Delta Air Lines (NYSE:DAL) Given New $83.00 Price Target at Wolfe Research

Delta Air Lines (NYSE:DAL) had its price objective increased by stock analysts at Wolfe Research from $70.00 to $83.00 in a research note issued on Wednesday,MarketScreener reports. The firm currently has an “outperform” rating on the transportation company’s stock. Wolfe Research’s price target would indicate a potential upside of 16.33% from the stock’s previous close.

Several other research firms have also weighed in on DAL. Dbs Bank upgraded shares of Delta Air Lines from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Evercore ISI boosted their price objective on Delta Air Lines from $70.00 to $75.00 and gave the company an “outperform” rating in a research report on Monday, September 29th. Sanford C. Bernstein restated an “outperform” rating and set a $81.00 price objective on shares of Delta Air Lines in a research note on Wednesday. BNP Paribas Exane boosted their price target on shares of Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a report on Monday, December 8th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Delta Air Lines from $63.00 to $72.00 and gave the stock a “buy” rating in a report on Friday, October 10th. One analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the stock. According to data from MarketBeat, Delta Air Lines presently has a consensus rating of “Buy” and an average target price of $79.97.

Delta Air Lines Stock Up 4.2%

Shares of DAL traded up $2.86 during midday trading on Wednesday, hitting $71.35. The company had a trading volume of 8,110,003 shares, compared to its average volume of 8,810,209. The stock has a market cap of $46.59 billion, a price-to-earnings ratio of 9.30, a PEG ratio of 1.12 and a beta of 1.38. The company’s 50 day moving average price is $66.23 and its 200 day moving average price is $60.54. 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 has a 52 week low of $34.74 and a 52 week high of $73.16.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, topping 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 business had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $15.80 billion. During the same period last year, the firm earned $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, equities research analysts predict that Delta Air Lines will post 7.63 EPS for the current year.

Insider Transactions at Delta Air Lines

In other news, EVP John E. Laughter sold 23,323 shares of Delta Air Lines stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $62.33, for a total transaction of $1,453,722.59. Following the transaction, the executive vice president directly owned 81,109 shares in the company, valued at approximately $5,055,523.97. This trade represents a 22.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.88% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Signature Resources Capital Management LLC bought a new stake in Delta Air Lines in the second quarter worth about $25,000. AlphaQuest LLC lifted its stake in 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 during the last quarter. NewSquare Capital LLC boosted its holdings in Delta Air Lines by 184.6% during the second quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after buying an additional 371 shares in the last quarter. Accredited Wealth Management LLC grew its position in Delta Air Lines by 1,983.3% in the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock worth $28,000 after buying an additional 476 shares during the last quarter. Finally, Activest Wealth Management increased its holdings in shares of Delta Air Lines by 2,280.8% in the second quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock valued at $30,000 after buying an additional 593 shares in the last quarter. Institutional investors own 69.93% of the company’s stock.

Key Stories Impacting Delta Air Lines

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

• Positive Sentiment: Analyst support lifted sentiment — multiple firms reiterated or initiated Buy ratings and kept bullish targets, helping push the stock up. Delta Air Lines (DAL) Gets a Buy from Wells Fargo UBS Sticks to Its Buy Rating for Delta Air Lines (DAL) Delta Air Lines, Inc. Receives Consensus Recommendation of “Buy”
• Positive Sentiment: Q4 earnings showed an EPS beat and management set FY‑2026 guidance that emphasizes premium customers, margin gains and strong free cash flow — supporting expectations for debt reduction and higher shareholder returns. Q4 2025 earnings call transcript Delta Q4 results and guidance (Yahoo)
• Positive Sentiment: Delta’s order for Boeing 787 Dreamliners signals fleet modernization and long-term unit-cost improvement, which analysts view as a structural positive for margins and international growth. Delta orders Boeing 787s (Business Insider)
• Neutral Sentiment: Management highlighted premiumization (more premium fliers and expected fare mix improvement) and plans to expand lounges to address capacity — both support revenue quality but require execution. Delta Expects Premium Fliers to Boost Profit (MSN) CEO: We’re working on adding more lounges (YouTube)
• Neutral Sentiment: Industry tailwind noted: analysts suggest potential fuel savings if average passenger weight declines (e.g., from weight‑loss drugs), a macro factor that could modestly lower unit costs over time. Airlines to save on fuel as weight-loss pills gain popularity (CNBC)
• Negative Sentiment: Investors also digested a revenue miss vs. consensus and relatively cautious near‑term guidance, which pressured shares immediately after the release — a reminder that growth expectations must match execution. Delta falls as investors digest earnings and Dreamliner news (MSN) Delta Q4 coverage (Yahoo)

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.