FY2026 EPS Estimates for Delta Air Lines Raised by Analyst

Delta Air Lines, Inc. (NYSE:DAL) – Equities research analysts at Seaport Res Ptn increased their FY2026 earnings per share (EPS) estimates for shares of Delta Air Lines in a research report issued on Thursday, September 11th. Seaport Res Ptn analyst D. Mckenzie now forecasts that the transportation company will post earnings of $7.25 per share for the year, up from their previous forecast of $6.25. The consensus estimate for Delta Air Lines’ current full-year earnings is $7.63 per share. Seaport Res Ptn also issued estimates for Delta Air Lines’ FY2027 earnings at $8.00 EPS.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings data on Thursday, July 10th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.01 by $0.09. The business had revenue of $15.51 billion during the quarter, compared to analysts’ expectations of $16.16 billion. Delta Air Lines had a return on equity of 24.86% and a net margin of 7.24%.The company’s revenue for the quarter was down .1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.36 EPS.

Several other equities analysts have also recently issued reports on the company. Deutsche Bank Aktiengesellschaft boosted their price objective on Delta Air Lines from $53.00 to $63.00 and gave the company a “buy” rating in a report on Tuesday, July 8th. BNP Paribas Exane boosted their price objective on Delta Air Lines from $58.00 to $70.00 and gave the company an “outperform” rating in a report on Friday, July 11th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Delta Air Lines in a report on Friday, July 11th. Jefferies Financial Group upped their price target on Delta Air Lines from $56.00 to $62.00 and gave the stock a “hold” rating in a report on Monday, July 14th. Finally, Morgan Stanley upped their price target on Delta Air Lines from $88.00 to $90.00 and gave the stock an “overweight” rating in a report on Friday, July 11th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Delta Air Lines currently has an average rating of “Buy” and a consensus price target of $66.93.

Delta Air Lines Stock Performance

Shares of DAL stock opened at $57.88 on Monday. The stock has a market cap of $37.79 billion, a PE ratio of 8.39, a price-to-earnings-growth ratio of 1.81 and a beta of 1.51. The business has a 50-day simple moving average of $57.66 and a 200-day simple moving average of $50.51. The company has a quick ratio of 0.33, a current ratio of 0.38 and a debt-to-equity ratio of 0.74. Delta Air Lines has a 52-week low of $34.74 and a 52-week high of $69.98.

Insiders Place Their Bets

In other news, EVP Steven M. Sear sold 18,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $55.96, for a total value of $1,007,280.00. Following the completion of the sale, the executive vice president directly owned 97,505 shares in the company, valued at $5,456,379.80. This represents a 15.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Edward H. Bastian sold 35,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 23rd. The shares were sold at an average price of $56.28, for a total value of $1,969,800.00. Following the completion of the sale, the chief executive officer owned 632,823 shares of the company’s stock, valued at $35,615,278.44. This trade represents a 5.24% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 136,473 shares of company stock valued at $7,663,496. Insiders own 0.96% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Valeo Financial Advisors LLC grew its position in Delta Air Lines by 12.4% in the second quarter. Valeo Financial Advisors LLC now owns 15,900 shares of the transportation company’s stock worth $782,000 after acquiring an additional 1,751 shares during the period. L1 Capital Pty Ltd purchased a new position in Delta Air Lines in the second quarter worth approximately $519,000. Osaic Holdings Inc. grew its position in Delta Air Lines by 38.6% in the second quarter. Osaic Holdings Inc. now owns 213,025 shares of the transportation company’s stock worth $10,458,000 after acquiring an additional 59,313 shares during the period. Total Investment Management Inc. grew its position in Delta Air Lines by 21.8% in the second quarter. Total Investment Management Inc. now owns 7,883 shares of the transportation company’s stock worth $388,000 after acquiring an additional 1,412 shares during the period. Finally, Thrivent Financial for Lutherans grew its position in Delta Air Lines by 39.8% in the second quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock worth $118,409,000 after acquiring an additional 685,312 shares during the period. 69.93% of the stock is currently owned by hedge funds and other 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.