Delta Air Lines (NYSE:DAL) EVP Alain Bellemare Sells 36,000 Shares

Delta Air Lines, Inc. (NYSE:DAL) EVP Alain Bellemare sold 36,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $69.21, for a total value of $2,491,560.00. Following the completion of the transaction, the executive vice president directly owned 95,731 shares of the company’s stock, valued at approximately $6,625,542.51. The trade was a 27.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link.

Delta Air Lines Price Performance

DAL opened at $70.50 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34. The stock has a market capitalization of $46.03 billion, a P/E ratio of 9.19, a price-to-earnings-growth ratio of 1.16 and a beta of 1.38. The company’s 50 day simple moving average is $66.73 and its 200-day simple moving average is $60.76. Delta Air Lines, Inc. has a one year low of $34.74 and a one year high of $73.16.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. The firm had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The business’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period last year, the firm earned $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. Sell-side analysts anticipate that Delta Air Lines, Inc. will post 7.63 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

DAL has been the topic of several recent research reports. TD Cowen raised their price objective on Delta Air Lines from $77.00 to $82.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Citigroup reaffirmed a “buy” rating on shares of Delta Air Lines in a research note on Wednesday, January 7th. Evercore ISI raised their target price 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. Bank of America boosted their price objective on Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Finally, Argus set a $80.00 target price on Delta Air Lines in a research note on Wednesday. One 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, the stock has a consensus rating of “Buy” and an average target price of $79.97.

Key Headlines Impacting Delta Air Lines

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

• Positive Sentiment: Multiple major brokers raised price targets and maintained constructive ratings on DAL, signaling upward analyst conviction (HSBC to $80.20, Wolfe Research to $83, Goldman Sachs to $80, DBS to $80). These upgrades imply ~12–16% upside from recent levels and support medium‑term upside. HSBC Raises PT Wolfe Research Goldman Sachs
• Positive Sentiment: Analysts emphasize Delta’s strong cash flow, low leverage and resilient premium (MRO and high‑end traveler demand) as reasons the shares remain a buy despite near‑term caution. Benzinga: Caution Hides Opportunity
• Neutral Sentiment: Q4 results: EPS modestly beat while revenue missed and management gave a cautious tone on 2026 (guidance range highlighted). Investors are parsing whether the guidance conservatism is prudent or indicates weaker demand trends — a near‑term volatility driver. Earnings Call Transcript
• Neutral Sentiment: Market commentary and research pieces (Zacks, MarketBeat) highlight Delta as a momentum/value play for longer‑term investors while flagging short‑term sensitivity to guidance and macro data. Zacks Momentum
• Negative Sentiment: Significant insider selling: CEO Edward Bastian sold ~173,230 shares (~21% cut to his holding) at ~$71 (SEC filing), and several EVPs (Rahul Samant, Steven Sear, Alain Bellemare, Peter Carter) also sold large blocks over Jan 14–15, reducing their positions materially. Large insider dispositions can pressure sentiment and add selling pressure even if driven by diversification or tax planning. CEO Sale SEC EVP Samant SEC

Hedge Funds Weigh In On Delta Air Lines

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC grew its holdings in shares of Delta Air Lines by 33.5% during the fourth quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock valued at $555,000 after buying an additional 2,302 shares during the last quarter. Acadian Asset Management LLC purchased a new position in shares of Delta Air Lines during the first quarter valued at approximately $178,000. Parallel Advisors LLC lifted its position in Delta Air Lines by 11.1% during the second quarter. Parallel Advisors LLC now owns 12,614 shares of the transportation company’s stock valued at $620,000 after purchasing an additional 1,257 shares during the period. MassMutual Private Wealth & Trust FSB grew its position in Delta Air Lines by 33.2% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 3,224 shares of the transportation company’s stock worth $159,000 after purchasing an additional 804 shares during the period. Finally, Czech National Bank raised its stake in Delta Air Lines by 8.3% during the 2nd quarter. Czech National Bank now owns 159,604 shares of the transportation company’s stock valued at $7,849,000 after buying an additional 12,230 shares during the last quarter. Institutional investors own 69.93% of the company’s stock.

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.