Delta Air Lines Q2 EPS Estimate Lifted by Zacks Research

Delta Air Lines, Inc. (NYSE:DAL - Free Report) - Analysts at Zacks Research increased their Q2 2025 earnings per share (EPS) estimates for Delta Air Lines in a research note issued on Wednesday, March 26th. Zacks Research analyst M. Basu now forecasts that the transportation company will earn $2.86 per share for the quarter, up from their previous forecast 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 - Get Free Report) last announced 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. The firm had revenue of $15.56 billion during the quarter, compared to analyst estimates 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 revenue was up 9.4% compared to the same quarter last year. During the same period last year, the firm posted $1.28 EPS.

A number of other research firms have also recently commented on DAL. StockNews.com cut shares of Delta Air Lines from a "buy" rating to a "hold" rating in a report on Tuesday, March 25th. Susquehanna boosted their target price on Delta Air Lines from $59.00 to $75.00 and gave the company a "positive" rating in a research note on Tuesday, January 7th. Citigroup cut their price target on Delta Air Lines from $80.00 to $72.00 and set a "buy" rating for the company in a research note on Tuesday, March 18th. TD Cowen boosted their price objective on Delta Air Lines from $78.00 to $90.00 and gave the company a "buy" rating in a research note on Monday, January 13th. Finally, Barclays dropped their price objective on shares of Delta Air Lines from $90.00 to $80.00 and set an "overweight" rating on the stock in a report on Tuesday, March 11th. Two equities research analysts have rated the stock with a hold rating, twelve have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $74.29.

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Delta Air Lines Stock Performance

DAL stock traded down $1.55 during mid-day trading on Friday, hitting $42.05. The company had a trading volume of 7,933,148 shares, compared to its average volume of 10,259,710. 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 firm has a market cap of $27.18 billion, a PE ratio of 7.89, a price-to-earnings-growth ratio of 0.75 and a beta of 1.34. Delta Air Lines has a 12 month low of $37.29 and a 12 month high of $69.98. The stock's fifty day moving average price is $58.50 and its two-hundred day moving average price is $58.38.

Delta Air Lines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 20th. Investors of record on Thursday, February 27th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 1.43%. The ex-dividend date of this dividend was Thursday, February 27th. Delta Air Lines's dividend payout ratio is 11.26%.

Insider Buying and Selling

In other news, CEO Edward H. Bastian sold 91,710 shares of the business's stock in a transaction dated Wednesday, January 22nd. The stock was 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 owns 439,819 shares of the company's stock, valued at approximately $30,721,357.15. The trade was a 17.25 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Rahul D. Samant sold 38,023 shares of the firm's stock in a transaction that occurred on 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 completion of the sale, the executive vice president now directly owns 52,789 shares in the company, valued at $3,425,478.21. This represents a 41.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 162,886 shares of company stock worth $11,116,463 over the last ninety days. 0.96% of the stock is owned by corporate insiders.

Institutional Trading of Delta Air Lines

A number of hedge funds have recently made changes to their positions in DAL. New Wave Wealth Advisors LLC bought a new stake in Delta Air Lines during the fourth quarter worth about $27,000. Hemington Wealth Management raised its holdings in shares of Delta Air Lines by 48.1% during the 4th quarter. Hemington Wealth Management now owns 474 shares of the transportation company's stock valued at $28,000 after buying an additional 154 shares in the last quarter. Roxbury Financial LLC bought a new stake in Delta Air Lines in the 4th quarter worth approximately $29,000. Crews Bank & Trust bought a new stake in Delta Air Lines in the 4th quarter worth approximately $30,000. Finally, Kayne Anderson Rudnick Investment Management LLC boosted its stake in Delta Air Lines by 414.4% in the fourth quarter. Kayne Anderson Rudnick Investment Management LLC now owns 535 shares of the transportation company's stock worth $32,000 after buying an additional 431 shares in the last quarter. 69.93% of the stock is owned by institutional investors.

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.