Joel Isaacson & Co. LLC Makes New $468,000 Investment in Delta Air Lines, Inc. $DAL

Joel Isaacson & Co. LLC bought a new position in Delta Air Lines, Inc. (NYSE:DAL) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 8,247 shares of the transportation company’s stock, valued at approximately $468,000.

Other large investors also recently made changes to their positions in the company. Savant Capital LLC increased its position in Delta Air Lines by 84.0% in the second quarter. Savant Capital LLC now owns 181,995 shares of the transportation company’s stock worth $8,951,000 after buying an additional 83,072 shares during the last quarter. Thrivent Financial for Lutherans lifted its position in shares of Delta Air Lines by 39.8% during the 2nd quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock valued at $118,409,000 after buying an additional 685,312 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Delta Air Lines by 8.8% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 825,916 shares of the transportation company’s stock worth $40,619,000 after acquiring an additional 67,002 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Delta Air Lines in the 2nd quarter worth about $15,138,000. Finally, Board of the Pension Protection Fund bought a new stake in Delta Air Lines in the 3rd quarter valued at about $1,141,000. 69.93% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on DAL shares. Evercore ISI increased their target price on shares of Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Wells Fargo & Company set a $87.00 price objective on shares of Delta Air Lines in a research note on Thursday, December 18th. Seaport Research Partners boosted their target price on shares of Delta Air Lines from $80.00 to $89.00 and gave the company a “buy” rating in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft raised their price target on Delta Air Lines from $63.00 to $72.00 and gave the stock a “buy” rating in a report on Friday, October 10th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to data from MarketBeat, Delta Air Lines has an average rating of “Buy” and a consensus price target of $80.47.

Delta Air Lines Stock Up 2.2%

DAL opened at $68.95 on Thursday. The firm has a market capitalization of $45.02 billion, a P/E ratio of 8.99, a price-to-earnings-growth ratio of 0.81 and a beta of 1.38. Delta Air Lines, Inc. has a one year low of $34.74 and a one year high of $73.16. The company has a fifty day moving average price of $67.34 and a 200-day moving average price of $61.23. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The company had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. During the same quarter last year, the business posted $1.85 earnings per share. The firm’s revenue was up 2.9% compared to the same quarter last year. 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. Equities research analysts expect that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Insider Activity at Delta Air Lines

In other Delta Air Lines news, CEO Edward H. Bastian sold 173,230 shares of Delta Air Lines stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $71.00, for a total transaction of $12,299,330.00. Following the completion of the sale, the chief executive officer directly owned 632,823 shares in the company, valued at $44,930,433. The trade was a 21.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Steven M. Sear sold 31,290 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $69.69, for a total transaction of $2,180,600.10. Following the completion of the transaction, the executive vice president directly owned 97,505 shares in the company, valued at $6,795,123.45. The trade was a 24.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 351,243 shares of company stock valued at $24,742,087 in the last ninety days. Insiders own 0.88% of the company’s stock.

Key Stories Impacting Delta Air Lines

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Jefferies raised its price target on DAL to $84 and reiterated a “buy” rating, increasing upside expectations and likely supporting buying interest. Jefferies adjusts price target on Delta Air Lines to $84 from $72; maintains buy rating
• Positive Sentiment: DBS Bank upgraded Delta to a “moderate buy,” adding to analyst momentum and providing another catalyst for demand in the shares. Delta Air Lines (NYSE:DAL) Upgraded at Dbs Bank
• Positive Sentiment: Sector tailwinds: United Airlines’ strong Q4 results and upbeat commentary on premium/corporate travel reinforced expectations of resilient demand across major U.S. carriers, which boosts investor appetite for Delta stock. UAL Stock Taking Flight After Earnings Confirm Strong Demand
• Neutral Sentiment: Press coverage highlighted a strategic move described as Delta’s “boldest bet since the pandemic”—the story frames expansion/strategy as material but potentially higher risk/reward; investors will watch execution. Delta Air Lines just made its boldest bet since the pandemic
• Neutral Sentiment: Analyst roundups and TV coverage mentioned DAL among active trade ideas (Globe & Mail piece, CNBC “Final Trade”), keeping the stock in focus but without new firm-moving data. Analysts Offer Insights on Industrial Goods Companies: Delta Air Lines (DAL) and Air Canada Final Trade: DAL, NFLX, INTC, RIG
• Negative Sentiment: Insider selling: EVP Erik Storey Snell sold 39,420 shares at an average $71.02 (SEC filing). Large insider sales can be viewed negatively by some investors, though context (diversification, taxes) matters. SEC filing: insider sale

Delta Air Lines 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.