Michael Huerta Sells 3,100 Shares of Delta Air Lines (NYSE:DAL) Stock

Delta Air Lines, Inc. (NYSE:DAL) Director Michael Huerta sold 3,100 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $94.11, for a total value of $291,741.00. Following the completion of the transaction, the director directly owned 32,525 shares of the company’s stock, valued at $3,060,927.75. The trade was a 8.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Delta Air Lines Stock Down 0.7%

DAL opened at $91.31 on Friday. The business’s fifty day moving average is $86.47 and its two-hundred day moving average is $74.89. 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 company has a market cap of $60.05 billion, a price-to-earnings ratio of 15.14, a PEG ratio of 1.16 and a beta of 1.31. Delta Air Lines, Inc. has a one year low of $52.88 and a one year high of $95.68.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings results on Thursday, July 9th. The transportation company reported $1.56 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.07. Delta Air Lines had a return on equity of 17.52% and a net margin of 5.79%.The business had revenue of $17.67 billion during the quarter, compared to analysts’ expectations of $17.43 billion. The business’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter last year, the business posted $2.10 earnings per share. Analysts anticipate that Delta Air Lines, Inc. will post 6.54 EPS for the current fiscal year.

Delta Air Lines Increases Dividend

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

Trending Headlines about Delta Air Lines

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

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of DAL. Capital International Investors lifted its holdings in Delta Air Lines by 4.4% in the 4th quarter. Capital International Investors now owns 24,211,101 shares of the transportation company’s stock worth $1,680,249,000 after buying an additional 1,012,265 shares in the last quarter. State Street Corp grew its stake in shares of Delta Air Lines by 0.7% during the fourth quarter. State Street Corp now owns 23,163,644 shares of the transportation company’s stock valued at $1,607,557,000 after acquiring an additional 165,729 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Delta Air Lines by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 17,413,841 shares of the transportation company’s stock worth $1,215,766,000 after acquiring an additional 202,865 shares during the last quarter. Wellington Management Group LLP increased its position in shares of Delta Air Lines by 137.4% during 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. Finally, Bank of New York Mellon Corp acquired a new position in shares of Delta Air Lines in the second quarter worth about $1,182,646,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on DAL shares. Weiss Ratings upgraded Delta Air Lines from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, July 21st. Argus set a $105.00 target price on Delta Air Lines in a research report on Tuesday, July 14th. Jefferies Financial Group raised their price target on Delta Air Lines from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Evercore lifted their price target on Delta Air Lines from $85.00 to $105.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $106.00 price objective on shares of Delta Air Lines in a research note on Monday, July 13th. Twenty-three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $100.40.

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.