UBS Group Cuts Delta Air Lines (NYSE:DAL) Price Target to $83.00

Delta Air Lines (NYSE:DAL) had its price objective lowered by UBS Group from $87.00 to $83.00 in a research report released on Monday,Benzinga reports. The firm currently has a buy rating on the transportation company’s stock.

Several other equities analysts have also weighed in on DAL. Jefferies Financial Group cut their target price on Delta Air Lines from $84.00 to $72.00 and set a “buy” rating on the stock in a research note on Thursday, March 12th. Argus set a $80.00 target price on Delta Air Lines in a research report on Wednesday, January 14th. Evercore upped their price target on Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. The Goldman Sachs Group increased their price target on shares of Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Finally, Weiss Ratings lowered shares of Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Delta Air Lines presently has a consensus rating of “Moderate Buy” and an average target price of $78.76.

Delta Air Lines Price Performance

DAL opened at $63.77 on Monday. The company has a fifty day moving average price of $67.44 and a two-hundred day moving average price of $64.12. The firm has a market capitalization of $41.65 billion, a PE ratio of 8.31, a P/E/G ratio of 0.67 and a beta of 1.34. Delta Air Lines has a 52 week low of $34.74 and a 52 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.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.96% 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 in the prior year, the business posted $1.85 EPS. The firm’s quarterly revenue 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, analysts anticipate that Delta Air Lines will post 7.63 earnings per share for the current year.

Delta Air Lines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be issued a $0.1875 dividend. This represents a $0.75 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s dividend payout ratio is 9.78%.

Insider Activity at Delta Air Lines

In other news, insider Peter W. Carter sold 27,000 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $74.82, for a total transaction of $2,020,140.00. Following the completion of the sale, the insider owned 421,744 shares of the company’s stock, valued at $31,554,886.08. This represents a 6.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the firm’s stock in a transaction on 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 in the company, valued at approximately $1,469,499.02. The trade was a 74.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 620,550 shares of company stock valued at $44,127,667 over the last 90 days. Insiders own 0.88% of the company’s stock.

Hedge Funds Weigh In On Delta Air Lines

A number of large investors have recently added to or reduced their stakes in DAL. Federated Hermes Inc. increased its holdings in Delta Air Lines by 7.7% during the third quarter. Federated Hermes Inc. now owns 358,870 shares of the transportation company’s stock worth $20,366,000 after buying an additional 25,507 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its position in Delta Air Lines by 10.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 87,344 shares of the transportation company’s stock worth $4,957,000 after acquiring an additional 8,309 shares in the last quarter. Independent Advisor Alliance lifted its stake in Delta Air Lines by 41.3% in the third quarter. Independent Advisor Alliance now owns 53,601 shares of the transportation company’s stock valued at $3,042,000 after acquiring an additional 15,661 shares during the last quarter. TD Asset Management Inc grew its position in shares of Delta Air Lines by 14.0% in the 3rd quarter. TD Asset Management Inc now owns 457,796 shares of the transportation company’s stock valued at $25,980,000 after acquiring an additional 56,365 shares during the period. Finally, National Pension Service bought a new position in shares of Delta Air Lines in the 3rd quarter valued at about $1,201,000. Institutional investors own 69.93% of the company’s stock.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Delta raised its Q1 revenue outlook and cited accelerating demand from both corporate and leisure customers, which supported an intraday rally and helped lift sector peers. Delta Lifts Revenue Guidance (WSJ)
• Positive Sentiment: Management reiterated capacity flexibility and said demand remains strong despite higher fuel costs — a message investors read as evidence Delta can protect near-term profitability. CNBC: Delta maintains guidance
• Positive Sentiment: Barclays reaffirmed a Buy rating on DAL, adding support from the analyst community and helping investor confidence after the guidance update. Barclays Buy Rating
• Neutral Sentiment: Market commentary highlighted Delta’s improved relative strength and technical momentum after the guidance-driven bounce, which can attract momentum-focused traders even as macro risks remain. MSN: Rising Relative Strength
• Neutral Sentiment: Macro pieces note markets trying to look through $100 oil and that investors are parsing Fed signals alongside geopolitical risk — context that can amplify swings in airlines but not necessarily change fundamentals immediately. Yahoo: Markets & $100 oil
• Negative Sentiment: Wells Fargo trimmed its price target for DAL to $75, signaling some analyst-level downside to valuation assumptions as fuel-cost estimates rise. Wells Fargo lowers PT
• Negative Sentiment: UBS also lowered its price target to $83, reflecting renewed caution on how higher jet-fuel will affect margins — these trims can cap near-term upside. UBS lowers PT
• Negative Sentiment: Ongoing Middle East strikes and rising jet-fuel prices are increasing costs industry-wide (Delta has cited a multi-hundred-million-dollar hit), a headwind that offsets some of the positive demand news and pressures margins if sustained. Yahoo: Jet fuel & airfares rising

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.