Jefferies Financial Group Issues Positive Forecast for Delta Air Lines (NYSE:DAL) Stock Price

2026-04-01 11:44:42 ET

Delta Air Lines ( NYSE:DAL – Get Free Report ) had its price target boosted by equities research analysts at Jefferies Financial Group from $72.00 to $78.00 in a research note issued to investors on Tuesday, MarketScreener reports. The firm presently has a “buy” rating on the transportation company’s stock. Jefferies Financial Group’s price target would indicate a potential upside of 14.76% from the stock’s previous close.

DAL has been the topic of a number of other reports. BNP Paribas Exane raised their target price on shares of Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a research note on Monday, December 8th. Weiss Ratings lowered shares of Delta Air Lines from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, March 6th. Citigroup lowered their price objective on shares of Delta Air Lines from $87.00 to $77.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. The Goldman Sachs Group lifted their price objective on shares of Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Argus set a $80.00 target price on Delta Air Lines in a research note on Wednesday, January 14th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Delta Air Lines has an average rating of “Moderate Buy” and a consensus price target of $78.80.

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Delta Air Lines Price Performance

NYSE:DAL traded up $1.49 during trading hours on Tuesday, hitting $67.97. 3,470,333 shares of the company’s stock traded hands, compared to its average volume of 11,018,768. Delta Air Lines has a 52 week low of $34.74 and a 52 week high of $76.39. The business’s fifty day simple moving average is $66.59 and its two-hundred day simple moving average is $64.42. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. The firm has a market cap of $44.39 billion, a P/E ratio of 8.86, a P/E/G ratio of 0.64 and a beta of 1.34.

Delta Air Lines ( NYSE:DAL – Get Free Report ) last released its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.02. The firm had revenue of $14.61 billion for the quarter, compared to analysts’ expectations of $15.80 billion. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The company’s revenue was up 2.9% compared to the same quarter last year. During the same quarter last year, the firm posted $1.85 EPS. Delta Air Lines has set its Q1 2026 guidance at 0.500-0.900 EPS and its FY 2026 guidance at 6.500-7.500 EPS. On average, research analysts anticipate that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Delta Air Lines news, EVP Alain Bellemare sold 35,212 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $75.20, for a total value of $2,647,942.40. Following the completion of the sale, the executive vice president directly owned 138,176 shares of the company’s stock, valued at $10,390,835.20. The trade was a 20.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website . Also, CEO Edward H. Bastian sold 100,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $70.26, for a total transaction of $7,026,000.00. Following the sale, the chief executive officer owned 1,363,448 shares of the company’s stock, valued at approximately $95,795,856.48. The trade was a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing . Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last ninety days. 0.96% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. AlphaQuest LLC lifted its stake in shares of Delta Air Lines by 90.6% in the 3rd quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 211 shares during the last quarter. Lloyd Advisory Services LLC. bought a new position in Delta Air Lines during the 4th quarter worth approximately $31,000. Camelot Portfolios LLC purchased a new position in Delta Air Lines in the 4th quarter worth approximately $34,000. Accredited Wealth Management LLC lifted its position in Delta Air Lines by 1,983.3% in the third quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 476 shares during the last quarter. Finally, Byrne Asset Management LLC bought a new stake in Delta Air Lines in the fourth quarter valued at approximately $35,000. Hedge funds and other institutional investors own 69.93% of the company’s stock.

More Delta Air Lines News

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Delta signed a large agreement to install Amazon’s Leo satellite broadband on hundreds of aircraft (initial install of ~500 planes beginning in 2028), giving Delta a new supplier for faster in?flight connectivity and a competitive passenger experience that can drive revenue per passenger and retention. Delta Air Lines taps Amazon Leo for in-flight Wi-Fi — CNBC
• Positive Sentiment: The deal signals Delta picked Amazon’s service over SpaceX’s Starlink for this program, a strategic vendor choice that could offer better commercial terms or differentiated capability for Delta and reduce reliance on a single provider. Delta picks Bezos over Musk for satellite Wi-Fi — MSN
• Positive Sentiment: Delta’s SkyMiles loyalty program was ranked the world’s most valuable airline loyalty program (~$31 billion), reinforcing a high?value, monetizable asset that supports pricing power and ancillary revenue opportunities. SkyMiles Ranked Most Valuable — Yahoo Finance
• Neutral Sentiment: Analysts show an average “Moderate Buy” on DAL, reflecting bullish consensus on earnings recovery and cash generation but not unanimous upside. This supports price momentum but is not a guarantee of large near?term moves. Analyst Recommendations — AmericanBankingNews
• Negative Sentiment: Operational risk: CEO Ed Bastian publicly warned of airport chaos tied to Congressional gridlock over DHS funding — a U.S. government funding impasse could disrupt operations and increase costs, a downside risk for revenue and margins. CEO Comments on Congress — YouTube

Delta Air Lines Company Profile

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Delta Air Lines is a major U.S.-based global airline that provides scheduled passenger and cargo air transportation, aircraft maintenance and repair services, and related travel products. Its operations include mainline domestic and international passenger services, a branded regional network operating under the Delta Connection name, dedicated air cargo carriage, and in-house maintenance, repair and overhaul through Delta TechOps. Delta offers a range of cabin products for different customer segments, including premium business-class service on long-haul routes and tiered economy offerings on domestic and international flights, and it markets customer loyalty benefits through the SkyMiles frequent-flyer program.

The carrier operates a mixed fleet of narrow- and wide-body aircraft from multiple U.S.

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