Delta Air Lines, Inc. $DAL Shares Acquired by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. lifted its holdings in Delta Air Lines, Inc. (NYSE:DAL) by 89.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 39,341 shares of the transportation company’s stock after purchasing an additional 18,607 shares during the period. Stratos Wealth Partners LTD.’s holdings in Delta Air Lines were worth $2,233,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Private Trust Co. NA increased its position in shares of Delta Air Lines by 3.3% during the third quarter. Private Trust Co. NA now owns 5,493 shares of the transportation company’s stock worth $312,000 after acquiring an additional 174 shares during the period. HBK Sorce Advisory LLC grew its stake in Delta Air Lines by 3.2% during the 3rd quarter. HBK Sorce Advisory LLC now owns 5,871 shares of the transportation company’s stock worth $362,000 after purchasing an additional 181 shares in the last quarter. Foundations Investment Advisors LLC increased its holdings in Delta Air Lines by 2.6% during the 2nd quarter. Foundations Investment Advisors LLC now owns 7,844 shares of the transportation company’s stock worth $386,000 after purchasing an additional 196 shares during the period. Gables Capital Management Inc. increased its holdings in Delta Air Lines by 9.9% during the 3rd quarter. Gables Capital Management Inc. now owns 2,225 shares of the transportation company’s stock worth $126,000 after purchasing an additional 200 shares during the period. Finally, Valeo Financial Advisors LLC raised its position in Delta Air Lines by 1.3% in the 3rd quarter. Valeo Financial Advisors LLC now owns 16,101 shares of the transportation company’s stock valued at $914,000 after purchasing an additional 201 shares in the last quarter. 69.93% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Delta Air Lines news, SVP William C. Carroll sold 5,967 shares of Delta Air Lines stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $68.10, for a total value of $406,352.70. Following the transaction, the senior vice president directly owned 7,182 shares in the company, valued at approximately $489,094.20. The trade was a 45.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $70.18, for a total transaction of $4,388,215.04. Following the sale, the executive vice president owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This trade represents a 74.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 520,550 shares of company stock valued at $37,101,667. 0.88% of the stock is owned by insiders.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Delta announced a $1.3 billion profit-sharing payout to employees tied to strong results — a sign of healthy profitability that boosts employee morale and retention, though it is a cash distribution. Delta spreads the love this Valentine’s Day with $1.3B profit sharing payout
• Positive Sentiment: Delta hit a trailing high on the NYSE Composite, signaling recent buying momentum and renewed investor interest. Delta Air Lines (NYSE:DAL) Hits Trailing High on NYSE Composite
• Positive Sentiment: Analysts note international demand is rebounding and transatlantic capacity is at record levels — a tailwind for revenue recovery and margin expansion. DAL’s International Air Travel Demand in Good Shape: Sign for Growth?
• Neutral Sentiment: AI-driven models and analysts are split on DAL — fundamentals and guidance improved, but models flag lingering risks (costs, competition), producing mixed price forecasts. AI Models Split on Delta Air Lines as Fundamentals Improve but Risks Linger
• Negative Sentiment: Two insider transactions surfaced this week: an EVP sold ~$2.90M of DAL stock and another insider sold ~$2.02M (combined ≈ $4.92M). Large insider sales can be perceived as profit-taking and may pressure sentiment. Insider Selling: Delta Air Lines (NYSE:DAL) EVP Sells $2,896,930.00 in Stock Insider Selling: Delta Air Lines (NYSE:DAL) Insider Sells $2,020,140.00 in Stock
• Negative Sentiment: Zacks flagged why DAL fell more than the broader market on the latest session: a mix of profit-taking after recent gains and concerns such as revenue coming in below some estimates. Those headlines likely amplified selling pressure. Here’s Why Delta Air Lines (DAL) Fell More Than Broader Market
• Negative Sentiment: Union activity at major U.S. airlines (American example) is ramping up pressure on boards about lagging profit — an industry signal that labor costs and wage demands could reaccelerate, a potential headwind for margins. American Airlines unions ratchet up pressure on board over lagging profit

Delta Air Lines Price Performance

Shares of NYSE:DAL opened at $68.95 on Friday. Delta Air Lines, Inc. has a 12 month low of $34.74 and a 12 month high of $76.39. The firm has a market capitalization of $45.04 billion, a P/E ratio of 8.99, a P/E/G ratio of 0.67 and a beta of 1.37. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34. The company’s fifty day moving average price is $70.02 and its 200 day moving average price is $62.97.

Delta Air Lines (NYSE:DAL) last released its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The company had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $15.80 billion. During the same quarter in the prior year, the firm posted $1.85 earnings per share. Delta Air Lines’s revenue for the quarter was up 2.9% on a year-over-year basis. 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, sell-side analysts predict that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Delta Air Lines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be paid a $0.1875 dividend. The ex-dividend date is Thursday, February 26th. This represents a $0.75 dividend on an annualized basis and a yield of 1.1%. Delta Air Lines’s payout ratio is currently 9.78%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on DAL shares. Susquehanna boosted their price objective on Delta Air Lines from $70.00 to $85.00 and gave the stock a “positive” rating in a research report on Friday, January 9th. Seaport Research Partners raised their price objective 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. BNP Paribas Exane lifted their price objective on shares of Delta Air Lines from $70.00 to $85.00 and gave the stock an “outperform” rating in a research report on Monday, December 8th. HSBC increased their target price on Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a report on Wednesday, January 14th. Finally, Dbs Bank raised Delta Air Lines to a “moderate buy” rating in a report on Monday, January 19th. One analyst has rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $80.47.

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.