Fideuram Intesa Sanpaolo Private Banking S.P.A. Makes New Investment in Delta Air Lines, Inc. $DAL

Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in Delta Air Lines, Inc. (NYSE:DAL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 34,291 shares of the transportation company’s stock, valued at approximately $2,380,000.

Other institutional investors have also modified their holdings of the company. Federated Hermes Inc. grew its stake in shares of Delta Air Lines by 7.7% in the third quarter. Federated Hermes Inc. now owns 358,870 shares of the transportation company’s stock worth $20,366,000 after acquiring an additional 25,507 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Delta Air Lines by 10.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 87,344 shares of the transportation company’s stock worth $4,957,000 after acquiring an additional 8,309 shares in the last quarter. Independent Advisor Alliance lifted its position in shares of Delta Air Lines by 41.3% during the 3rd quarter. Independent Advisor Alliance now owns 53,601 shares of the transportation company’s stock worth $3,042,000 after purchasing an additional 15,661 shares during the last quarter. TD Asset Management Inc grew its stake in shares of Delta Air Lines by 14.0% during the third quarter. TD Asset Management Inc now owns 457,796 shares of the transportation company’s stock worth $25,980,000 after purchasing an additional 56,365 shares in the last quarter. Finally, Jefferies Financial Group Inc. acquired a new position in shares of Delta Air Lines during the third quarter worth $1,041,000. Institutional investors and hedge funds own 69.93% of the company’s stock.

Delta Air Lines News Roundup

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

• Positive Sentiment: Berkshire Hathaway disclosed a new roughly $2.6 billion position in Delta, sparking momentum buying and renewed investor confidence in the stock. Warren Buffett’s Berkshire opens a $2.6B stake in world’s largest airline
• Positive Sentiment: Airline shares, including Delta, are benefiting from lower oil prices, which can reduce fuel expenses and support profit margins. Airline Stocks Rise As Oil Prices Drop: Here’s What You Should Know
• Positive Sentiment: Recent analyst commentary has remained constructive, with price-target increases reinforcing the view that Delta’s premium-demand and earnings profile are attractive. Bernstein Raised PT on Delta Air Lines (DAL), Here’s Why
• Neutral Sentiment: Delta’s CEO said the airline will prioritize global expansion over domestic tie-ups, signaling strategic discipline but not an immediate financial catalyst. Delta CEO Ed Bastian Says Airline Will Prioritize Global Expansion Over Domestic Tie-Ups Despite Trump’s Merger-Friendly Policies
• Negative Sentiment: Higher fuel costs remain a key risk for airlines, and some commentary notes that the sector is still facing pressure from volatile energy prices despite today’s relief. Is Delta Air Lines a Buy, Sell, or Hold in 2026?

Insider Buying and Selling at Delta Air Lines

In other Delta Air Lines news, EVP John E. Laughter sold 69,304 shares of the company’s stock in a transaction on 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 transaction, the executive vice president owned 69,369 shares in the company, valued at $4,727,497.35. This represents a 49.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Edward H. Bastian sold 100,000 shares of the company’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 represents a 6.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 204,925 shares of company stock worth $14,323,395 over the last 90 days. Corporate insiders own 0.80% of the company’s stock.

Delta Air Lines Stock Performance

NYSE DAL opened at $74.09 on Thursday. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.42 and a quick ratio of 0.36. Delta Air Lines, Inc. has a 1 year low of $45.28 and a 1 year high of $76.39. The company has a market capitalization of $48.68 billion, a PE ratio of 10.80, a P/E/G ratio of 0.98 and a beta of 1.25. The company has a fifty day moving average of $67.56 and a two-hundred day moving average of $67.01.

Delta Air Lines (NYSE:DAL) last released its quarterly earnings data 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. Delta Air Lines had a net margin of 6.87% and a return on equity of 20.28%. The company had revenue of $14.20 billion during the quarter, compared to the consensus estimate of $14.05 billion. During the same quarter in the prior year, the firm posted $0.46 earnings per share. Delta Air Lines’s revenue for the quarter was up 9.4% on a year-over-year basis. As a group, analysts expect that Delta Air Lines, Inc. will post 5.26 earnings per share for the current year.

Delta Air Lines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be paid a $0.1875 dividend. This represents a $0.75 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, May 14th. Delta Air Lines’s dividend payout ratio is currently 10.93%.

Analysts Set New Price Targets

DAL has been the subject of a number of analyst reports. Seaport Research Partners boosted their target price on shares of Delta Air Lines from $81.00 to $83.00 and gave the stock a “buy” rating in a research note on Thursday, April 9th. Susquehanna lowered their target price on shares of Delta Air Lines from $81.00 to $78.00 and set a “positive” rating for the company in a research note on Thursday, April 9th. Wolfe Research lowered their target price on shares of Delta Air Lines from $81.00 to $73.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Rothschild & Co Redburn lowered their target price on shares of Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Finally, Citigroup boosted their target price on shares of Delta Air Lines from $77.00 to $79.00 and gave the stock a “buy” rating in a research note on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $79.76.

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.