Delta Air Lines, Inc. $DAL Stock Holdings Raised by TD Asset Management Inc

TD Asset Management Inc lifted its stake in shares of Delta Air Lines, Inc. (NYSE:DAL) by 14.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 457,796 shares of the transportation company’s stock after purchasing an additional 56,365 shares during the period. TD Asset Management Inc owned about 0.07% of Delta Air Lines worth $25,980,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Cozad Asset Management Inc. lifted its holdings in Delta Air Lines by 21.8% during the 3rd quarter. Cozad Asset Management Inc. now owns 145,050 shares of the transportation company’s stock worth $8,232,000 after buying an additional 25,975 shares during the last quarter. Mufg Securities Americas Inc. boosted its stake in Delta Air Lines by 20.9% in the third quarter. Mufg Securities Americas Inc. now owns 17,491 shares of the transportation company’s stock valued at $993,000 after acquiring an additional 3,020 shares during the period. AXQ Capital LP bought a new position in shares of Delta Air Lines during the third quarter valued at approximately $209,000. Compound Planning Inc. acquired a new position in Delta Air Lines during the 3rd quarter valued at approximately $290,000. Finally, Dana Investment Advisors Inc. grew its stake in Delta Air Lines by 2.0% during the 3rd quarter. Dana Investment Advisors Inc. now owns 213,423 shares of the transportation company’s stock worth $12,112,000 after buying an additional 4,187 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Delta Air Lines

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

• Positive Sentiment: Delta announced another order to refresh its narrowbody fleet with 34 Airbus A321neo jets — these newer, more fuel-efficient aircraft improve unit costs and premium-seat capacity over time, supporting margin expansion and premium revenue potential. Delta orders 34 more Airbus A321neo jets in fleet renewal push
• Positive Sentiment: Management is also pursuing wider fleet growth (widebody expansion) to chase long‑haul and premium demand — a structural growth push that can boost long‑term revenue per available seat mile if executed well. Delta Air Lines Aims at Fleet Growth: More Upside Ahead?
• Neutral Sentiment: Yesterday Delta closed higher, reflecting recent operational strength and beat/guide context from January earnings, but that momentum was overtaken by today’s macro cost shock. Why the Market Dipped But Delta Air Lines (DAL) Gained Today
• Negative Sentiment: Crude oil surged today, pushing jet‑fuel expectations higher — investors fear rising fuel costs will compress airline margins and earnings, driving broad sector weakness and heavy selling in Delta shares. Why Delta (DAL) Shares Are Getting Obliterated Today
• Negative Sentiment: Sectorwide jet‑fuel pressure also hit low‑cost peers (e.g., Frontier), signaling the move is macro/commodity‑driven rather than company‑specific — that increases downside risk across airline stocks, including DAL. Why Frontier (ULCC) Shares Are Sliding Today
• Negative Sentiment: Delta CEO Edward Bastian sold 100,000 shares in a disclosed transaction last week — while insider sales can be routine, the timing contributes to negative sentiment when paired with sector pain. SEC filing

Insider Activity at Delta Air Lines

In other news, EVP Steven M. Sear sold 38,600 shares of Delta Air Lines stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $75.05, for a total value of $2,896,930.00. Following the transaction, the executive vice president directly owned 104,404 shares of the company’s stock, valued at $7,835,520.20. This trade represents a 26.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Peter W. Carter sold 27,000 shares of the company’s stock in a transaction that occurred 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 approximately $31,554,886.08. This trade represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 620,550 shares of company stock valued at $44,127,667 over the last ninety days. Company insiders own 0.88% of the company’s stock.

Delta Air Lines Price Performance

NYSE:DAL opened at $65.66 on Friday. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. The business’s 50-day moving average price is $69.83 and its 200 day moving average price is $64.03. Delta Air Lines, Inc. has a 52-week low of $34.74 and a 52-week high of $76.39. The firm has a market cap of $42.89 billion, a P/E ratio of 8.56, a PEG ratio of 0.63 and a beta of 1.37.

Delta Air Lines (NYSE:DAL) last issued 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 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 period in the prior year, the company earned $1.85 EPS. Delta Air Lines’s 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, 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 business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, February 26th will be issued a $0.1875 dividend. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s payout ratio is presently 9.78%.

Analyst Ratings Changes

Several equities analysts have recently commented on DAL shares. Jefferies Financial Group upped their price target on shares of Delta Air Lines from $72.00 to $84.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Raymond James Financial restated a “strong-buy” rating and issued a $80.00 target price on shares of Delta Air Lines in a research report on Friday, December 19th. Barclays boosted their price target on Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. BMO Capital Markets restated an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. Finally, UBS Group reduced their price objective on shares of Delta Air Lines from $90.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $80.47.

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.