Delta Air Lines, Inc. (NYSE:DAL) Receives $100.40 Consensus PT from Brokerages

Delta Air Lines, Inc. (NYSE:DAL) has been assigned an average recommendation of “Moderate Buy” from the twenty-five analysts that are currently covering the stock, MarketBeat reports. Two equities research analysts have rated the stock with a hold rating and twenty-three have issued a buy rating on the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $100.4043.

A number of research firms have recently weighed in on DAL. Zacks Research raised shares of Delta Air Lines from a “strong sell” rating to a “hold” rating in a research report on Wednesday, April 15th. BMO Capital Markets boosted their price objective on shares of Delta Air Lines from $80.00 to $105.00 and gave the stock an “outperform” rating in a research note on Thursday, July 2nd. Citigroup upped their price objective on shares of Delta Air Lines from $106.00 to $110.00 and gave the stock a “buy” rating in a report on Sunday, July 12th. Benchmark reiterated a “buy” rating on shares of Delta Air Lines in a report on Wednesday, July 8th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Delta Air Lines in a research report on Monday, August 3rd.

More Delta Air Lines News

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

• Positive Sentiment: Delta’s latest quarterly results exceeded expectations, with earnings per share of $1.56 versus the $1.49 consensus and revenue of $17.67 billion versus estimates of $17.43 billion. Revenue increased 18.7% year over year, supporting the view that demand and pricing remain solid.
• Positive Sentiment: Analyst coverage remains favorable: 23 analysts rate DAL a Buy and two rate it Hold, with an average price target of $100.40. Recent target increases from JPMorgan, UBS, Argus and other firms suggest additional upside from current levels.
• Positive Sentiment: LATAM Airlines’ earnings beat, driven by stronger passenger and cargo revenue, indicates resilient international travel demand. LATAM’s improved 2026 outlook could reinforce expectations for healthy traffic and premium revenue across the airline industry. LTM Q2 Earnings Beat on Strong Passenger and Cargo Revenues
• Neutral Sentiment: Corporate customers are resisting restrictive, low-priced business- and premium-economy fares because flexibility to change flights is considered more valuable than the initial discount. This could limit Delta’s ability to expand revenue through stripped-down premium products, although it may preserve demand for higher-priced flexible fares. Companies scoff at airlines’ cheapest business class tickets
• Negative Sentiment: Several insiders sold substantial positions after DAL’s sharp advance, including CEO Edward Bastian’s roughly $19.2 million sale, along with transactions by executives and directors. While such sales may reflect diversification or compensation, their timing and scale can pressure investor sentiment. Delta Air Lines CEO Edward Bastian Sells Company Shares Worth $19.2 Million
• Negative Sentiment: Copa Holdings’ earnings decline caused by higher jet-fuel costs highlights the airline industry’s vulnerability to energy prices and margin compression. Separately, concerns about the Iran war may increase geopolitical and fuel-cost risk for airlines, even though the cited analyst downgrade directly targets JetBlue rather than Delta. Copa Holdings Q2 Earnings Miss on Higher Fuel Costs, Revenues Lag

Insider Transactions at Delta Air Lines

In related news, EVP Steven M. Sear sold 40,460 shares of the company’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $93.55, for a total value of $3,785,033.00. Following the transaction, the executive vice president owned 104,404 shares in the company, valued at $9,766,994.20. The trade was a 27.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Alain Bellemare sold 35,000 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $92.72, for a total transaction of $3,245,200.00. Following the sale, the executive vice president directly owned 95,025 shares in the company, valued at $8,810,718. This trade represents a 26.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 401,436 shares of company stock valued at $36,617,497. 0.80% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of DAL. Elevation Wealth Partners LLC increased its position in shares of Delta Air Lines by 195.9% during the second quarter. Elevation Wealth Partners LLC now owns 358 shares of the transportation company’s stock valued at $34,000 after acquiring an additional 237 shares in the last quarter. Lloyd Advisory Services LLC. bought a new position in Delta Air Lines in the 4th quarter valued at approximately $31,000. Camelot Portfolios LLC purchased a new stake in Delta Air Lines during the 4th quarter valued at $34,000. Cornerstone Planning Group LLC increased its holdings in shares of Delta Air Lines by 451.6% in the 4th quarter. Cornerstone Planning Group LLC now owns 524 shares of the transportation company’s stock worth $34,000 after purchasing an additional 429 shares in the last quarter. Finally, Atlas Wealth LLC purchased a new position in shares of Delta Air Lines in the first quarter worth $35,000. 69.93% of the stock is owned by hedge funds and other institutional investors.

Delta Air Lines Trading Down 0.0%

DAL opened at $91.31 on Monday. The stock has a market cap of $60.05 billion, a PE ratio of 15.14, a PEG ratio of 1.15 and a beta of 1.31. The company has a quick ratio of 0.35, a current ratio of 0.42 and a debt-to-equity ratio of 0.48. The business has a 50 day moving average of $86.47 and a 200-day moving average of $74.92. Delta Air Lines has a 52 week low of $52.88 and a 52 week high of $95.68.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Thursday, July 9th. The transportation company reported $1.56 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.07. The company had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.43 billion. Delta Air Lines had a return on equity of 17.52% and a net margin of 5.79%.The firm’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same period in the prior year, the firm earned $2.10 earnings per share. Equities research analysts predict that Delta Air Lines will post 6.54 earnings per share for the current fiscal year.

Delta Air Lines Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, July 30th. Shareholders of record on Thursday, July 9th were issued a $0.215 dividend. This represents a $0.86 annualized dividend and a yield of 0.9%. This is a positive change from Delta Air Lines’s previous quarterly dividend of $0.19. The ex-dividend date of this dividend was Thursday, July 9th. Delta Air Lines’s dividend payout ratio is presently 14.26%.

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.