Insider Selling: Delta Air Lines (NYSE:DAL) EVP Sells 36,000 Shares of Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Alain Bellemare sold 36,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $69.21, for a total value of $2,491,560.00. Following the transaction, the executive vice president owned 95,731 shares of the company’s stock, valued at approximately $6,625,542.51. This represents a 27.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Delta Air Lines Trading Down 1.2%

DAL stock traded down $0.84 during trading on Friday, reaching $70.50. The company had a trading volume of 7,438,898 shares, compared to its average volume of 8,700,161. The company has a market cap of $46.03 billion, a P/E ratio of 9.19, a PEG ratio of 1.11 and a beta of 1.38. The business has a 50 day moving average of $66.50 and a 200 day moving average of $60.61. Delta Air Lines, Inc. has a 52 week low of $34.74 and a 52 week high of $73.16. 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 issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The company had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. During the same period last year, the business earned $1.85 EPS. Delta Air Lines’s quarterly 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, sell-side analysts forecast that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Delta Air Lines

A number of institutional investors and hedge funds have recently modified their holdings of DAL. Brighton Jones LLC boosted its position in Delta Air Lines by 33.5% in the 4th quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock worth $555,000 after purchasing an additional 2,302 shares in the last quarter. Acadian Asset Management LLC acquired a new position in shares of Delta Air Lines during the 1st quarter worth approximately $178,000. Parallel Advisors LLC grew its holdings in Delta Air Lines by 11.1% in the 2nd quarter. Parallel Advisors LLC now owns 12,614 shares of the transportation company’s stock valued at $620,000 after buying an additional 1,257 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Delta Air Lines by 33.2% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 3,224 shares of the transportation company’s stock worth $159,000 after buying an additional 804 shares during the last quarter. Finally, Czech National Bank lifted its stake in shares of Delta Air Lines by 8.3% in the 2nd quarter. Czech National Bank now owns 159,604 shares of the transportation company’s stock valued at $7,849,000 after purchasing an additional 12,230 shares during the last quarter. Institutional investors and hedge funds own 69.93% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on DAL. TD Cowen upped their price target on shares of Delta Air Lines from $77.00 to $82.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Delta Air Lines in a research report on Wednesday, October 8th. Jefferies Financial Group decreased their price target on Delta Air Lines from $74.00 to $72.00 and set a “buy” rating for the company in a research note on Tuesday, December 2nd. Wells Fargo & Company set a $87.00 target price on shares of Delta Air Lines in a research report on Thursday, December 18th. Finally, The Goldman Sachs Group boosted their price target on shares of Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and twenty-three have issued a Buy rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $79.97.

More Delta Air Lines News

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

• Positive Sentiment: Several major brokers raised price targets and maintained buy/outperform ratings (HSBC bumped PT to $80.20). Read More.
• Positive Sentiment: Wolfe Research lifted its target to $83 and kept an outperform rating, signaling analyst conviction on upside. Read More.
• Positive Sentiment: Goldman Sachs raised its PT to $80 and left a buy rating in place, adding institutional validation for the recovery theme. Read More.
• Positive Sentiment: DBS raised its target to $80 and kept a buy, another vote of confidence supporting upside vs. current levels. Read More.
• Positive Sentiment: An analyst note highlights Delta’s MRO business, strong free cash flow and low leverage as structural positives that could drive returns over time. Read More.
• Positive Sentiment: Wells Fargo and UBS remain bullish / keep buy ratings, and the analyst consensus skews to “buy,” supporting durable analyst demand. Read More. Read More.
• Neutral Sentiment: Zacks highlights Delta as a long‑term momentum candidate — useful framing for longer‑term investors but not an immediate catalyst. Read More.
• Neutral Sentiment: Operational update: CEO Ed Bastian says the company is working to add lounges to ease overcrowding — a positive customer experience move but not an immediate earnings driver. Read More.
• Negative Sentiment: Q4: EPS narrowly beat but revenue missed analyst estimates and management’s cautious 2026 tone dampened expectations — the primary reason for the selloff as investors focus on near‑term growth and margin risks. Read More.
• Negative Sentiment: Market commentary notes investors sold off the stock despite solid results, signaling a short‑term sentiment/valuation reset that could continue until revenue/growth clarity improves. Read More.

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.