TD Cowen Increases Delta Air Lines (NYSE:DAL) Price Target to $82.00

Delta Air Lines (NYSE:DAL) had its price objective lifted by research analysts at TD Cowen from $77.00 to $82.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. TD Cowen’s price objective would suggest a potential upside of 13.37% from the stock’s current price.

Several other analysts have also recently weighed in on DAL. Wall Street Zen cut shares of Delta Air Lines from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Wells Fargo & Company set a $87.00 target price on shares of Delta Air Lines in a report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Delta Air Lines from $63.00 to $72.00 and gave the company a “buy” rating in a research report on Friday, October 10th. Raymond James Financial reissued a “strong-buy” rating and set a $80.00 price target on shares of Delta Air Lines in a research report on Friday, December 19th. Finally, Seaport Global Securities raised their price objective on Delta Air Lines from $69.00 to $80.00 and gave the stock a “buy” rating in a research note on Thursday, September 11th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $75.99.

Delta Air Lines Stock Performance

NYSE:DAL traded up $0.11 during mid-day trading on Wednesday, hitting $72.33. 3,032,809 shares of the stock were exchanged, compared to its average volume of 6,256,710. The stock has a market capitalization of $47.23 billion, a price-to-earnings ratio of 10.16, a price-to-earnings-growth ratio of 1.29 and a beta of 1.38. The firm’s 50-day simple moving average is $64.67 and its 200 day simple moving average is $59.70. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.34 and a current ratio of 0.40. Delta Air Lines has a fifty-two week low of $34.74 and a fifty-two week high of $73.16.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings data on Tuesday, March 15th. The transportation company reported $0.22 EPS for the quarter. Delta Air Lines had a return on equity of 23.83% and a net margin of 7.36%.The firm had revenue of $8.40 billion for the quarter. As a group, equities analysts anticipate that Delta Air Lines will post 7.63 EPS for the current fiscal year.

Insider Buying and Selling at Delta Air Lines

In related news, SVP William C. Carroll sold 14,010 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $61.25, for a total value of $858,112.50. Following the sale, the senior vice president directly owned 15,816 shares of the company’s stock, valued at $968,730. This trade represents a 46.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP John E. Laughter sold 23,323 shares of Delta Air Lines stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $62.33, for a total value of $1,453,722.59. Following the completion of the transaction, the executive vice president owned 81,109 shares in the company, valued at approximately $5,055,523.97. This represents a 22.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.96% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of DAL. Kingstone Capital Partners Texas LLC bought a new stake in shares of Delta Air Lines in the 2nd quarter valued at about $386,364,000. Wellington Management Group LLP boosted its holdings in Delta Air Lines by 54.8% in the third quarter. Wellington Management Group LLP now owns 5,817,783 shares of the transportation company’s stock valued at $330,159,000 after acquiring an additional 2,058,744 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Delta Air Lines by 2.3% in 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 acquiring an additional 1,648,071 shares during the last quarter. Bank of New York Mellon Corp increased its position in 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 during the period. Finally, Marshall Wace LLP raised its holdings in Delta Air Lines by 16,044.7% during the 3rd quarter. Marshall Wace LLP now owns 1,263,320 shares of the transportation company’s stock worth $71,693,000 after purchasing an additional 1,255,495 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Delta Air Lines News Summary

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

• Positive Sentiment: Bank of America raised its price target to $80 and kept a “buy” rating, signaling analyst conviction and providing upside support for the stock. Bank of America price-target raise
• Positive Sentiment: Delta’s partnership with Sphere (marketing/branding tie-ins and high-visibility activations) is being framed as a premium-brand strategy that could help ancillary revenue, loyalty activation and long-term brand differentiation. Can Delta’s Sphere Partnership Sharpen Its Premium Brand Strategy for Investors in Delta Air Lines (DAL)?
• Positive Sentiment: Delta is adding Caribbean capacity after FAA curbs eased, which should boost revenue on seasonal routes and help offset some macro headwinds. Delta Air Lines Boosts Caribbean Capacity After Airspace Reopens
• Neutral Sentiment: Recent commentary and coverage (including a Yahoo valuation piece and other analyst notes) highlight strong revenue, shareholder returns and multiple expansion—supportive for longer-term valuation but not a guarantee of near-term earnings beats. Assessing Delta Air Lines (DAL) Valuation After Strong Revenue And Shareholder Returns
• Neutral Sentiment: Market narrative notes Delta’s strong six‑month performance and expectations for lower fuel costs—positive momentum drivers but already partly priced in after a sizable run-up. DAL Stock: What’s Happening With Delta Airlines?
• Negative Sentiment: Zacks previews and analyst notes expect Q4 earnings pressure—higher labor costs, potential government shutdown impacts and a forecasted EPS decline increase downside risk around the upcoming results. Earnings Preview: Delta Air Lines (DAL) Q4 Earnings Expected to Decline
• Neutral Sentiment: Reminder: Delta will release quarterly results next week — the report is a near-term catalyst that could swing the stock depending on guidance, cost trends and fuel/labor commentary. Delta Air Lines (DAL) to Release Quarterly Earnings on Tuesday

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.