Delta Air Lines (NYSE:DAL) Director Sells $291,741.00 in Stock

Delta Air Lines, Inc. (NYSE:DAL) Director Michael Huerta sold 3,100 shares of the business’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $94.11, for a total value of $291,741.00. Following the sale, the director owned 32,525 shares in the company, valued at approximately $3,060,927.75. The trade was a 8.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Delta Air Lines Stock Down 0.7%

Shares of DAL stock opened at $91.31 on Friday. Delta Air Lines, Inc. has a fifty-two week low of $52.88 and a fifty-two week high of $95.68. The firm has a market capitalization of $60.05 billion, a PE ratio of 15.14, a P/E/G ratio of 1.15 and a beta of 1.31. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.35 and a current ratio of 0.42. The stock’s 50-day simple moving average is $86.47 and its 200-day simple moving average is $74.89.

Delta Air Lines (NYSE:DAL) last released its earnings results on Thursday, July 9th. The transportation company reported $1.56 EPS for the quarter, topping analysts’ consensus estimates of $1.49 by $0.07. The firm had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.43 billion. Delta Air Lines had a return on equity of 17.52% and a net margin of 5.79%.The company’s revenue was up 18.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.10 earnings per share. Equities analysts expect that Delta Air Lines, Inc. will post 6.54 earnings per share for the current year.

Delta Air Lines Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 30th. Stockholders of record on Thursday, July 9th were issued a $0.215 dividend. This is an increase from Delta Air Lines’s previous quarterly dividend of $0.19. The ex-dividend date of this dividend was Thursday, July 9th. This represents a $0.86 annualized dividend and a dividend yield of 0.9%. Delta Air Lines’s payout ratio is currently 14.26%.

Analyst Ratings Changes

DAL has been the topic of several recent research reports. Wells Fargo & Company upped their price target on shares of Delta Air Lines from $75.00 to $105.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Citigroup boosted their price objective on Delta Air Lines from $106.00 to $110.00 and gave the company a “buy” rating in a report on Sunday, July 12th. Barclays boosted their price target on Delta Air Lines from $85.00 to $105.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Susquehanna raised their price objective on shares of Delta Air Lines from $78.00 to $108.00 and gave the stock a “positive” rating in a research note on Tuesday, July 7th. Finally, Morgan Stanley boosted their target price on shares of Delta Air Lines from $115.00 to $125.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. Twenty-three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $100.40.

Delta Air Lines News Summary

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

• Positive Sentiment: Delta’s latest quarterly results exceeded expectations, with earnings per share of $1.56 versus the $1.49 consensus and revenue of $17.67 billion versus estimates of $17.43 billion. Revenue increased 18.7% year over year, supporting the view that demand and pricing remain solid.
• Positive Sentiment: Analyst coverage remains favorable: 23 analysts rate DAL a Buy and two rate it Hold, with an average price target of $100.40. Recent target increases from JPMorgan, UBS, Argus and other firms suggest additional upside from current levels.
• Positive Sentiment: LATAM Airlines’ earnings beat, driven by stronger passenger and cargo revenue, indicates resilient international travel demand. LATAM’s improved 2026 outlook could reinforce expectations for healthy traffic and premium revenue across the airline industry. LTM Q2 Earnings Beat on Strong Passenger and Cargo Revenues
• Neutral Sentiment: Corporate customers are resisting restrictive, low-priced business- and premium-economy fares because flexibility to change flights is considered more valuable than the initial discount. This could limit Delta’s ability to expand revenue through stripped-down premium products, although it may preserve demand for higher-priced flexible fares. Companies scoff at airlines’ cheapest business class tickets
• Negative Sentiment: Several insiders sold substantial positions after DAL’s sharp advance, including CEO Edward Bastian’s roughly $19.2 million sale, along with transactions by executives and directors. While such sales may reflect diversification or compensation, their timing and scale can pressure investor sentiment. Delta Air Lines CEO Edward Bastian Sells Company Shares Worth $19.2 Million
• Negative Sentiment: Copa Holdings’ earnings decline caused by higher jet-fuel costs highlights the airline industry’s vulnerability to energy prices and margin compression. Separately, concerns about the Iran war may increase geopolitical and fuel-cost risk for airlines, even though the cited analyst downgrade directly targets JetBlue rather than Delta. Copa Holdings Q2 Earnings Miss on Higher Fuel Costs, Revenues Lag

Hedge Funds Weigh In On Delta Air Lines

A number of hedge funds have recently bought and sold shares of DAL. Bank of New York Mellon Corp acquired a new position in shares of Delta Air Lines during the second quarter valued at approximately $1,182,646,000. Wellington Management Group LLP boosted its stake in shares of Delta Air Lines by 137.4% in the fourth quarter. Wellington Management Group LLP now owns 13,811,787 shares of the transportation company’s stock worth $958,538,000 after acquiring an additional 7,994,004 shares during the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in Delta Air Lines during the 4th quarter worth $471,532,000. Pacer Advisors Inc. grew its holdings in shares of Delta Air Lines by 1,579.2% during the fourth quarter. Pacer Advisors Inc. now owns 2,673,400 shares of the transportation company’s stock worth $185,534,000 after buying an additional 2,514,193 shares in the last quarter. Finally, AQR Capital Management LLC grew its holdings in shares of Delta Air Lines by 44.3% during the fourth quarter. AQR Capital Management LLC now owns 6,155,776 shares of the transportation company’s stock worth $426,441,000 after buying an additional 1,890,521 shares in the last quarter. Hedge funds and other institutional investors own 69.93% of the company’s stock.

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.