Delta Air Lines, Inc. $DAL Shares Bought by Mirabella Financial Services LLP

Mirabella Financial Services LLP grew its position in shares of Delta Air Lines, Inc. (NYSE:DAL) by 114.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 41,137 shares of the transportation company’s stock after purchasing an additional 21,989 shares during the period. Mirabella Financial Services LLP’s holdings in Delta Air Lines were worth $2,330,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Delta Air Lines by 33.5% in the fourth quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock valued at $555,000 after purchasing an additional 2,302 shares during the period. Acadian Asset Management LLC purchased a new stake in Delta Air Lines during the 1st quarter worth $178,000. Sivia Capital Partners LLC acquired a new position in Delta Air Lines in the 2nd quarter worth $555,000. Foundations Investment Advisors LLC boosted its position in Delta Air Lines by 2.6% in the 2nd quarter. Foundations Investment Advisors LLC now owns 7,844 shares of the transportation company’s stock valued at $386,000 after buying an additional 196 shares during the last quarter. Finally, Creative Planning boosted its position in Delta Air Lines by 15.7% in the 2nd quarter. Creative Planning now owns 223,851 shares of the transportation company’s stock valued at $11,009,000 after buying an additional 30,371 shares during the last quarter. 69.93% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Delta Air Lines

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

• Positive Sentiment: Delta raised its Q1 revenue outlook and cited accelerating demand from both corporate and leisure customers, which supported an intraday rally and helped lift sector peers. Delta Lifts Revenue Guidance (WSJ)
• Positive Sentiment: Management reiterated capacity flexibility and said demand remains strong despite higher fuel costs — a message investors read as evidence Delta can protect near-term profitability. CNBC: Delta maintains guidance
• Positive Sentiment: Barclays reaffirmed a Buy rating on DAL, adding support from the analyst community and helping investor confidence after the guidance update. Barclays Buy Rating
• Neutral Sentiment: Market commentary highlighted Delta’s improved relative strength and technical momentum after the guidance-driven bounce, which can attract momentum-focused traders even as macro risks remain. MSN: Rising Relative Strength
• Neutral Sentiment: Macro pieces note markets trying to look through $100 oil and that investors are parsing Fed signals alongside geopolitical risk — context that can amplify swings in airlines but not necessarily change fundamentals immediately. Yahoo: Markets & $100 oil
• Negative Sentiment: Wells Fargo trimmed its price target for DAL to $75, signaling some analyst-level downside to valuation assumptions as fuel-cost estimates rise. Wells Fargo lowers PT
• Negative Sentiment: UBS also lowered its price target to $83, reflecting renewed caution on how higher jet-fuel will affect margins — these trims can cap near-term upside. UBS lowers PT
• Negative Sentiment: Ongoing Middle East strikes and rising jet-fuel prices are increasing costs industry-wide (Delta has cited a multi-hundred-million-dollar hit), a headwind that offsets some of the positive demand news and pressures margins if sustained. Yahoo: Jet fuel & airfares rising

Delta Air Lines Price Performance

DAL opened at $63.77 on Thursday. The company has a 50-day moving average of $67.44 and a 200-day moving average of $64.12. The company has a market capitalization of $41.65 billion, a P/E ratio of 8.31, a PEG ratio of 0.67 and a beta of 1.34. Delta Air Lines, Inc. has a 1-year low of $34.74 and a 1-year high of $76.39. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40.

Delta Air Lines (NYSE:DAL) last issued its earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) 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 business had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same quarter in the prior year, the business posted $1.85 EPS. The company’s revenue for the quarter 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. Equities analysts expect that Delta Air Lines, Inc. will post 7.63 EPS for the current fiscal year.

Delta Air Lines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be paid a dividend of $0.1875 per share. The ex-dividend date is Thursday, February 26th. This represents a $0.75 annualized dividend and a yield of 1.2%. Delta Air Lines’s dividend payout ratio is presently 9.78%.

Insider Activity at Delta Air Lines

In other news, EVP Erik Storey Snell sold 39,420 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $71.02, for a total value of $2,799,608.40. Following the completion of the sale, the executive vice president directly owned 35,625 shares in the company, valued at approximately $2,530,087.50. The trade was a 52.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $70.18, for a total value of $4,388,215.04. Following the sale, the executive vice president directly owned 20,939 shares in the company, valued at approximately $1,469,499.02. This represents a 74.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 620,550 shares of company stock worth $44,127,667 over the last quarter. 0.88% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DAL. Zacks Research downgraded Delta Air Lines from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Weiss Ratings cut Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, March 6th. Wolfe Research increased their price target on Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday, January 14th. Dbs Bank upgraded Delta Air Lines to a “moderate buy” rating in a research note on Monday, January 19th. Finally, Bank of America lifted their price objective on Delta Air Lines from $74.00 to $80.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $78.76.

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.