Delta Air Lines (NYSE:DAL – Free Report) had its price objective cut by Raymond James Financial from $80.00 to $76.00 in a research report released on Tuesday morning,MarketScreener reports. They currently have a strong-buy rating on the transportation company’s stock.
Other research analysts have also recently issued research reports about the company. BNP Paribas Exane lifted their target price on Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a research report on Monday, December 8th. Dbs Bank raised shares of Delta Air Lines to a “moderate buy” rating in a report on Monday, January 19th. BMO Capital Markets restated an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. HSBC upped their price objective 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, Jefferies Financial Group increased their price objective on shares of Delta Air Lines from $72.00 to $78.00 and gave the company a “buy” rating in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $78.80.
Check Out Our Latest Report on Delta Air Lines
Delta Air Lines Price Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same quarter last year, the company posted $1.85 EPS. The company’s revenue for the quarter 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. Analysts expect that Delta Air Lines will post 7.63 earnings per share for the current year.
Delta Air Lines Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th were paid a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, February 26th. Delta Air Lines’s dividend payout ratio (DPR) is presently 9.78%.
Insider Activity at Delta Air Lines
In related news, insider Peter W. Carter sold 27,000 shares of Delta Air Lines stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $74.82, for a total transaction of $2,020,140.00. Following the sale, the insider directly owned 421,744 shares in the company, valued at $31,554,886.08. This trade represents a 6.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $70.18, for a total transaction of $4,388,215.04. Following the sale, the executive vice president directly owned 20,939 shares in the company, valued at $1,469,499.02. The trade was a 74.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 620,550 shares of company stock valued at $44,127,667. Corporate insiders own 0.96% of the company’s stock.
Hedge Funds Weigh In On Delta Air Lines
A number of hedge funds have recently modified their holdings of the business. Brighton Jones LLC grew its stake in shares of Delta Air Lines by 33.5% in the fourth 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 during the last quarter. Acadian Asset Management LLC bought a new position in Delta Air Lines during the 1st quarter worth $178,000. Sivia Capital Partners LLC acquired a new position in Delta Air Lines during the 2nd quarter worth about $555,000. Level Four Advisory Services LLC bought a new stake in shares of Delta Air Lines in the 2nd quarter valued at about $259,000. Finally, Scotia Capital Inc. bought a new stake in shares of Delta Air Lines in the 2nd quarter valued at about $229,000. Institutional investors and hedge funds own 69.93% of the company’s stock.
Trending Headlines about Delta Air Lines
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Delta signed a major deal to use Amazon’s Leo satellite service on an initial 500 aircraft beginning in 2028, improving long‑term ancillary revenue potential and passenger experience. Delta taps Amazon Leo for in-flight Wi-Fi
- Positive Sentiment: Jefferies raised its price target on DAL to $78 (from $72) and maintained a Buy rating — a bullish analyst move that supports upside expectations. Jefferies raises PT to $78
- Positive Sentiment: Delta’s SkyMiles loyalty program was valued at roughly $31 billion in a recent ranking — a reminder of strong recurring revenue and customer-retention assets that support long‑term margins. SkyMiles ranked most valuable
- Neutral Sentiment: Raymond James trimmed its PT to $76 (from $80) but kept a Strong‑Buy rating — indicates conviction remains even as near‑term targets were nudged lower. Raymond James adjusts PT to $76
- Neutral Sentiment: Analysts’ consensus remains around a “Moderate Buy,” keeping overall street sentiment constructive even amid mixed price‑target moves. Average recommendation Moderate Buy
- Negative Sentiment: Bank of America cut its PT slightly to $78 from $80 while keeping a Buy — a minor downgrade to upside expectations that could cap short‑term gains. BofA lowers PT to $78
- Negative Sentiment: A Zacks preview suggests Delta may lack the necessary setup for an earnings beat next week, which could introduce near‑term volatility around the report. Zacks: DAL may not beat next quarter
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.
See Also
Receive News & Ratings for Delta Air Lines Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Delta Air Lines and related companies with MarketBeat.com's FREE daily email newsletter.
