Stratos Wealth Partners LTD. Grows Stock Position in Delta Air Lines, Inc. $DAL

Stratos Wealth Partners LTD. boosted its position in Delta Air Lines, Inc. (NYSE:DAL) by 89.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 39,341 shares of the transportation company’s stock after buying an additional 18,607 shares during the period. Stratos Wealth Partners LTD.’s holdings in Delta Air Lines were worth $2,233,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Private Trust Co. NA lifted its stake in shares of Delta Air Lines by 3.3% in the 3rd quarter. Private Trust Co. NA now owns 5,493 shares of the transportation company’s stock worth $312,000 after acquiring an additional 174 shares during the period. HBK Sorce Advisory LLC lifted its position in Delta Air Lines by 3.2% in the third quarter. HBK Sorce Advisory LLC now owns 5,871 shares of the transportation company’s stock valued at $362,000 after purchasing an additional 181 shares during the period. Foundations Investment Advisors LLC lifted its position in Delta Air Lines by 2.6% in the second quarter. Foundations Investment Advisors LLC now owns 7,844 shares of the transportation company’s stock valued at $386,000 after purchasing an additional 196 shares during the period. Gables Capital Management Inc. boosted its holdings in Delta Air Lines by 9.9% in the 3rd quarter. Gables Capital Management Inc. now owns 2,225 shares of the transportation company’s stock valued at $126,000 after purchasing an additional 200 shares in the last quarter. Finally, Valeo Financial Advisors LLC increased its position in Delta Air Lines by 1.3% during the 3rd quarter. Valeo Financial Advisors LLC now owns 16,101 shares of the transportation company’s stock worth $914,000 after purchasing an additional 201 shares during the period. 69.93% of the stock is owned by institutional investors and hedge funds.

Key Delta Air Lines News

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

• Positive Sentiment: Delta announced a $1.3 billion profit-sharing payout to employees tied to strong results — a sign of healthy profitability that boosts employee morale and retention, though it is a cash distribution. Delta spreads the love this Valentine’s Day with $1.3B profit sharing payout
• Positive Sentiment: Delta hit a trailing high on the NYSE Composite, signaling recent buying momentum and renewed investor interest. Delta Air Lines (NYSE:DAL) Hits Trailing High on NYSE Composite
• Positive Sentiment: Analysts note international demand is rebounding and transatlantic capacity is at record levels — a tailwind for revenue recovery and margin expansion. DAL’s International Air Travel Demand in Good Shape: Sign for Growth?
• Neutral Sentiment: AI-driven models and analysts are split on DAL — fundamentals and guidance improved, but models flag lingering risks (costs, competition), producing mixed price forecasts. AI Models Split on Delta Air Lines as Fundamentals Improve but Risks Linger
• Negative Sentiment: Two insider transactions surfaced this week: an EVP sold ~$2.90M of DAL stock and another insider sold ~$2.02M (combined ≈ $4.92M). Large insider sales can be perceived as profit-taking and may pressure sentiment. Insider Selling: Delta Air Lines (NYSE:DAL) EVP Sells $2,896,930.00 in Stock Insider Selling: Delta Air Lines (NYSE:DAL) Insider Sells $2,020,140.00 in Stock
• Negative Sentiment: Zacks flagged why DAL fell more than the broader market on the latest session: a mix of profit-taking after recent gains and concerns such as revenue coming in below some estimates. Those headlines likely amplified selling pressure. Here’s Why Delta Air Lines (DAL) Fell More Than Broader Market
• Negative Sentiment: Union activity at major U.S. airlines (American example) is ramping up pressure on boards about lagging profit — an industry signal that labor costs and wage demands could reaccelerate, a potential headwind for margins. American Airlines unions ratchet up pressure on board over lagging profit

Delta Air Lines Trading Down 0.8%

NYSE:DAL opened at $68.95 on Friday. Delta Air Lines, Inc. has a 52-week low of $34.74 and a 52-week high of $76.39. 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 fifty day simple moving average of $70.02 and a 200-day simple moving average of $62.97. The company has a market capitalization of $45.04 billion, a PE ratio of 8.99, a price-to-earnings-growth ratio of 0.67 and a beta of 1.37.

Delta Air Lines (NYSE:DAL) last posted its earnings results 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. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The firm had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $15.80 billion. During the same period last year, the firm posted $1.85 EPS. The firm’s revenue for the quarter 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. On average, equities research analysts expect that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Delta Air Lines Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, February 26th will be paid a $0.1875 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.75 dividend on an annualized basis and a yield of 1.1%. Delta Air Lines’s dividend payout ratio is presently 9.78%.

Analyst Upgrades and Downgrades

DAL has been the subject of several recent analyst reports. Seaport Research Partners raised their price target on Delta Air Lines from $80.00 to $89.00 and gave the company a “buy” rating in a report on Friday, January 9th. Wolfe Research raised their target price on Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Delta Air Lines in a research note on Wednesday, January 21st. Jefferies Financial Group increased their price target on shares of Delta Air Lines from $72.00 to $84.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, Evercore boosted their price objective on shares of Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $80.47.

Insider Activity at Delta Air Lines

In other news, EVP Rahul D. Samant sold 62,528 shares of the business’s stock in a transaction on Thursday, February 5th. The stock was 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. The trade was a 74.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Erik Storey Snell sold 39,420 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $71.02, for a total value of $2,799,608.40. Following the completion of the sale, the executive vice president owned 35,625 shares in the company, valued at $2,530,087.50. This represents a 52.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 520,550 shares of company stock valued at $37,101,667 in the last ninety days. 0.88% of the stock is owned by insiders.

Delta Air Lines 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.