DELTA AIR LINES ($DAL) posted quarterly earnings results for Q4 2025 on Tuesday, January 13th. The company reported earnings of $1.55 per share, beating estimates of $1.54 by $0.01. The company also reported revenue of $16,003,000,000, beating estimates of $14,839,394,346 by $1,163,605,654.
You can see Quiver Quantitative's $DAL stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
DELTA AIR LINES Insider Trading Activity
DELTA AIR LINES insiders have traded $DAL stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $DAL stock by insiders over the last 6 months:
- EDWARD H BASTIAN (Chief Executive Officer) sold 35,000 shares for an estimated $1,969,974
- JOHN E LAUGHTER (EVP & Chief of Operations) sold 23,323 shares for an estimated $1,453,652
- STEVEN M SEAR (EVP - Global Sales & Distrib) sold 18,000 shares for an estimated $1,007,352
- PETER W CARTER (EVP - External Affairs) sold 17,550 shares for an estimated $1,003,684
- WILLIAM C CARROLL (SVP, Fin & Controller) sold 14,010 shares for an estimated $858,070
- GLEN W HAUENSTEIN (President) sold 10,000 shares for an estimated $613,070
- MICHAEL P HUERTA sold 2,500 shares for an estimated $151,762
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
DELTA AIR LINES Hedge Fund Activity
We have seen 627 institutional investors add shares of DELTA AIR LINES stock to their portfolio, and 500 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 9,604,249 shares (+96.3%) to their portfolio in Q3 2025, for an estimated $545,041,130
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 7,856,120 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $445,834,810
- PACER ADVISORS, INC. removed 3,937,777 shares (-96.1%) from their portfolio in Q3 2025, for an estimated $223,468,844
- JANE STREET GROUP, LLC added 3,504,131 shares (+5972.1%) to their portfolio in Q3 2025, for an estimated $198,859,434
- THRIVENT FINANCIAL FOR LUTHERANS added 2,541,772 shares (+2517.0%) to their portfolio in Q3 2025, for an estimated $144,245,561
- WELLINGTON MANAGEMENT GROUP LLP added 2,058,744 shares (+54.8%) to their portfolio in Q3 2025, for an estimated $116,833,722
- SILVERCREST ASSET MANAGEMENT GROUP LLC removed 2,029,934 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $115,198,754
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
DELTA AIR LINES Government Contracts
We have seen $15,136,890 of award payments to $DAL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CIVIL RESERVE AIR FLEET - AIR TRANSPORTATION SERVICES: $1,000,000
- TO PROVIDE HEAVYWEIGHT DELIVERY SERVICES FOR DOMESTIC & INTERNATIONAL SHIPMENTS: $820,073
- TO PROVIDE HEAVYWEIGHT DELIVERY SERVICES FOR DOMESTIC & INTERNATIONAL SHIPMENTS: $801,970
- TO PROVIDE HEAVYWEIGHT DELIVERY SERVICES FOR DOMESTIC & INTERNATIONAL SHIPMENTS: $788,969
- TO PROVIDE HEAVYWEIGHT DELIVERY SERVICES FOR DOMESTIC & INTERNATIONAL SHIPMENTS: $758,578
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
DELTA AIR LINES Congressional Stock Trading
Members of Congress have traded $DAL stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DAL stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
DELTA AIR LINES Analyst Ratings
Wall Street analysts have issued reports on $DAL in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/06/2026
- Wells Fargo issued a "Overweight" rating on 12/18/2025
- UBS issued a "Buy" rating on 12/12/2025
- BMO Capital issued a "Outperform" rating on 12/09/2025
- B of A Securities issued a "Buy" rating on 10/15/2025
- Raymond James issued a "Strong Buy" rating on 10/10/2025
- Deutsche Bank issued a "Buy" rating on 10/10/2025
To track analyst ratings and price targets for DELTA AIR LINES, check out Quiver Quantitative's $DAL forecast page.
DELTA AIR LINES Price Targets
Multiple analysts have issued price targets for $DAL recently. We have seen 16 analysts offer price targets for $DAL in the last 6 months, with a median target of $78.5.
Here are some recent targets:
- Brandon Oglenski from Barclays set a target price of $85.0 on 01/12/2026
- Christopher Stathoulopoulos from Susquehanna set a target price of $85.0 on 01/09/2026
- Tom Fitzgerald from TD Cowen set a target price of $82.0 on 01/07/2026
- Catherine O'Brien from Goldman Sachs set a target price of $77.0 on 01/06/2026
- Andrew Didora from B of A Securities set a target price of $80.0 on 01/06/2026
- Christian Wetherbee from Wells Fargo set a target price of $87.0 on 12/18/2025
- Atul Maheswari from UBS set a target price of $90.0 on 12/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
