and can erode margins if carriers can’t fully pass costs through fares. This geopolitical-driven fuel volatility is a direct headwind for Delta. Oil prices swing higher as Iran targets Gulf production sites
- Negative Sentiment: Zacks downgraded Delta to “strong sell” in recent headlines, a sharp negative call that could pressure sentiment and trigger short-term selling by some funds. Zacks downgrades DAL to strong sell
- Negative Sentiment: Operational risk: Delta’s CEO publicly criticized unpaid TSA agents and ongoing airport issues — sustained operational disruption or staffing problems could weigh on customer experience and near‑term costs. Delta CEO blasts Congress over unpaid TSA agents as airport chaos continues
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.
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