Delta Air Lines, Inc. (NYSE:DAL) Receives $77.78 Consensus PT from Analysts

Delta Air Lines, Inc. (NYSE:DAL) has been assigned an average rating of “Buy” from the twenty-three ratings firms that are currently covering the stock, MarketBeat.com reports. Twenty-two analysts have rated the stock with a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among analysts that have updated their coverage on the stock in the last year is $80.4667.

Several equities analysts have recently issued reports on DAL shares. Raymond James Financial restated a “strong-buy” rating and set a $80.00 target price on shares of Delta Air Lines in a research report on Friday, December 19th. Dbs Bank raised shares of Delta Air Lines to a “moderate buy” rating in a research note on Monday. TD Cowen restated a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. HSBC increased their target price on shares of Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Wall Street Zen cut shares of Delta Air Lines from a “buy” rating to a “hold” rating in a research report on Friday, November 28th.

Delta Air Lines Stock Performance

Shares of NYSE:DAL opened at $68.95 on Thursday. The company has a current ratio of 0.40, a quick ratio of 0.34 and a debt-to-equity ratio of 0.60. Delta Air Lines has a 1-year low of $34.74 and a 1-year high of $73.16. The stock has a market capitalization of $45.02 billion, a P/E ratio of 8.99, a P/E/G ratio of 0.81 and a beta of 1.38. The business has a 50-day moving average price of $67.34 and a two-hundred day moving average price of $61.23.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. Delta Air Lines’s revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $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. Equities analysts predict that Delta Air Lines will post 7.63 earnings per share for the current year.

Key Headlines Impacting Delta Air Lines

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

• Positive Sentiment: Jefferies raised its price target on DAL to $84 and reiterated a “buy” rating, increasing upside expectations and likely supporting buying interest. Jefferies adjusts price target on Delta Air Lines to $84 from $72; maintains buy rating
• Positive Sentiment: DBS Bank upgraded Delta to a “moderate buy,” adding to analyst momentum and providing another catalyst for demand in the shares. Delta Air Lines (NYSE:DAL) Upgraded at Dbs Bank
• Positive Sentiment: Sector tailwinds: United Airlines’ strong Q4 results and upbeat commentary on premium/corporate travel reinforced expectations of resilient demand across major U.S. carriers, which boosts investor appetite for Delta stock. UAL Stock Taking Flight After Earnings Confirm Strong Demand
• Neutral Sentiment: Press coverage highlighted a strategic move described as Delta’s “boldest bet since the pandemic”—the story frames expansion/strategy as material but potentially higher risk/reward; investors will watch execution. Delta Air Lines just made its boldest bet since the pandemic
• Neutral Sentiment: Analyst roundups and TV coverage mentioned DAL among active trade ideas (Globe & Mail piece, CNBC “Final Trade”), keeping the stock in focus but without new firm-moving data. Analysts Offer Insights on Industrial Goods Companies: Delta Air Lines (DAL) and Air Canada Final Trade: DAL, NFLX, INTC, RIG
• Negative Sentiment: Insider selling: EVP Erik Storey Snell sold 39,420 shares at an average $71.02 (SEC filing). Large insider sales can be viewed negatively by some investors, though context (diversification, taxes) matters. SEC filing: insider sale

Insider Transactions at Delta Air Lines

In other Delta Air Lines news, CEO Edward H. Bastian sold 173,230 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $71.00, for a total value of $12,299,330.00. Following the completion of the sale, the chief executive officer directly owned 632,823 shares in the company, valued at $44,930,433. This represents a 21.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Rahul D. Samant sold 57,003 shares of Delta Air Lines stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $69.57, for a total value of $3,965,698.71. Following the transaction, the executive vice president owned 36,246 shares in the company, valued at $2,521,634.22. This trade represents a 61.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 351,243 shares of company stock valued at $24,742,087. Insiders own 0.88% of the company’s stock.

Institutional Investors Weigh In On Delta Air Lines

Hedge funds have recently added to or reduced their stakes in the business. Capital Investment Advisory Services LLC bought a new stake in shares of Delta Air Lines during the fourth quarter worth approximately $223,000. Woodmont Investment Counsel LLC raised its position in Delta Air Lines by 0.5% during the fourth quarter. Woodmont Investment Counsel LLC now owns 39,797 shares of the transportation company’s stock valued at $2,762,000 after purchasing an additional 194 shares in the last quarter. BIP Wealth LLC lifted its stake in Delta Air Lines by 357.1% during the fourth quarter. BIP Wealth LLC now owns 20,386 shares of the transportation company’s stock worth $1,415,000 after purchasing an additional 15,926 shares during the last quarter. Greenleaf Trust boosted its holdings in shares of Delta Air Lines by 2.5% in the 4th quarter. Greenleaf Trust now owns 11,219 shares of the transportation company’s stock valued at $779,000 after purchasing an additional 273 shares in the last quarter. Finally, Jefferson Bridge Capital LLC bought a new position in shares of Delta Air Lines in the 4th quarter valued at $1,787,000. Institutional investors and hedge funds own 69.93% of the company’s stock.

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.