Rockefeller Capital Management L.P. Acquires 126,566 Shares of Delta Air Lines, Inc. $DAL

Rockefeller Capital Management L.P. grew its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL) by 31.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 532,690 shares of the transportation company’s stock after acquiring an additional 126,566 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Delta Air Lines were worth $36,969,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in DAL. Accredited Wealth Management LLC boosted its stake in shares of Delta Air Lines by 1,983.3% in the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 476 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new position in Delta Air Lines during the 4th quarter worth approximately $31,000. SWAN Capital LLC increased its position in Delta Air Lines by 1,016.0% during the 3rd quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock worth $32,000 after purchasing an additional 508 shares in the last quarter. Camelot Portfolios LLC bought a new position in Delta Air Lines in the 4th quarter valued at approximately $34,000. Finally, Cornerstone Planning Group LLC lifted its stake in Delta Air Lines by 451.6% in the 4th quarter. Cornerstone Planning Group LLC now owns 524 shares of the transportation company’s stock valued at $34,000 after purchasing an additional 429 shares during the last quarter. Institutional investors own 69.93% of the company’s stock.

Wall Street Analysts Forecast Growth

DAL has been the topic of a number of research analyst reports. Citigroup raised their target price on shares of Delta Air Lines from $77.00 to $79.00 and gave the company a “buy” rating in a research report on Thursday, April 9th. Morgan Stanley increased their price target on Delta Air Lines from $90.00 to $105.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Jefferies Financial Group raised their price objective on Delta Air Lines from $78.00 to $81.00 and gave the company a “buy” rating in a report on Monday, April 13th. BNP Paribas Exane cut their price objective on Delta Air Lines from $85.00 to $81.00 and set an “outperform” rating on the stock in a report on Tuesday, April 21st. Finally, Weiss Ratings lowered Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $81.05.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Delta boosted its quarterly dividend by about 15% to $0.215 per share, signaling confidence in cash generation and rewarding shareholders. Delta Air Lines Declares Quarterly Dividend
• Positive Sentiment: Lower crude oil prices are seen as a tailwind for airline stocks, including Delta, because cheaper fuel can improve margins while travel demand remains steady. U.S. Global Investors sees tailwind for airline stocks as oil prices slide
• Positive Sentiment: Delta announced it will host a July 10 webcast for June quarter 2026 financial results, keeping investors focused on the upcoming earnings update and potential guidance. Delta Air Lines Announces Webcast of June Quarter 2026 Financial Results
• Positive Sentiment: The U.S. government closed its investigation into Delta’s handling of the CrowdStrike outage, removing a regulatory overhang tied to the 2024 travel disruption. Trump Administration Clears Delta in CrowdStrike Outage Probe

Delta Air Lines Stock Down 0.0%

NYSE:DAL opened at $84.16 on Monday. Delta Air Lines, Inc. has a one year low of $45.28 and a one year high of $87.39. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.42 and a quick ratio of 0.36. The company has a market cap of $55.29 billion, a PE ratio of 12.27, a P/E/G ratio of 1.16 and a beta of 1.30. The firm’s 50 day simple moving average is $74.69 and its 200 day simple moving average is $70.29.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings results on Wednesday, April 8th. The transportation company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.03. The firm had revenue of $14.20 billion during the quarter, compared to analysts’ expectations of $14.05 billion. Delta Air Lines had a net margin of 6.87% and a return on equity of 20.28%. The company’s revenue was up 9.4% on a year-over-year basis. During the same period in the prior year, the company posted $0.46 EPS. On average, research analysts anticipate that Delta Air Lines, Inc. will post 5.52 earnings per share for the current year.

Delta Air Lines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 30th. Investors of record on Thursday, July 9th will be issued a $0.215 dividend. The ex-dividend date is Thursday, July 9th. This is a positive change from Delta Air Lines’s previous quarterly dividend of $0.19. This represents a $0.86 dividend on an annualized basis and a yield of 1.0%. Delta Air Lines’s dividend payout ratio (DPR) is currently 10.93%.

Insider Buying and Selling

In other Delta Air Lines news, EVP Alain Bellemare sold 25,000 shares of Delta Air Lines stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $81.44, for a total transaction of $2,036,000.00. Following the transaction, the executive vice president directly owned 95,025 shares of the company’s stock, valued at approximately $7,738,836. The trade was a 20.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP John E. Laughter sold 69,304 shares of the company’s stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $68.15, for a total value of $4,723,067.60. Following the completion of the sale, the executive vice president owned 69,369 shares in the company, valued at $4,727,497.35. This trade represents a 49.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 149,635 shares of company stock valued at $10,833,855 in the last three months. Insiders own 0.80% of the company’s stock.

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.