Mitsubishi UFJ Asset Management Co. Ltd. Buys 28,174 Shares of Delta Air Lines, Inc. $DAL

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Delta Air Lines, Inc. (NYSE:DAL) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 854,090 shares of the transportation company’s stock after buying an additional 28,174 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.13% of Delta Air Lines worth $48,470,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of DAL. AlphaQuest LLC boosted its stake in 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 during the last quarter. NewSquare Capital LLC raised its holdings in Delta Air Lines by 184.6% in the second quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after purchasing an additional 371 shares during the period. Kilter Group LLC bought a new position in shares of Delta Air Lines during the second quarter worth $35,000. First Horizon Corp bought a new position in shares of Delta Air Lines during the third quarter worth $38,000. Finally, Hemington Wealth Management grew its holdings in shares of Delta Air Lines by 37.6% in the 3rd quarter. Hemington Wealth Management now owns 779 shares of the transportation company’s stock valued at $44,000 after buying an additional 213 shares during the period. 69.93% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently commented on DAL shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. Barclays raised their price target on Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. TD Cowen reiterated a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. Citigroup reissued a “buy” rating on shares of Delta Air Lines in a research note on Wednesday, January 7th. Finally, Wells Fargo & Company set a $87.00 price target on shares of Delta Air Lines in a research note on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to data from MarketBeat, Delta Air Lines has an average rating of “Buy” and a consensus target price of $80.47.

Delta Air Lines Stock Down 6.9%

Shares of Delta Air Lines stock opened at $65.66 on Friday. The firm has a market cap of $42.89 billion, a PE ratio of 8.56, a P/E/G ratio of 0.63 and a beta of 1.37. The business’s 50 day simple moving average is $69.83 and its 200 day simple moving average is $64.03. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. Delta Air Lines, Inc. has a 52-week low of $34.74 and a 52-week high of $76.39.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share 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 20.96%. The business’s quarterly revenue was up 2.9% on a year-over-year basis. During the same period last 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. On average, analysts predict that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Delta Air Lines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be given a dividend of $0.1875 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.75 annualized dividend and a yield of 1.1%. Delta Air Lines’s payout ratio is 9.78%.

Insider Activity at Delta Air Lines

In related news, EVP Steven M. Sear sold 38,600 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $75.05, for a total transaction of $2,896,930.00. Following the sale, the executive vice president owned 104,404 shares in the company, valued at approximately $7,835,520.20. This represents a 26.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Alain Bellemare sold 36,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $69.21, for a total value of $2,491,560.00. Following the transaction, the executive vice president directly owned 95,731 shares of the company’s stock, valued at $6,625,542.51. This trade represents a 27.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 620,550 shares of company stock worth $44,127,667. Corporate insiders own 0.88% of the company’s stock.

Delta Air Lines News Summary

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

• Positive Sentiment: Delta announced another order to refresh its narrowbody fleet with 34 Airbus A321neo jets — these newer, more fuel-efficient aircraft improve unit costs and premium-seat capacity over time, supporting margin expansion and premium revenue potential. Delta orders 34 more Airbus A321neo jets in fleet renewal push
• Positive Sentiment: Management is also pursuing wider fleet growth (widebody expansion) to chase long‑haul and premium demand — a structural growth push that can boost long‑term revenue per available seat mile if executed well. Delta Air Lines Aims at Fleet Growth: More Upside Ahead?
• Neutral Sentiment: Yesterday Delta closed higher, reflecting recent operational strength and beat/guide context from January earnings, but that momentum was overtaken by today’s macro cost shock. Why the Market Dipped But Delta Air Lines (DAL) Gained Today
• Negative Sentiment: Crude oil surged today, pushing jet‑fuel expectations higher — investors fear rising fuel costs will compress airline margins and earnings, driving broad sector weakness and heavy selling in Delta shares. Why Delta (DAL) Shares Are Getting Obliterated Today
• Negative Sentiment: Sectorwide jet‑fuel pressure also hit low‑cost peers (e.g., Frontier), signaling the move is macro/commodity‑driven rather than company‑specific — that increases downside risk across airline stocks, including DAL. Why Frontier (ULCC) Shares Are Sliding Today
• Negative Sentiment: Delta CEO Edward Bastian sold 100,000 shares in a disclosed transaction last week — while insider sales can be routine, the timing contributes to negative sentiment when paired with sector pain. SEC filing

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.