Insider Selling: Delta Air Lines (NYSE:DAL) EVP Sells 57,003 Shares of Stock

Delta Air Lines, Inc. (NYSE:DAL) EVP Rahul Samant sold 57,003 shares of Delta Air Lines stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $69.57, for a total value of $3,965,698.71. Following the completion of the sale, the executive vice president directly owned 36,246 shares of the company’s stock, valued at approximately $2,521,634.22. The trade was a 61.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.

Delta Air Lines Stock Performance

Shares of Delta Air Lines stock traded down $0.84 during trading on Friday, hitting $70.50. 7,438,898 shares of the company’s stock traded hands, compared to its average volume of 8,700,161. Delta Air Lines, Inc. has a 1 year low of $34.74 and a 1 year high of $73.16. The business has a 50-day simple moving average of $66.50 and a 200-day simple moving average of $60.61. The stock has a market capitalization of $46.03 billion, a P/E ratio of 9.19, a PEG ratio of 1.11 and a beta of 1.38. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34.

Delta Air Lines (NYSE:DAL) last issued its earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.02. The business had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.Delta Air Lines’s revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.85 EPS. 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, analysts forecast that Delta Air Lines, Inc. will post 7.63 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages recently commented on DAL. 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 report on Wednesday. Wall Street Zen downgraded Delta Air Lines from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Evercore ISI upped their price target on shares of Delta Air Lines from $75.00 to $85.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Seaport Global Securities raised their price objective on shares of Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a report on Friday, January 9th. Finally, Cowen reaffirmed a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating and twenty-three have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $79.97.

Hedge Funds Weigh In On Delta Air Lines

Several institutional investors have recently bought and sold shares of the stock. AlphaQuest LLC grew 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 boosted its stake in Delta Air Lines by 1,983.3% during the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after buying an additional 476 shares during the last quarter. Byrne Asset Management LLC bought a new position in Delta Air Lines during the fourth quarter valued at approximately $35,000. Beacon Financial Strategies CORP purchased a new position in Delta Air Lines during the 4th quarter valued at approximately $36,000. Finally, Signature Resources Capital Management LLC bought a new stake in Delta Air Lines in the 2nd quarter worth approximately $25,000. 69.93% of the stock is owned by hedge funds and other institutional investors.

Delta Air Lines News Roundup

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

• Positive Sentiment: Several major brokers raised price targets and maintained buy/outperform ratings (HSBC bumped PT to $80.20). Read More.
• Positive Sentiment: Wolfe Research lifted its target to $83 and kept an outperform rating, signaling analyst conviction on upside. Read More.
• Positive Sentiment: Goldman Sachs raised its PT to $80 and left a buy rating in place, adding institutional validation for the recovery theme. Read More.
• Positive Sentiment: DBS raised its target to $80 and kept a buy, another vote of confidence supporting upside vs. current levels. Read More.
• Positive Sentiment: An analyst note highlights Delta’s MRO business, strong free cash flow and low leverage as structural positives that could drive returns over time. Read More.
• Positive Sentiment: Wells Fargo and UBS remain bullish / keep buy ratings, and the analyst consensus skews to “buy,” supporting durable analyst demand. Read More. Read More.
• Neutral Sentiment: Zacks highlights Delta as a long‑term momentum candidate — useful framing for longer‑term investors but not an immediate catalyst. Read More.
• Neutral Sentiment: Operational update: CEO Ed Bastian says the company is working to add lounges to ease overcrowding — a positive customer experience move but not an immediate earnings driver. Read More.
• Negative Sentiment: Q4: EPS narrowly beat but revenue missed analyst estimates and management’s cautious 2026 tone dampened expectations — the primary reason for the selloff as investors focus on near‑term growth and margin risks. Read More.
• Negative Sentiment: Market commentary notes investors sold off the stock despite solid results, signaling a short‑term sentiment/valuation reset that could continue until revenue/growth clarity improves. Read More.

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.