Delta Air Lines (NYSE:DAL – Free Report) had its price objective upped by UBS Group from $83.00 to $84.00 in a research note released on Monday,Benzinga reports. The brokerage currently has a buy rating on the transportation company’s stock.
Several other equities analysts have also recently issued reports on DAL. Argus set a $80.00 price target on Delta Air Lines in a report on Wednesday, January 14th. Susquehanna raised their price objective on shares of Delta Air Lines from $70.00 to $85.00 and gave the company a “positive” rating in a research note on Friday, January 9th. Wells Fargo & Company lowered their target price on shares of Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating for the company in a report on Monday, March 16th. TD Cowen upgraded shares of Delta Air Lines from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 18th. Finally, HSBC increased their price target on Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $78.80.
View Our Latest Analysis on Delta Air Lines
Delta Air Lines Stock Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. The firm had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The business’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period last 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. Analysts forecast that Delta Air Lines will post 7.63 EPS for the current year.
Delta Air Lines Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th were issued a $0.1875 dividend. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.75 annualized dividend and a dividend yield of 1.1%. Delta Air Lines’s payout ratio is 9.78%.
Insiders Place Their Bets
In related news, EVP Rahul D. Samant sold 62,528 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $70.18, for a total value of $4,388,215.04. Following the completion of the sale, the executive vice president owned 20,939 shares in the company, valued at $1,469,499.02. This represents a 74.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Steven M. Sear sold 38,600 shares of the firm’s stock in a transaction on 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 sale, the executive vice president directly owned 104,404 shares in the company, valued at $7,835,520.20. The trade was a 26.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 620,550 shares of company stock worth $44,127,667 over the last 90 days. 0.88% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Delta Air Lines
A number of hedge funds have recently modified their holdings of the business. AlphaQuest LLC lifted its stake in 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 in the last quarter. Lloyd Advisory Services LLC. acquired a new position in Delta Air Lines in the 4th quarter worth $31,000. Camelot Portfolios LLC bought a new position in Delta Air Lines during the 4th quarter worth about $34,000. Accredited Wealth Management LLC increased its holdings 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 in the last quarter. Finally, Byrne Asset Management LLC acquired a new stake in shares of Delta Air Lines in the 4th quarter valued at about $35,000. Institutional investors and hedge funds own 69.93% of the company’s stock.
Key Delta Air Lines News
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Management raised its revenue outlook and emphasized resilient demand at the JPMorgan Industrials Conference — reinforcement that core operations remain strong even with rising costs. Delta Air Lines (DAL) Raises Revenue Outlook Amid Strong Demand and Rising Fuel Costs
- Positive Sentiment: Delta’s 2012 refinery acquisition is looking more valuable as jet-fuel supply tightness lifts crack spreads — the refinery can partially offset fuel inflation and protect margins. Focus: Delta Air Lines’ refinery bet looks more valuable in jet fuel squeeze
- Positive Sentiment: UBS and other firms remain constructive on DAL, forecasting further price appreciation — analyst support can sustain investor confidence. UBS Group Forecasts Strong Price Appreciation for Delta Air Lines (NYSE:DAL) Stock
- Positive Sentiment: Analysts expect a solid Q1 with double-digit profit growth, setting up momentum into the next earnings report. Here’s What to Expect From Delta Air Lines’ Next Earnings Report
- Neutral Sentiment: Delta publicly suspended special airport perks for members of Congress amid the partial government shutdown — a policy and PR move that may be seen as operationally neutral but attracts media attention. Delta Air Lines temporarily halts perks for members of Congress, citing the partial government shutdown
- Negative Sentiment: Rising jet-fuel prices are a meaningful near-term headwind; Citi trimmed its price target due to higher fuel cost assumptions, flagging downside risk to Q1 results. This increases earnings uncertainty. Why Higher Jet-Fuel Costs Are Clouding Delta (DAL)’s Near-Term Earnings Outlook
- Negative Sentiment: Multiple insiders sold roughly $56M of stock, which can signal caution from insiders or portfolio rebalancing; investors often view large insider sales as a near-term negative signal. Insiders At Delta Air Lines Sold US$56m In Stock, Alluding To Potential Weakness
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.
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