Delta Air Lines (NYSE:DAL – Get Free Report) had its target price dropped by stock analysts at Susquehanna from $85.00 to $81.00 in a report released on Thursday,MarketScreener reports. The brokerage presently has a “positive” rating on the transportation company’s stock. Susquehanna’s price target indicates a potential upside of 19.28% from the company’s previous close.
A number of other research firms have also recently issued reports on DAL. The Goldman Sachs Group raised their price target on shares of Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Citigroup dropped their price objective on shares of Delta Air Lines from $87.00 to $77.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Argus set a $80.00 target price on Delta Air Lines in a research report on Wednesday, January 14th. Wells Fargo & Company reduced their target price on Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating for the company in a research note on Monday, March 16th. Finally, Jefferies Financial Group lifted their price target on Delta Air Lines from $72.00 to $78.00 and gave the stock a “buy” rating in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $78.84.
Check Out Our Latest Stock Report on Delta Air Lines
Delta Air Lines Price Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last posted its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.02. The firm 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 20.96%. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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. As a group, equities analysts expect that Delta Air Lines will post 7.63 EPS for the current fiscal year.
Insider Transactions at Delta Air Lines
In related news, CEO Edward H. Bastian sold 100,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $70.26, for a total transaction of $7,026,000.00. Following the completion of the transaction, the chief executive officer owned 1,363,448 shares of the company’s stock, valued at $95,795,856.48. This trade represents a 6.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Alain Bellemare sold 35,212 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the transaction, the executive vice president owned 138,176 shares of the company’s stock, valued at $10,390,835.20. This represents a 20.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 620,550 shares of company stock valued at $44,127,667. 0.88% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On Delta Air Lines
Several institutional investors and hedge funds have recently modified their holdings of the stock. Brighton Jones LLC raised its position in Delta Air Lines by 33.5% during the fourth quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock valued at $555,000 after acquiring an additional 2,302 shares in the last quarter. Acadian Asset Management LLC acquired a new stake in shares of Delta Air Lines during the 1st quarter worth approximately $178,000. Sivia Capital Partners LLC purchased a new position in shares of Delta Air Lines during the 2nd quarter valued at approximately $555,000. Scotia Capital Inc. purchased a new position in shares of Delta Air Lines during the 2nd quarter valued at approximately $229,000. Finally, Norges Bank acquired a new position in shares of Delta Air Lines in the 2nd quarter valued at $27,351,000. Institutional investors and hedge funds own 69.93% of the company’s stock.
Key Headlines Impacting Delta Air Lines
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Delta announced a large partnership with Amazon to install Amazon’s Leo satellite tech on hundreds of planes (initially 500 aircraft starting in 2028), which should materially upgrade onboard connectivity, improve customer experience, and create potential ancillary revenue/competitive advantages. Amazon Teams With Delta to Offer Passengers In-Flight Connectivity
- Positive Sentiment: Market coverage notes resilience in investor sentiment even with high jet fuel—reports point to Wall Street sticking with Delta shares, supporting the stock despite macro headwinds. This helps explain the intraday uptick. Why sky-high oil prices haven’t shaken Wall Street’s confidence in Delta stock
- Neutral Sentiment: Analyst target adjustments are mixed: Jefferies raised its PT to $78 (buy), while Bank of America trimmed its PT to $78 from $80 (still buy), and Raymond James cut to $76 but kept a strong‑buy—these moves signal continued buy support but slight caution on near‑term upside. BofA adjusts Delta price target Jefferies raises Delta price target Raymond James adjusts Delta price target
- Neutral Sentiment: Analyst fair‑value models were nudged slightly lower (example: modeled fair value from ~$80.57 to ~$79.89) as higher fuel assumptions are built into forecasts; the change is small but highlights sensitivity to jet fuel. How The Delta Air Lines (DAL) Investment Story Is Shifting With Fuel And Demand Assumptions
- Negative Sentiment: Near‑term earnings risk: previews suggest Delta may lack the two key ingredients for a likely earnings beat next week (mix of revenue and fuel cost pressure), which could weigh on the stock if results or guidance disappoint. Delta Air Lines (DAL) Reports Next Week: Wall Street Expects Earnings Growth
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.
Further Reading
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