Delta Air Lines Q2 EPS Estimate Raised by Zacks Research

Delta Air Lines, Inc. (NYSE:DAL) – Analysts at Zacks Research increased their Q2 2025 EPS estimates for shares of Delta Air Lines in a research report issued on Wednesday, March 26th. Zacks Research analyst M. Basu now forecasts that the transportation company will post earnings per share of $2.86 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.

Several other equities analysts have also recently issued reports on DAL. 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 report on Monday, January 13th. Barclays cut their price objective on shares of Delta Air Lines from $90.00 to $80.00 and set an “overweight” rating for the company in a report on Tuesday, March 11th. StockNews.com cut Delta Air Lines from a “buy” rating to a “hold” rating in a research report on Tuesday. Susquehanna increased their price target on Delta Air Lines from $59.00 to $75.00 and gave the stock a “positive” rating in a research report on Tuesday, January 7th. Finally, UBS Group cut their price objective on Delta Air Lines from $90.00 to $77.00 and set a “buy” rating for the company in a research report on Tuesday, March 11th. One investment analyst has rated the stock with a hold rating, thirteen have given a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, Delta Air Lines has an average rating of “Buy” and a consensus target price of $76.29.

Delta Air Lines Stock Performance

Shares of DAL opened at $46.21 on Friday. The stock has a 50-day moving average of $59.38 and a two-hundred day moving average of $58.18. The stock has a market cap of $29.88 billion, a P/E ratio of 8.67, a P/E/G ratio of 0.75 and a beta of 1.34. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.32 and a current ratio of 0.37. Delta Air Lines has a one year low of $37.29 and a one year high of $69.98.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Friday, January 10th. The transportation company reported $1.85 earnings per share 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 the consensus estimate of $14.20 billion. Delta Air Lines had a return on equity of 30.41% and a net margin of 5.61%. The company’s quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company earned $1.28 earnings per share.

Delta Air Lines Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 20th. Shareholders of record on Thursday, February 27th were issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 1.30%. The ex-dividend date was Thursday, February 27th. Delta Air Lines’s payout ratio is currently 11.26%.

Insiders Place Their Bets

In related news, EVP Rahul D. Samant sold 17,970 shares of the business’s stock in a transaction dated Wednesday, February 5th. The shares were sold at an average price of $69.08, for a total value of $1,241,367.60. Following the sale, the executive vice president now directly owns 35,889 shares in the company, valued at approximately $2,479,212.12. The trade was a 33.36 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction of $554,568.00. Following the completion of 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 ownership of the stock. The disclosure for this sale can be found here. Insiders sold 162,886 shares of company stock valued at $11,116,463 in the last three months. 0.96% of the stock is currently owned by insiders.

Institutional Trading of Delta Air Lines

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Boston Partners purchased a new position in Delta Air Lines during the 4th quarter valued at about $328,398,000. Castle Hook Partners LP purchased a new position in Delta Air Lines in the 3rd quarter valued at approximately $189,296,000. Norges Bank acquired a new position in shares of Delta Air Lines in the fourth quarter worth $152,342,000. Adage Capital Partners GP L.L.C. increased its position in shares of Delta Air Lines by 405.3% during the fourth quarter. Adage Capital Partners GP L.L.C. now owns 3,054,285 shares of the transportation company’s stock worth $184,784,000 after acquiring an additional 2,449,874 shares during the period. Finally, FMR LLC raised its stake in shares of Delta Air Lines by 29.3% in the fourth quarter. FMR LLC now owns 9,955,818 shares of the transportation company’s stock valued at $602,327,000 after acquiring an additional 2,254,560 shares in the last quarter. Hedge funds and other institutional investors own 69.93% of the company’s stock.

About Delta Air Lines

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.