Delta Air Lines (NYSE:DAL – Get Free Report) had its target price decreased by stock analysts at Citigroup from $87.00 to $77.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Citigroup’s target price would indicate a potential upside of 21.82% from the stock’s previous close.
Other analysts also recently issued research reports about the company. Bank of America raised their price target on Delta Air Lines from $74.00 to $80.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Argus set a $80.00 target price on Delta Air Lines in a research note on Wednesday, January 14th. Wolfe Research upped their price target on shares of Delta Air Lines from $70.00 to $83.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 14th. Rothschild & Co Redburn decreased their target price on shares of Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Finally, Wells Fargo & Company reduced their price objective on Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating for the company in a research report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $78.76.
Get Our Latest Stock Analysis on Delta Air Lines
Delta Air Lines Stock Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last released its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping 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 firm had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $15.80 billion. During the same quarter in the previous year, the company posted $1.85 earnings per share. The firm’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. On average, research analysts forecast that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.
Insider Activity at Delta Air Lines
In other Delta Air Lines news, CEO Edward H. Bastian sold 100,000 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $70.26, for a total transaction of $7,026,000.00. Following the sale, the chief executive officer directly owned 1,363,448 shares of the company’s stock, valued at $95,795,856.48. The trade was a 6.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Steven M. Sear sold 38,600 shares of Delta Air Lines stock in a transaction dated 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 in the company, valued at approximately $7,835,520.20. This trade represents a 26.99% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 620,550 shares of company stock valued at $44,127,667. Corporate insiders own 0.88% of the company’s stock.
Hedge Funds Weigh In On Delta Air Lines
Several institutional investors and hedge funds have recently modified their holdings of the stock. IFM Investors Pty Ltd grew its stake in shares of Delta Air Lines by 0.5% in the fourth quarter. IFM Investors Pty Ltd now owns 28,167 shares of the transportation company’s stock worth $1,955,000 after acquiring an additional 144 shares during the last quarter. Utah Retirement Systems raised its position in shares of Delta Air Lines by 0.3% during the fourth quarter. Utah Retirement Systems now owns 52,620 shares of the transportation company’s stock valued at $3,652,000 after buying an additional 144 shares during the last quarter. First Financial Bank Trust Division grew its position in Delta Air Lines by 3.3% during the fourth quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company’s stock worth $328,000 after buying an additional 150 shares in the last quarter. HBK Sorce Advisory LLC increased its stake in Delta Air Lines by 2.6% during the fourth quarter. HBK Sorce Advisory LLC now owns 6,022 shares of the transportation company’s stock valued at $454,000 after acquiring an additional 151 shares during the period. Finally, Larson Financial Group LLC lifted its position in shares of Delta Air Lines by 2.4% in the 4th quarter. Larson Financial Group LLC now owns 6,472 shares of the transportation company’s stock worth $449,000 after acquiring an additional 152 shares during the period. 69.93% of the stock is currently owned by hedge funds and other institutional investors.
Delta Air Lines News Roundup
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Delta raised first‑quarter revenue guidance and cited broad‑based demand strength across leisure and corporate travel, which helps offset higher fuel costs and supports near‑term results. Travel Demand Soars Despite Fuel Costs—Are Airline Stocks a Buy?
- Positive Sentiment: UBS and other industry commentary highlight carriers’ ability to pass through fare increases; pricing power and multiple fare hikes are lifting booked yields industry‑wide—a tailwind for DAL revenue and margins. Airline stocks hinge on pricing power as carriers push through fare hikes, UBS says
- Positive Sentiment: TD Cowen raised its price target on DAL (from $71 to $77), and coverage remains skewed toward Buy among analysts — signals that some sell‑side desks see upside despite near‑term headwinds. Delta Air Lines price target raised to $77 from $71 at TD Cowen
- Neutral Sentiment: Delta will host a webcast for March‑quarter results on April 8 — an upcoming catalyst that could re‑rate the stock depending on revenue, margin and fuel commentary. Delta Air Lines Announces Webcast of March Quarter 2026 Financial Results
- Neutral Sentiment: Technically, DAL recently cleared its 200‑day moving average — a potential technical support that some traders view as constructive. Delta Air Lines Just Broke Above Its 200-Day Moving Average. Should You Buy DAL Stock Here?
- Negative Sentiment: Retail sentiment on Reddit fell sharply (score ~22/100), and Zacks issued a bearish downgrade — weak retail sentiment and conflicting sell‑side views can amplify intraday selling pressure. Delta Stock Up 9.38% This Week But Reddit Sentiment Just Hit 22 Out of 100
- Negative Sentiment: Operational risk: CEO Ed Bastian publicly criticized unpaid TSA agents and highlighted airport disruptions — ongoing staffing/security issues remain a tangible risk to operations and customer experience. Delta CEO blasts Congress over unpaid TSA agents as airport chaos continues: ‘We’re outraged’
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.
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