Delta Air Lines (NYSE:DAL) Price Target Raised to $80.20 at HSBC

Delta Air Lines (NYSE:DAL) had its target price upped by HSBC from $73.70 to $80.20 in a research note published on Wednesday,MarketScreener reports. They currently have a buy rating on the transportation company’s stock.

A number of other equities research analysts have also weighed in on the company. Evercore ISI boosted their price target on Delta Air Lines from $70.00 to $75.00 and gave the stock an “outperform” rating in a research note on Monday, September 29th. Susquehanna boosted their target price on shares of Delta Air Lines from $70.00 to $85.00 and gave the stock a “positive” rating in a research report on Friday, January 9th. UBS Group cut their price target on shares of Delta Air Lines from $90.00 to $87.00 and set a “buy” rating on the stock in a research note on Wednesday. Dbs Bank upgraded shares of Delta Air Lines from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Finally, Cowen reissued a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $79.97.

Delta Air Lines Stock Up 4.2%

NYSE DAL traded up $2.86 on Wednesday, hitting $71.35. The stock had a trading volume of 8,218,120 shares, compared to its average volume of 8,816,760. The business’s fifty day moving average price is $66.23 and its 200 day moving average price is $60.54. The stock has a market cap of $46.59 billion, a price-to-earnings ratio of 9.30, a price-to-earnings-growth ratio of 1.12 and a beta of 1.38. 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 has a 52-week low of $34.74 and a 52-week high of $73.16.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. During the same quarter in the prior year, the business posted $1.85 EPS. The business’s revenue for the quarter 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 anticipate that Delta Air Lines will post 7.63 earnings per share for the current year.

Insiders Place Their Bets

In other Delta Air Lines news, EVP John E. Laughter sold 23,323 shares of the business’s stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $62.33, for a total value of $1,453,722.59. Following the completion of the transaction, the executive vice president directly owned 81,109 shares of the company’s stock, valued at approximately $5,055,523.97. The trade was a 22.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.88% of the company’s stock.

Hedge Funds Weigh In On Delta Air Lines

Large investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Delta Air Lines by 2.3% during the 2nd quarter. Vanguard Group Inc. now owns 74,572,577 shares of the transportation company’s stock valued at $3,667,479,000 after acquiring an additional 1,648,071 shares during the period. State Street Corp grew its stake in Delta Air Lines by 2.6% in the 2nd quarter. State Street Corp now owns 23,059,848 shares of the transportation company’s stock valued at $1,134,083,000 after acquiring an additional 581,421 shares during the period. Geode Capital Management LLC raised its position in Delta Air Lines by 3.3% during the second quarter. Geode Capital Management LLC now owns 16,757,932 shares of the transportation company’s stock worth $822,127,000 after acquiring an additional 527,570 shares during the period. Kingstone Capital Partners Texas LLC purchased a new position in Delta Air Lines during the second quarter valued at $386,364,000. Finally, Bank of New York Mellon Corp grew its position in shares of Delta Air Lines by 23.3% in the third quarter. Bank of New York Mellon Corp now owns 7,661,911 shares of the transportation company’s stock valued at $434,813,000 after purchasing an additional 1,447,058 shares during the period. 69.93% of the stock is currently owned by institutional investors and hedge funds.

More Delta Air Lines News

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

• Positive Sentiment: Several major brokers raised targets and reiterated buy/outperform ratings, driving upside expectations — Wolfe Research raised its PT to $83 (outperform). Wolfe Research PT raise
• Positive Sentiment: HSBC raised its price target to $80.20 and kept a buy rating, signaling more upside from current levels. HSBC PT raise
• Positive Sentiment: Goldman Sachs increased its PT to $80 and maintained a buy rating, supporting the bullish analyst tone. Goldman Sachs PT raise
• Positive Sentiment: DBS raised its PT to $80 with a buy rating — another institutional vote of confidence in Delta’s outlook. DBS PT raise
• Positive Sentiment: Wells Fargo and UBS issued/confirmed buy ratings and other firms (BMO, TD Cowen) are on the buy bandwagon — adding to broad analyst momentum and a consensus Buy. Wells Fargo buy UBS buy Analyst consensus
• Neutral Sentiment: Earnings call transcript and company commentary are available — management flagged strong cash flow, premium demand, fleet updates and plans to expand lounges (operational positives), while guidance was described as cautious. Q4 earnings call transcript
• Neutral Sentiment: Management and coverage note premium/business travel as a profit driver and cite fleet modernization as a medium-term catalyst (supportive but multi-quarter). Premium fliers uplift
• Negative Sentiment: Some caution remains from the quarter — revenue missed the Street and guidance was viewed as tepid by some analysts, which caused the initial post-earnings pullback; that risk still tempers upside if near-term demand underperforms. MarketBeat note on Q4 turbulence

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.