DAL

DELTA AIR LINES, INC.

NYSE · Air Transportation, Scheduled · Inc. DE · CIK 0000027904
$79.42 -0.11% $52.2B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$52.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders9 funds
Inst. Value$8.6B
Inst. Activity4 buys / 1 sells
Insider Activity0B / 15S
Insider Net $-$52.6M
Reddit Sentiment47° Neutral
SEC Reports7
Exchange NYSE·Sector Air Transportation, Scheduled·Inc. DE·CIK 0000027904·Prev Close $79.51

Recent Activity

Jun 6, 2026 transportation
Ground Stop: John F. Kennedy International (IAH)
STAFFING
May 27, 2026 Insider
BELLEMARE ALAIN sold 25,000 shares
EVP & Pres. - International @ $81.44 ($2.0M)
May 27, 2026 Insider
Ausband Allison C sold 5,000 shares
EVP & Chief People Officer @ $80.90 ($404.5K)
May 26, 2026 Insider
Ausband Allison C sold 5,000 shares
EVP & Chief People Officer @ $79.00 ($395.0K)
Apr 24, 2026 SEC
Delta Air Lines is holding its 2026 annual shareholder meeting, with the board recommending approval of all nominees for
DEFA14A — Impact 3/10
Apr 24, 2026 SEC
The U.S. Court of Appeals for the Eleventh Circuit affirmed a lower court ruling in favor of Delta Air Lines, upholding
COURT-RULING — Impact 5/10
Apr 22, 2026 SEC
The U.S. Court of Appeals for the Eleventh Circuit affirmed a lower court ruling in favor of Delta Air Lines, dismissing
COURT-RULING — Impact 6/10
Inst.
FMR LLC — ADD
27,410,817 shares ($1.9B)

Price Targets

$81.81 +3.0% upside Hold
Current $79.42 Low $48.00 Median $81.00 High $105.00 25 analysts
$48.00 $105.00

Analyst Ratings

Strong Buy91% buy · 32 analysts
9Strong Buy
20Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 UBS MAINTAIN Buy → Buy
May 11, 2026 Bernstein MAINTAIN Outperform → Outperform
May 7, 2026 UBS MAINTAIN Buy → Buy
Apr 17, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 9, 2026 UBS MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.47 ▲ +1.4% $1.25 — $1.81 -30% YoY 17
Next Q $1.66 ▲ +1.1% $1.13 — $2.33 -3% YoY 17
Current FY $5.56 ▲ +0.8% $4.08 — $7.00 -5% YoY 22
Next FY $8.01 ▼ -2.0% $7.30 — $9.17 71% YoY 8

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$5.2B
FMR LLC$1.9BADD
MORGAN STANLEY$854.4M
CHARLES SCHWAB INVESTMENT MANAGEMENT$266.7MNEW
BANK OF AMERICA CORP$219.2M

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026BELLEMARE ALAINSELL$2.0M
May 27, 2026Ausband AllisonSELL$404.5K
May 26, 2026Ausband AllisonSELL$395.0K
May 7, 2026BELLEMARE ALAINSELL$1.5M
Apr 22, 2026McConnell JuliaA$0.00

Reddit Sentiment

47°
Neutral
Bearish Neutral Bullish
11 mentions 3 bullish 4 bearish
9 institutional holders with $8.6B total value (124,399,560 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC74,552,264$5.2B60.3%
2FMR LLC27,410,817$1.9B22.2%ADD +40.0%
3MORGAN STANLEY12,310,804$854.4M10.0%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,842,923$266.7M3.1%NEW
5BANK OF AMERICA CORP /DE/3,157,844$219.2M2.6%
6NORGES BANK1,252,605$86.9M1.0%NEW
7WELLS FARGO & COMPANY/MN1,119,293$77.7M0.9%ADD +28.0%
8Duquesne Family Office LLC650,910$45.2K0.0%NEW
9Olstein Capital Management, L.P.102,100$7.1K0.0%ADD +41.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD19,573,81727,410,817+40.0%$1.9B2025-Q4
NORGES BANKNEW1,252,605$86.9M2025-Q4
WELLS FARGO & COMPANY/MNADD874,6661,119,293+28.0%$77.7M2025-Q4
Duquesne Family Office LLCNEW650,910$45.2K2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT507,3250-100.0%$0.002025-Q4
FMR LLCADD9,969,56819,573,817+96.3%$1.1B2025-Q3
UBS Group AGTRIM6,136,1774,307,208-29.8%$244.4M2025-Q3
WELLS FARGO & COMPANY/MNADD598,631874,666+46.1%$49.6M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED128,406507,325+295.1%$28.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT514,9000-100.0%$0.002025-Q3
NORGES BANKEXIT556,1330-100.0%$0.002025-Q3
Duquesne Family Office LLCEXIT793,5100-100.0%$0.002025-Q3
FMR LLCADD7,272,2859,969,568+37.1%$490.3M2025-Q2
NORGES BANKNEW556,133$27.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM1,144,700514,900-55.0%$25.3M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM219,968128,406-41.6%$6.3M2025-Q2
Duquesne Family Office LLCTRIM1,294,635793,510-38.7%$39.0K2025-Q2
FMR LLCTRIM9,955,8187,272,285-27.0%$317.1M2025-Q1
UBS Group AGTRIM7,951,4945,560,132-30.1%$242.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED38,8931,144,700+2843.2%$49.9M2025-Q1
WELLS FARGO & COMPANY/MNTRIM1,856,087684,599-63.1%$29.8M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,549,530219,968-85.8%$9.6M2025-Q1
Duquesne Family Office LLCTRIM1,767,2401,294,635-26.7%$56.4K2025-Q1
Olstein Capital Management, L.P.ADD124,000176,000+41.9%$7.7K2025-Q1
NORGES BANKEXIT2,518,0460-100.0%$0.002025-Q1
14 unique insiders with 15 transactions. Net insider value: -$52.6M ($0.00 bought, $52.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026BELLEMARE ALAINEVP & Pres. - InternationalSELL25,000$81.44$2.0M
May 27, 2026Ausband Allison CEVP & Chief People OfficerSELL5,000$80.90$404.5K
May 26, 2026Ausband Allison CEVP & Chief People OfficerSELL5,000$79.00$395.0K
May 7, 2026BELLEMARE ALAINEVP & Pres. - InternationalSELL20,621$72.75$1.5M
Apr 22, 2026McConnell Julia AnnSVP, Controller & CAOA740$0.00$0.00
Apr 14, 2026Laughter John EEVP & Chief of OperationsSELL15,000$71.61$1.1M
Apr 10, 2026Laughter John EEVP & Chief of OperationsM13,460$58.89$792.7K
Apr 10, 2026Laughter John EEVP & Chief of OperationsSELL69,304$68.15$4.7M
Apr 10, 2026Laughter John EEVP & Chief of OperationsM13,460$0.00$0.00
Apr 1, 2026Janki Daniel C.EVP & Chief Operating OfficerA5,550$0.00$0.00
Apr 1, 2026Carter Peter WPresidentA2,960$0.00$0.00
Apr 1, 2026Snell Erik StoreyEVP & Chief Financial OfficerA7,400$0.00$0.00
Apr 1, 2026BELLEMARE ALAINEVP & Pres. - InternationalA2,470$0.00$0.00
Feb 26, 2026Bastian Edward HChief Executive OfficerSELL100,000$70.26$7.0M
Feb 9, 2026Sear Steven MEVP - Global Sales & DistribSELL38,600$75.05$2.9M
Feb 9, 2026HAUENSTEIN GLEN WPresidentSELL137,159$75.27$10.3M
Feb 9, 2026BELLEMARE ALAINEVP & Pres. - InternationalSELL35,212$75.20$2.6M
Feb 6, 2026HAUENSTEIN GLEN WPresidentM123,910$0.00$0.00
Feb 6, 2026HAUENSTEIN GLEN WPresidentM123,910$49.33$6.1M
Feb 6, 2026HAUENSTEIN GLEN WPresidentSELL165,864$71.00$11.8M
Feb 6, 2026Carter Peter WChief External Affairs OfficerSELL27,000$74.82$2.0M
Feb 5, 2026Samant Rahul DEVP & Chief Info OfficerSELL62,528$70.18$4.4M
Feb 5, 2026HAUENSTEIN GLEN WPresidentSELL13,576$71.00$963.9K
Feb 4, 2026Snell Erik StoreyEVP & Chief Cust Exper OfficerA11,770$0.00$0.00
Feb 4, 2026Sear Steven MEVP - Global Sales & DistribA11,770$0.00$0.00
Feb 4, 2026Sear Steven MEVP - Global Sales & DistribF31,000$70.86$2.2M
Feb 4, 2026Samant Rahul DEVP & Chief Info OfficerA97,440$0.00$0.00
Feb 4, 2026Samant Rahul DEVP & Chief Info OfficerF43,400$70.86$3.1M
Feb 4, 2026Laughter John EEVP & Chief of OperationsA69,600$0.00$0.00
Feb 4, 2026Laughter John EEVP & Chief of OperationsF31,000$70.86$2.2M
Feb 4, 2026Janki Daniel C.EVP & Chief Financial OfficerA19,410$0.00$0.00
Feb 4, 2026Janki Daniel C.EVP & Chief Financial OfficerF102,273$70.86$7.2M
Feb 4, 2026HAUENSTEIN GLEN WPresidentA741,030$0.00$0.00
Feb 4, 2026HAUENSTEIN GLEN WPresidentF330,056$70.86$23.4M
Feb 4, 2026Esposito Joseph JamesEVP & Chief Commercial OfficerA14,120$0.00$0.00
Feb 4, 2026Duggirala AmalaChief Digital & Tech OfficerA16,470$0.00$0.00
Feb 4, 2026Carter Peter WChief External Affairs OfficerA18,350$0.00$0.00
Feb 4, 2026Carter Peter WChief External Affairs OfficerF208,274$70.86$14.8M
Feb 4, 2026BELLEMARE ALAINEVP & Pres. - InternationalA21,170$0.00$0.00
Feb 4, 2026BELLEMARE ALAINEVP & Pres. - InternationalF55,787$70.86$4.0M
Feb 4, 2026Bastian Edward HChief Executive OfficerA70,210$0.00$0.00
Feb 4, 2026Bastian Edward HChief Executive OfficerF636,844$70.86$45.1M
Feb 4, 2026Ausband Allison CEVP & Chief People OfficerA16,470$0.00$0.00
Feb 4, 2026Ausband Allison CEVP & Chief People OfficerF31,000$70.86$2.2M
Feb 2, 2026Carroll William CSVP, Fin & ControllerSELL5,967$68.10$406.3K
Jan 30, 2026BELLEMARE ALAINEVP & Pres. - InternationalF4,209$65.89$277.3K
Jan 30, 2026Sear Steven MEVP - Global Sales & DistribF3,078$65.89$202.8K
Jan 30, 2026Laughter John EEVP & Chief of OperationsF2,149$65.89$141.6K
Jan 30, 2026Esposito Joseph JamesEVP & Chief Commercial OfficerF1,355$65.89$89.3K
Jan 30, 2026Ausband Allison CEVP & Chief People OfficerF2,150$65.89$141.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (91% buy). Based on 32 analysts: 9 strong buy, 20 buy, 2 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$81.81 mean target +3.0% upside Hold (1.31)
$48.00 Low $105.00 High
MetricValue
Current Price$79.42
Target Low$48.00
Target Mean$81.81
Target Median$81.00
Target High$105.00
# Analysts25
RecommendationHold (1.31)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.47 $1.25 $1.81 -29.9% +1.4% 2↑ 3↓ $18.7B 12.2% 17
Next Q
2026-09-30
$1.66 $1.13 $2.33 -2.9% +1.1% 2↑ 3↓ $18.5B 10.9% 17
Current FY
2026-12-31
$5.56 $4.08 $7.00 -4.5% +0.8% 3↑ 2↓ $70.4B 11.1% 22
Next FY
2027-12-31
$8.01 $7.30 $9.17 70.6% -2.0% 2↑ 1↓ $72.3B 2.7% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.473
7d ago$1.473
30d ago$1.453+0.020
60d ago$1.832-0.359
90d ago$2.582-1.109
14 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 UBS MAINTAIN Buy Buy
May 11, 2026 Bernstein MAINTAIN Outperform Outperform
May 7, 2026 UBS MAINTAIN Buy Buy
Apr 17, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 9, 2026 UBS MAINTAIN Buy Buy
Apr 9, 2026 TD Cowen MAINTAIN Buy Buy
Apr 9, 2026 Citigroup MAINTAIN Buy Buy
Apr 9, 2026 Susquehanna MAINTAIN Positive Positive
Mar 23, 2026 UBS MAINTAIN Buy Buy
Mar 20, 2026 Citigroup MAINTAIN Buy Buy
Mar 16, 2026 UBS MAINTAIN Buy Buy
Mar 16, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 12, 2026 Jefferies MAINTAIN Buy Buy
Mar 12, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 9, 2026 TD Cowen MAINTAIN Buy Buy
Mar 5, 2026 Rothschild & Co MAINTAIN Buy Buy
Jan 14, 2026 UBS MAINTAIN Buy Buy
Jan 14, 2026 Freedom Broker MAINTAIN Buy Buy
Jan 12, 2026 Barclays MAINTAIN Overweight Overweight
Jan 9, 2026 Susquehanna MAINTAIN Positive Positive
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 6, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 6, 2026 B of A Securities MAINTAIN Buy Buy
Dec 18, 2025 Wells Fargo INITIATE Overweight
Dec 9, 2025 BMO Capital INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202692021091%
May 1, 202692021091%
Apr 1, 202692030091%
Mar 1, 202692030091%
Feb 1, 202692030091%
Jan 1, 202691930090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

47°
Neutral
Bearish Neutral Bullish
11 mentions 3 bullish 4 bearish 10 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 17, 2026267° Warm202
May 17, 2026160° Warm101
Apr 10, 2026150° Neutral001
Apr 10, 2026150° Neutral001
Mar 18, 2026144° Neutral001
Mar 18, 2026144° Neutral001
Mar 18, 2026140° Cool011
Mar 18, 2026140° Cool011
Mar 17, 2026140° Cool011
Feb 28, 2026140° Cool011
Jun 6, 2026
transportation
Ground Stop: John F. Kennedy International (IAH)
STAFFING
Jun 6, 2026
transportation
Airport Closure: Hartsfield-Jackson Atlanta (RDG)
!RDG 06/006 RDG Aerodrome Airport Closed Except AIRSHOW Aircraft AND Scheduled Aircraft DLY 1630-2130 2606061630-2606072130
Jun 6, 2026
transportation
Ground Delay: Hartsfield-Jackson Atlanta (IAH)
Average delay: 45 minutes. other
Jun 6, 2026
transportation
Ground Delay: Hartsfield-Jackson Atlanta (LGA)
Average delay: 29 minutes. runway construction
Jun 6, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 2 hours and 35 minutes. thunderstorms
Jun 6, 2026
transportation
Ground Stop: Hartsfield-Jackson Atlanta (DAL)
thunderstorms
Jun 6, 2026
transportation
Ground Stop: Seattle-Tacoma International (DAL)
thunderstorms
Jun 6, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 52 minutes. other
Jun 6, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 52 minutes. other
Jun 6, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 52 minutes. other
Jun 6, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 52 minutes. other
Jun 6, 2026
transportation
Airport Closure: Seattle-Tacoma International (RDG)
!RDG 06/006 RDG Aerodrome Airport Closed Except AIRSHOW Aircraft AND Scheduled Aircraft DLY 1630-2130 2606061630-2606072130
Jun 6, 2026
transportation
Ground Delay: Seattle-Tacoma International (LGA)
Average delay: 29 minutes. runway construction
Jun 6, 2026
transportation
Ground Stop: Seattle-Tacoma International (SAT)
disabled aircraft on the runway
Jun 6, 2026
transportation
Ground Stop: Los Angeles International (SAT)
disabled aircraft on the runway
Apr 22, 2026
Enforcement
Adam McLean v. Delta Air Lines, Inc.
Court ruling from Court of Appeals for the Eleventh Circuit. Docket: 24-11946
Apr 22, 2026
Enforcement
Adam McLean v. Delta Air Lines, Inc.
Court ruling from Court of Appeals for the Eleventh Circuit. Docket: 24-11946
Mar 31, 2026
Enforcement
Mutwakil Elhag v. Delta Air Lines, Inc.
Court ruling from District Court, N.D. Georgia. Docket: 1:25-cv-00606
Mar 31, 2026
Enforcement
Courtney Davis v. Delta Air Lines, Inc.
Court ruling from District Court, N.D. Georgia. Docket: 1:24-cv-05827
Mar 31, 2026
Enforcement
Courtney Davis v. Delta Air Lines, Inc.
Court ruling from District Court, N.D. Georgia. Docket: 1:24-cv-05827