Focus Financial Network Inc. Buys 20,401 Shares of Delta Air Lines, Inc. $DAL

Focus Financial Network Inc. lifted its position in Delta Air Lines, Inc. (NYSE:DAL) by 27.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,458 shares of the transportation company’s stock after acquiring an additional 20,401 shares during the quarter. Focus Financial Network Inc.’s holdings in Delta Air Lines were worth $6,625,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. AlphaQuest LLC lifted its position in shares of Delta Air Lines by 90.6% during the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 211 shares in the last quarter. Accredited Wealth Management LLC grew its position in 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 worth $28,000 after purchasing an additional 476 shares in the last quarter. SWAN Capital LLC increased its stake in Delta Air Lines by 1,016.0% in the 3rd quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock valued at $32,000 after buying an additional 508 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in Delta Air Lines in the 3rd quarter valued at about $35,000. Finally, First Horizon Corp bought a new position in shares of Delta Air Lines during the 3rd quarter worth approximately $38,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on DAL. Wolfe Research upped their target price on Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday, January 14th. Dbs Bank upgraded Delta Air Lines to a “moderate buy” rating in a report on Monday, January 19th. Bank of America boosted their price objective on Delta Air Lines from $74.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. BNP Paribas Exane upped their price objective on Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a research note on Monday, December 8th. Finally, Citigroup decreased their target price on Delta Air Lines from $87.00 to $77.00 and set a “buy” rating for the company in a research report on Friday, March 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Delta Air Lines currently has an average rating of “Moderate Buy” and a consensus target price of $78.80.

Delta Air Lines Stock Up 2.2%

Delta Air Lines stock opened at $66.56 on Wednesday. The firm has a 50 day moving average price of $66.97 and a 200-day moving average price of $64.25. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. Delta Air Lines, Inc. has a twelve month low of $34.74 and a twelve month high of $76.39. The company has a market capitalization of $43.47 billion, a P/E ratio of 8.68, a P/E/G ratio of 0.66 and a beta of 1.34.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating the consensus estimate 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 business had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. During the same quarter in the prior year, the business 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 predict that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Delta Air Lines Dividend Announcement

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

Key Delta Air Lines News

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

• Positive Sentiment: UBS raised its price target on DAL to $84 and kept a Buy rating, which supports upside expectations and likely helped buying interest. Read More.
• Positive Sentiment: Delta is expanding routes (adds Phoenix flights, expands Bozeman service from Austin), a revenue-positive move that targets seasonal and business travel demand. Read More.
• Positive Sentiment: Broader travel-sector tailwinds (reduced geopolitical risk after reported pause in planned strikes) have lifted airline stocks, helping Delta’s trade. Read More.
• Neutral Sentiment: Citigroup trimmed its Delta price target to $77 — a downgrade of the target but still above current levels; mixed signal for traders weighing near-term vs. longer-term upside. Read More.
• Neutral Sentiment: Industry trend toward more premium seating (United and others reconfiguring cabins) raises potential margin opportunities but also intensifies competition on product and yields. Monitor capacity/pricing responses. Read More.
• Negative Sentiment: Delta suspended special services for members of Congress (airport escorts and “red coat” assistance), citing the extended partial government shutdown—this highlights operational strain at U.S. airports and elevated TSA absences that can disrupt schedules and passenger experience. Read More.
• Negative Sentiment: Widespread reporting (Reuters/CNBC/MSN/TheStreet/Yahoo) ties longer TSA lines and staffing shortfalls to the shutdown; sustained delays could reduce demand or increase irregular-costs for carriers if they need to rebook or compensate passengers. Read More.

Insider Activity at Delta Air Lines

In related news, EVP Alain Bellemare sold 36,000 shares of Delta Air Lines stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $69.21, for a total value of $2,491,560.00. Following the completion of the sale, the executive vice president owned 95,731 shares of the company’s stock, valued at approximately $6,625,542.51. This trade represents a 27.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Rahul D. Samant sold 62,528 shares of the business’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $70.18, for a total value of $4,388,215.04. Following the completion of the sale, the executive vice president owned 20,939 shares in the company, valued at $1,469,499.02. This represents a 74.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last three months. Corporate insiders own 0.96% of the company’s stock.

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.