Havemeyer Place LP Invests $1.12 Million in Delta Air Lines, Inc. $DAL

Posted by Brian Himes on Jun 8th, 2026

Havemeyer Place LP purchased a new position in Delta Air Lines, Inc. (NYSE:DAL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 16,112 shares of the transportation company’s stock, valued at approximately $1,118,000.

A number of other institutional investors also recently made changes to their positions in DAL. Brighton Jones LLC raised its holdings in shares of Delta Air Lines by 33.5% in the fourth quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company’s stock worth $555,000 after acquiring an additional 2,302 shares during the last quarter. Acadian Asset Management LLC acquired a new position in Delta Air Lines in the first quarter valued at $178,000. Sivia Capital Partners LLC acquired a new position in Delta Air Lines in the second quarter valued at $555,000. Marshall Wace LLP increased its stake in Delta Air Lines by 102.2% in the second quarter. Marshall Wace LLP now owns 7,825 shares of the transportation company’s stock valued at $385,000 after purchasing an additional 357,825 shares during the last quarter. Finally, Daiwa Securities Group Inc. increased its stake in Delta Air Lines by 10.6% in the second quarter. Daiwa Securities Group Inc. now owns 58,129 shares of the transportation company’s stock valued at $2,859,000 after purchasing an additional 5,564 shares during the last quarter. 69.93% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Delta Air Lines news, EVP Allison C. Ausband sold 5,000 shares of the company’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $79.00, for a total transaction of $395,000.00. Following the completion of the sale, the executive vice president directly owned 133,854 shares in the company, valued at $10,574,466. This represents a 3.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP John E. Laughter sold 15,000 shares of the company’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $71.61, for a total value of $1,074,150.00. Following the sale, the executive vice president owned 54,369 shares of the company’s stock, valued at $3,893,364.09. This represents a 21.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 149,635 shares of company stock worth $10,833,855 over the last three months. 0.80% of the stock is owned by insiders.

Delta Air Lines Stock Performance

Shares of NYSE:DAL opened at $79.55 on Monday. The firm has a market capitalization of $52.26 billion, a PE ratio of 11.60, a P/E/G ratio of 1.12 and a beta of 1.30. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.42 and a quick ratio of 0.36. The business has a 50-day moving average of $71.58 and a two-hundred day moving average of $68.81. Delta Air Lines, Inc. has a 12 month low of $45.28 and a 12 month high of $83.83.

Delta Air Lines (NYSE:DAL – Get Free Report) last announced its quarterly earnings results on Wednesday, April 8th. The transportation company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.61 by $0.03. The company had revenue of $14.20 billion during the quarter, compared to analyst estimates of $14.05 billion. Delta Air Lines had a return on equity of 20.28% and a net margin of 6.87%.The firm’s revenue was up 9.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.46 earnings per share. As a group, research analysts forecast that Delta Air Lines, Inc. will post 5.37 earnings per share for the current year.

Delta Air Lines Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th were paid a dividend of $0.1875 per share. The ex-dividend date was Thursday, May 14th. This represents a $0.75 annualized dividend and a yield of 0.9%. Delta Air Lines’s dividend payout ratio is currently 10.93%.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Morgan Stanley upped their target price on Delta Air Lines from $90.00 to $105.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Sanford C. Bernstein upped their target price on Delta Air Lines from $81.00 to $88.00 and gave the company an “outperform” rating in a research note on Monday, May 11th. Argus upped their target price on Delta Air Lines from $80.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, April 9th. Weiss Ratings lowered Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, March 6th. Finally, Seaport Research Partners upped their target price on Delta Air Lines from $81.00 to $83.00 and gave the company a “buy” rating in a research note 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 data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $80.85.

View Our Latest Report on Delta Air Lines

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.