Wright Investors Service Inc. Has $2.30 Million Position in Delta Air Lines, Inc. $DAL

Wright Investors Service Inc. lifted its stake in shares of Delta Air Lines, Inc. (NYSE:DAL) by 42.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,559 shares of the transportation company’s stock after purchasing an additional 12,010 shares during the quarter. Wright Investors Service Inc.’s holdings in Delta Air Lines were worth $2,302,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DAL. Signature Resources Capital Management LLC acquired a new position in shares of Delta Air Lines during the second quarter worth $25,000. NewSquare Capital LLC grew its position in Delta Air Lines by 184.6% during the 2nd quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after acquiring an additional 371 shares during the last quarter. Activest Wealth Management increased its holdings in Delta Air Lines by 2,280.8% in the 2nd quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock worth $30,000 after purchasing an additional 593 shares in the last quarter. Kilter Group LLC bought a new position in Delta Air Lines in the second quarter valued at about $35,000. Finally, First Horizon Corp bought a new position in Delta Air Lines in the third quarter valued at about $38,000. Institutional investors own 69.93% of the company’s stock.

Delta Air Lines Stock Performance

DAL stock opened at $71.35 on Friday. The stock has a 50-day moving average price of $66.50 and a 200-day moving average price of $60.61. Delta Air Lines, Inc. has a 1-year low of $34.74 and a 1-year high of $73.16. The firm has a market cap of $46.59 billion, a PE ratio of 9.30, a price-to-earnings-growth ratio of 1.11 and a beta of 1.38. The company has a current ratio of 0.40, a quick ratio of 0.34 and a debt-to-equity ratio of 0.60.

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 the consensus estimate of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.85 earnings per share. 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 research analysts expect that Delta Air Lines, Inc. will post 7.63 earnings per share for the current year.

Insider Buying and Selling

In other Delta Air Lines news, EVP John E. Laughter sold 23,323 shares of Delta Air Lines stock in a transaction on Tuesday, October 21st. The shares were sold at an average price of $62.33, for a total value of $1,453,722.59. Following the completion of the sale, the executive vice president directly owned 81,109 shares of the company’s stock, valued at approximately $5,055,523.97. The trade was a 22.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.88% of the company’s stock.

Delta Air Lines News Summary

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

• Positive Sentiment: Multiple major firms raised price targets and kept/upped ratings (HSBC to $80.20, Wolfe Research to $83, Goldman Sachs to $80, DBS to $80), signaling analyst confidence and providing upside leverage for the stock. HSBC raise Wolfe raise Goldman raise DBS raise
• Positive Sentiment: Additional analyst support: Wells Fargo and UBS reiterated/issued buy ratings and BMO initiated coverage with a Buy, while aggregate analyst coverage remains strongly positive (consensus = Buy), reinforcing demand for shares. Wells Fargo buy UBS buy BMO/other coverage
• Positive Sentiment: MarketBeat and other analysts highlight Delta’s record free cash flow, debt reduction and planned fleet upgrades (Dreamliner order) as catalysts for higher returns and potential dividend/distribution increases. MarketBeat analysis
• Neutral Sentiment: Q4 earnings call transcript is available for investors tracking management commentary and guidance details. Earnings call transcript
• Neutral Sentiment: CEO Ed Bastian said Delta is working on adding more airport lounges to address overcrowding — an operational improvement that supports premium revenue but has limited near-term EPS impact. CEO interview
• Neutral Sentiment: Industry note — Jefferies argues potential fuel savings if passenger weights fall due to weight-loss drugs; could be a modest tailwind for airline margins over time. Fuel savings article
• Negative Sentiment: Q4 revenue missed consensus and management issued cautious Q1/FY26 guidance (described as tepid), which initially pressured the stock and is the primary near-term risk to sentiment. Guidance/tepid outlook

Analyst Upgrades and Downgrades

DAL has been the subject of several recent research reports. Citigroup reaffirmed a “buy” rating on shares of Delta Air Lines in a research note on Wednesday, January 7th. Dbs Bank upped their price target on shares of Delta Air Lines from $70.00 to $80.00 and gave the company a “buy” rating in a research report on Tuesday. Barclays raised their price target on shares of Delta Air Lines from $65.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday. Wall Street Zen downgraded Delta Air Lines from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Delta Air Lines in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $79.97.

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.