56,006 Shares of Delta Air Lines, Inc. $DAL Purchased by Fulcrum Asset Management LLP

Posted by Francis Steltz on Nov 10th, 2026

Fulcrum Asset Management LLP acquired a new stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 56,006 shares of the transportation company’s stock, valued at approximately $4,753,000.

A number of other hedge funds also recently bought and sold shares of the company. Bank of New York Mellon Corp purchased a new position in shares of Delta Air Lines in the second quarter worth approximately $1,182,646,000. Great Lakes Advisors LLC acquired a new stake in shares of Delta Air Lines during the second quarter valued at approximately $160,265,000. Pacer Advisors Inc. raised its holdings in shares of Delta Air Lines by 50.9% during the first quarter. Pacer Advisors Inc. now owns 4,033,595 shares of the transportation company’s stock valued at $268,153,000 after acquiring an additional 1,360,195 shares during the period. Rokos Capital Management LLP purchased a new stake in shares of Delta Air Lines in the 1st quarter valued at approximately $37,578,000. Finally, First Trust Advisors LP lifted its position in shares of Delta Air Lines by 95.5% in the 1st quarter. First Trust Advisors LP now owns 942,773 shares of the transportation company’s stock valued at $62,676,000 after acquiring an additional 460,465 shares in the last quarter. 69.93% of the stock is owned by hedge funds and other institutional investors.

Delta Air Lines Stock Performance

Shares of NYSE DAL opened at $91.64 on Tuesday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.40 and a quick ratio of 0.32. Delta Air Lines, Inc. has a one year low of $55.27 and a one year high of $95.68. The business’s 50-day moving average price is $81.03 and its two-hundred day moving average price is $77.23. The company has a market capitalization of $60.29 billion, a P/E ratio of 16.31, a price-to-earnings-growth ratio of 1.59 and a beta of 1.43.

Delta Air Lines (NYSE:DAL – Get Free Report) last posted its quarterly earnings results on Friday, October 9th. The transportation company reported $1.72 earnings per share for the quarter, missing analysts’ consensus estimates of $1.77 by ($0.05). The firm had revenue of $17.59 billion for the quarter, compared to analysts’ expectations of $17.64 billion. Delta Air Lines had a return on equity of 16.83% and a net margin of 4.58%. The firm’s revenue for the quarter was up 21.1% on a year-over-year basis. During the same period last year, the business earned $1.71 earnings per share. Delta Air Lines has set its Q4 2026 guidance at 1.150-1.650 EPS and its FY 2026 guidance at 5.100-5.600 EPS. Analysts anticipate that Delta Air Lines, Inc. will post 5.34 earnings per share for the current fiscal year.

Delta Air Lines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, November 5th. Investors of record on Thursday, October 15th were issued a $0.2150 dividend. The ex-dividend date was Thursday, October 15th. This represents a $0.86 dividend on an annualized basis and a yield of 0.9%. Delta Air Lines’s dividend payout ratio is currently 17.17%.

Insider Activity at Delta Air Lines

In other Delta Air Lines news, President Peter W. Carter sold 44,950 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The shares were sold at an average price of $89.29, for a total value of $4,013,585.50. Following the completion of the sale, the president directly owned 379,754 shares of the company’s stock, valued at $33,908,234.66. The trade was a 10.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Alain Bellemare sold 28,000 shares of the business’s stock in a transaction that occurred on Friday, November 6th. The stock was sold at an average price of $85.93, for a total transaction of $2,406,040.00. Following the completion of the sale, the executive vice president directly owned 80,025 shares of the company’s stock, valued at $6,876,548.25. This represents a 25.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 122,950 shares of company stock valued at $10,519,626. 0.80% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on DAL shares. Sanford C. Bernstein decreased their price objective on shares of Delta Air Lines from $106.00 to $100.00 and set an “outperform” rating for the company in a research note on Wednesday, October 7th. TD Cowen cut their target price on shares of Delta Air Lines from $105.00 to $101.00 and set a “buy” rating on the stock in a research note on Friday, October 2nd. Cantor Fitzgerald set a $101.00 target price on shares of Delta Air Lines in a research note on Friday, October 2nd. JPMorgan Chase & Co. increased their target price on Delta Air Lines from $85.00 to $114.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Finally, Argus set a $95.00 target price on Delta Air Lines in a research report on Monday, October 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $99.65.

Get Our Latest Report on Delta Air Lines

Delta Air Lines Company Profile

(Free Report)

Delta Air Lines is a U.S.-based airline that provides passenger and cargo transportation. It serves domestic and international destinations through its own flights and relationships with partner airlines, with major hubs including Atlanta, Detroit, Minneapolis–Saint Paul, New York, and Salt Lake City.

The company offers multiple cabin and fare options, including Delta One, First Class, Delta Comfort+ and Main Cabin. Its other businesses and services include Delta Cargo, the SkyMiles loyalty program, and aircraft maintenance and repair services through Delta TechOps.

Delta traces its roots to Huff Daland Dusters, an aerial crop-dusting company established in 1925, and began carrying passengers in 1929.