Seaport Res Ptn Weighs in on Delta Air Lines Q2 Earnings

Delta Air Lines, Inc. (NYSE:DAL) – Equities research analysts at Seaport Res Ptn raised their Q2 2025 earnings per share estimates for shares of Delta Air Lines in a research report issued on Monday, March 10th. Seaport Res Ptn analyst D. Mckenzie now anticipates that the transportation company will earn $2.75 per share for the quarter, up from their previous estimate of $2.65. The consensus estimate for Delta Air Lines’ current full-year earnings is $7.63 per share.

Delta Air Lines (NYSE:DAL) last released its quarterly earnings data on Friday, January 10th. The transportation company reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.09. The business had revenue of $15.56 billion during the quarter, compared to analysts’ expectations of $14.20 billion. Delta Air Lines had a return on equity of 30.41% and a net margin of 5.61%. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.28 EPS.

Several other analysts also recently weighed in on DAL. Barclays reduced their target price on Delta Air Lines from $90.00 to $80.00 and set an “overweight” rating for the company in a report on Tuesday. UBS Group reduced their target price on Delta Air Lines from $90.00 to $77.00 and set a “buy” rating for the company in a report on Tuesday. Susquehanna boosted their target price on Delta Air Lines from $59.00 to $75.00 and gave the company a “positive” rating in a report on Tuesday, January 7th. TD Cowen boosted their target price on Delta Air Lines from $78.00 to $90.00 and gave the company a “buy” rating in a report on Monday, January 13th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on Delta Air Lines from $60.00 to $80.00 and gave the company a “buy” rating in a research note on Thursday, November 21st. Fourteen analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $76.60.

Delta Air Lines Stock Down 3.0 %

Delta Air Lines stock opened at $45.29 on Wednesday. Delta Air Lines has a fifty-two week low of $37.29 and a fifty-two week high of $69.98. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.32 and a current ratio of 0.37. The company has a market capitalization of $29.28 billion, a P/E ratio of 8.50, a PEG ratio of 0.75 and a beta of 1.34. The stock has a 50-day simple moving average of $62.89 and a 200-day simple moving average of $57.90.

Institutional Trading of Delta Air Lines

Large investors have recently modified their holdings of the business. New Wave Wealth Advisors LLC bought a new position in shares of Delta Air Lines during the fourth quarter valued at approximately $27,000. Roxbury Financial LLC bought a new position in shares of Delta Air Lines during the fourth quarter valued at approximately $29,000. Hemington Wealth Management grew its holdings in shares of Delta Air Lines by 48.1% during the fourth quarter. Hemington Wealth Management now owns 474 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 154 shares during the last quarter. Crews Bank & Trust bought a new position in shares of Delta Air Lines during the fourth quarter valued at approximately $30,000. Finally, Kayne Anderson Rudnick Investment Management LLC grew its holdings in shares of Delta Air Lines by 414.4% during the fourth quarter. Kayne Anderson Rudnick Investment Management LLC now owns 535 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 431 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, SVP William C. Carroll sold 8,400 shares of the company’s stock in a transaction that occurred on Friday, January 17th. The stock was sold at an average price of $66.02, for a total value of $554,568.00. Following the sale, the senior vice president now owns 19,756 shares in the company, valued at $1,304,291.12. This represents a 29.83 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Edward H. Bastian sold 91,710 shares of the stock in a transaction on Wednesday, January 22nd. The shares were sold at an average price of $69.85, for a total value of $6,405,943.50. Following the sale, the chief executive officer now owns 439,819 shares in the company, valued at approximately $30,721,357.15. This trade represents a 17.25 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 162,886 shares of company stock worth $11,116,463 in the last quarter. Company insiders own 0.96% of the company’s stock.

Delta Air Lines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 20th. Investors of record on Thursday, February 27th will be issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 1.32%. The ex-dividend date is Thursday, February 27th. Delta Air Lines’s dividend payout ratio is currently 11.26%.

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.