Delta Air Lines (NYSE:DAL – Get Free Report) had its price objective lowered by research analysts at TD Cowen from $77.00 to $76.00 in a report released on Thursday,MarketScreener reports. The brokerage presently has a “buy” rating on the transportation company’s stock. TD Cowen’s price target would suggest a potential upside of 11.92% from the stock’s previous close.
A number of other research firms also recently issued reports on DAL. Weiss Ratings downgraded Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 6th. Citigroup dropped their price target on Delta Air Lines from $87.00 to $77.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Rothschild & Co Redburn cut their price target on Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. BMO Capital Markets reissued an “outperform” rating on shares of Delta Air Lines in a report on Wednesday, January 14th. Finally, Wolfe Research boosted their price objective on Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $78.84.
View Our Latest Research Report on Delta Air Lines
Delta Air Lines Stock Up 2.1%
Delta Air Lines (NYSE:DAL – Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter last year, the business 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 earnings per share for the current year.
Insider Transactions at Delta Air Lines
In related news, EVP Steven M. Sear sold 38,600 shares of the stock in a transaction dated 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 owned 104,404 shares of the company’s stock, valued at approximately $7,835,520.20. This represents a 26.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Edward H. Bastian sold 173,230 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $71.00, for a total value of $12,299,330.00. Following the completion of the transaction, the chief executive officer owned 632,823 shares of the company’s stock, valued at approximately $44,930,433. This represents a 21.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 620,550 shares of company stock valued at $44,127,667. 0.88% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Delta Air Lines
Several hedge funds and other institutional investors have recently modified their holdings of DAL. Wellington Management Group LLP grew its stake in 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 valued at $958,538,000 after acquiring an additional 7,994,004 shares in the last quarter. Life Cycle Investment Partners Ltd purchased a new stake in Delta Air Lines in the 4th quarter worth approximately $471,532,000. Pacer Advisors Inc. lifted its stake in Delta Air Lines by 1,579.2% in the 4th quarter. Pacer Advisors Inc. now owns 2,673,400 shares of the transportation company’s stock worth $185,534,000 after purchasing an additional 2,514,193 shares in the last quarter. AQR Capital Management LLC boosted its holdings in Delta Air Lines by 44.3% in the 4th 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 period. Finally, Bank of New York Mellon Corp boosted its holdings in Delta Air Lines by 23.9% in the 4th 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 period. 69.93% of the stock is currently owned by institutional investors.
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.
-logo-1200x675.png){kind=logo}
