CSM Advisors LLC Buys 60,680 Shares of Delta Air Lines, Inc. $DAL

CSM Advisors LLC raised its position in shares of Delta Air Lines, Inc. (NYSE:DAL) by 13.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 523,502 shares of the transportation company’s stock after purchasing an additional 60,680 shares during the quarter. CSM Advisors LLC owned approximately 0.08% of Delta Air Lines worth $29,709,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DAL. Private Trust Co. NA boosted its stake in shares of Delta Air Lines by 3.3% in the 3rd quarter. Private Trust Co. NA now owns 5,493 shares of the transportation company’s stock valued at $312,000 after purchasing an additional 174 shares during the last quarter. HBK Sorce Advisory LLC raised its stake in Delta Air Lines by 3.2% during the third quarter. HBK Sorce Advisory LLC now owns 5,871 shares of the transportation company’s stock worth $362,000 after buying an additional 181 shares during the last quarter. Foundations Investment Advisors LLC raised its stake in Delta Air Lines by 2.6% during the second quarter. Foundations Investment Advisors LLC now owns 7,844 shares of the transportation company’s stock worth $386,000 after buying an additional 196 shares during the last quarter. Advisors Asset Management Inc. lifted its holdings in Delta Air Lines by 1.2% in the third quarter. Advisors Asset Management Inc. now owns 16,237 shares of the transportation company’s stock valued at $921,000 after buying an additional 197 shares during the period. Finally, Gables Capital Management Inc. lifted its holdings in Delta Air Lines by 9.9% in the third quarter. Gables Capital Management Inc. now owns 2,225 shares of the transportation company’s stock valued at $126,000 after buying an additional 200 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.

Analyst Ratings Changes

DAL has been the subject of a number of recent analyst reports. Dbs Bank upgraded Delta Air Lines to a “moderate buy” rating in a report on Monday, January 19th. BMO Capital Markets reissued an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. UBS Group cut their target price on Delta Air Lines from $90.00 to $87.00 and set a “buy” rating on the stock in a research report on Wednesday, January 14th. Wolfe Research raised their target price on Delta Air Lines from $70.00 to $83.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 14th. Finally, Evercore boosted their price target on Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Delta Air Lines has a consensus rating of “Moderate Buy” and a consensus price target of $79.43.

Insider Transactions at Delta Air Lines

In other news, CEO Edward H. Bastian sold 173,230 shares of Delta Air Lines stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $71.00, for a total transaction of $12,299,330.00. Following the completion of the transaction, the chief executive officer directly owned 632,823 shares in the company, valued at $44,930,433. This trade represents a 21.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Alain Bellemare sold 36,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $69.21, for a total transaction of $2,491,560.00. Following the sale, the executive vice president directly owned 95,731 shares of the company’s stock, valued at approximately $6,625,542.51. The trade was a 27.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 620,550 shares of company stock valued at $44,127,667. Corporate insiders own 0.88% of the company’s stock.

Delta Air Lines News Roundup

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

• Positive Sentiment: Jefferies cut its price target to $72 but retained a Buy rating, signaling continued analyst conviction in Delta’s longer‑term recovery and implying upside from current levels. Delta Air Lines (NYSE:DAL) Given New $72.00 Price Target at Jefferies Financial Group
• Positive Sentiment: Citi put Delta on a 30‑day “positive catalyst watch,” highlighting potential near‑term bullish catalysts (refinery edge, trans‑Atlantic demand) that could support the stock. Citi Research puts Delta and SkyWest on 30‑day positive catalyst watch
• Positive Sentiment: Industry reporting notes that credit‑card partnerships and upfront cash from co‑branded cards are reshaping airline loyalty economics and improving non‑fare profit streams — a tailwind for Delta’s margins and cash flow. Credit‑card cash reshapes US airline loyalty — and profit
• Neutral Sentiment: Rothschild & Co Redburn trimmed its price target to $70 but kept a Buy rating, reflecting mixed views: confidence in Delta’s fundamentals but recognition of near‑term capacity and margin pressure. Rothschild & Co Redburn Lowers Delta Air Lines, Inc. (DAL) Price Target to $70
• Neutral Sentiment: Recent coverage weighing valuation: some outlets argue the pullback makes DAL attractive versus historic ranges, while others flag the stock’s YTD weakness — a reminder that consensus upside still coexists with risk. Is Delta Air Lines Stock Underperforming the Nasdaq?
• Negative Sentiment: Delta extended a pause on New York–Tel Aviv flights through month‑end amid regional volatility, reducing international capacity and near‑term revenue on that route. Delta extends pause on New York‑Tel Aviv flights through month‑end
• Negative Sentiment: Oil has surged toward $100/barrel, prompting sectorwide downdrafts as fuel costs and perceived travel risk rise — a primary immediate headwind for airline margins and stock performance. Airline Stocks Were Pricing 2026 Like A Runway—Oil Just Made It A Cliff Edge
• Negative Sentiment: TD Cowen downgraded Delta to a “Hold,” adding to mixed sell‑side signals and increasing short‑term sentiment pressure. Delta Air Lines (NYSE:DAL) Cut to “Hold” at TD Cowen

Delta Air Lines Trading Up 1.5%

Shares of Delta Air Lines stock opened at $58.79 on Friday. The stock has a market capitalization of $38.39 billion, a PE ratio of 7.66, a price-to-earnings-growth ratio of 0.59 and a beta of 1.34. Delta Air Lines, Inc. has a 52 week low of $34.74 and a 52 week high of $76.39. The stock has a 50 day moving average price of $67.96 and a two-hundred day moving average price of $64.09. 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 (NYSE:DAL) last issued its earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same period in the prior year, the firm earned $1.85 earnings per share. Delta Air Lines’s revenue for the quarter 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 earnings per share for the current fiscal year.

Delta Air Lines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be issued a dividend of $0.1875 per share. The ex-dividend date is Thursday, February 26th. This represents a $0.75 annualized dividend and a yield of 1.3%. Delta Air Lines’s dividend payout ratio is presently 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.