Zacks Research Weighs in on Delta Air Lines Q1 Earnings

Delta Air Lines, Inc. (NYSE:DAL) – Stock analysts at Zacks Research issued their Q1 2025 earnings per share (EPS) estimates for Delta Air Lines in a research note issued to investors on Wednesday, March 26th. Zacks Research analyst M. Basu anticipates that the transportation company will post earnings per share of $0.43 for the quarter. 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’ Q3 2025 earnings at $1.98 EPS, Q4 2025 earnings at $1.84 EPS, FY2025 earnings at $7.11 EPS, Q2 2026 earnings at $2.62 EPS and FY2027 earnings at $9.54 EPS.

Several other equities research analysts also recently issued reports on the company. UBS Group dropped their target price on Delta Air Lines from $90.00 to $77.00 and set a “buy” rating on the stock in a research report on Tuesday, March 11th. Barclays dropped their price objective on Delta Air Lines from $90.00 to $80.00 and set an “overweight” rating on the stock in a report on Tuesday, March 11th. Susquehanna lifted 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. Citigroup decreased their price target on Delta Air Lines from $80.00 to $72.00 and set a “buy” rating on the stock in a research report on Tuesday, March 18th. Finally, TD Cowen boosted their price objective on shares of Delta Air Lines from $78.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, January 13th. One investment analyst has rated the stock with a hold rating, thirteen have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $76.29.

Delta Air Lines Price Performance

Shares of NYSE:DAL opened at $43.80 on Monday. The firm has a market capitalization of $28.31 billion, a PE ratio of 8.22, a P/E/G ratio of 0.75 and a beta of 1.34. The company has a quick ratio of 0.32, a current ratio of 0.37 and a debt-to-equity ratio of 0.92. The company has a 50-day moving average price of $58.94 and a two-hundred day moving average price of $58.39. Delta Air Lines has a twelve month low of $37.29 and a twelve month high of $69.98.

Delta Air Lines (NYSE:DAL) last issued its earnings results on Friday, January 10th. The transportation company reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm had revenue of $15.56 billion for the quarter, compared to analyst estimates of $14.20 billion. During the same period in the previous year, the company posted $1.28 earnings per share. The business’s revenue was up 9.4% on a year-over-year basis.

Delta Air Lines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 20th. Stockholders of record on Thursday, February 27th were given a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 1.37%. The ex-dividend date was Thursday, February 27th. Delta Air Lines’s dividend payout ratio is presently 11.26%.

Insider Transactions at Delta Air Lines

In related news, CEO Edward H. Bastian sold 91,710 shares of Delta Air Lines stock in a transaction on Wednesday, January 22nd. The stock was sold at an average price of $69.85, for a total value of $6,405,943.50. Following the completion of the sale, the chief executive officer now owns 439,819 shares of the company’s stock, valued at $30,721,357.15. The trade was a 17.25 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Rahul D. Samant sold 38,023 shares of the company’s stock in a transaction dated Tuesday, February 11th. The shares were sold at an average price of $64.89, for a total transaction of $2,467,312.47. Following the sale, the executive vice president now directly owns 52,789 shares of the company’s stock, valued at $3,425,478.21. The trade was a 41.87 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 162,886 shares of company stock worth $11,116,463. Corporate insiders own 0.96% of the company’s stock.

Institutional Trading of Delta Air Lines

Several hedge funds have recently bought and sold shares of DAL. Vanguard Group Inc. boosted its holdings in Delta Air Lines by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 72,410,242 shares of the transportation company’s stock worth $4,380,820,000 after buying an additional 456,465 shares during the period. Sanders Capital LLC lifted its position in shares of Delta Air Lines by 6.9% in the fourth quarter. Sanders Capital LLC now owns 29,764,524 shares of the transportation company’s stock valued at $1,800,754,000 after acquiring an additional 1,922,932 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Delta Air Lines by 2.6% in the fourth quarter. Geode Capital Management LLC now owns 15,912,584 shares of the transportation company’s stock worth $968,234,000 after acquiring an additional 410,648 shares during the period. Capital World Investors grew its position in shares of Delta Air Lines by 0.3% during the fourth quarter. Capital World Investors now owns 15,180,467 shares of the transportation company’s stock worth $918,419,000 after purchasing an additional 46,101 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its stake in Delta Air Lines by 0.8% during the 4th quarter. Dimensional Fund Advisors LP now owns 11,090,209 shares of the transportation company’s stock valued at $670,994,000 after purchasing an additional 92,208 shares during the period. Institutional investors own 69.93% of the company’s stock.

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.