Q3 EPS Estimates for Delta Air Lines Lifted by Analyst

Delta Air Lines, Inc. (NYSE:DAL) – Seaport Res Ptn increased their Q3 2025 earnings per share (EPS) estimates for Delta Air Lines in a research report issued on Thursday, September 11th. Seaport Res Ptn analyst D. Mckenzie now anticipates that the transportation company will post earnings of $1.70 per share for the quarter, up from their previous forecast of $1.50. The consensus estimate for Delta Air Lines’ current full-year earnings is $7.63 per share. Seaport Res Ptn also issued estimates for Delta Air Lines’ Q4 2025 earnings at $1.80 EPS and FY2025 earnings at $6.05 EPS.

Other equities research analysts have also issued research reports about the company. JPMorgan Chase & Co. lifted their price target on Delta Air Lines from $72.00 to $85.00 and gave the stock an “overweight” rating in a research note on Friday. Bernstein Bank boosted their target price on Delta Air Lines from $60.00 to $66.00 and gave the company an “outperform” rating in a research note on Friday, July 11th. Susquehanna set a $65.00 target price on Delta Air Lines and gave the company a “positive” rating in a research note on Friday, July 11th. Deutsche Bank Aktiengesellschaft boosted their target price on Delta Air Lines from $53.00 to $63.00 and gave the company a “buy” rating in a research note on Tuesday, July 8th. Finally, The Goldman Sachs Group boosted their target price on Delta Air Lines from $60.00 to $67.00 and gave the company a “buy” rating in a research note on Friday, July 11th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $66.93.

Delta Air Lines Trading Down 0.8%

Shares of DAL stock opened at $59.94 on Friday. The company has a quick ratio of 0.33, a current ratio of 0.38 and a debt-to-equity ratio of 0.74. The business has a 50-day moving average price of $57.35 and a two-hundred day moving average price of $50.61. Delta Air Lines has a 12-month low of $34.74 and a 12-month high of $69.98. The firm has a market cap of $39.14 billion, a P/E ratio of 8.69, a price-to-earnings-growth ratio of 1.88 and a beta of 1.51.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Thursday, July 10th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.09. Delta Air Lines had a return on equity of 24.86% and a net margin of 7.24%.The firm had revenue of $15.51 billion during the quarter, compared to analyst estimates of $16.16 billion. During the same quarter in the previous year, the company posted $2.36 earnings per share. The company’s revenue was down .1% compared to the same quarter last year.

Delta Air Lines Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 21st. Shareholders of record on Thursday, July 31st were issued a dividend of $0.1875 per share. This is a positive change from Delta Air Lines’s previous quarterly dividend of $0.15. The ex-dividend date was Thursday, July 31st. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.3%. Delta Air Lines’s dividend payout ratio (DPR) is currently 10.87%.

Insider Activity

In other Delta Air Lines news, EVP Steven M. Sear sold 18,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $55.96, for a total transaction of $1,007,280.00. Following the transaction, the executive vice president owned 97,505 shares in the company, valued at approximately $5,456,379.80. This represents a 15.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Alain Bellemare sold 45,423 shares of the company’s stock in a transaction that occurred on Friday, July 11th. The stock was sold at an average price of $55.56, for a total value of $2,523,701.88. Following the transaction, the executive vice president owned 131,731 shares in the company, valued at $7,318,974.36. This trade represents a 25.64% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 136,473 shares of company stock worth $7,663,496. Company insiders own 0.88% of the company’s stock.

Institutional Trading of Delta Air Lines

Several hedge funds and other institutional investors have recently made changes to their positions in DAL. Signature Resources Capital Management LLC purchased a new stake in shares of Delta Air Lines in the 2nd quarter worth approximately $25,000. NewSquare Capital LLC grew its stake in shares of Delta Air Lines by 184.6% in the 2nd quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after buying an additional 371 shares during the last quarter. Activest Wealth Management grew its stake in shares of Delta Air Lines by 2,280.8% in the 2nd quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock worth $30,000 after buying an additional 593 shares during the last quarter. Wealth Preservation Advisors LLC purchased a new stake in shares of Delta Air Lines in the 1st quarter worth approximately $31,000. Finally, Zions Bancorporation National Association UT purchased a new stake in shares of Delta Air Lines in the 1st quarter worth approximately $33,000. Hedge funds and other 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.