FY2026 EPS Estimate for Delta Air Lines Boosted by Analyst

Delta Air Lines, Inc. (NYSE:DAL) – Investment analysts at Seaport Res Ptn boosted their FY2026 earnings estimates for shares of Delta Air Lines in a report issued on Tuesday, November 12th. Seaport Res Ptn analyst D. Mckenzie now forecasts that the transportation company will earn $8.00 per share 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.

Several other equities analysts have also issued reports on DAL. Barclays boosted their target price on Delta Air Lines from $60.00 to $90.00 and gave the stock an “overweight” rating in a research report on Thursday. TD Cowen upped their target price on shares of Delta Air Lines from $59.00 to $75.00 and gave the company a “buy” rating in a research note on Tuesday. Jefferies Financial Group lifted their price target on shares of Delta Air Lines from $58.00 to $72.00 and gave the stock a “buy” rating in a research report on Monday, November 11th. BNP Paribas upgraded shares of Delta Air Lines to a “strong-buy” rating in a research report on Thursday, September 19th. Finally, Susquehanna lifted their target price on Delta Air Lines from $50.00 to $59.00 and gave the stock a “positive” rating in a report on Wednesday, October 9th. One analyst has rated the stock with a hold rating, thirteen have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $71.22.

Delta Air Lines Trading Down 1.2 %

NYSE DAL opened at $64.07 on Friday. Delta Air Lines has a 12 month low of $35.28 and a 12 month high of $66.25. The stock has a 50-day simple moving average of $52.62 and a 200 day simple moving average of $48.62. The company has a current ratio of 0.39, a quick ratio of 0.34 and a debt-to-equity ratio of 1.05. The company has a market capitalization of $41.34 billion, a PE ratio of 8.90, a P/E/G ratio of 1.23 and a beta of 1.33.

Delta Air Lines (NYSE:DAL) last announced its quarterly earnings data on Thursday, October 10th. The transportation company reported $1.50 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.52 by ($0.02). The business had revenue of $15.68 billion during 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 revenue was up 1.2% compared to the same quarter last year. During the same period in the previous year, the business posted $2.03 earnings per share.

Delta Air Lines Announces Dividend

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

Insider Transactions at Delta Air Lines

In other Delta Air Lines news, SVP William C. Carroll sold 21,530 shares of the stock in a transaction on Friday, November 8th. The shares were sold at an average price of $60.62, for a total value of $1,305,148.60. Following the completion of the sale, the senior vice president now owns 19,756 shares in the company, valued at $1,197,608.72. This trade represents a 52.15 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Joanne D. Smith sold 3,431 shares of the firm’s stock in a transaction dated Friday, October 11th. The shares were sold at an average price of $50.46, for a total transaction of $173,128.26. Following the completion of the sale, the executive vice president now owns 108,990 shares of the company’s stock, valued at $5,499,635.40. This trade represents a 3.05 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 140,240 shares of company stock valued at $8,044,893 over the last 90 days. 0.96% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Huntington National Bank lifted its holdings in Delta Air Lines by 2.9% during the 3rd quarter. Huntington National Bank now owns 6,679 shares of the transportation company’s stock valued at $339,000 after purchasing an additional 189 shares during the last quarter. Armstrong Advisory Group Inc. boosted its holdings in shares of Delta Air Lines by 13.8% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,645 shares of the transportation company’s stock worth $84,000 after buying an additional 200 shares during the period. Oakworth Capital Inc. grew its stake in Delta Air Lines by 16.9% in the 3rd quarter. Oakworth Capital Inc. now owns 1,412 shares of the transportation company’s stock valued at $72,000 after buying an additional 204 shares during the last quarter. Total Investment Management Inc. raised its holdings in Delta Air Lines by 3.0% in the 3rd quarter. Total Investment Management Inc. now owns 7,357 shares of the transportation company’s stock valued at $374,000 after acquiring an additional 212 shares during the period. Finally, HBK Sorce Advisory LLC lifted its position in Delta Air Lines by 4.0% during the first quarter. HBK Sorce Advisory LLC now owns 5,772 shares of the transportation company’s stock worth $276,000 after acquiring an additional 221 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors.

About Delta Air Lines

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.