Wealth Enhancement Advisory Services LLC Increases Holdings in Delta Air Lines, Inc. $DAL

Wealth Enhancement Advisory Services LLC raised its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL) by 12.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 223,170 shares of the transportation company’s stock after acquiring an additional 24,952 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Delta Air Lines were worth $16,124,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. AlphaQuest LLC raised its position in shares of Delta Air Lines by 90.6% during the 3rd quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after acquiring an additional 211 shares in the last quarter. Accredited Wealth Management LLC boosted its holdings in Delta Air Lines by 1,983.3% in 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. SWAN Capital LLC boosted its holdings in Delta Air Lines by 1,016.0% in the third quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 508 shares in the last quarter. Kilter Group LLC purchased a new position in Delta Air Lines in the second quarter valued at approximately $35,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in Delta Air Lines in the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Delta Air Lines News Summary

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

• Positive Sentiment: Management raised its revenue outlook and emphasized resilient demand at the JPMorgan Industrials Conference — reinforcement that core operations remain strong even with rising costs. Delta Air Lines (DAL) Raises Revenue Outlook Amid Strong Demand and Rising Fuel Costs
• Positive Sentiment: Delta’s 2012 refinery acquisition is looking more valuable as jet-fuel supply tightness lifts crack spreads — the refinery can partially offset fuel inflation and protect margins. Focus: Delta Air Lines’ refinery bet looks more valuable in jet fuel squeeze
• Positive Sentiment: UBS and other firms remain constructive on DAL, forecasting further price appreciation — analyst support can sustain investor confidence. UBS Group Forecasts Strong Price Appreciation for Delta Air Lines (NYSE:DAL) Stock
• Positive Sentiment: Analysts expect a solid Q1 with double-digit profit growth, setting up momentum into the next earnings report. Here’s What to Expect From Delta Air Lines’ Next Earnings Report
• Neutral Sentiment: Delta publicly suspended special airport perks for members of Congress amid the partial government shutdown — a policy and PR move that may be seen as operationally neutral but attracts media attention. Delta Air Lines temporarily halts perks for members of Congress, citing the partial government shutdown
• Negative Sentiment: Rising jet-fuel prices are a meaningful near-term headwind; Citi trimmed its price target due to higher fuel cost assumptions, flagging downside risk to Q1 results. This increases earnings uncertainty. Why Higher Jet-Fuel Costs Are Clouding Delta (DAL)’s Near-Term Earnings Outlook
• Negative Sentiment: Multiple insiders sold roughly $56M of stock, which can signal caution from insiders or portfolio rebalancing; investors often view large insider sales as a near-term negative signal. Insiders At Delta Air Lines Sold US$56m In Stock, Alluding To Potential Weakness

Insiders Place Their Bets

In related news, EVP Rahul D. Samant sold 62,528 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $70.18, for a total transaction of $4,388,215.04. Following the transaction, the executive vice president owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This trade represents a 74.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Alain Bellemare sold 35,212 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $75.20, for a total value of $2,647,942.40. Following the completion of the transaction, the executive vice president owned 138,176 shares in the company, valued at $10,390,835.20. This trade represents a 20.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 620,550 shares of company stock valued at $44,127,667. 0.88% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DAL. BNP Paribas Exane boosted their price objective on shares of Delta Air Lines from $70.00 to $85.00 and gave the stock an “outperform” rating in a research report on Monday, December 8th. Raymond James Financial reaffirmed a “strong-buy” rating and issued a $80.00 target price on shares of Delta Air Lines in a research report on Friday, December 19th. Wells Fargo & Company cut their price target on shares of Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating on the stock in a research note on Monday, March 16th. The Goldman Sachs Group boosted their price target on shares of Delta Air Lines from $77.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Finally, Rothschild & Co Redburn decreased their price objective on shares of Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $78.80.

Delta Air Lines Price Performance

DAL stock opened at $67.95 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. The company has a market capitalization of $44.38 billion, a P/E ratio of 8.86, a PEG ratio of 0.68 and a beta of 1.34. The business has a 50 day simple moving average of $66.96 and a 200-day simple moving average of $64.28. Delta Air Lines, Inc. has a twelve month low of $34.74 and a twelve month high of $76.39.

Delta Air Lines (NYSE:DAL) last announced its earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating 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 business had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $15.80 billion. During the same period in the previous year, the company posted $1.85 EPS. The company’s quarterly 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. As a group, equities analysts anticipate that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Delta Air Lines Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th were paid a $0.1875 dividend. The ex-dividend date was Thursday, February 26th. This represents a $0.75 dividend on an annualized basis and a yield of 1.1%. Delta Air Lines’s payout ratio is currently 9.78%.

Delta Air Lines 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.