Rahul Samant Sells 57,003 Shares of Delta Air Lines (NYSE:DAL) Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Rahul Samant sold 57,003 shares of the stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $69.57, for a total transaction of $3,965,698.71. Following the transaction, the executive vice president owned 36,246 shares of the company’s stock, valued at $2,521,634.22. This trade represents a 61.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Delta Air Lines Price Performance

Shares of Delta Air Lines stock traded down $0.84 during trading hours on Friday, reaching $70.50. The company’s stock had a trading volume of 7,438,898 shares, compared to its average volume of 8,700,161. The firm has a 50 day moving average price of $66.50 and a 200-day moving average price of $60.61. 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 stock has a market cap of $46.03 billion, a P/E ratio of 9.19, a P/E/G ratio of 1.11 and a beta of 1.38. Delta Air Lines, Inc. has a one year low of $34.74 and a one year 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 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.85 earnings per share. 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. On average, analysts predict that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Delta Air Lines News Roundup

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

• Positive Sentiment: Several major brokers raised price targets and maintained buy/outperform ratings (HSBC bumped PT to $80.20). Read More.
• Positive Sentiment: Wolfe Research lifted its target to $83 and kept an outperform rating, signaling analyst conviction on upside. Read More.
• Positive Sentiment: Goldman Sachs raised its PT to $80 and left a buy rating in place, adding institutional validation for the recovery theme. Read More.
• Positive Sentiment: DBS raised its target to $80 and kept a buy, another vote of confidence supporting upside vs. current levels. Read More.
• Positive Sentiment: An analyst note highlights Delta’s MRO business, strong free cash flow and low leverage as structural positives that could drive returns over time. Read More.
• Positive Sentiment: Wells Fargo and UBS remain bullish / keep buy ratings, and the analyst consensus skews to “buy,” supporting durable analyst demand. Read More. Read More.
• Neutral Sentiment: Zacks highlights Delta as a long‑term momentum candidate — useful framing for longer‑term investors but not an immediate catalyst. Read More.
• Neutral Sentiment: Operational update: CEO Ed Bastian says the company is working to add lounges to ease overcrowding — a positive customer experience move but not an immediate earnings driver. Read More.
• Negative Sentiment: Q4: EPS narrowly beat but revenue missed analyst estimates and management’s cautious 2026 tone dampened expectations — the primary reason for the selloff as investors focus on near‑term growth and margin risks. Read More.
• Negative Sentiment: Market commentary notes investors sold off the stock despite solid results, signaling a short‑term sentiment/valuation reset that could continue until revenue/growth clarity improves. Read More.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in DAL. Kingstone Capital Partners Texas LLC bought a new stake in Delta Air Lines during the second quarter valued at about $386,364,000. Wellington Management Group LLP boosted its holdings in shares of Delta Air Lines by 54.8% in the 3rd quarter. Wellington Management Group LLP now owns 5,817,783 shares of the transportation company’s stock valued at $330,159,000 after buying an additional 2,058,744 shares in the last quarter. Vanguard Group Inc. raised its stake 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 worth $3,667,479,000 after acquiring an additional 1,648,071 shares in the last quarter. Bank of New York Mellon Corp lifted its position in Delta Air Lines by 23.3% during 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 acquiring an additional 1,447,058 shares during the last quarter. Finally, Marshall Wace LLP boosted its stake in Delta Air Lines by 16,044.7% in the third quarter. Marshall Wace LLP now owns 1,263,320 shares of the transportation company’s stock valued at $71,693,000 after acquiring an additional 1,255,495 shares in the last quarter. 69.93% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. Cowen reissued a “buy” rating on shares of Delta Air Lines in a research note on Wednesday, January 7th. Wells Fargo & Company set a $87.00 price objective on shares of Delta Air Lines in a research report on Thursday, December 18th. The Goldman Sachs Group boosted their target price on Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday. HSBC raised their price target on Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Dbs Bank upped their price objective on Delta Air Lines from $70.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $79.97.

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.