FY2026 EPS Estimates for Delta Air Lines Raised by Analyst

Delta Air Lines, Inc. (NYSE:DAL) – Research analysts at Seaport Res Ptn lifted their FY2026 earnings per share (EPS) estimates for Delta Air Lines in a report issued on Thursday, September 11th. Seaport Res Ptn analyst D. Mckenzie now anticipates that the transportation company will post earnings per share of $7.25 for the year, up from their previous forecast of $6.25. The consensus estimate for Delta Air Lines’ current full-year earnings is $7.63 per share. Seaport Res Ptn also issued estimates for Delta Air Lines’ FY2027 earnings at $8.00 EPS.

Delta Air Lines (NYSE:DAL) last released its quarterly earnings results on Thursday, July 10th. The transportation company reported $2.10 EPS for the quarter, topping the consensus estimate of $2.01 by $0.09. Delta Air Lines had a return on equity of 24.86% and a net margin of 7.24%.The business had revenue of $15.51 billion during the quarter, compared to analyst estimates of $16.16 billion. During the same period last year, the business posted $2.36 earnings per share. The company’s quarterly revenue was down .1% on a year-over-year basis.

Several other research firms have also commented on DAL. Sanford C. Bernstein restated an “outperform” rating on shares of Delta Air Lines in a research report on Friday, July 11th. Jefferies Financial Group increased their price objective on Delta Air Lines from $56.00 to $62.00 and gave the company a “hold” rating in a research note on Monday, July 14th. Wolfe Research increased their price objective on Delta Air Lines from $56.00 to $63.00 in a research note on Monday, July 14th. Deutsche Bank Aktiengesellschaft increased their price objective on Delta Air Lines from $53.00 to $63.00 and gave the company a “buy” rating in a research note on Tuesday, July 8th. Finally, Susquehanna Bancshares increased their price objective on Delta Air Lines from $51.00 to $65.00 and gave the company a “positive” rating in a research note on Friday, July 11th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $66.93.

Delta Air Lines Trading Down 0.9%

DAL opened at $57.88 on Monday. Delta Air Lines has a 52 week low of $34.74 and a 52 week high of $69.98. The business has a fifty day simple moving average of $57.66 and a 200-day simple moving average of $50.51. The firm has a market cap of $37.79 billion, a P/E ratio of 8.39, a P/E/G ratio of 1.81 and a beta of 1.51. The company has a quick ratio of 0.33, a current ratio of 0.38 and a debt-to-equity ratio of 0.74.

Institutional Investors Weigh In On Delta Air Lines

A number of institutional investors have recently added to or reduced their stakes in DAL. Kingstone Capital Partners Texas LLC purchased a new stake in Delta Air Lines in the 2nd quarter valued at approximately $386,364,000. Pacer Advisors Inc. boosted its holdings in Delta Air Lines by 5,224.6% in the 1st quarter. Pacer Advisors Inc. now owns 4,336,709 shares of the transportation company’s stock valued at $189,081,000 after purchasing an additional 4,255,262 shares in the last quarter. AQR Capital Management LLC boosted its holdings in Delta Air Lines by 149.9% in the 1st quarter. AQR Capital Management LLC now owns 5,963,882 shares of the transportation company’s stock valued at $246,487,000 after purchasing an additional 3,577,489 shares in the last quarter. Ameriprise Financial Inc. boosted its holdings in Delta Air Lines by 347.4% in the 1st quarter. Ameriprise Financial Inc. now owns 4,232,974 shares of the transportation company’s stock valued at $184,909,000 after purchasing an additional 3,286,741 shares in the last quarter. Finally, Ninety One UK Ltd boosted its holdings in Delta Air Lines by 1,469.9% in the 1st quarter. Ninety One UK Ltd now owns 3,309,020 shares of the transportation company’s stock valued at $144,273,000 after purchasing an additional 3,098,237 shares in the last quarter. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Insider Activity at Delta Air Lines

In related news, EVP Steven M. Sear sold 18,000 shares of the firm’s stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $55.96, for a total transaction of $1,007,280.00. Following the transaction, the executive vice president owned 97,505 shares of the company’s stock, valued at $5,456,379.80. This trade represents a 15.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Alain Bellemare sold 45,423 shares of the firm’s stock in a transaction dated Friday, July 11th. The stock was sold at an average price of $55.56, for a total value of $2,523,701.88. Following the transaction, the executive vice president directly owned 131,731 shares in the company, valued at approximately $7,318,974.36. This represents a 25.64% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 136,473 shares of company stock valued at $7,663,496. Corporate insiders own 0.96% of the company’s stock.

About Delta Air Lines

Delta Air Lines, Inc provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo.