Mirabella Financial Services LLP Purchases 21,989 Shares of Delta Air Lines, Inc. $DAL

Mirabella Financial Services LLP raised its position in shares of Delta Air Lines, Inc. (NYSE:DAL) by 114.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 41,137 shares of the transportation company’s stock after purchasing an additional 21,989 shares during the period. Mirabella Financial Services LLP’s holdings in Delta Air Lines were worth $2,330,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also made changes to their positions 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 acquiring an additional 211 shares in the last quarter. Accredited Wealth Management LLC lifted its stake in Delta Air Lines by 1,983.3% in the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock worth $28,000 after acquiring an additional 476 shares during the period. SWAN Capital LLC grew its holdings in Delta Air Lines by 1,016.0% during the 3rd quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock worth $32,000 after acquiring an additional 508 shares in the last quarter. Kilter Group LLC bought a new position in Delta Air Lines during the 2nd quarter worth about $35,000. Finally, First Horizon Corp purchased a new position in Delta Air Lines during the 3rd quarter valued at about $38,000. 69.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Alain Bellemare sold 35,212 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the transaction, the executive vice president directly owned 138,176 shares of the company’s stock, valued at $10,390,835.20. This represents a 20.31% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Edward H. Bastian sold 100,000 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $70.26, for a total value of $7,026,000.00. Following the completion of the sale, the chief executive officer owned 1,363,448 shares of the company’s stock, valued at approximately $95,795,856.48. This trade represents a 6.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 620,550 shares of company stock worth $44,127,667. Company insiders own 0.96% of the company’s stock.

Delta Air Lines Stock Up 3.5%

NYSE:DAL opened at $60.85 on Tuesday. The company’s 50-day simple moving average is $67.74 and its 200-day simple moving average is $64.10. 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, Inc. has a fifty-two week low of $34.74 and a fifty-two week high of $76.39. The stock has a market capitalization of $39.74 billion, a P/E ratio of 7.93, a P/E/G ratio of 0.59 and a beta of 1.34.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping the consensus estimate of $1.53 by $0.02. The firm had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. Delta Air Lines’s revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the business 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, Inc. will post 7.63 earnings per share for the current fiscal year.

Delta Air Lines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th will be issued a dividend of $0.1875 per share. This represents a $0.75 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s dividend payout ratio is currently 9.78%.

Analyst Ratings Changes

Several research firms have recently commented on DAL. Jefferies Financial Group reduced their price target on shares of Delta Air Lines from $84.00 to $72.00 and set a “buy” rating for the company in a report on Thursday, March 12th. Wolfe Research increased their price objective on shares of Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a research note on Wednesday, January 14th. Raymond James Financial reissued a “strong-buy” rating and set a $80.00 price objective on shares of Delta Air Lines in a report on Friday, December 19th. UBS Group lowered their target price on Delta Air Lines from $87.00 to $83.00 and set a “buy” rating for the company in a report on Monday. Finally, Wall Street Zen downgraded Delta Air Lines from a “buy” rating to a “hold” rating in a report on Friday, November 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $78.76.

Key Stories Impacting Delta Air Lines

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

• Positive Sentiment: MarketBeat calls DAL a potential value buy after a steep pullback, highlighting a low P/E, near-oversold RSI and management’s 2026 guidance (EPS $6.50–$7.50) and strong 2025 cash flow metrics — a bullish framing that can attract value investors. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon
• Positive Sentiment: UBS trimmed its price target on DAL from $87 to $83 but kept a “Buy” rating, signaling continued analyst conviction and implying sizable upside from current levels. That maintained buy rating supports the near-term bullish narrative. UBS Lowers Price Target
• Positive Sentiment: Wells Fargo reduced its DAL target (from $87 to $75) but remains “Overweight” — another institutional reaffirmation that can underpin buying interest despite the cut. Wells Fargo Lowers Price Target
• Positive Sentiment: TD Cowen reiterated a bullish stance on DAL, keeping the stock on lists of attractively priced large-caps despite industry cost pressures — further evidence of continued analyst support. TD Cowen Remains Bullish on Delta Air Lines
• Neutral Sentiment: Several valuation/analysis pieces assess DAL after the recent pullback, reviewing upside vs. risks and noting that the share price decline has pushed valuation metrics to historically cheap levels — useful context but not an immediate catalyst. Assessing Delta Air Lines (DAL) Valuation
• Neutral Sentiment: The “Delta Ushers a New Era…” item refers to Delta (power-management/smart-green solutions), not Delta Air Lines — not directly relevant to DAL’s operations or stock. Investors should not conflate that Delta with Delta Air Lines. Delta Ushers a New Era of AI Digital Twins
• Negative Sentiment: UBS and other analysts have cut airline earnings estimates and price targets because rising jet fuel costs are squeezing margins — a sector-wide headwind that could blunt DAL’s earnings and put downward pressure on the stock if fuel remains elevated. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs
• Negative Sentiment: A recent article highlighting a “shutdown push” and broader risk/valuation questions underscores near-term operational and political/regulatory risks that could amplify volatility and act as a drag on sentiment until resolved. Delta Shutdown Push Puts Spotlight On Delta Air Lines Valuation And Risks

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.