Delta Air Lines (NYSE:DAL) Upgraded at Dbs Bank

Dbs Bank upgraded shares of Delta Air Lines (NYSE:DAL) to a moderate buy rating in a report released on Monday morning,Zacks.com reports.

A number of other analysts have also commented on the company. Sanford C. Bernstein reissued an “outperform” rating and set a $81.00 price objective on shares of Delta Air Lines in a report on Wednesday, January 14th. Citigroup reaffirmed a “buy” rating on shares of Delta Air Lines in a research report on Wednesday, January 7th. Seaport Research Partners upped their price target on Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a report 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. Finally, TD Cowen reaffirmed a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. Based on data from MarketBeat, Delta Air Lines presently has a consensus rating of “Buy” and a consensus price target of $80.47.

Delta Air Lines Price Performance

Shares of DAL opened at $68.95 on Monday. Delta Air Lines has a 12-month low of $34.74 and a 12-month high of $73.16. The business’s fifty day moving average is $67.34 and its 200 day moving average is $61.23. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. The stock has a market cap of $45.02 billion, a P/E ratio of 8.99, a P/E/G ratio of 0.81 and a beta of 1.38.

Delta Air Lines (NYSE:DAL) last announced its quarterly 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 net margin of 7.90% and a return on equity of 20.99%. The business had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. During the same quarter in the previous year, the business posted $1.85 EPS. Delta Air Lines’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. Sell-side analysts anticipate that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Delta Air Lines news, EVP Alain Bellemare sold 36,000 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $69.21, for a total value of $2,491,560.00. Following the sale, the executive vice president directly owned 95,731 shares in the company, valued at $6,625,542.51. The trade was a 27.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Edward H. Bastian sold 173,230 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $71.00, for a total value of $12,299,330.00. Following the transaction, the chief executive officer directly owned 632,823 shares in the company, valued at $44,930,433. This represents a 21.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 351,243 shares of company stock valued at $24,742,087 in the last quarter. 0.88% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Delta Air Lines

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Capital Investment Advisory Services LLC bought a new stake in shares of Delta Air Lines in the fourth quarter valued at approximately $223,000. Woodmont Investment Counsel LLC grew its stake in Delta Air Lines by 0.5% in the 4th quarter. Woodmont Investment Counsel LLC now owns 39,797 shares of the transportation company’s stock valued at $2,762,000 after buying an additional 194 shares in the last quarter. BIP Wealth LLC raised its stake in shares of Delta Air Lines by 357.1% during the 4th quarter. BIP Wealth LLC now owns 20,386 shares of the transportation company’s stock valued at $1,415,000 after purchasing an additional 15,926 shares during the period. Greenleaf Trust lifted its holdings in shares of Delta Air Lines by 2.5% in the fourth quarter. Greenleaf Trust now owns 11,219 shares of the transportation company’s stock worth $779,000 after buying an additional 273 shares in the last quarter. Finally, Jefferson Bridge Capital LLC bought a new position in shares of Delta Air Lines in the fourth quarter valued at approximately $1,787,000. 69.93% of the stock is currently owned by institutional investors.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Jefferies raised its price target on DAL to $84 and reiterated a “buy” rating, increasing upside expectations and likely supporting buying interest. Jefferies adjusts price target on Delta Air Lines to $84 from $72; maintains buy rating
• Positive Sentiment: DBS Bank upgraded Delta to a “moderate buy,” adding to analyst momentum and providing another catalyst for demand in the shares. Delta Air Lines (NYSE:DAL) Upgraded at Dbs Bank
• Positive Sentiment: Sector tailwinds: United Airlines’ strong Q4 results and upbeat commentary on premium/corporate travel reinforced expectations of resilient demand across major U.S. carriers, which boosts investor appetite for Delta stock. UAL Stock Taking Flight After Earnings Confirm Strong Demand
• Neutral Sentiment: Press coverage highlighted a strategic move described as Delta’s “boldest bet since the pandemic”—the story frames expansion/strategy as material but potentially higher risk/reward; investors will watch execution. Delta Air Lines just made its boldest bet since the pandemic
• Neutral Sentiment: Analyst roundups and TV coverage mentioned DAL among active trade ideas (Globe & Mail piece, CNBC “Final Trade”), keeping the stock in focus but without new firm-moving data. Analysts Offer Insights on Industrial Goods Companies: Delta Air Lines (DAL) and Air Canada Final Trade: DAL, NFLX, INTC, RIG
• Negative Sentiment: Insider selling: EVP Erik Storey Snell sold 39,420 shares at an average $71.02 (SEC filing). Large insider sales can be viewed negatively by some investors, though context (diversification, taxes) matters. SEC filing: insider sale

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.