Delta Air Lines Q2 EPS Forecast Reduced by Seaport Res Ptn

Delta Air Lines, Inc. (NYSE:DAL) – Seaport Res Ptn cut their Q2 2025 earnings per share (EPS) estimates for Delta Air Lines in a report issued on Tuesday, April 8th. Seaport Res Ptn analyst D. Mckenzie now expects that the transportation company will post earnings per share of $1.65 for the quarter, down from their prior estimate of $2.75. The consensus estimate for Delta Air Lines’ current full-year earnings is $7.63 per share. Seaport Res Ptn also issued estimates for Delta Air Lines’ Q3 2025 earnings at $0.75 EPS, Q4 2025 earnings at $0.90 EPS, FY2025 earnings at $3.67 EPS, FY2026 earnings at $5.50 EPS and FY2027 earnings at $6.50 EPS.

Several other equities analysts also recently issued reports on DAL. Raymond James reduced their price objective on Delta Air Lines from $80.00 to $62.00 and set a “strong-buy” rating for the company in a research report on Wednesday, April 2nd. StockNews.com downgraded Delta Air Lines from a “buy” rating to a “hold” rating in a report on Tuesday. UBS Group cut shares of Delta Air Lines from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $77.00 to $42.00 in a research report on Monday. Susquehanna reduced their target price on shares of Delta Air Lines from $80.00 to $50.00 and set a “positive” rating for the company in a research note on Monday. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $46.00 price target (down from $85.00) on shares of Delta Air Lines in a report on Tuesday, April 1st. Four research analysts have rated the stock with a hold rating, eleven have assigned a buy rating and two have given a strong buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $65.63.

Delta Air Lines Trading Up 23.8 %

Shares of DAL opened at $44.42 on Thursday. The company has a current ratio of 0.37, a quick ratio of 0.32 and a debt-to-equity ratio of 0.92. The firm has a market capitalization of $28.72 billion, a P/E ratio of 8.33, a price-to-earnings-growth ratio of 0.75 and a beta of 1.23. The stock’s fifty day simple moving average is $53.48 and its 200 day simple moving average is $57.81. Delta Air Lines has a twelve month low of $34.74 and a twelve month high of $69.98.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings data on Wednesday, April 9th. The transportation company reported $0.46 EPS for the quarter, missing the consensus estimate of $0.84 by ($0.38). The company had revenue of $12.98 billion for the quarter, compared to analysts’ expectations of $13.85 billion. Delta Air Lines had a net margin of 5.61% and a return on equity of 30.41%. The firm’s revenue was down 5.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.45 earnings per share.

Delta Air Lines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 20th. Shareholders of record on Thursday, February 27th were issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 1.35%. The ex-dividend date of this dividend was Thursday, February 27th. Delta Air Lines’s dividend payout ratio is presently 11.26%.

Insider Activity

In related news, CEO Edward H. Bastian sold 91,710 shares of the firm’s stock in a transaction dated Wednesday, January 22nd. The stock was sold at an average price of $69.85, for a total value of $6,405,943.50. Following the transaction, the chief executive officer now owns 439,819 shares in the company, valued at $30,721,357.15. This trade represents a 17.25 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP William C. Carroll sold 8,400 shares of the firm’s stock in a transaction dated Friday, January 17th. The stock was sold at an average price of $66.02, for a total value of $554,568.00. Following the sale, the senior vice president now directly owns 19,756 shares in the company, valued at approximately $1,304,291.12. This represents a 29.83 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 162,886 shares of company stock valued at $11,116,463. 0.96% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Delta Air Lines

Several hedge funds have recently added to or reduced their stakes in the business. Orion Portfolio Solutions LLC grew its holdings in shares of Delta Air Lines by 14.0% during the third quarter. Orion Portfolio Solutions LLC now owns 19,541 shares of the transportation company’s stock worth $992,000 after purchasing an additional 2,401 shares during the last quarter. MML Investors Services LLC boosted its position in shares of Delta Air Lines by 18.4% during the 3rd quarter. MML Investors Services LLC now owns 71,389 shares of the transportation company’s stock valued at $3,626,000 after acquiring an additional 11,094 shares during the last quarter. Geode Capital Management LLC lifted its position in Delta Air Lines by 2.8% in the 3rd quarter. Geode Capital Management LLC now owns 15,501,936 shares of the transportation company’s stock worth $789,452,000 after buying an additional 416,338 shares during the last quarter. Coldstream Capital Management Inc. increased its stake in Delta Air Lines by 17.0% in the 3rd quarter. Coldstream Capital Management Inc. now owns 13,224 shares of the transportation company’s stock worth $700,000 after purchasing an additional 1,920 shares during the period. Finally, Asset Allocation Strategies LLC purchased a new position in shares of Delta Air Lines during the third quarter valued at approximately $219,000. Institutional investors and hedge funds own 69.93% of the company’s stock.

Delta Air Lines Company Profile

Delta Air Lines, Inc provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo.