Leonteq Securities AG Makes New Investment in Delta Air Lines, Inc. $DAL

Leonteq Securities AG bought a new position in Delta Air Lines, Inc. (NYSE:DAL) in the 4th quarter, HoldingsChannel reports. The fund bought 39,312 shares of the transportation company’s stock, valued at approximately $2,728,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of DAL. Brighton Jones LLC grew its position in Delta Air Lines by 33.5% in the 4th quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock worth $555,000 after purchasing an additional 2,302 shares during the last quarter. Acadian Asset Management LLC bought a new position in Delta Air Lines in the 1st quarter worth about $178,000. Sivia Capital Partners LLC bought a new position in Delta Air Lines in the 2nd quarter worth about $555,000. Marshall Wace LLP grew its position in Delta Air Lines by 102.2% in the 2nd quarter. Marshall Wace LLP now owns 7,825 shares of the transportation company’s stock worth $385,000 after purchasing an additional 357,825 shares during the last quarter. Finally, Daiwa Securities Group Inc. grew its position in Delta Air Lines by 10.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 58,129 shares of the transportation company’s stock worth $2,859,000 after purchasing an additional 5,564 shares during the last quarter. Institutional investors own 69.93% of the company’s stock.

Insider Activity at Delta Air Lines

In related news, EVP Alain Bellemare sold 20,621 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $72.75, for a total transaction of $1,500,177.75. Following the completion of the sale, the executive vice president directly owned 120,025 shares of the company’s stock, valued at $8,731,818.75. This represents a 14.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Edward H. Bastian sold 100,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $70.26, for a total transaction of $7,026,000.00. Following the sale, the chief executive officer directly owned 1,363,448 shares of the company’s stock, valued at approximately $95,795,856.48. This represents a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 204,925 shares of company stock valued at $14,323,395 over the last ninety days. Insiders own 0.80% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on DAL. Susquehanna decreased their target price on shares of Delta Air Lines from $81.00 to $78.00 and set a “positive” rating for the company in a research report on Thursday, April 9th. Jefferies Financial Group upped their target price on shares of Delta Air Lines from $78.00 to $81.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Wolfe Research reduced their price target on shares of Delta Air Lines from $81.00 to $73.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. BNP Paribas Exane reduced their price target on shares of Delta Air Lines from $85.00 to $81.00 and set an “outperform” rating for the company in a research note on Tuesday, April 21st. Finally, Zacks Research raised shares of Delta Air Lines from a “strong sell” rating to a “hold” rating in a research note on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Delta Air Lines currently has an average rating of “Moderate Buy” and an average price target of $79.76.

Key Headlines Impacting Delta Air Lines

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

• Positive Sentiment: Berkshire Hathaway disclosed a new roughly $2.6 billion position in Delta, sparking momentum buying and renewed investor confidence in the stock. Warren Buffett’s Berkshire opens a $2.6B stake in world’s largest airline
• Positive Sentiment: Airline shares, including Delta, are benefiting from lower oil prices, which can reduce fuel expenses and support profit margins. Airline Stocks Rise As Oil Prices Drop: Here’s What You Should Know
• Positive Sentiment: Recent analyst commentary has remained constructive, with price-target increases reinforcing the view that Delta’s premium-demand and earnings profile are attractive. Bernstein Raised PT on Delta Air Lines (DAL), Here’s Why
• Neutral Sentiment: Delta’s CEO said the airline will prioritize global expansion over domestic tie-ups, signaling strategic discipline but not an immediate financial catalyst. Delta CEO Ed Bastian Says Airline Will Prioritize Global Expansion Over Domestic Tie-Ups Despite Trump’s Merger-Friendly Policies
• Negative Sentiment: Higher fuel costs remain a key risk for airlines, and some commentary notes that the sector is still facing pressure from volatile energy prices despite today’s relief. Is Delta Air Lines a Buy, Sell, or Hold in 2026?

Delta Air Lines Trading Up 9.3%

Shares of NYSE:DAL opened at $74.09 on Thursday. The company has a 50 day moving average of $67.56 and a 200-day moving average of $67.01. The firm has a market cap of $48.68 billion, a P/E ratio of 10.80, a P/E/G ratio of 0.98 and a beta of 1.25. Delta Air Lines, Inc. has a twelve month low of $45.28 and a twelve month high of $76.39. The company has a current ratio of 0.42, a quick ratio of 0.36 and a debt-to-equity ratio of 0.54.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Wednesday, April 8th. The transportation company reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.61 by $0.03. The company had revenue of $14.20 billion during the quarter, compared to analyst estimates of $14.05 billion. Delta Air Lines had a net margin of 6.87% and a return on equity of 20.28%. The business’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.46 EPS. As a group, analysts anticipate that Delta Air Lines, Inc. will post 5.26 earnings per share for the current fiscal year.

Delta Air Lines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be paid a dividend of $0.1875 per share. The ex-dividend date of this dividend is Thursday, May 14th. This represents a $0.75 annualized dividend and a yield of 1.0%. Delta Air Lines’s dividend payout ratio is currently 10.93%.

Delta Air Lines 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.