Delta Air Lines, Inc. (NYSE:DAL) Stock Rated “Moderate Buy” by Wall Street Brokerages

Shares of Delta Air Lines, Inc. (NYSE:DAL) have been given an average rating of “Moderate Buy” by the twenty-four research firms that are currently covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, one has given a hold rating and twenty-two have given a buy rating to the company. The average 12 month price target among analysts that have issued ratings on the stock in the last year is $99.65.

DAL has been the subject of several research reports. Argus set a $95.00 target price on Delta Air Lines in a research report on Monday, October 12th. Rothschild & Co Redburn boosted their price target on Delta Air Lines from $104.00 to $105.00 and gave the stock a “buy” rating in a report on Friday, September 18th. Wells Fargo & Company reduced their price target on Delta Air Lines from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Tuesday, October 6th. TD Cowen dropped their price objective on shares of Delta Air Lines from $105.00 to $101.00 and set a “buy” rating for the company in a report on Friday, October 2nd. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $100.00 price objective on shares of Delta Air Lines in a report on Wednesday, October 7th.

Insider Activity

In other news, President Peter Carter sold 39,900 shares of Delta Air Lines stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $92.98, for a total transaction of $3,709,902.00. Following the transaction, the president owned 424,704 shares in the company, valued at approximately $39,488,977.92. The trade was a 8.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Alain Bellemare sold 35,000 shares of the business’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $92.72, for a total transaction of $3,245,200.00. Following the completion of the sale, the executive vice president directly owned 95,025 shares in the company, valued at approximately $8,810,718. This represents a 26.92% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 356,726 shares of company stock valued at $33,081,037. 0.80% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Delta Air Lines

A number of institutional investors have recently made changes to their positions in the stock. EULAV Asset Management increased its position in Delta Air Lines by 48.3% during the 3rd quarter. EULAV Asset Management now owns 69,748 shares of the transportation company’s stock valued at $5,821,000 after purchasing an additional 22,717 shares during the period. Signaturefd LLC raised its holdings in Delta Air Lines by 0.6% during the 3rd quarter. Signaturefd LLC now owns 128,114 shares of the transportation company’s stock worth $10,692,000 after purchasing an additional 724 shares during the last quarter. BG Investment Services LLC acquired a new position in shares of Delta Air Lines in the 3rd quarter worth approximately $1,893,000. Citizens Financial Group Inc. RI lifted its position in shares of Delta Air Lines by 4.2% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 58,204 shares of the transportation company’s stock worth $4,858,000 after purchasing an additional 2,368 shares during the period. Finally, Sowell Financial Services LLC lifted its position in shares of Delta Air Lines by 2.4% in the 3rd quarter. Sowell Financial Services LLC now owns 32,544 shares of the transportation company’s stock worth $2,716,000 after purchasing an additional 778 shares during the period. Institutional investors own 69.93% of the company’s stock.

Delta Air Lines News Summary

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

• Positive Sentiment: U.S. airlines are favoring higher fares rather than adding capacity to fill more seats, a strategy that could help Delta offset elevated fuel expenses and protect margins. Reuters airline fares and fuel costs article
• Positive Sentiment: Airline shares received a temporary boost after Southwest reported stronger-than-expected third-quarter results, supporting the view that resilient demand and pricing remain favorable for Delta. Southwest third-quarter results article
• Neutral Sentiment: Analyst commentary continues to present Delta as attractive for contrarian investors but more appropriate as a hold for risk-averse investors, reflecting confidence in the long-term recovery alongside near-term industry risks. Delta contrarian investment analysis
• Negative Sentiment: Crude oil climbed above $102 per barrel to a five-week high, increasing fuel-cost concerns across airlines and pressuring Delta’s expected profitability. Why Delta stock is falling article
• Negative Sentiment: Rising oil prices are weighing on the entire airline sector, with investors reassessing whether strong revenue and pricing can overcome a larger fuel bill. Delta and other major carriers have consequently surrendered part of their recent earnings-driven rebound. Airline stocks and rising oil prices article
• Negative Sentiment: Delta issued a travel waiver for Italy amid potential flight cancellations, allowing eligible travelers to rebook or seek refunds. The disruption may create incremental operational and revenue uncertainty. Delta Italy flight cancellation warning

Delta Air Lines Price Performance

NYSE:DAL traded down $2.42 on Friday, hitting $76.84. The company had a trading volume of 5,466,270 shares, compared to its average volume of 7,490,954. Delta Air Lines has a 52 week low of $55.03 and a 52 week high of $95.68. The company has a current ratio of 0.40, a quick ratio of 0.32 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $50.55 billion, a price-to-earnings ratio of 15.34, a PEG ratio of 1.42 and a beta of 1.34. The firm has a 50 day moving average of $80.78 and a two-hundred day moving average of $80.63.

Delta Air Lines (NYSE:DAL) last posted its earnings results on Friday, October 9th. The transportation company reported $1.72 earnings per share for the quarter, missing analysts’ consensus estimates of $1.77 by ($0.05). Delta Air Lines had a return on equity of 16.83% and a net margin of 4.58%. The company had revenue of $17.59 billion for the quarter, compared to the consensus estimate of $17.64 billion. During the same period in the previous year, the firm posted $1.71 EPS. The business’s quarterly revenue was up 21.1% compared to the same quarter last year. Delta Air Lines has set its Q4 2026 guidance at 1.150-1.650 EPS and its FY 2026 guidance at 5.100-5.600 EPS. On average, research analysts anticipate that Delta Air Lines will post 5.32 earnings per share for the current year.

Delta Air Lines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 5th. Shareholders of record on Thursday, October 15th will be given a $0.2150 dividend. This represents a $0.86 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, October 15th. Delta Air Lines’s dividend payout ratio is 17.17%.

About Delta Air Lines

Delta Air Lines, Inc is a major U.S. airline headquartered in Atlanta, Georgia. The company provides scheduled passenger air transportation to destinations across the United States and international markets, including Europe, Latin America, Asia, Canada, Africa and the Caribbean. Delta operates through a network of hubs and focus cities, offering service under the Delta brand and through regional partners operating as Delta Connection.

In addition to passenger flights, Delta provides air cargo transportation and related logistics services.