Delta Air Lines (NYSE:DAL – Get Free Report) had its price target cut by analysts at TD Cowen from $77.00 to $76.00 in a research report issued on Thursday,MarketScreener reports. The brokerage currently has a “buy” rating on the transportation company’s stock. TD Cowen’s price target suggests a potential upside of 11.92% from the company’s previous close.
Several other equities research analysts have also issued reports on DAL. Evercore lifted their target price on shares of Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Sanford C. Bernstein restated an “outperform” rating and set a $81.00 price objective on shares of Delta Air Lines in a research report on Wednesday, January 14th. Barclays lifted their price objective on shares of Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Raymond James Financial cut their target price on shares of Delta Air Lines from $80.00 to $76.00 and set a “strong-buy” rating for the company in a research report on Tuesday. Finally, Weiss Ratings downgraded Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Delta Air Lines currently has an average rating of “Moderate Buy” and an average target price of $78.84.
View Our Latest Stock Analysis on DAL
Delta Air Lines Price Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The firm had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $15.80 billion. During the same quarter last year, the company posted $1.85 EPS. The company’s revenue for the quarter was up 2.9% on a year-over-year basis. 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. As a group, 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 Delta Air Lines news, EVP Steven M. Sear sold 38,600 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $75.05, for a total transaction of $2,896,930.00. Following the completion of the sale, the executive vice president directly owned 104,404 shares in the company, valued at $7,835,520.20. This represents a 26.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 20,939 shares in the company, valued at $1,469,499.02. This trade represents a 74.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last 90 days. Corporate insiders own 0.88% of the company’s stock.
Institutional Investors Weigh In On Delta Air Lines
Hedge funds and other institutional investors have recently modified their holdings of the stock. AlphaQuest LLC grew its position in Delta Air Lines by 90.6% during the 3rd quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after acquiring an additional 211 shares during the last quarter. Accredited Wealth Management LLC lifted its position 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 valued at $28,000 after purchasing an additional 476 shares during the last quarter. Lloyd Advisory Services LLC. purchased a new stake in shares of Delta Air Lines during the fourth quarter valued at approximately $31,000. SWAN Capital LLC grew its holdings in shares of Delta Air Lines by 1,016.0% in the third quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock worth $32,000 after purchasing an additional 508 shares during the last quarter. Finally, Camelot Portfolios LLC bought a new position in shares of Delta Air Lines in the fourth quarter worth approximately $34,000. Institutional investors 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: Delta announced a large partnership with Amazon to install Amazon’s Leo satellite tech on hundreds of planes (initially 500 aircraft starting in 2028), which should materially upgrade onboard connectivity, improve customer experience, and create potential ancillary revenue/competitive advantages. Amazon Teams With Delta to Offer Passengers In-Flight Connectivity
- Positive Sentiment: Market coverage notes resilience in investor sentiment even with high jet fuel—reports point to Wall Street sticking with Delta shares, supporting the stock despite macro headwinds. This helps explain the intraday uptick. Why sky-high oil prices haven’t shaken Wall Street’s confidence in Delta stock
- Neutral Sentiment: Analyst target adjustments are mixed: Jefferies raised its PT to $78 (buy), while Bank of America trimmed its PT to $78 from $80 (still buy), and Raymond James cut to $76 but kept a strong?buy—these moves signal continued buy support but slight caution on near?term upside. BofA adjusts Delta price target Jefferies raises Delta price target Raymond James adjusts Delta price target
- Neutral Sentiment: Analyst fair?value models were nudged slightly lower (example: modeled fair value from ~$80.57 to ~$79.89) as higher fuel assumptions are built into forecasts; the change is small but highlights sensitivity to jet fuel. How The Delta Air Lines (DAL) Investment Story Is Shifting With Fuel And Demand Assumptions
- Negative Sentiment: Near?term earnings risk: previews suggest Delta may lack the two key ingredients for a likely earnings beat next week (mix of revenue and fuel cost pressure), which could weigh on the stock if results or guidance disappoint. Delta Air Lines (DAL) Reports Next Week: Wall Street Expects Earnings Growth
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.
Further Reading
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