Delta Air Lines (NYSE:DAL – Get Free Report) had its price target reduced by stock analysts at Citigroup from $87.00 to $77.00 in a report released on Friday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Citigroup’s price objective suggests a potential upside of 21.82% from the stock’s previous close.
Other equities research analysts also recently issued research reports about the company. Rothschild & Co Redburn dropped their target price on Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Jefferies Financial Group dropped their price target on shares of Delta Air Lines from $84.00 to $72.00 and set a “buy” rating for the company in a research note on Thursday, March 12th. Raymond James Financial reiterated a “strong-buy” rating and set a $80.00 target price on shares of Delta Air Lines in a research report on Friday, December 19th. Evercore raised their price target on Delta Air Lines from $75.00 to $85.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Finally, Barclays upped their price objective on Delta Air Lines from $65.00 to $85.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Delta Air Lines currently has a consensus rating of “Moderate Buy” and an average target price of $78.76.
Check Out Our Latest Report on DAL
Delta Air Lines Price Performance
Delta Air Lines (NYSE:DAL – Get Free Report) last released 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 20.96% and a net margin of 7.90%.The business had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same period in the prior year, the company earned $1.85 EPS. 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 anticipate that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.
Insider Buying and Selling at Delta Air Lines
In related news, insider Peter W. Carter sold 27,000 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $74.82, for a total value of $2,020,140.00. Following the sale, the insider directly owned 421,744 shares of the company’s stock, valued at approximately $31,554,886.08. The trade was a 6.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Edward H. Bastian sold 100,000 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $70.26, for a total value of $7,026,000.00. Following the transaction, the chief executive officer owned 1,363,448 shares of the company’s stock, valued at approximately $95,795,856.48. This trade represents a 6.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 620,550 shares of company stock valued at $44,127,667 over the last quarter. 0.88% of the stock is currently owned by corporate insiders.
Institutional Trading of Delta Air Lines
Hedge funds and other institutional investors have recently modified their holdings of the stock. Capital International Investors boosted its position in Delta Air Lines by 4.4% during the fourth quarter. Capital International Investors now owns 24,211,101 shares of the transportation company’s stock valued at $1,680,249,000 after purchasing an additional 1,012,265 shares during the last quarter. State Street Corp increased its holdings in Delta Air Lines by 0.7% during the fourth quarter. State Street Corp now owns 23,163,644 shares of the transportation company’s stock worth $1,607,557,000 after buying an additional 165,729 shares during the last quarter. Geode Capital Management LLC raised its position in Delta Air Lines by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 17,413,841 shares of the transportation company’s stock worth $1,215,766,000 after acquiring an additional 202,865 shares in the last quarter. Wellington Management Group LLP lifted its stake in Delta Air Lines by 137.4% in the fourth quarter. Wellington Management Group LLP now owns 13,811,787 shares of the transportation company’s stock valued at $958,538,000 after acquiring an additional 7,994,004 shares during the last quarter. Finally, Morgan Stanley grew its position in shares of Delta Air Lines by 0.5% in the 4th quarter. Morgan Stanley now owns 12,310,804 shares of the transportation company’s stock valued at $854,370,000 after acquiring an additional 56,455 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.
Trending Headlines about Delta Air Lines
Here are the key news stories impacting Delta Air Lines this week:
- Positive Sentiment: Delta raised first‑quarter revenue guidance and cited broad‑based demand strength across leisure and corporate travel, which helps offset higher fuel costs and supports near‑term results. Travel Demand Soars Despite Fuel Costs—Are Airline Stocks a Buy?
- Positive Sentiment: UBS and other industry commentary highlight carriers’ ability to pass through fare increases; pricing power and multiple fare hikes are lifting booked yields industry‑wide—a tailwind for DAL revenue and margins. Airline stocks hinge on pricing power as carriers push through fare hikes, UBS says
- Positive Sentiment: TD Cowen raised its price target on DAL (from $71 to $77), and coverage remains skewed toward Buy among analysts — signals that some sell‑side desks see upside despite near‑term headwinds. Delta Air Lines price target raised to $77 from $71 at TD Cowen
- Neutral Sentiment: Delta will host a webcast for March‑quarter results on April 8 — an upcoming catalyst that could re‑rate the stock depending on revenue, margin and fuel commentary. Delta Air Lines Announces Webcast of March Quarter 2026 Financial Results
- Neutral Sentiment: Technically, DAL recently cleared its 200‑day moving average — a potential technical support that some traders view as constructive. Delta Air Lines Just Broke Above Its 200-Day Moving Average. Should You Buy DAL Stock Here?
- Negative Sentiment: Retail sentiment on Reddit fell sharply (score ~22/100), and Zacks issued a bearish downgrade — weak retail sentiment and conflicting sell‑side views can amplify intraday selling pressure. Delta Stock Up 9.38% This Week But Reddit Sentiment Just Hit 22 Out of 100
- Negative Sentiment: Operational risk: CEO Ed Bastian publicly criticized unpaid TSA agents and highlighted airport disruptions — ongoing staffing/security issues remain a tangible risk to operations and customer experience. Delta CEO blasts Congress over unpaid TSA agents as airport chaos continues: ‘We’re outraged’
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.
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