Meiji Yasuda America Inc Takes Position in Delta Air Lines, Inc. $DAL

Posted by Geri Gentry on Jun 12th, 2026

Meiji Yasuda America Inc purchased a new stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 58,657 shares of the transportation company’s stock, valued at approximately $4,071,000.

Several other institutional investors have also recently made changes to their positions in the company. Cowa LLC increased its stake in shares of Delta Air Lines by 7.9% during the fourth quarter. Cowa LLC now owns 4,425 shares of the transportation company’s stock valued at $307,000 after buying an additional 325 shares during the period. Nuveen LLC increased its stake in shares of Delta Air Lines by 34.9% during the fourth quarter. Nuveen LLC now owns 4,084,386 shares of the transportation company’s stock valued at $283,456,000 after buying an additional 1,055,980 shares during the period. Xponance LLC increased its stake in shares of Delta Air Lines by 24.9% during the fourth quarter. Xponance LLC now owns 142,053 shares of the transportation company’s stock valued at $9,858,000 after buying an additional 28,283 shares during the period. IFM Investors Pty Ltd increased its stake in shares of Delta Air Lines by 0.5% during the fourth quarter. IFM Investors Pty Ltd now owns 28,167 shares of the transportation company’s stock valued at $1,955,000 after buying an additional 144 shares during the period. Finally, Keel Point LLC purchased a new position in shares of Delta Air Lines during the fourth quarter valued at $208,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

Delta Air Lines Price Performance

DAL opened at $81.91 on Friday. The business’s 50-day moving average is $72.72 and its two-hundred day moving average is $69.44. Delta Air Lines, Inc. has a 1 year low of $45.28 and a 1 year high of $83.83. 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 firm has a market capitalization of $53.81 billion, a PE ratio of 11.94, a price-to-earnings-growth ratio of 1.08 and a beta of 1.30.

Delta Air Lines (NYSE:DAL – Get Free Report) last posted its earnings results on Wednesday, April 8th. The transportation company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.03. The company had revenue of $14.20 billion for 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 quarterly revenue was up 9.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.46 earnings per share. Research analysts anticipate that Delta Air Lines, Inc. will post 5.37 earnings per share for the current fiscal year.

Delta Air Lines Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Argus raised their price target 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. Raymond James Financial lifted their target price on Delta Air Lines from $76.00 to $80.00 and gave the company a “strong-buy” rating in a research note on Thursday, April 9th. Wells Fargo & Company cut their target price on Delta Air Lines from $87.00 to $75.00 and set an “overweight” rating on the stock in a research note on Monday, March 16th. Evercore reiterated an “outperform” rating and issued a $85.00 target price on shares of Delta Air Lines in a research note on Friday, April 17th. Finally, Zacks Research upgraded Delta Air Lines from a “strong sell” rating to a “hold” rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Delta Air Lines presently has an average rating of “Moderate Buy” and a consensus price target of $80.85.

Check Out Our Latest Report on Delta Air Lines

Insiders Place Their Bets

In other Delta Air Lines news, EVP John E. Laughter sold 15,000 shares of the firm’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 completion of the sale, the executive vice president owned 54,369 shares of the company’s stock, valued at approximately $3,893,364.09. This trade represents a 21.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Allison C. Ausband sold 5,000 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $79.00, for a total value of $395,000.00. Following the completion of the sale, the executive vice president directly owned 133,854 shares of the company’s stock, valued at approximately $10,574,466. This represents a 3.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 149,635 shares of company stock valued at $10,833,855. 0.80% of the stock is currently owned by corporate insiders.

Delta Air Lines Company 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.