Delta Air Lines Q2 EPS Estimate Raised by Zacks Research

Delta Air Lines, Inc. (NYSE:DAL) – Stock analysts at Zacks Research raised their Q2 2025 earnings per share estimates for Delta Air Lines in a report issued on Wednesday, March 26th. Zacks Research analyst M. Basu now expects that the transportation company will post earnings of $2.86 per share for the quarter, up from their prior estimate of $2.81. The consensus estimate for Delta Air Lines’ current full-year earnings is $7.63 per share. Zacks Research also issued estimates for Delta Air Lines’ Q1 2026 earnings at $1.21 EPS, Q3 2026 earnings at $2.20 EPS, Q4 2026 earnings at $2.30 EPS and FY2026 earnings at $8.33 EPS.

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

DAL has been the topic of a number of other reports. UBS Group cut their price target on Delta Air Lines from $90.00 to $77.00 and set a “buy” rating on the stock in a report on Tuesday, March 11th. StockNews.com cut Delta Air Lines from a “buy” rating to a “hold” rating in a research note on Tuesday. Citigroup reduced their price target on Delta Air Lines from $80.00 to $72.00 and set a “buy” rating for the company in a research report on Tuesday, March 18th. Susquehanna lifted their price objective on shares of Delta Air Lines from $59.00 to $75.00 and gave the company a “positive” rating in a report on Tuesday, January 7th. Finally, TD Cowen increased their target price on shares of Delta Air Lines from $78.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, January 13th. One investment analyst has rated the stock with a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $76.29.

Delta Air Lines Trading Down 5.1 %

DAL opened at $43.80 on Friday. The firm’s fifty day simple moving average is $58.94 and its 200 day simple moving average is $58.18. The stock has a market capitalization of $28.31 billion, a P/E ratio of 8.22, a P/E/G ratio of 0.75 and a beta of 1.34. The company has a current ratio of 0.37, a quick ratio of 0.32 and a debt-to-equity ratio of 0.92. Delta Air Lines has a 12 month low of $37.29 and a 12 month high of $69.98.

Hedge Funds Weigh In On Delta Air Lines

Institutional investors and hedge funds have recently made changes to their positions in the company. Daiwa Securities Group Inc. grew its holdings in Delta Air Lines by 11.1% in the 3rd quarter. Daiwa Securities Group Inc. now owns 41,398 shares of the transportation company’s stock valued at $2,103,000 after buying an additional 4,132 shares in the last quarter. DRW Securities LLC bought a new stake in shares of Delta Air Lines in the third quarter valued at about $201,000. Brown Brothers Harriman & Co. grew its stake in shares of Delta Air Lines by 7.7% in the third quarter. Brown Brothers Harriman & Co. now owns 4,439 shares of the transportation company’s stock valued at $225,000 after acquiring an additional 318 shares in the last quarter. The Manufacturers Life Insurance Company increased its position in Delta Air Lines by 3.2% during the third quarter. The Manufacturers Life Insurance Company now owns 404,638 shares of the transportation company’s stock worth $20,552,000 after acquiring an additional 12,450 shares during the period. Finally, Brooklyn Investment Group acquired a new stake in Delta Air Lines in the 3rd quarter worth about $102,000. Institutional investors and hedge funds own 69.93% of the company’s stock.

Insider Buying and Selling at Delta Air Lines

In related news, SVP William C. Carroll sold 8,400 shares of the company’s stock in a transaction dated Friday, January 17th. The shares were sold at an average price of $66.02, for a total value of $554,568.00. Following the transaction, the senior vice president now owns 19,756 shares in the company, valued at approximately $1,304,291.12. This represents a 29.83 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Edward H. Bastian sold 91,710 shares of the stock in a transaction dated Wednesday, January 22nd. The shares were sold at an average price of $69.85, for a total transaction of $6,405,943.50. Following the completion of the transaction, the chief executive officer now directly owns 439,819 shares in the company, valued at approximately $30,721,357.15. This represents a 17.25 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 162,886 shares of company stock worth $11,116,463 over the last 90 days. Company insiders own 0.96% of the company’s stock.

Delta Air Lines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 20th. Shareholders of record on Thursday, February 27th were given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 1.37%. The ex-dividend date of this dividend was Thursday, February 27th. Delta Air Lines’s dividend payout ratio (DPR) is presently 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.