Delta Air Lines (NYSE:DAL – Free Report) had its price target lifted by Jefferies Financial Group from $72.00 to $78.00 in a report published on Tuesday,MarketScreener reports. Jefferies Financial Group currently has a buy rating on the transportation company’s stock.
DAL has been the subject of several other reports. Sanford C. Bernstein reissued an “outperform” rating and issued a $81.00 price objective on shares of Delta Air Lines in a research report on Wednesday, January 14th. Seaport Research Partners upped their target price on shares of Delta Air Lines from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Friday, January 9th. UBS Group increased their price target on shares of Delta Air Lines from $83.00 to $84.00 and gave the company a “buy” rating in a report on Monday, March 23rd. Weiss Ratings lowered shares of Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 6th. Finally, Rothschild & Co Redburn dropped their price objective on shares of Delta Air Lines from $72.00 to $70.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Delta Air Lines has an average rating of “Moderate Buy” and a consensus target price of $78.80.
Get Our Latest Stock Analysis on Delta Air Lines
Delta Air Lines Stock Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last announced its earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.02. The firm had revenue of $14.61 billion during 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 quarter in the prior year, the company 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. As a group, equities research analysts predict that Delta Air Lines will post 7.63 earnings per share for the current year.
Delta Air Lines Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th were issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, February 26th. Delta Air Lines’s payout ratio is presently 9.78%.
Insider Buying and Selling
In other news, CEO Edward H. Bastian sold 100,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $70.26, for a total value of $7,026,000.00. Following the completion of the transaction, the chief executive officer directly owned 1,363,448 shares of the company’s stock, valued at approximately $95,795,856.48. This represents a 6.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Peter W. Carter sold 27,000 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $74.82, for a total value of $2,020,140.00. Following the transaction, the insider owned 421,744 shares of the company’s stock, valued at $31,554,886.08. This trade represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 620,550 shares of company stock worth $44,127,667. Insiders own 0.96% of the company’s stock.
Institutional Investors Weigh In On Delta Air Lines
Several institutional investors and hedge funds have recently made changes to their positions in DAL. Federated Hermes Inc. raised its holdings in Delta Air Lines by 7.7% during the 3rd 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 period. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Delta Air Lines by 10.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 87,344 shares of the transportation company’s stock valued at $4,957,000 after buying an additional 8,309 shares during the period. Independent Advisor Alliance increased its position in shares of Delta Air Lines by 41.3% during the third quarter. Independent Advisor Alliance now owns 53,601 shares of the transportation company’s stock worth $3,042,000 after acquiring an additional 15,661 shares in the last quarter. TD Asset Management Inc increased its position in shares of Delta Air Lines by 14.0% during the third quarter. TD Asset Management Inc now owns 457,796 shares of the transportation company’s stock worth $25,980,000 after acquiring an additional 56,365 shares in the last quarter. Finally, National Pension Service acquired a new stake in shares of Delta Air Lines during the third quarter worth $1,201,000. Institutional investors and hedge funds own 69.93% of the company’s stock.
Key Stories Impacting Delta Air Lines
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Delta signed a major deal to use Amazon’s Leo satellite service on an initial 500 aircraft beginning in 2028, improving long‑term ancillary revenue potential and passenger experience. Delta taps Amazon Leo for in-flight Wi-Fi
- Positive Sentiment: Jefferies raised its price target on DAL to $78 (from $72) and maintained a Buy rating — a bullish analyst move that supports upside expectations. Jefferies raises PT to $78
- Positive Sentiment: Delta’s SkyMiles loyalty program was valued at roughly $31 billion in a recent ranking — a reminder of strong recurring revenue and customer-retention assets that support long‑term margins. SkyMiles ranked most valuable
- Neutral Sentiment: Raymond James trimmed its PT to $76 (from $80) but kept a Strong‑Buy rating — indicates conviction remains even as near‑term targets were nudged lower. Raymond James adjusts PT to $76
- Neutral Sentiment: Analysts’ consensus remains around a “Moderate Buy,” keeping overall street sentiment constructive even amid mixed price‑target moves. Average recommendation Moderate Buy
- Negative Sentiment: Bank of America cut its PT slightly to $78 from $80 while keeping a Buy — a minor downgrade to upside expectations that could cap short‑term gains. BofA lowers PT to $78
- Negative Sentiment: A Zacks preview suggests Delta may lack the necessary setup for an earnings beat next week, which could introduce near‑term volatility around the report. Zacks: DAL may not beat next quarter
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.
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