TD Asset Management Inc Has $25.98 Million Stock Holdings in Delta Air Lines, Inc. $DAL

TD Asset Management Inc increased its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL) by 14.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 457,796 shares of the transportation company’s stock after buying an additional 56,365 shares during the period. TD Asset Management Inc’s holdings in Delta Air Lines were worth $25,980,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Delta Air Lines by 2.3% in the 2nd quarter. Vanguard Group Inc. now owns 74,572,577 shares of the transportation company’s stock valued at $3,667,479,000 after acquiring an additional 1,648,071 shares during the period. Bank of New York Mellon Corp boosted its position in Delta Air Lines by 23.3% during the third quarter. Bank of New York Mellon Corp now owns 7,661,911 shares of the transportation company’s stock worth $434,813,000 after purchasing an additional 1,447,058 shares during the period. Ninety One UK Ltd increased its holdings in shares of Delta Air Lines by 23.6% in the third quarter. Ninety One UK Ltd now owns 3,860,710 shares of the transportation company’s stock worth $219,095,000 after purchasing an additional 736,342 shares during the period. Thrivent Financial for Lutherans lifted its stake in Delta Air Lines by 39.8% during the second quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock worth $118,409,000 after purchasing an additional 685,312 shares during the last quarter. Finally, State Street Corp boosted its position in Delta Air Lines by 2.6% during the 2nd quarter. State Street Corp now owns 23,059,848 shares of the transportation company’s stock valued at $1,134,083,000 after buying an additional 581,421 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.

Insider Transactions at Delta Air Lines

In other news, EVP Alain Bellemare sold 36,000 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $69.21, for a total transaction of $2,491,560.00. Following the sale, the executive vice president 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Erik Storey Snell sold 39,420 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $71.02, for a total transaction of $2,799,608.40. Following the sale, the executive vice president owned 35,625 shares of the company’s stock, valued at approximately $2,530,087.50. This represents a 52.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 620,550 shares of company stock worth $44,127,667 in the last three months. Insiders own 0.88% of the company’s stock.

Delta Air Lines News Summary

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

• Positive Sentiment: Delta announced another order to refresh its narrowbody fleet with 34 Airbus A321neo jets — these newer, more fuel-efficient aircraft improve unit costs and premium-seat capacity over time, supporting margin expansion and premium revenue potential. Delta orders 34 more Airbus A321neo jets in fleet renewal push
• Positive Sentiment: Management is also pursuing wider fleet growth (widebody expansion) to chase long‑haul and premium demand — a structural growth push that can boost long‑term revenue per available seat mile if executed well. Delta Air Lines Aims at Fleet Growth: More Upside Ahead?
• Neutral Sentiment: Yesterday Delta closed higher, reflecting recent operational strength and beat/guide context from January earnings, but that momentum was overtaken by today’s macro cost shock. Why the Market Dipped But Delta Air Lines (DAL) Gained Today
• Negative Sentiment: Crude oil surged today, pushing jet‑fuel expectations higher — investors fear rising fuel costs will compress airline margins and earnings, driving broad sector weakness and heavy selling in Delta shares. Why Delta (DAL) Shares Are Getting Obliterated Today
• Negative Sentiment: Sectorwide jet‑fuel pressure also hit low‑cost peers (e.g., Frontier), signaling the move is macro/commodity‑driven rather than company‑specific — that increases downside risk across airline stocks, including DAL. Why Frontier (ULCC) Shares Are Sliding Today
• Negative Sentiment: Delta CEO Edward Bastian sold 100,000 shares in a disclosed transaction last week — while insider sales can be routine, the timing contributes to negative sentiment when paired with sector pain. SEC filing

Delta Air Lines Stock Performance

Shares of NYSE DAL opened at $65.66 on Friday. Delta Air Lines, Inc. has a 12 month low of $34.74 and a 12 month high of $76.39. The company has a 50-day simple moving average of $69.83 and a 200-day simple moving average of $64.03. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34. The company has a market cap of $42.89 billion, a PE ratio of 8.56, a price-to-earnings-growth ratio of 0.63 and a beta of 1.37.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings data 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. The company had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The business’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.85 EPS. 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 analysts anticipate that Delta Air Lines, Inc. will post 7.63 earnings per share for the current year.

Delta Air Lines Announces Dividend

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

Analysts Set New Price Targets

A number of brokerages have recently commented on DAL. HSBC boosted their target price on shares of Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a report on Wednesday, January 14th. UBS Group lowered their price objective on Delta Air Lines from $90.00 to $87.00 and set a “buy” rating on the stock in a research report on Wednesday, January 14th. Sanford C. Bernstein restated an “outperform” rating and set a $81.00 target price on shares of Delta Air Lines in a research report on Wednesday, January 14th. Raymond James Financial reiterated a “strong-buy” rating and set a $80.00 price objective on shares of Delta Air Lines in a research note on Friday, December 19th. Finally, Barclays raised their target price on Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $80.47.

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.