Delta Air Lines (NYSE:DAL) Insider Peter Carter Sells 27,000 Shares

Delta Air Lines, Inc. (NYSE:DAL) insider Peter Carter sold 27,000 shares of Delta Air Lines stock in a transaction on Friday, February 6th. The stock was sold at an average price of $74.82, for a total value of $2,020,140.00. Following the transaction, the insider owned 421,744 shares in the company, valued at approximately $31,554,886.08. This represents a 6.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

Delta Air Lines Trading Down 0.7%

Shares of DAL opened at $74.49 on Wednesday. Delta Air Lines, Inc. has a 12-month low of $34.74 and a 12-month high of $75.72. The firm has a market capitalization of $48.64 billion, a P/E ratio of 9.71, a P/E/G ratio of 0.72 and a beta of 1.37. The firm has a 50-day moving average price of $69.86 and a 200 day moving average price of $62.71. 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 (NYSE:DAL) last issued its earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The company 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 20.99%. Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $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. Sell-side analysts forecast that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Delta Air Lines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, February 26th will be given a $0.1875 dividend. This represents a $0.75 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, February 26th. Delta Air Lines’s dividend payout ratio is presently 9.78%.

More Delta Air Lines News

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

• Positive Sentiment: MarketBeat highlights Delta as a top travel play for 2026 — citing a Q4 EPS beat, a record ~$4.6B free cash balance and management’s guidance implying ~20% EPS growth driven by premium/corporate travel tailwinds. 3 Stocks to Play the Summer Travel Boom as Demand Surges Again
• Positive Sentiment: Short interest fell ~19.8% in late January (to ~15.9M shares), reducing a near‑term bearish crowd and lowering short‑squeeze risk; that technical change is supportive of the stock.
• Positive Sentiment: Competitor weakness: unions publicly criticizing American Airlines for lagging performance reinforces Delta’s relative operating strength and competitive positioning. Pilots and Flight Attendants Criticize American Airlines’ Performance
• Positive Sentiment: Broker consensus remains upbeat — a recent roundup shows brokerages with a consensus “Buy” view on DAL, supporting longer‑term investor conviction. Delta Air Lines, Inc. Given Consensus Recommendation of “Buy” by Brokerages
• Neutral Sentiment: Media coverage asking whether DAL is a buy (Yahoo Finance piece) reflects debate between strong fundamentals and recent run‑up; useful reading but not a decisive catalyst by itself. Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?
• Negative Sentiment: Insider selling: multiple senior executives (including EVPs Alain Bellemare, Steven Sear and Peter Carter) sold large blocks in early February (~100k+ shares across filings), totaling several million dollars — a near‑term negative that can prompt profit‑taking after the stock’s run. SEC filings and coverage available. SEC Filing (Alain Bellemare) Insider Selling: DAL EVP Sells

Institutional Trading of Delta Air Lines

Large investors have recently modified their holdings of the stock. First Financial Bank Trust Division boosted its holdings in Delta Air Lines by 3.3% in the fourth quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company’s stock valued at $328,000 after purchasing an additional 150 shares during the period. HBK Sorce Advisory LLC raised its position in Delta Air Lines by 2.6% in the 4th quarter. HBK Sorce Advisory LLC now owns 6,022 shares of the transportation company’s stock valued at $454,000 after purchasing an additional 151 shares in the last quarter. Larson Financial Group LLC boosted its stake in shares of Delta Air Lines by 2.4% in the 4th quarter. Larson Financial Group LLC now owns 6,472 shares of the transportation company’s stock valued at $449,000 after buying an additional 152 shares during the period. LRI Investments LLC grew its position in shares of Delta Air Lines by 3.4% during the fourth quarter. LRI Investments LLC now owns 4,644 shares of the transportation company’s stock worth $322,000 after buying an additional 154 shares in the last quarter. Finally, JFS Wealth Advisors LLC grew its position in shares of Delta Air Lines by 25.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 794 shares of the transportation company’s stock worth $55,000 after buying an additional 161 shares in the last quarter. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Analysts Set New Price Targets

DAL has been the topic of several recent analyst reports. Raymond James Financial reaffirmed a “strong-buy” rating and issued a $80.00 price target on shares of Delta Air Lines in a research note on Friday, December 19th. Susquehanna boosted their price objective on shares of Delta Air Lines from $70.00 to $85.00 and gave the company a “positive” rating in a report on Friday, January 9th. HSBC upped their target price on shares of Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Rothschild & Co Redburn lifted their price target on shares of Delta Air Lines from $65.00 to $72.00 in a research report on Tuesday, October 14th. Finally, Argus set a $80.00 target price on shares of Delta Air Lines in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $80.47.

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.