Delta Air Lines (NYSE:DAL) EVP Sells $2,647,942.40 in Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Alain Bellemare sold 35,212 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $75.20, for a total value of $2,647,942.40. Following the sale, the executive vice president directly owned 138,176 shares in the company, valued at $10,390,835.20. The trade was a 20.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Alain Bellemare also recently made the following trade(s):

• On Thursday, January 15th, Alain Bellemare sold 36,000 shares of Delta Air Lines stock. The shares were sold at an average price of $69.21, for a total value of $2,491,560.00.

Delta Air Lines Stock Down 0.7%

Shares of NYSE DAL traded down $0.51 during mid-day trading on Tuesday, reaching $74.49. 6,419,620 shares of the company’s stock were exchanged, compared to its average volume of 8,438,701. Delta Air Lines, Inc. has a twelve month low of $34.74 and a twelve month high of $75.72. The company has a current ratio of 0.40, a quick ratio of 0.34 and a debt-to-equity ratio of 0.60. The firm has a market capitalization of $48.64 billion, a price-to-earnings ratio of 9.71, a PEG ratio of 0.72 and a beta of 1.37. The business has a fifty day simple moving average of $69.68 and a 200 day simple moving average of $62.57.

Delta Air Lines (NYSE:DAL) last issued 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. The business had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the previous year, the firm 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 analysts expect that Delta Air Lines, Inc. will post 7.63 EPS for the current fiscal year.

Delta Air Lines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th will be given a dividend of $0.1875 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.75 annualized dividend and a dividend yield of 1.0%. Delta Air Lines’s dividend payout ratio is currently 9.78%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Evercore upped their target price on shares of Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Raymond James Financial restated a “strong-buy” rating and issued a $80.00 price target on shares of Delta Air Lines in a report on Friday, December 19th. Bank of America upped their price objective on Delta Air Lines from $74.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Dbs Bank raised Delta Air Lines to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Wall Street Zen cut Delta Air Lines from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $80.47.

Institutional Trading of Delta Air Lines

Several institutional investors and hedge funds have recently bought and sold shares of DAL. Vanguard Group Inc. grew its stake in Delta Air Lines by 2.3% in the second quarter. Vanguard Group Inc. now owns 74,572,577 shares of the transportation company’s stock valued at $3,667,479,000 after purchasing an additional 1,648,071 shares in the last quarter. State Street Corp raised its stake in shares of Delta Air Lines by 2.6% during the 2nd quarter. State Street Corp now owns 23,059,848 shares of the transportation company’s stock worth $1,134,083,000 after purchasing an additional 581,421 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Delta Air Lines by 1.2% in the 4th quarter. Geode Capital Management LLC now owns 17,413,841 shares of the transportation company’s stock valued at $1,215,766,000 after buying an additional 202,865 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of 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 buying an additional 1,834,385 shares during the last quarter. Finally, Life Cycle Investment Partners Ltd bought a new position in shares of Delta Air Lines in the fourth quarter valued at $471,532,000. Institutional investors own 69.93% of the company’s stock.

Delta Air Lines News Summary

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

• Positive Sentiment: MarketBeat highlights Delta as a top travel play for 2026 — citing a Q4 EPS beat, a record ~$4.6B free cash balance and management’s guidance implying ~20% EPS growth driven by premium/corporate travel tailwinds. 3 Stocks to Play the Summer Travel Boom as Demand Surges Again
• Positive Sentiment: Short interest fell ~19.8% in late January (to ~15.9M shares), reducing a near‑term bearish crowd and lowering short‑squeeze risk; that technical change is supportive of the stock.
• Positive Sentiment: Competitor weakness: unions publicly criticizing American Airlines for lagging performance reinforces Delta’s relative operating strength and competitive positioning. Pilots and Flight Attendants Criticize American Airlines’ Performance
• Positive Sentiment: Broker consensus remains upbeat — a recent roundup shows brokerages with a consensus “Buy” view on DAL, supporting longer‑term investor conviction. Delta Air Lines, Inc. Given Consensus Recommendation of “Buy” by Brokerages
• Neutral Sentiment: Media coverage asking whether DAL is a buy (Yahoo Finance piece) reflects debate between strong fundamentals and recent run‑up; useful reading but not a decisive catalyst by itself. Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?
• Negative Sentiment: Insider selling: multiple senior executives (including EVPs Alain Bellemare, Steven Sear and Peter Carter) sold large blocks in early February (~100k+ shares across filings), totaling several million dollars — a near‑term negative that can prompt profit‑taking after the stock’s run. SEC filings and coverage available. SEC Filing (Alain Bellemare) Insider Selling: DAL EVP Sells

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.