Steven Sear Sells 31,290 Shares of Delta Air Lines (NYSE:DAL) Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Steven Sear sold 31,290 shares of Delta Air Lines stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $69.69, for a total transaction of $2,180,600.10. Following the transaction, the executive vice president owned 97,505 shares in the company, valued at $6,795,123.45. This represents a 24.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Delta Air Lines Price Performance

Shares of NYSE DAL traded down $0.84 during midday trading on Friday, reaching $70.50. The stock had a trading volume of 7,438,898 shares, compared to its average volume of 8,700,161. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. The stock has a 50-day moving average of $66.50 and a 200-day moving average of $60.61. The company has a market capitalization of $46.03 billion, a price-to-earnings ratio of 9.19, a price-to-earnings-growth ratio of 1.11 and a beta of 1.38. Delta Air Lines, Inc. has a 12-month low of $34.74 and a 12-month high of $73.16.

Delta Air Lines (NYSE:DAL) last posted its earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The company had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. During the same period last year, the company posted $1.85 earnings per share. Delta Air Lines’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, research analysts anticipate that Delta Air Lines, Inc. will post 7.63 EPS for the current fiscal year.

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.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Rothschild & Co Redburn lifted their price target on shares of Delta Air Lines from $65.00 to $72.00 in a research note on Tuesday, October 14th. Evercore ISI lifted their price objective on shares of Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Wells Fargo & Company set a $87.00 target price on Delta Air Lines in a research report on Thursday, December 18th. The Goldman Sachs Group increased their price target on Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Delta Air Lines in a research note on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating and twenty-three have issued a Buy rating to the company’s stock. According to data from MarketBeat.com, Delta Air Lines has an average rating of “Buy” and a consensus price target of $79.97.

Institutional Investors Weigh In On Delta Air Lines

Several institutional investors have recently modified their holdings of the company. West Branch Capital LLC lifted its position in shares of Delta Air Lines by 9,900.0% during the 4th quarter. West Branch Capital LLC now owns 1,000 shares of the transportation company’s stock valued at $69,000 after acquiring an additional 990 shares during the period. Earned Wealth Advisors LLC raised its stake in Delta Air Lines by 27.5% in the 4th quarter. Earned Wealth Advisors LLC now owns 5,617 shares of the transportation company’s stock valued at $390,000 after purchasing an additional 1,211 shares during the last quarter. Matauro LLC purchased a new position in shares of Delta Air Lines during the fourth quarter valued at approximately $235,000. Kwmg LLC boosted its holdings in shares of Delta Air Lines by 0.7% during the fourth quarter. Kwmg LLC now owns 122,685 shares of the transportation company’s stock worth $8,514,000 after purchasing an additional 864 shares during the last quarter. Finally, Tema Etfs LLC increased its stake in shares of Delta Air Lines by 7.2% during the 4th quarter. Tema Etfs LLC now owns 11,248 shares of the transportation company’s stock valued at $781,000 after acquiring an additional 758 shares during the last quarter. 69.93% of the stock is owned by hedge funds and other institutional investors.

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.