Delta Air Lines (NYSE:DAL) EVP Steven Sear Sells 38,600 Shares

Delta Air Lines, Inc. (NYSE:DAL) EVP Steven Sear sold 38,600 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $75.05, for a total value of $2,896,930.00. Following the completion of the sale, the executive vice president owned 104,404 shares in the company, valued at approximately $7,835,520.20. This trade represents a 26.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Delta Air Lines Trading Down 0.7%

DAL stock opened at $74.49 on Wednesday. Delta Air Lines, Inc. has a one year low of $34.74 and a one year high of $75.72. The stock has a market cap of $48.64 billion, a price-to-earnings ratio of 9.71, a price-to-earnings-growth ratio of 0.72 and a beta of 1.37. The company has a fifty day moving average price of $69.86 and a two-hundred day moving average price of $62.71. 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 data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The company’s revenue was up 2.9% on a year-over-year basis. During the same period in the prior year, the firm earned $1.85 earnings per share. 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 anticipate that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Delta Air Lines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th will be issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s payout ratio is currently 9.78%.

Institutional Investors Weigh In On Delta Air Lines

A number of large investors have recently bought and sold shares of DAL. AlphaQuest LLC lifted its holdings in shares of Delta Air Lines by 90.6% during the 3rd quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after acquiring an additional 211 shares during the period. Lloyd Advisory Services LLC. acquired a new position in Delta Air Lines during the fourth quarter valued at approximately $31,000. Camelot Portfolios LLC bought a new stake in Delta Air Lines during the fourth quarter worth $34,000. Accredited Wealth Management LLC boosted its holdings in shares of 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 purchasing an additional 476 shares in the last quarter. Finally, Byrne Asset Management LLC acquired a new stake in shares of Delta Air Lines in the 4th quarter valued at $35,000. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Delta Air Lines News Roundup

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

• Positive Sentiment: MarketBeat highlights Delta as a top travel play for 2026 — citing a Q4 EPS beat, a record ~$4.6B free cash balance and management’s guidance implying ~20% EPS growth driven by premium/corporate travel tailwinds. 3 Stocks to Play the Summer Travel Boom as Demand Surges Again
• Positive Sentiment: Short interest fell ~19.8% in late January (to ~15.9M shares), reducing a near‑term bearish crowd and lowering short‑squeeze risk; that technical change is supportive of the stock.
• Positive Sentiment: Competitor weakness: unions publicly criticizing American Airlines for lagging performance reinforces Delta’s relative operating strength and competitive positioning. Pilots and Flight Attendants Criticize American Airlines’ Performance
• Positive Sentiment: Broker consensus remains upbeat — a recent roundup shows brokerages with a consensus “Buy” view on DAL, supporting longer‑term investor conviction. Delta Air Lines, Inc. Given Consensus Recommendation of “Buy” by Brokerages
• Neutral Sentiment: Media coverage asking whether DAL is a buy (Yahoo Finance piece) reflects debate between strong fundamentals and recent run‑up; useful reading but not a decisive catalyst by itself. Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?
• Negative Sentiment: Insider selling: multiple senior executives (including EVPs Alain Bellemare, Steven Sear and Peter Carter) sold large blocks in early February (~100k+ shares across filings), totaling several million dollars — a near‑term negative that can prompt profit‑taking after the stock’s run. SEC filings and coverage available. SEC Filing (Alain Bellemare) Insider Selling: DAL EVP Sells

Analyst Ratings Changes

Several research firms recently issued reports on DAL. Wells Fargo & Company set a $87.00 price target on Delta Air Lines in a research note on Thursday, December 18th. UBS Group reduced their target price on shares of Delta Air Lines from $90.00 to $87.00 and set a “buy” rating for the company in a research report on Wednesday, January 14th. Seaport Research Partners upped their price target on shares of Delta Air Lines from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Friday, January 9th. HSBC raised their price target on shares of Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Finally, Bank of America boosted their price objective on shares of Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. According to data from MarketBeat, Delta Air Lines presently has an average rating of “Buy” and an average target price of $80.47.

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.