Rothschild & Co Redburn Cuts Delta Air Lines (NYSE:DAL) Price Target to $70.00

Delta Air Lines (NYSE:DAL) had its target price decreased by analysts at Rothschild & Co Redburn from $72.00 to $70.00 in a research note issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Rothschild & Co Redburn’s price objective suggests a potential upside of 13.21% from the stock’s previous close.

DAL has been the topic of a number of other research reports. UBS Group dropped their price objective on shares of Delta Air Lines from $90.00 to $87.00 and set a “buy” rating on the stock in a research note on Wednesday, January 14th. Argus set a $80.00 price objective on shares of Delta Air Lines in a research report on Wednesday, January 14th. Wells Fargo & Company set a $87.00 target price on shares of Delta Air Lines in a research note on Thursday, December 18th. Bank of America raised their target price on Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Finally, HSBC upped their price target on Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating and twenty-three have assigned a Buy rating to the stock. According to MarketBeat.com, Delta Air Lines has a consensus rating of “Buy” and a consensus price target of $80.38.

Delta Air Lines Stock Down 3.1%

NYSE DAL traded down $2.00 during trading on Thursday, hitting $61.83. The company’s stock had a trading volume of 1,134,842 shares, compared to its average volume of 8,372,163. The company has a market cap of $40.38 billion, a PE ratio of 8.06, a P/E/G ratio of 0.62 and a beta of 1.34. Delta Air Lines has a fifty-two week low of $34.74 and a fifty-two week high of $76.39. 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 business’s 50 day simple moving average is $69.41 and its 200-day simple moving average is $64.13.

Delta Air Lines (NYSE:DAL) last issued 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 business had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The company’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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 will post 7.63 EPS for the current fiscal year.

Insider Activity at Delta Air Lines

In other news, EVP Steven M. Sear sold 38,600 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $75.05, for a total value of $2,896,930.00. Following the transaction, the executive vice president owned 104,404 shares in the company, valued at approximately $7,835,520.20. This represents a 26.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Alain Bellemare sold 35,212 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $75.20, for a total value of $2,647,942.40. Following the completion of the transaction, the executive vice president directly owned 138,176 shares of the company’s stock, valued at $10,390,835.20. This trade represents a 20.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 620,550 shares of company stock worth $44,127,667 over the last three months. Company insiders own 0.88% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. AlphaQuest LLC raised its holdings in shares of Delta Air Lines by 90.6% in the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock valued at $25,000 after buying an additional 211 shares during the last quarter. Lloyd Advisory Services LLC. purchased a new position in Delta Air Lines during the fourth quarter worth about $31,000. Camelot Portfolios LLC acquired a new stake in Delta Air Lines in the fourth quarter valued at about $34,000. Accredited Wealth Management LLC increased its position in Delta Air Lines by 1,983.3% during the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock worth $28,000 after purchasing an additional 476 shares during the period. Finally, Byrne Asset Management LLC purchased a new position in shares of Delta Air Lines during the 4th quarter worth approximately $35,000. Hedge funds and other institutional investors 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.