SVB Wealth LLC Has $1.20 Million Holdings in Delta Air Lines, Inc. $DAL

Posted by George Bondi on May 12th, 2026

SVB Wealth LLC lessened its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 33.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 17,324 shares of the transportation company’s stock after selling 8,737 shares during the period. SVB Wealth LLC’s holdings in Delta Air Lines were worth $1,202,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the business. Swiss Life Asset Management Ltd lifted its position in shares of Delta Air Lines by 38.4% during the 4th quarter. Swiss Life Asset Management Ltd now owns 34,826 shares of the transportation company’s stock worth $2,417,000 after purchasing an additional 9,666 shares during the last quarter. Drive Wealth Management LLC acquired a new position in shares of Delta Air Lines during the 4th quarter worth about $217,000. Hosking Partners LLP lifted its position in shares of Delta Air Lines by 2.7% during the 4th quarter. Hosking Partners LLP now owns 529,900 shares of the transportation company’s stock worth $36,775,000 after purchasing an additional 14,089 shares during the last quarter. Pure Financial Advisors LLC lifted its position in shares of Delta Air Lines by 11.3% during the 4th quarter. Pure Financial Advisors LLC now owns 6,947 shares of the transportation company’s stock worth $482,000 after purchasing an additional 704 shares during the last quarter. Finally, LRI Investments LLC lifted its position in shares of Delta Air Lines by 3.4% during the 4th quarter. LRI Investments LLC now owns 4,644 shares of the transportation company’s stock worth $322,000 after purchasing an additional 154 shares during the last quarter. Institutional investors and hedge funds own 69.93% of the company’s stock.

Insider Activity

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

Analyst Upgrades and Downgrades

DAL has been the subject of several research analyst reports. Wells Fargo & Company cut their price objective on Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating for the company in a research report on Monday, March 16th. Jefferies Financial Group boosted their price objective on Delta Air Lines from $78.00 to $81.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. HSBC cut their price objective on Delta Air Lines from $80.20 to $79.30 and set a “buy” rating for the company in a research report on Thursday, April 9th. Rothschild & Co Redburn cut their price target on Delta Air Lines from $72.00 to $70.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Finally, Susquehanna cut their price target on Delta Air Lines from $81.00 to $78.00 and set a “positive” rating for the company in a report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Delta Air Lines presently has a consensus rating of “Moderate Buy” and an average price target of $79.76.

Check Out Our Latest Analysis on Delta Air Lines

Delta Air Lines News Summary

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

Positive Sentiment: Sanford C. Bernstein raised its price target on Delta Air Lines to $88 from $81 and reaffirmed an Outperform rating, citing Delta’s “fuel insulation” as a key advantage if oil prices stay elevated. Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation
Positive Sentiment: Delta continues to benefit from a constructive airline demand backdrop, with recent sector commentary pointing to stronger passenger demand and higher revenues across airlines, which can support pricing and earnings expectations for DAL. CPA to Report Q1 Earnings: What’s in Store for the Stock?
Neutral Sentiment: Delta’s recent business results and industry comparisons remain broadly supportive, but the articles provided do not include a new Delta earnings release or fresh company-specific operational update in the last day.
Negative Sentiment: U.S. airline stocks fell after oil prices surged when President Trump rejected Iran’s latest peace proposal, raising concerns about higher fuel costs for carriers like Delta. US airline stocks slip as oil surges after Trump rejects Iran peace proposal
Negative Sentiment: Another market update echoed that airline shares were weaker as energy prices jumped, reinforcing near-term margin pressure concerns for Delta and peers. U.S. Airline Stocks Fall as Oil Prices Jump Following Trump’s Rejection of Iran Proposal
Negative Sentiment: Industry commentary also highlighted soaring fuel costs across airlines, which can pressure profitability if carriers cannot fully pass those costs on to travelers. Airlines Face Soaring Fuel Costs. Travelers Are Paying More for Bags, Extras.

Delta Air Lines Trading Down 3.0%

Delta Air Lines stock opened at $71.11 on Tuesday. The business has a 50 day moving average price of $66.44 and a two-hundred day moving average price of $66.43. The company has a quick ratio of 0.36, a current ratio of 0.42 and a debt-to-equity ratio of 0.54. The stock has a market cap of $46.72 billion, a price-to-earnings ratio of 10.37, a price-to-earnings-growth ratio of 1.08 and a beta of 1.25. Delta Air Lines, Inc. has a 12 month low of $45.28 and a 12 month high of $76.39.

Delta Air Lines (NYSE:DAL – Get Free Report) last posted its quarterly earnings results on Wednesday, April 8th. The transportation company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.61 by $0.03. The firm had revenue of $14.20 billion during the quarter, compared to analysts’ expectations of $14.05 billion. Delta Air Lines had a return on equity of 20.28% and a net margin of 6.87%.The company’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.46 EPS. As a group, equities analysts forecast that Delta Air Lines, Inc. will post 5.3 EPS for the current year.

Delta Air Lines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be paid a $0.1875 dividend. This represents a $0.75 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, May 14th. Delta Air Lines’s dividend payout ratio is currently 10.93%.

Delta Air Lines Profile

(Free Report)

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.