Delta Air Lines, Inc. $DAL Shares Purchased by Allianz Asset Management GmbH

Allianz Asset Management GmbH increased its position in shares of Delta Air Lines, Inc. (NYSE:DAL) by 55.0% during the fourth quarter, Holdings Channel reports. The fund owned 4,327,719 shares of the transportation company’s stock after acquiring an additional 1,536,138 shares during the quarter. Allianz Asset Management GmbH’s holdings in Delta Air Lines were worth $300,344,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. TD Asset Management Inc boosted its holdings in shares of Delta Air Lines by 14.0% in the 3rd quarter. TD Asset Management Inc now owns 457,796 shares of the transportation company’s stock valued at $25,980,000 after purchasing an additional 56,365 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in shares of Delta Air Lines in the 3rd quarter valued at $1,041,000. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Delta Air Lines by 22.7% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,173 shares of the transportation company’s stock valued at $7,438,000 after purchasing an additional 19,829 shares during the last quarter. iA Global Asset Management Inc. boosted its holdings in shares of Delta Air Lines by 53.2% in the 4th quarter. iA Global Asset Management Inc. now owns 92,142 shares of the transportation company’s stock valued at $6,395,000 after purchasing an additional 32,014 shares during the last quarter. Finally, Ceredex Value Advisors LLC boosted its holdings in shares of Delta Air Lines by 66.0% in the 3rd quarter. Ceredex Value Advisors LLC now owns 911,136 shares of the transportation company’s stock valued at $51,707,000 after purchasing an additional 362,329 shares during the last quarter. Institutional investors and hedge funds own 69.93% of the company’s stock.

Trending Headlines about Delta Air Lines

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

• Positive Sentiment: Delta unveiled new SkyMiles credit card perks designed to boost traveler value, which could support loyalty, cardholder growth and higher spending across its American Express partnership. Delta Unveils New SkyMiles Card Perks to Boost Traveler Value
• Positive Sentiment: Delta launched its first nonstop service from New York JFK to Malta, another sign of network expansion and international growth that can help support premium traffic and yields. VisitMalta Celebrates Historic Delta Air Lines Inaugural Nonstop Service from New York’s JFK with Destination-inspired Gate Celebration
• Positive Sentiment: Delta’s leadership says it wants to challenge United’s trans-Pacific dominance, highlighting confidence in long-haul international growth and a continued push into higher-margin routes. Delta president targets United’s trans-Pacific dominance
• Neutral Sentiment: Analyst commentary and blue-chip stock lists continued to frame Delta as a major airline name with solid scale, but these items are not immediate stock catalysts. 5 Best Blue Chip Stocks Under $100 to Buy Now
• Negative Sentiment: Reuters and other reports warned that a fuel price shock is squeezing airline margins, with U.S. jet fuel costs and overall operating expenses rising sharply across the sector. Fuel price shock to widen product gap between US airlines
• Negative Sentiment: IATA cut its 2026 airline profit outlook by nearly half, reinforcing concerns that higher fuel and operating costs could pressure Delta’s earnings outlook. IATA Cuts 2026 Airline Profit Forecast by Nearly Half as Fuel Shock Pressures Industry
• Negative Sentiment: Reports also noted that U.S. airlines’ fuel costs surged in April, and sector-wide profit warnings have been weighing on airline stocks, including Delta. US airlines fuel costs soared in April to $6.5 billion

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Wolfe Research decreased their price target on shares of Delta Air Lines from $81.00 to $73.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. TD Cowen lifted their price target on shares of Delta Air Lines from $84.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, May 27th. Evercore reiterated an “outperform” rating and issued a $85.00 price target on shares of Delta Air Lines in a report on Friday, April 17th. Morgan Stanley lifted their price target on shares of Delta Air Lines from $90.00 to $105.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Finally, Rothschild & Co Redburn reduced their target price on shares of Delta Air Lines from $72.00 to $70.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Delta Air Lines has a consensus rating of “Moderate Buy” and an average target price of $80.85.

Insiders Place Their Bets

In other Delta Air Lines news, EVP Alain Bellemare sold 25,000 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $81.44, for a total value of $2,036,000.00. Following the transaction, the executive vice president owned 95,025 shares in the company, valued at $7,738,836. The trade was a 20.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP John E. Laughter sold 69,304 shares of the business’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $68.15, for a total transaction of $4,723,067.60. Following the completion of the transaction, the executive vice president owned 69,369 shares in the company, valued at $4,727,497.35. This represents a 49.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 149,635 shares of company stock worth $10,833,855 in the last quarter. 0.80% of the stock is owned by corporate insiders.

Delta Air Lines Stock Performance

NYSE:DAL opened at $81.23 on Wednesday. The company has a current ratio of 0.42, a quick ratio of 0.36 and a debt-to-equity ratio of 0.54. The firm has a market capitalization of $53.37 billion, a price-to-earnings ratio of 11.84, a PEG ratio of 1.10 and a beta of 1.30. The firm’s fifty day simple moving average is $72.14 and its 200 day simple moving average is $69.13. Delta Air Lines, Inc. has a twelve month low of $45.28 and a twelve month high of $83.83.

Delta Air Lines (NYSE:DAL) last posted its earnings results on Wednesday, April 8th. The transportation company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.03. Delta Air Lines had a net margin of 6.87% and a return on equity of 20.28%. The business had revenue of $14.20 billion for the quarter, compared to analyst estimates of $14.05 billion. During the same quarter in the previous year, the business posted $0.46 EPS. The business’s quarterly revenue was up 9.4% on a year-over-year basis. As a group, equities research analysts expect that Delta Air Lines, Inc. will post 5.37 earnings per share for the current fiscal year.

Delta Air Lines Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th were issued a $0.1875 dividend. The ex-dividend date was Thursday, May 14th. This represents a $0.75 dividend on an annualized basis and a yield of 0.9%. Delta Air Lines’s payout ratio is currently 10.93%.

Delta Air Lines Profile

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.