Lido Advisors LLC Buys 27,718 Shares of Delta Air Lines, Inc. $DAL

Posted by Don Miller on Nov 13th, 2026

Lido Advisors LLC lifted its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 33.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 111,462 shares of the transportation company’s stock after purchasing an additional 27,718 shares during the period. Lido Advisors LLC’s holdings in Delta Air Lines were worth $9,303,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of DAL. Bank of New York Mellon Corp acquired a new stake in Delta Air Lines in the 2nd quarter worth about $1,182,646,000. Pacer Advisors Inc. raised its holdings in shares of Delta Air Lines by 50.9% during the first quarter. Pacer Advisors Inc. now owns 4,033,595 shares of the transportation company’s stock valued at $268,153,000 after acquiring an additional 1,360,195 shares during the last quarter. Great Lakes Advisors LLC purchased a new position in shares of Delta Air Lines in the second quarter valued at approximately $160,265,000. California Public Employees Retirement System lifted its position in shares of Delta Air Lines by 15.0% in the first quarter. California Public Employees Retirement System now owns 1,469,652 shares of the transportation company’s stock valued at $97,702,000 after acquiring an additional 191,345 shares in the last quarter. Finally, U S Global Investors Inc. lifted its position in shares of Delta Air Lines by 2.3% in the third quarter. U S Global Investors Inc. now owns 1,099,975 shares of the transportation company’s stock valued at $91,804,000 after acquiring an additional 24,962 shares in the last quarter. Institutional investors and hedge funds own 69.93% of the company’s stock.

Key Headlines Impacting Delta Air Lines

Here are a few of the latest headlines about DAL:

Positive Sentiment: DBS maintained its Buy rating on Delta, offering a supportive analyst view, though the report did not provide a new price target. DBS Keeps Their Buy Rating on Delta Air Lines
Neutral Sentiment: Traders acquired about 159,075 DAL call options—roughly 285% above typical daily volume. This may indicate increased bullish positioning, but unusual activity alone does not establish its direction or significance. 2 Airline Stocks Drawing Unusual Options Volume Today
Neutral Sentiment: Delta and Virgin Atlantic plan to challenge a proposed Heathrow terminal move. The outcome could affect their airport operations, but no immediate financial impact was reported. Delta Air Lines, Virgin Atlantic to Challenge Heathrow Terminal Move

Delta Air Lines Stock Down 5.3%

Shares of DAL opened at $86.52 on Friday. Delta Air Lines, Inc. has a 52-week low of $55.27 and a 52-week high of $95.68. The company has a market capitalization of $56.92 billion, a PE ratio of 17.27, a price-to-earnings-growth ratio of 1.34 and a beta of 1.43. The stock has a fifty day simple moving average of $81.78 and a two-hundred day simple moving average of $77.56. The company has a quick ratio of 0.32, a current ratio of 0.40 and a debt-to-equity ratio of 0.42.

Delta Air Lines (NYSE:DAL – Get Free Report) last posted its quarterly earnings results on Friday, October 9th. The transportation company reported $1.72 EPS for the quarter, missing the consensus estimate of $1.77 by ($0.05). Delta Air Lines had a return on equity of 16.83% and a net margin of 4.58%. The company had revenue of $17.59 billion for the quarter, compared to analysts’ expectations of $17.64 billion. During the same quarter in the prior year, the firm earned $1.71 EPS. The firm’s revenue was up 21.1% on a year-over-year basis. Delta Air Lines has set its Q4 2026 guidance at 1.150-1.650 EPS and its FY 2026 guidance at 5.100-5.600 EPS. As a group, equities analysts forecast that Delta Air Lines, Inc. will post 5.33 EPS for the current year.

Delta Air Lines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 5th. Shareholders of record on Thursday, October 15th were paid a dividend of $0.2150 per share. The ex-dividend date of this dividend was Thursday, October 15th. This represents a $0.86 dividend on an annualized basis and a yield of 1.0%. Delta Air Lines’s payout ratio is 17.17%.

Analyst Upgrades and Downgrades

DAL has been the subject of several research reports. Wells Fargo & Company dropped their price target on Delta Air Lines from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Tuesday, October 6th. TD Cowen reduced their price objective on Delta Air Lines from $105.00 to $101.00 and set a “buy” rating for the company in a research note on Friday, October 2nd. Sanford C. Bernstein decreased their price objective on Delta Air Lines from $106.00 to $100.00 and set an “outperform” rating on the stock in a report on Wednesday, October 7th. Seaport Research Partners reaffirmed a “buy” rating and set a $100.00 target price on shares of Delta Air Lines in a research note on Monday, October 12th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $100.00 target price on shares of Delta Air Lines in a research note on Wednesday, October 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $99.65.

Read Our Latest Research Report on DAL

Insider Buying and Selling at Delta Air Lines

In other Delta Air Lines news, President Peter Carter sold 44,950 shares of the business’s stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $89.29, for a total value of $4,013,585.50. Following the transaction, the president directly owned 379,754 shares in the company, valued at $33,908,234.66. The trade was a 10.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Alain Bellemare sold 28,000 shares of the stock in a transaction that occurred on Friday, November 6th. The shares were sold at an average price of $85.93, for a total transaction of $2,406,040.00. Following the completion of the sale, the executive vice president directly owned 80,025 shares of the company’s stock, valued at approximately $6,876,548.25. This trade represents a 25.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 122,950 shares of company stock worth $10,519,626 in the last ninety days. 0.80% of the stock is owned by insiders.

About Delta Air Lines

(Free Report)

Delta Air Lines is a U.S.-based airline that provides passenger and cargo transportation. It serves domestic and international destinations through its own flights and relationships with partner airlines, with major hubs including Atlanta, Detroit, Minneapolis–Saint Paul, New York, and Salt Lake City. The company offers multiple cabin and fare options, including Delta One, First Class, Delta Comfort+ and Main Cabin. Its other businesses and services include Delta Cargo, the SkyMiles loyalty program, and aircraft maintenance and repair services through Delta TechOps.