Brokerages Set Delta Air Lines, Inc. (NYSE:DAL) Target Price at $80.47

Delta Air Lines, Inc. (NYSE:DAL) has earned an average rating of “Buy” from the twenty-three analysts that are covering the stock, Marketbeat Ratings reports. Twenty-two equities research analysts have rated the stock with a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokers that have covered the stock in the last year is $80.4667.

Several analysts have weighed in on the company. BMO Capital Markets reissued an “outperform” rating on shares of Delta Air Lines in a report on Wednesday, January 14th. Argus set a $80.00 price objective on shares of Delta Air Lines in a report on Wednesday, January 14th. BNP Paribas Exane lifted their target price on shares of Delta Air Lines from $70.00 to $85.00 and gave the stock an “outperform” rating in a report on Monday, December 8th. Weiss Ratings reissued a “buy (b-)” rating on shares of Delta Air Lines in a research note on Wednesday, January 21st. Finally, HSBC upped their price objective on Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a report on Wednesday, January 14th.

Insiders Place Their Bets

In other Delta Air Lines news, EVP Alain Bellemare sold 35,212 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $75.20, for a total transaction of $2,647,942.40. Following the sale, the executive vice president directly owned 138,176 shares in the company, valued at $10,390,835.20. This represents a 20.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Rahul D. Samant sold 62,528 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $70.18, for a total value of $4,388,215.04. Following the sale, the executive vice president owned 20,939 shares of the company’s stock, valued at approximately $1,469,499.02. This represents a 74.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 520,550 shares of company stock valued at $37,101,667 in the last quarter. 0.88% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. AlphaQuest LLC boosted its holdings in shares of Delta Air Lines by 90.6% during the 3rd quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after buying an additional 211 shares in the last quarter. NewSquare Capital LLC boosted its stake in Delta Air Lines by 184.6% during the second quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after acquiring an additional 371 shares in the last quarter. Accredited Wealth Management LLC boosted its stake in Delta Air Lines by 1,983.3% during the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock worth $28,000 after acquiring an additional 476 shares in the last quarter. Activest Wealth Management grew its holdings in Delta Air Lines by 2,280.8% in the second quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock worth $30,000 after purchasing an additional 593 shares during the period. Finally, Lloyd Advisory Services LLC. bought a new position in shares of Delta Air Lines during the 4th quarter worth about $31,000. 69.93% of the stock is owned by institutional investors and hedge funds.

Delta Air Lines Trading Down 4.1%

NYSE:DAL opened at $71.38 on Monday. Delta Air Lines has a 12 month low of $34.74 and a 12 month high of $76.39. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. The firm has a market cap of $46.61 billion, a price-to-earnings ratio of 9.31, a P/E/G ratio of 0.72 and a beta of 1.37. The company’s 50 day moving average is $69.94 and its 200-day moving average is $62.77.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.Delta Air Lines’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter last year, the firm earned $1.85 EPS. 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. Equities analysts anticipate that Delta Air Lines will post 7.63 EPS for the current year.

Delta Air Lines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th will be paid a $0.1875 dividend. The ex-dividend date is Thursday, February 26th. This represents a $0.75 annualized dividend and a yield of 1.1%. Delta Air Lines’s payout ratio is presently 9.78%.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Company kept its quarterly dividend and highlighted a strong cash position / guidance, which earlier supported upside as investors viewed the move as shareholder‑friendly and confidence in cash generation. Delta Keeps Dividend Amid Cash Flow Pressures
• Positive Sentiment: Sector tailwinds: analysts and market pieces point to a 2026 travel rebound (business travel, global sporting events like the World Cup) that should boost premium yields — a structural tailwind for Delta’s premium/corporate revenue mix. 3 Stocks to Play the Summer Travel Boom
• Positive Sentiment: Short interest fell meaningfully in late January (~19.8% decline), reducing one source of selling pressure and shortening the immediate downside technical risk.
• Neutral Sentiment: Media debate on valuation — several “is it time to buy?” pieces highlight the tension between strong fundamentals and a recent run‑up; useful context but not a direct catalyst. Is It Time To Consider Buying Delta?
• Negative Sentiment: Insider selling: multiple senior executives (EVPs Alain Bellemare, Steven Sear and Peter W. Carter) disclosed multi‑million dollar sales in early Feb (tens of thousands of shares each). That heavy insider selling is prompting near‑term profit taking and weighing on sentiment. Insider Selling Alert SEC Filing (Bellemare)
• Negative Sentiment: Recent Q4 trading data: Delta posted a modest EPS beat but missed revenue estimates and flagged that government shutdown effects weighed on sales — a reminder that top‑line risk remains even with solid margin/free‑cash outcomes, which can temper short‑term investor enthusiasm.

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.