Signaturefd LLC Sells 13,473 Shares of Delta Air Lines, Inc. $DAL

Signaturefd LLC trimmed its position in shares of Delta Air Lines, Inc. (NYSE:DAL) by 9.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 128,215 shares of the transportation company’s stock after selling 13,473 shares during the quarter. Signaturefd LLC’s holdings in Delta Air Lines were worth $8,898,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in DAL. First Financial Bank Trust Division raised its holdings in shares of Delta Air Lines by 3.3% in the fourth quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company’s stock valued at $328,000 after purchasing an additional 150 shares during the last quarter. JFS Wealth Advisors LLC boosted its holdings in Delta Air Lines by 25.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 794 shares of the transportation company’s stock worth $55,000 after purchasing an additional 161 shares during the last quarter. Private Trust Co. NA grew its position in Delta Air Lines by 3.3% in the 3rd quarter. Private Trust Co. NA now owns 5,493 shares of the transportation company’s stock worth $312,000 after purchasing an additional 174 shares in the last quarter. HBK Sorce Advisory LLC grew its position in Delta Air Lines by 3.2% in the 3rd quarter. HBK Sorce Advisory LLC now owns 5,871 shares of the transportation company’s stock worth $362,000 after purchasing an additional 181 shares in the last quarter. Finally, Kaufman Rossin Wealth LLC increased its stake in Delta Air Lines by 2.2% in the 4th quarter. Kaufman Rossin Wealth LLC now owns 8,593 shares of the transportation company’s stock valued at $596,000 after buying an additional 182 shares during the last quarter. Institutional investors own 69.93% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on DAL. Wolfe Research lifted their target price on shares of Delta Air Lines from $70.00 to $83.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 14th. Wells Fargo & Company reduced their target price on Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating for the company in a report on Monday, March 16th. Argus set a $80.00 price target on Delta Air Lines in a report on Wednesday, January 14th. Barclays boosted their price objective on Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Delta Air Lines in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $78.84.

Delta Air Lines Stock Up 0.0%

DAL opened at $66.77 on Friday. Delta Air Lines, Inc. has a twelve month low of $34.74 and a twelve month high of $76.39. The company’s 50-day moving average price is $66.50 and its two-hundred day moving average price is $64.57. The stock has a market cap of $43.61 billion, a price-to-earnings ratio of 8.71, a PEG ratio of 0.72 and a beta of 1.31. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The company had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. During the same quarter last year, the business posted $1.85 EPS. Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. 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 analysts expect that Delta Air Lines, Inc. will post 7.63 earnings per share for the current year.

Delta Air Lines Dividend Announcement

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

More Delta Air Lines News

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

• Positive Sentiment: Goldman Sachs remains bullish and keeps a buy rating on DAL, providing support from a major sell‑side name. Goldman Sachs Sticks to Their Buy Rating for Delta Air Lines (DAL)
• Positive Sentiment: Delta struck a long-term deal with Amazon’s Project Leo to bring high-speed, free LEO satellite Wi‑Fi to 500 aircraft starting in 2028 — a revenue/loyalty and customer‑experience positive that differentiates Delta’s product. Delta Picks Bezos Over Musk For Satellite Wi‑Fi
• Positive Sentiment: Several firms still see upside despite trims — Susquehanna maintains a “positive” rating with a lowered $81 PT and TD Cowen keeps a buy rating at $76 — providing some analyst conviction under the shares. Susquehanna Adjusts Price Target on Delta
• Neutral Sentiment: Q1 preview/estimates: multiple previews highlight April 8 earnings as the key near‑term event (Zacks/Yahoo). Analysts expect revenue in the ~$15.0–15.3B range and mixed views on EPS; results and commentary on fares, capacity and fuel pass‑through will drive short‑term moves. Unlocking Q1 Potential of Delta (DAL)
• Neutral Sentiment: Delta has outperformed some peers recently (notably amid Middle East tensions), which supports relative strength but doesn’t remove macro and fuel risk. Delta Air Lines stock price analysis and earnings preview
• Negative Sentiment: Rising jet fuel: UBS and other analysts warn that nearly doubled jet fuel in March will pressure margins unless Delta can recapture costs via fares/fees — a clear near‑term earnings headwind. Airlines brace for fuel shock as UBS sees revenue recovery as key earnings driver
• Negative Sentiment: Operational disruption risk: CEO Ed Bastian publicly criticized Congress over TSA staffing shortages tied to the partial shutdown — longer security lines and delays could dent near‑term revenue and raise costs. Delta CEO Ed Bastian blasts Congress
• Negative Sentiment: Mixed/softer analyst outlooks and target trims: several shops (Raymond James, TD Cowen moves, a Bank of America pessimistic note) have trimmed targets or flagged downside, and there are reports of insider selling — putting pressure on sentiment ahead of earnings. Delta Air Lines Price Target Actions

Insider Transactions at Delta Air Lines

In related news, EVP Rahul D. Samant sold 62,528 shares of Delta Air Lines stock in a transaction dated 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 completion of the sale, the executive vice president owned 20,939 shares of the company’s stock, valued at approximately $1,469,499.02. This trade represents a 74.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Alain Bellemare sold 35,212 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $75.20, for a total value of $2,647,942.40. Following the completion of the sale, the executive vice president 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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 620,550 shares of company stock valued at $44,127,667. 0.88% of the stock is currently owned by insiders.

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.