Delta Air Lines Q2 EPS Estimate Increased by Zacks Research

Delta Air Lines, Inc. (NYSE:DAL) – Analysts at Zacks Research increased their Q2 2025 earnings per share estimates for Delta Air Lines in a research report issued to clients and investors on Wednesday, March 26th. Zacks Research analyst M. Basu now expects that the transportation company will post earnings per share of $2.86 for the quarter, up from their previous estimate 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.

DAL has been the subject of a number of other reports. StockNews.com cut Delta Air Lines from a “buy” rating to a “hold” rating in a research report on Tuesday. Barclays reduced 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 research report on Tuesday, March 11th. TD Cowen upped their price objective on Delta Air Lines from $78.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, January 13th. Susquehanna raised 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. Finally, UBS Group lowered their price target on shares of Delta Air Lines from $90.00 to $77.00 and set a “buy” rating on the stock in a research note on Tuesday, March 11th. One research analyst has rated the stock with a hold rating, thirteen have issued a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $76.29.

Delta Air Lines Price Performance

Shares of NYSE:DAL opened at $46.21 on Friday. 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. The company has a 50-day simple moving average of $59.38 and a 200-day simple moving average of $58.18. The stock has a market capitalization of $29.88 billion, a price-to-earnings ratio of 8.67, a PEG ratio of 0.75 and a beta of 1.34.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings data on Friday, January 10th. The transportation company reported $1.85 earnings per share 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 business had revenue of $15.56 billion during the quarter, compared to the consensus estimate of $14.20 billion. During the same period in the prior year, the company earned $1.28 earnings per share. The company’s revenue was up 9.4% compared to the same quarter last year.

Hedge Funds Weigh In On Delta Air Lines

Several institutional investors and hedge funds have recently bought and sold shares of DAL. WASHINGTON TRUST Co increased its holdings in shares of Delta Air Lines by 7.5% during the 4th quarter. WASHINGTON TRUST Co now owns 2,150 shares of the transportation company’s stock worth $130,000 after buying an additional 150 shares during the last quarter. Hemington Wealth Management grew its position in Delta Air Lines by 48.1% during the fourth quarter. Hemington Wealth Management now owns 474 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 154 shares during the period. HighPoint Advisor Group LLC increased its stake in Delta Air Lines by 1.8% during the fourth quarter. HighPoint Advisor Group LLC now owns 8,555 shares of the transportation company’s stock worth $554,000 after acquiring an additional 155 shares during the last quarter. Mason & Associates Inc lifted its stake in shares of Delta Air Lines by 3.2% in the 4th quarter. Mason & Associates Inc now owns 5,088 shares of the transportation company’s stock valued at $308,000 after purchasing an additional 160 shares in the last quarter. Finally, DAVENPORT & Co LLC increased its position in Delta Air Lines by 1.2% during the 4th quarter. DAVENPORT & Co LLC now owns 14,298 shares of the transportation company’s stock worth $865,000 after purchasing an additional 173 shares in the last quarter. Institutional investors and hedge funds own 69.93% of the company’s stock.

Insider Buying and Selling

In other Delta Air Lines news, EVP Rahul D. Samant sold 38,023 shares of Delta Air Lines stock in a transaction dated Tuesday, February 11th. The stock was sold at an average price of $64.89, for a total value of $2,467,312.47. Following the completion of the sale, the executive vice president now owns 52,789 shares in the company, valued at $3,425,478.21. The trade was a 41.87 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP William C. Carroll sold 8,400 shares of the stock in a transaction dated Friday, January 17th. The stock was sold at an average price of $66.02, for a total transaction of $554,568.00. Following the transaction, the senior vice president now owns 19,756 shares in the company, valued at approximately $1,304,291.12. The trade was a 29.83 % decrease in their ownership of the stock. 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. 0.96% of the stock is owned by insiders.

Delta Air Lines Announces Dividend

The company 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 dividend yield of 1.30%. The ex-dividend date was Thursday, February 27th. Delta Air Lines’s payout ratio is 11.26%.

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.