Joel Isaacson & Co. LLC acquired a new position in Delta Air Lines, Inc. (NYSE:DAL – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 8,247 shares of the transportation company’s stock, valued at approximately $468,000.
Other large investors have also bought and sold shares of the company. Vanguard Group Inc. increased its stake in shares of Delta Air Lines by 2.3% in the second quarter. Vanguard Group Inc. now owns 74,572,577 shares of the transportation company’s stock valued at $3,667,479,000 after buying an additional 1,648,071 shares during the period. Ninety One UK Ltd boosted its holdings in Delta Air Lines by 23.6% in the third quarter. Ninety One UK Ltd now owns 3,860,710 shares of the transportation company’s stock valued at $219,095,000 after acquiring an additional 736,342 shares during the last quarter. Thrivent Financial for Lutherans increased its position in Delta Air Lines by 39.8% during the 2nd quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock valued at $118,409,000 after purchasing an additional 685,312 shares during the period. State Street Corp lifted its position in shares of Delta Air Lines by 2.6% in the 2nd quarter. State Street Corp now owns 23,059,848 shares of the transportation company’s stock worth $1,134,083,000 after purchasing an additional 581,421 shares during the period. Finally, Norges Bank acquired a new position in shares of Delta Air Lines in the 2nd quarter worth approximately $27,351,000. 69.93% of the stock is owned by institutional investors.
Insider Buying and Selling at Delta Air Lines
In other Delta Air Lines news, CEO Edward H. Bastian sold 173,230 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer owned 632,823 shares in the company, valued at approximately $44,930,433. This represents a 21.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Peter W. Carter sold 14,300 shares of Delta Air Lines stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $70.30, for a total transaction of $1,005,290.00. Following the transaction, the insider owned 177,142 shares of the company’s stock, valued at $12,453,082.60. This represents a 7.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 351,243 shares of company stock worth $24,742,087 in the last ninety days. 0.88% of the stock is currently owned by corporate insiders.
Delta Air Lines Stock Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The firm had revenue of $14.61 billion during the quarter, compared to analysts’ expectations of $15.80 billion. During the same quarter last year, the firm posted $1.85 earnings per share. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. 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, research analysts anticipate that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.
More Delta Air Lines News
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Jefferies raised its price target on DAL to $84 and reiterated a “buy” rating, increasing upside expectations and likely supporting buying interest. Jefferies adjusts price target on Delta Air Lines to $84 from $72; maintains buy rating
- Positive Sentiment: DBS Bank upgraded Delta to a “moderate buy,” adding to analyst momentum and providing another catalyst for demand in the shares. Delta Air Lines (NYSE:DAL) Upgraded at Dbs Bank
- Positive Sentiment: Sector tailwinds: United Airlines’ strong Q4 results and upbeat commentary on premium/corporate travel reinforced expectations of resilient demand across major U.S. carriers, which boosts investor appetite for Delta stock. UAL Stock Taking Flight After Earnings Confirm Strong Demand
- Neutral Sentiment: Press coverage highlighted a strategic move described as Delta’s “boldest bet since the pandemic”—the story frames expansion/strategy as material but potentially higher risk/reward; investors will watch execution. Delta Air Lines just made its boldest bet since the pandemic
- Neutral Sentiment: Analyst roundups and TV coverage mentioned DAL among active trade ideas (Globe & Mail piece, CNBC “Final Trade”), keeping the stock in focus but without new firm-moving data. Analysts Offer Insights on Industrial Goods Companies: Delta Air Lines (DAL) and Air Canada Final Trade: DAL, NFLX, INTC, RIG
- Negative Sentiment: Insider selling: EVP Erik Storey Snell sold 39,420 shares at an average $71.02 (SEC filing). Large insider sales can be viewed negatively by some investors, though context (diversification, taxes) matters. SEC filing: insider sale
Wall Street Analyst Weigh In
DAL has been the subject of several recent analyst reports. Wolfe Research increased their price objective on shares of Delta Air Lines from $70.00 to $83.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group lifted their price objective on Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Rothschild & Co Redburn boosted their price objective on Delta Air Lines from $65.00 to $72.00 in a research note on Tuesday, October 14th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. Finally, HSBC lifted their target price on Delta Air Lines from $73.70 to $80.20 and gave the stock a “buy” rating in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. According to MarketBeat.com, Delta Air Lines currently has a consensus rating of “Buy” and a consensus target price of $80.47.
Read Our Latest Research Report on Delta Air Lines
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.
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