FY2026 EPS Estimates for Delta Air Lines Lifted by Analyst

Delta Air Lines, Inc. (NYSE:DAL) – Stock analysts at Seaport Res Ptn boosted their FY2026 EPS estimates for shares of Delta Air Lines in a note issued to investors on Tuesday, November 12th. Seaport Res Ptn analyst D. Mckenzie now anticipates that the transportation company will post earnings per share of $8.00 for the year, up from their prior estimate of $6.75. The consensus estimate for Delta Air Lines’ current full-year earnings is $6.07 per share.

A number of other analysts have also recently weighed in on DAL. The Goldman Sachs Group restated a “buy” rating and issued a $83.00 price objective on shares of Delta Air Lines in a research note on Friday. TD Cowen raised their price target on Delta Air Lines from $59.00 to $75.00 and gave the company a “buy” rating in a research report on Tuesday. Susquehanna boosted their price objective on Delta Air Lines from $50.00 to $59.00 and gave the stock a “positive” rating in a research report on Wednesday, October 9th. Sanford C. Bernstein raised their target price on Delta Air Lines from $62.00 to $65.00 and gave the company an “outperform” rating in a report on Tuesday, October 8th. Finally, BNP Paribas upgraded Delta Air Lines to a “strong-buy” rating in a report on Thursday, September 19th. One analyst has rated the stock with a hold rating, thirteen have issued a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $71.22.

Delta Air Lines Stock Down 1.2 %

DAL opened at $64.07 on Friday. The firm has a market cap of $41.34 billion, a P/E ratio of 8.90, a price-to-earnings-growth ratio of 1.23 and a beta of 1.33. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.34 and a current ratio of 0.39. The business has a 50 day moving average price of $52.62 and a 200 day moving average price of $48.62. Delta Air Lines has a twelve month low of $35.28 and a twelve month high of $66.25.

Delta Air Lines (NYSE:DAL) last posted its earnings results on Thursday, October 10th. The transportation company reported $1.50 earnings per share for the quarter, missing the consensus estimate of $1.52 by ($0.02). The company had revenue of $15.68 billion for the quarter, compared to the consensus estimate of $14.65 billion. Delta Air Lines had a net margin of 7.71% and a return on equity of 29.93%. Delta Air Lines’s quarterly revenue was up 1.2% on a year-over-year basis. During the same quarter last year, the business earned $2.03 earnings per share.

Institutional Investors Weigh In On Delta Air Lines

Large investors have recently bought and sold shares of the business. Senator Investment Group LP increased its stake in shares of Delta Air Lines by 90.0% in the second quarter. Senator Investment Group LP now owns 475,000 shares of the transportation company’s stock valued at $22,534,000 after buying an additional 225,000 shares in the last quarter. Crossmark Global Holdings Inc. grew its holdings in Delta Air Lines by 5.4% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 268,636 shares of the transportation company’s stock worth $13,644,000 after acquiring an additional 13,802 shares during the last quarter. Olstein Capital Management L.P. increased its position in Delta Air Lines by 32.6% in the 3rd quarter. Olstein Capital Management L.P. now owns 175,000 shares of the transportation company’s stock valued at $8,888,000 after acquiring an additional 43,000 shares in the last quarter. River Road Asset Management LLC raised its stake in shares of Delta Air Lines by 22.8% in the third quarter. River Road Asset Management LLC now owns 130,608 shares of the transportation company’s stock worth $6,634,000 after acquiring an additional 24,249 shares during the last quarter. Finally, abrdn plc lifted its position in shares of Delta Air Lines by 36.0% during the third quarter. abrdn plc now owns 135,098 shares of the transportation company’s stock worth $6,859,000 after purchasing an additional 35,792 shares in the last quarter. 69.93% of the stock is currently owned by institutional investors.

Insider Transactions at Delta Air Lines

In other Delta Air Lines news, EVP Joanne D. Smith sold 3,431 shares of Delta Air Lines stock in a transaction on Friday, October 11th. The stock was sold at an average price of $50.46, for a total transaction of $173,128.26. Following the completion of the transaction, the executive vice president now directly owns 108,990 shares of the company’s stock, valued at approximately $5,499,635.40. This trade represents a 3.05 % 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 this link. Also, SVP William C. Carroll sold 21,530 shares of the stock in a transaction dated Friday, November 8th. The stock was sold at an average price of $60.62, for a total transaction of $1,305,148.60. Following the sale, the senior vice president now owns 19,756 shares of the company’s stock, valued at $1,197,608.72. This trade represents a 52.15 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 140,240 shares of company stock valued at $8,044,893. Corporate insiders own 0.96% of the company’s stock.

Delta Air Lines Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 31st. Stockholders of record on Thursday, October 10th were paid a $0.15 dividend. The ex-dividend date of this dividend was Thursday, October 10th. This represents a $0.60 annualized dividend and a dividend yield of 0.94%. Delta Air Lines’s dividend payout ratio is currently 8.33%.

Delta Air Lines Company Profile

Delta Air Lines, Inc provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo.