Brokerages Set Delta Air Lines, Inc. (NYSE:DAL) Price Target at $78.80

Delta Air Lines, Inc. (NYSE:DAL) has been given an average rating of “Moderate Buy” by the twenty-five research firms that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, one has issued a hold rating, twenty-two have issued a buy rating and one has assigned a strong buy rating to the company. The average 1 year price objective among analysts that have covered the stock in the last year is $78.8417.

Several analysts have issued reports on DAL shares. Wolfe Research raised 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. Jefferies Financial Group upped their price objective on shares of Delta Air Lines from $72.00 to $78.00 and gave the company a “buy” rating in a research report on Tuesday. BMO Capital Markets reiterated an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. TD Cowen decreased their target price on Delta Air Lines from $77.00 to $76.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Evercore boosted their price target on Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research note on Friday, January 9th.

Insider Buying and Selling at Delta Air Lines

In related news, EVP Rahul D. Samant sold 62,528 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $70.18, for a total value of $4,388,215.04. Following the completion of the transaction, 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Steven M. Sear sold 38,600 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $75.05, for a total value of $2,896,930.00. Following the completion of the transaction, the executive vice president directly owned 104,404 shares of the company’s stock, valued at approximately $7,835,520.20. This trade represents a 26.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 620,550 shares of company stock valued at $44,127,667 in the last quarter. 0.88% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Delta Air Lines

Hedge funds and other institutional investors have recently made changes to their positions in the business. AlphaQuest LLC increased its stake in Delta Air Lines by 90.6% in the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 211 shares during the period. Lloyd Advisory Services LLC. bought a new position in Delta Air Lines during the fourth quarter worth about $31,000. Camelot Portfolios LLC acquired a new stake in Delta Air Lines during the fourth quarter valued at approximately $34,000. Accredited Wealth Management LLC boosted its holdings in Delta Air Lines by 1,983.3% during the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 476 shares in the last quarter. Finally, Byrne Asset Management LLC bought a new stake in shares of Delta Air Lines in the 4th quarter valued at approximately $35,000. 69.93% of the stock is owned by institutional investors.

Key Headlines Impacting Delta Air Lines

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

• Positive Sentiment: Delta signed a deal with Amazon’s low‑Earth‑orbit service (Project Leo) to bring high‑speed satellite Wi‑Fi to ~500 aircraft starting in 2028 — chosen because of Delta’s existing AWS relationship. The service promises up to 1 Gbps per plane and could strengthen customer experience, ancillary revenue and competitive positioning versus SpaceX’s Starlink. Delta Picks Bezos Over Musk For Satellite Wi-Fi
• Positive Sentiment: Certain analysts continue to back DAL with buy/positive ratings (Jefferies raised its PT to $78; others maintain buy/strong‑buy despite adjustments), providing analyst support for upside. Jefferies adjusts price target on Delta Air Lines
• Neutral Sentiment: Delta reports Q1 results on April 8; street estimates imply modest year‑over‑year EPS growth (consensus around ~$0.62). Guidance, revenue mix and bookings will be watched closely — the report is the next catalyst. Delta Air Lines to Report Q1 Earnings
• Neutral Sentiment: Multiple firms tweaked price targets (some lower, some slightly higher) but many kept buy/positive ratings — signaling mixed conviction: upside exists but expectations are being trimmed for higher costs. Susquehanna adjusts price target on Delta Air Lines
• Negative Sentiment: UBS warns the sector faces a fuel‑cost shock after jet fuel nearly doubled in March; analysts cut EPS across airlines — higher fuel will pressure margins unless Delta successfully passes costs to customers. Airlines brace for fuel shock as UBS sees revenue recovery as key earnings driver
• Negative Sentiment: Reports of major insider selling and recent price‑target reductions have created short‑term investor concern even as the stock has traded up at times — insider activity and lowered PTs can sap sentiment heading into earnings. Delta Air Lines Stock Gains Despite Price Target Reductions and Major Insider Selling

Delta Air Lines Stock Down 1.2%

Shares of DAL stock opened at $66.77 on Tuesday. Delta Air Lines has a 12 month low of $34.74 and a 12 month high of $76.39. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. The firm has a market cap of $43.61 billion, a PE ratio of 8.71, a price-to-earnings-growth ratio of 0.69 and a beta of 1.31. The stock has a 50 day moving average of $66.52 and a 200-day moving average of $64.46.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. The business had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. Delta Air Lines’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the company posted $1.85 earnings per share. 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, equities analysts predict that Delta Air Lines will post 7.63 EPS for the current year.

Delta Air Lines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.1875 per share. This represents a $0.75 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, February 26th. Delta Air Lines’s dividend payout ratio (DPR) is presently 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.