Delta Air Lines, Inc. (NYSE:DAL) Receives Consensus Rating of “Buy” from Analysts

Shares of Delta Air Lines, Inc. (NYSE:DAL) have received a consensus rating of “Buy” from the twenty-three analysts that are presently covering the stock, Marketbeat.com reports. Twenty-two analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $80.4667.

Several equities research analysts have recently weighed in on DAL shares. Seaport Research Partners upped their price objective on Delta Air Lines from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Friday, January 9th. Raymond James Financial reiterated a “strong-buy” rating and set a $80.00 price objective on shares of Delta Air Lines in a research note on Friday, December 19th. BNP Paribas Exane lifted their price objective on Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a report on Monday, December 8th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Delta Air Lines in a report on Wednesday, January 21st. Finally, Wolfe Research lifted their price target on shares of Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday, January 14th.

Insider Buying and Selling

In other news, EVP Alain Bellemare sold 36,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $69.21, for a total transaction of $2,491,560.00. Following the sale, the executive vice president directly owned 95,731 shares of the company’s stock, valued at $6,625,542.51. This represents a 27.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Rahul D. Samant sold 62,528 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $70.18, for a total transaction of $4,388,215.04. Following the completion of the transaction, the executive vice president owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This trade represents a 74.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 520,550 shares of company stock valued at $37,101,667. Insiders own 0.96% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in DAL. Federated Hermes Inc. increased its position 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 purchasing an additional 25,507 shares in the last quarter. Savant Capital LLC boosted its holdings in shares of Delta Air Lines by 84.0% during the 2nd quarter. Savant Capital LLC now owns 181,995 shares of the transportation company’s stock valued at $8,951,000 after acquiring an additional 83,072 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in Delta Air Lines by 10.5% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 87,344 shares of the transportation company’s stock worth $4,957,000 after purchasing an additional 8,309 shares in the last quarter. Independent Advisor Alliance raised its position in Delta Air Lines by 41.3% in the third quarter. Independent Advisor Alliance now owns 53,601 shares of the transportation company’s stock valued at $3,042,000 after purchasing an additional 15,661 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its stake in shares of Delta Air Lines by 39.8% during the second quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock valued at $118,409,000 after purchasing an additional 685,312 shares in the last quarter. 69.93% of the stock is currently owned by institutional investors and hedge funds.

More Delta Air Lines News

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

• Positive Sentiment: Delta announced a $1.3 billion profit-sharing payout to employees tied to strong results — a sign of healthy profitability that boosts employee morale and retention, though it is a cash distribution. Delta spreads the love this Valentine’s Day with $1.3B profit sharing payout
• Positive Sentiment: Delta hit a trailing high on the NYSE Composite, signaling recent buying momentum and renewed investor interest. Delta Air Lines (NYSE:DAL) Hits Trailing High on NYSE Composite
• Positive Sentiment: Analysts note international demand is rebounding and transatlantic capacity is at record levels — a tailwind for revenue recovery and margin expansion. DAL’s International Air Travel Demand in Good Shape: Sign for Growth?
• Neutral Sentiment: AI-driven models and analysts are split on DAL — fundamentals and guidance improved, but models flag lingering risks (costs, competition), producing mixed price forecasts. AI Models Split on Delta Air Lines as Fundamentals Improve but Risks Linger
• Negative Sentiment: Two insider transactions surfaced this week: an EVP sold ~$2.90M of DAL stock and another insider sold ~$2.02M (combined ≈ $4.92M). Large insider sales can be perceived as profit-taking and may pressure sentiment. Insider Selling: Delta Air Lines (NYSE:DAL) EVP Sells $2,896,930.00 in Stock Insider Selling: Delta Air Lines (NYSE:DAL) Insider Sells $2,020,140.00 in Stock
• Negative Sentiment: Zacks flagged why DAL fell more than the broader market on the latest session: a mix of profit-taking after recent gains and concerns such as revenue coming in below some estimates. Those headlines likely amplified selling pressure. Here’s Why Delta Air Lines (DAL) Fell More Than Broader Market
• Negative Sentiment: Union activity at major U.S. airlines (American example) is ramping up pressure on boards about lagging profit — an industry signal that labor costs and wage demands could reaccelerate, a potential headwind for margins. American Airlines unions ratchet up pressure on board over lagging profit

Delta Air Lines Stock Performance

DAL opened at $68.95 on Monday. The stock’s 50 day simple moving average is $70.02 and its 200-day simple moving average is $63.03. 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 stock has a market cap of $45.04 billion, a PE ratio of 8.99, a P/E/G ratio of 0.67 and a beta of 1.37. Delta Air Lines has a 1 year low of $34.74 and a 1 year high of $76.39.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings results 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 firm had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The business’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Sell-side analysts forecast that Delta Air Lines will post 7.63 EPS for the current year.

Delta Air Lines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, February 26th will be 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 is Thursday, February 26th. Delta Air Lines’s dividend payout ratio (DPR) is currently 9.78%.

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.