OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $4.08 Million Stock Position in Delta Air Lines, Inc. $DAL

Posted by Francis Steltz on Jun 20th, 2026

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 49.0% during the fourth quarter, Holdings Channel reports. The firm owned 58,731 shares of the transportation company’s stock after selling 56,417 shares during the period. OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Delta Air Lines were worth $4,076,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. IFM Investors Pty Ltd lifted its position in 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 worth $1,955,000 after purchasing an additional 144 shares during the period. Utah Retirement Systems increased its holdings in Delta Air Lines by 0.3% in the 4th quarter. Utah Retirement Systems now owns 52,620 shares of the transportation company’s stock valued at $3,652,000 after buying an additional 144 shares during the period. First Financial Bank Trust Division raised its position in shares of Delta Air Lines by 3.3% in the 4th quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company’s stock valued at $328,000 after buying an additional 150 shares in the last quarter. HBK Sorce Advisory LLC raised its position in shares of Delta Air Lines by 2.6% in the 4th quarter. HBK Sorce Advisory LLC now owns 6,022 shares of the transportation company’s stock valued at $454,000 after buying an additional 151 shares in the last quarter. Finally, Larson Financial Group LLC lifted its holdings in shares of Delta Air Lines by 2.4% during the 4th quarter. Larson Financial Group LLC now owns 6,472 shares of the transportation company’s stock worth $449,000 after acquiring an additional 152 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.

Delta Air Lines Trading Down 0.0%

Shares of Delta Air Lines stock opened at $84.16 on Friday. The firm’s 50 day moving average is $74.69 and its 200 day moving average is $70.25. The firm has a market capitalization of $55.29 billion, a PE ratio of 12.27, a price-to-earnings-growth ratio of 1.19 and a beta of 1.30. Delta Air Lines, Inc. has a 1 year low of $45.28 and a 1 year high of $87.39. The company has a current ratio of 0.42, a quick ratio of 0.36 and a debt-to-equity ratio of 0.54.

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

Delta Air Lines Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 30th. Stockholders of record on Thursday, July 9th will be paid a $0.215 dividend. This represents a $0.86 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, July 9th. This is a positive change from Delta Air Lines’s previous quarterly dividend of $0.19. Delta Air Lines’s dividend payout ratio is currently 10.93%.

Insider Buying and Selling at Delta Air Lines

In other news, EVP Alain Bellemare sold 25,000 shares of Delta Air Lines stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $81.44, for a total transaction of $2,036,000.00. Following the sale, the executive vice president directly owned 95,025 shares of the company’s stock, valued at approximately $7,738,836. This trade represents a 20.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP John E. Laughter sold 69,304 shares of the business’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $68.15, for a total value of $4,723,067.60. Following the sale, the executive vice president owned 69,369 shares in the company, valued at approximately $4,727,497.35. This trade represents a 49.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 149,635 shares of company stock worth $10,833,855. 0.80% of the stock is currently owned by insiders.

Key Headlines Impacting Delta Air Lines

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

Positive Sentiment: Delta boosted its quarterly dividend by about 15% to $0.215 per share, signaling confidence in cash generation and rewarding shareholders. Delta Air Lines Declares Quarterly Dividend
Positive Sentiment: Lower crude oil prices are seen as a tailwind for airline stocks, including Delta, because cheaper fuel can improve margins while travel demand remains steady. U.S. Global Investors sees tailwind for airline stocks as oil prices slide
Positive Sentiment: Delta announced it will host a July 10 webcast for June quarter 2026 financial results, keeping investors focused on the upcoming earnings update and potential guidance. Delta Air Lines Announces Webcast of June Quarter 2026 Financial Results
Positive Sentiment: The U.S. government closed its investigation into Delta’s handling of the CrowdStrike outage, removing a regulatory overhang tied to the 2024 travel disruption. Trump Administration Clears Delta in CrowdStrike Outage Probe

Analyst Ratings Changes

Several analysts recently issued reports on DAL shares. Susquehanna reduced their price target on shares of Delta Air Lines from $81.00 to $78.00 and set a “positive” rating on the stock in a research report on Thursday, April 9th. Evercore restated an “outperform” rating and set a $85.00 price objective on shares of Delta Air Lines in a research report on Friday, April 17th. Weiss Ratings cut Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, March 6th. Seaport Research Partners raised their target price on Delta Air Lines from $81.00 to $83.00 and gave the company a “buy” rating in a report on Thursday, April 9th. Finally, Citigroup raised their target price on Delta Air Lines from $77.00 to $79.00 and gave the company a “buy” rating in a report on Thursday, April 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $81.05.

View Our Latest Research Report on DAL

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.