Delta Air Lines (NYSE:DAL – Get Free Report) had its price target reduced by equities research analysts at Susquehanna from $85.00 to $81.00 in a research report issued on Thursday,MarketScreener reports. The brokerage currently has a “positive” rating on the transportation company’s stock. Susquehanna’s price objective indicates a potential upside of 19.28% from the company’s previous close.
Other research analysts have also issued research reports about the company. Evercore increased their target price on Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Bank of America cut their price target on shares of Delta Air Lines from $80.00 to $78.00 and set a “buy” rating for the company in a report on Wednesday. Argus set a $80.00 price objective on shares of Delta Air Lines in a report on Wednesday, January 14th. Rothschild & Co Redburn dropped their target price on shares of Delta Air Lines from $72.00 to $70.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Delta Air Lines presently has a consensus rating of “Moderate Buy” and a consensus target price of $78.84.
Read Our Latest Stock Report on DAL
Delta Air Lines Price Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The company had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. As a group, equities analysts expect that Delta Air Lines will post 7.63 EPS for the current fiscal year.
Insider Buying and Selling
In other Delta Air Lines news, EVP Alain Bellemare sold 36,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $69.21, for a total value of $2,491,560.00. Following the transaction, the executive vice president owned 95,731 shares in the company, valued at approximately $6,625,542.51. This trade represents a 27.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Steven M. Sear sold 38,600 shares of Delta Air Lines stock in a transaction on Monday, February 9th. The stock was sold at an average price of $75.05, for a total transaction of $2,896,930.00. Following the sale, the executive vice president directly owned 104,404 shares in the company, valued at approximately $7,835,520.20. This trade represents a 26.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 620,550 shares of company stock worth $44,127,667 in the last ninety days. Company insiders own 0.88% of the company’s stock.
Hedge Funds Weigh In On Delta Air Lines
A number of institutional investors and hedge funds have recently bought and sold shares of DAL. Wellington Management Group LLP raised its holdings in Delta Air Lines by 137.4% in the 4th quarter. Wellington Management Group LLP now owns 13,811,787 shares of the transportation company’s stock valued at $958,538,000 after acquiring an additional 7,994,004 shares during the last quarter. Life Cycle Investment Partners Ltd acquired a new position in shares of Delta Air Lines during the 4th quarter worth approximately $471,532,000. Pacer Advisors Inc. grew its position in shares of Delta Air Lines by 1,579.2% in the fourth quarter. Pacer Advisors Inc. now owns 2,673,400 shares of the transportation company’s stock valued at $185,534,000 after purchasing an additional 2,514,193 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of Delta Air Lines by 44.3% in the fourth quarter. AQR Capital Management LLC now owns 6,155,776 shares of the transportation company’s stock valued at $426,441,000 after purchasing an additional 1,890,521 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in shares of Delta Air Lines by 23.9% in the fourth quarter. Bank of New York Mellon Corp now owns 9,496,296 shares of the transportation company’s stock valued at $659,043,000 after purchasing an additional 1,834,385 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors and hedge funds.
Delta Air Lines News Roundup
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
Receive News & Ratings for Delta Air Lines Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Delta Air Lines and related companies with MarketBeat.com's FREE daily email newsletter.
