Insider Selling: Delta Air Lines (NYSE:DAL) EVP Sells 35,212 Shares of Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Alain Bellemare sold 35,212 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the completion of the sale, the executive vice president owned 138,176 shares of the company’s stock, valued at approximately $10,390,835.20. This represents a 20.31% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Alain Bellemare also recently made the following trade(s):

• On Thursday, January 15th, Alain Bellemare sold 36,000 shares of Delta Air Lines stock. The stock was sold at an average price of $69.21, for a total transaction of $2,491,560.00.

Delta Air Lines Stock Performance

NYSE:DAL traded down $0.51 during mid-day trading on Tuesday, hitting $74.49. The stock had a trading volume of 6,419,620 shares, compared to its average volume of 8,438,701. Delta Air Lines, Inc. has a twelve month low of $34.74 and a twelve month high of $75.72. The stock has a market cap of $48.64 billion, a price-to-earnings ratio of 9.71, a PEG ratio of 0.72 and a beta of 1.37. The company’s 50 day simple moving average is $69.68 and its 200 day simple moving average is $62.57. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The firm had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The business’s revenue was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the business 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. On average, equities research analysts forecast that Delta Air Lines, Inc. will post 7.63 earnings per share for the current year.

Delta Air Lines Dividend Announcement

The firm also recently declared 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. This represents a $0.75 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s dividend payout ratio is 9.78%.

Wall Street Analysts Forecast Growth

DAL has been the topic of several research reports. Bank of America upped 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. Seaport Research Partners lifted their target price on shares of Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a report on Friday, January 9th. Dbs Bank upgraded shares of Delta Air Lines to a “moderate buy” rating in a research note on Monday, January 19th. The Goldman Sachs Group increased 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, January 14th. Finally, Argus set a $80.00 price objective on Delta Air Lines in a report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average target price of $80.47.

More Delta Air Lines News

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

Institutional Trading of Delta Air Lines

Several hedge funds and other institutional investors have recently bought and sold shares of the business. First Financial Bank Trust Division grew its position in shares of Delta Air Lines by 3.3% during the 4th quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company’s stock worth $328,000 after purchasing an additional 150 shares in the last quarter. HBK Sorce Advisory LLC boosted its stake in shares of Delta Air Lines by 2.6% in the fourth quarter. HBK Sorce Advisory LLC now owns 6,022 shares of the transportation company’s stock valued at $454,000 after buying an additional 151 shares during the period. Larson Financial Group LLC grew its position in Delta Air Lines by 2.4% during the fourth quarter. Larson Financial Group LLC now owns 6,472 shares of the transportation company’s stock worth $449,000 after buying an additional 152 shares in the last quarter. LRI Investments LLC increased its stake in Delta Air Lines by 3.4% during the 4th quarter. LRI Investments LLC now owns 4,644 shares of the transportation company’s stock worth $322,000 after acquiring an additional 154 shares during the period. Finally, JFS Wealth Advisors LLC increased its stake in Delta Air Lines by 25.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 794 shares of the transportation company’s stock worth $55,000 after acquiring an additional 161 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.

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.