Peter Carter Sells 14,300 Shares of Delta Air Lines (NYSE:DAL) Stock

Delta Air Lines, Inc. (NYSE:DAL) insider Peter Carter sold 14,300 shares of Delta Air Lines stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $70.30, for a total transaction of $1,005,290.00. Following the transaction, the insider owned 177,142 shares in the company, valued at approximately $12,453,082.60. This trade represents a 7.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

Delta Air Lines Trading Down 1.2%

NYSE DAL traded down $0.84 on Friday, reaching $70.50. The company had a trading volume of 7,438,898 shares, compared to its average volume of 8,700,161. The firm has a market cap of $46.03 billion, a price-to-earnings ratio of 9.19, a P/E/G ratio of 1.11 and a beta of 1.38. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34. Delta Air Lines, Inc. has a fifty-two week low of $34.74 and a fifty-two week high of $73.16. The business has a 50 day moving average of $66.50 and a two-hundred day moving average of $60.61.

Delta Air Lines (NYSE:DAL) last announced its 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 firm had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The business’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the previous year, the business 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. Analysts forecast that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Institutional Trading of Delta Air Lines

Several large investors have recently made changes to their positions in the company. Savant Capital LLC lifted its holdings in shares of Delta Air Lines by 84.0% in the second quarter. Savant Capital LLC now owns 181,995 shares of the transportation company’s stock valued at $8,951,000 after purchasing an additional 83,072 shares in the last quarter. Thrivent Financial for Lutherans raised its position in Delta Air Lines by 39.8% in the 2nd quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock valued at $118,409,000 after buying an additional 685,312 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Delta Air Lines by 8.8% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 825,916 shares of the transportation company’s stock valued at $40,619,000 after acquiring an additional 67,002 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Delta Air Lines during the 2nd quarter worth $15,138,000. Finally, Board of the Pension Protection Fund bought a new stake in shares of Delta Air Lines in the 3rd quarter worth $1,141,000. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Several major brokers raised price targets and maintained buy/outperform ratings (HSBC bumped PT to $80.20). Read More.
• Positive Sentiment: Wolfe Research lifted its target to $83 and kept an outperform rating, signaling analyst conviction on upside. Read More.
• Positive Sentiment: Goldman Sachs raised its PT to $80 and left a buy rating in place, adding institutional validation for the recovery theme. Read More.
• Positive Sentiment: DBS raised its target to $80 and kept a buy, another vote of confidence supporting upside vs. current levels. Read More.
• Positive Sentiment: An analyst note highlights Delta’s MRO business, strong free cash flow and low leverage as structural positives that could drive returns over time. Read More.
• Positive Sentiment: Wells Fargo and UBS remain bullish / keep buy ratings, and the analyst consensus skews to “buy,” supporting durable analyst demand. Read More. Read More.
• Neutral Sentiment: Zacks highlights Delta as a long‑term momentum candidate — useful framing for longer‑term investors but not an immediate catalyst. Read More.
• Neutral Sentiment: Operational update: CEO Ed Bastian says the company is working to add lounges to ease overcrowding — a positive customer experience move but not an immediate earnings driver. Read More.
• Negative Sentiment: Q4: EPS narrowly beat but revenue missed analyst estimates and management’s cautious 2026 tone dampened expectations — the primary reason for the selloff as investors focus on near‑term growth and margin risks. Read More.
• Negative Sentiment: Market commentary notes investors sold off the stock despite solid results, signaling a short‑term sentiment/valuation reset that could continue until revenue/growth clarity improves. Read More.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on DAL. Cowen restated a “buy” rating on shares of Delta Air Lines in a research report on Wednesday, January 7th. Weiss Ratings reissued a “buy (b-)” rating on shares of Delta Air Lines in a research note on Wednesday, October 8th. Wells Fargo & Company set a $87.00 target price on shares of Delta Air Lines in a report on Thursday, December 18th. Rothschild & Co Redburn increased their price target on Delta Air Lines from $65.00 to $72.00 in a report on Tuesday, October 14th. Finally, HSBC lifted their price objective on Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the company’s stock. According to data from MarketBeat.com, Delta Air Lines currently has an average rating of “Buy” and a consensus price target of $79.97.

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.