Delta Air Lines (NYSE:DAL) Given New $76.00 Price Target at Raymond James Financial

Delta Air Lines (NYSE:DAL) had its target price cut by research analysts at Raymond James Financial from $80.00 to $76.00 in a report issued on Tuesday,MarketScreener reports. The firm presently has a “strong-buy” rating on the transportation company’s stock. Raymond James Financial’s target price would suggest a potential upside of 11.82% from the stock’s previous close.

A number of other research analysts also recently issued reports on DAL. The Goldman Sachs Group boosted their price target on Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Dbs Bank upgraded shares of Delta Air Lines to a “moderate buy” rating in a research note on Monday, January 19th. Evercore increased their price target on shares of Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. Zacks Research lowered shares of Delta Air Lines from a “hold” rating to a “strong sell” rating in a research report on Tuesday, March 17th. Finally, Barclays lifted their price objective on shares of Delta Air Lines from $65.00 to $85.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $78.80.

Delta Air Lines Stock Performance

NYSE DAL traded up $1.49 on Tuesday, reaching $67.97. 3,470,333 shares of the company’s stock traded hands, compared to its average volume of 11,018,768. Delta Air Lines has a fifty-two week low of $34.74 and a fifty-two week high of $76.39. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. The firm has a market cap of $44.39 billion, a price-to-earnings ratio of 8.86, a P/E/G ratio of 0.64 and a beta of 1.34. The stock has a 50 day moving average price of $66.59 and a 200-day moving average price of $64.42.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The firm’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same period last year, the firm earned $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. Equities research analysts predict that Delta Air Lines will post 7.63 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP Steven M. Sear sold 38,600 shares of Delta Air Lines stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $75.05, for a total value of $2,896,930.00. Following the sale, the executive vice president owned 104,404 shares in the company, valued at $7,835,520.20. This trade represents a 26.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Alain Bellemare sold 35,212 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the sale, the executive vice president directly owned 138,176 shares of the company’s stock, valued at $10,390,835.20. This represents a 20.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last 90 days. 0.96% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Rockefeller Capital Management L.P. boosted its holdings in Delta Air Lines by 31.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 532,690 shares of the transportation company’s stock worth $36,969,000 after buying an additional 126,566 shares during the last quarter. World Investment Advisors lifted its position in shares of Delta Air Lines by 16.8% in the fourth quarter. World Investment Advisors now owns 14,957 shares of the transportation company’s stock valued at $1,038,000 after acquiring an additional 2,147 shares in the last quarter. PeakShares LLC purchased a new position in shares of Delta Air Lines in the fourth quarter valued at approximately $181,000. Corient Private Wealth LLC boosted its stake in shares of Delta Air Lines by 29.3% in the fourth quarter. Corient Private Wealth LLC now owns 189,365 shares of the transportation company’s stock worth $13,142,000 after acquiring an additional 42,895 shares during the last quarter. Finally, Worthington Financial Partners LLC purchased a new stake in shares of Delta Air Lines during the fourth quarter worth approximately $666,000. 69.93% of the stock is owned by hedge funds and other institutional investors.

Delta Air Lines News Summary

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

• Positive Sentiment: Delta signed a large agreement to install Amazon’s Leo satellite broadband on hundreds of aircraft (initial install of ~500 planes beginning in 2028), giving Delta a new supplier for faster in?flight connectivity and a competitive passenger experience that can drive revenue per passenger and retention. Delta Air Lines taps Amazon Leo for in-flight Wi-Fi — CNBC
• Positive Sentiment: The deal signals Delta picked Amazon’s service over SpaceX’s Starlink for this program, a strategic vendor choice that could offer better commercial terms or differentiated capability for Delta and reduce reliance on a single provider. Delta picks Bezos over Musk for satellite Wi-Fi — MSN
• Positive Sentiment: Delta’s SkyMiles loyalty program was ranked the world’s most valuable airline loyalty program (~$31 billion), reinforcing a high?value, monetizable asset that supports pricing power and ancillary revenue opportunities. SkyMiles Ranked Most Valuable — Yahoo Finance
• Neutral Sentiment: Analysts show an average “Moderate Buy” on DAL, reflecting bullish consensus on earnings recovery and cash generation but not unanimous upside. This supports price momentum but is not a guarantee of large near?term moves. Analyst Recommendations — AmericanBankingNews
• Negative Sentiment: Operational risk: CEO Ed Bastian publicly warned of airport chaos tied to Congressional gridlock over DHS funding — a U.S. government funding impasse could disrupt operations and increase costs, a downside risk for revenue and margins. CEO Comments on Congress — YouTube

About Delta Air Lines

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.