Research Analysts’ Weekly Ratings Changes for Delta Air Lines (DAL)

A number of research firms have changed their ratings and price targets for Delta Air Lines (NYSE: DAL):

• 7/14/2026 – Delta Air Lines was given a new $105.00 price target by Argus.
• 7/14/2026 – Delta Air Lines was given a new $112.00 price target by Cantor Fitzgerald.
• 7/14/2026 – Delta Air Lines had its price target raised by TD Cowen from $106.00 to $112.00. They now have a “buy” rating on the stock.
• 7/13/2026 – Delta Air Lines had its price target raised by UBS Group AG from $107.00 to $112.00. They now have a “buy” rating on the stock.
• 7/13/2026 – Delta Air Lines had its “outperform” rating reaffirmed by Sanford C. Bernstein. They now have a $106.00 price target on the stock.
• 7/13/2026 – Delta Air Lines had its price target raised by JPMorgan Chase & Co. from $85.00 to $114.00. They now have an “overweight” rating on the stock.
• 7/12/2026 – Delta Air Lines had its price target raised by Citigroup Inc. from $106.00 to $110.00. They now have a “buy” rating on the stock.
• 7/10/2026 – Delta Air Lines had its price target raised by Morgan Stanley from $115.00 to $125.00. They now have an “overweight” rating on the stock.
• 7/10/2026 – Delta Air Lines had its price target raised by Jefferies Financial Group Inc. from $105.00 to $110.00. They now have a “buy” rating on the stock.
• 7/8/2026 – Delta Air Lines had its “hold” rating reaffirmed by UBS Group AG.
• 7/8/2026 – Delta Air Lines had its “buy” rating reaffirmed by Benchmark Co..
• 7/7/2026 – Delta Air Lines had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 7/7/2026 – Delta Air Lines had its price target raised by Susquehanna from $78.00 to $108.00. They now have a “positive” rating on the stock.
• 7/6/2026 – Delta Air Lines was downgraded by Raymond James Financial, Inc. from “strong-buy” to “outperform”. They now have a $104.00 price target on the stock, up from $80.00.
• 7/6/2026 – Delta Air Lines had its price target raised by Morgan Stanley from $105.00 to $115.00. They now have an “overweight” rating on the stock.
• 7/2/2026 – Delta Air Lines had its price target raised by TD Cowen from $92.00 to $106.00. They now have a “buy” rating on the stock.
• 7/2/2026 – Delta Air Lines had its price target raised by The Goldman Sachs Group, Inc. from $80.00 to $116.00. They now have a “buy” rating on the stock.
• 7/2/2026 – Delta Air Lines had its price target raised by BMO Capital Markets from $80.00 to $105.00. They now have an “outperform” rating on the stock.
• 7/1/2026 – Delta Air Lines had its price target raised by Bank of America Corporation from $93.00 to $100.00. They now have a “buy” rating on the stock.
• 6/30/2026 – Delta Air Lines had its price target raised by Wells Fargo & Company from $75.00 to $105.00. They now have an “overweight” rating on the stock.
• 6/25/2026 – Delta Air Lines had its price target raised by Barclays PLC from $85.00 to $105.00. They now have an “overweight” rating on the stock.
• 6/25/2026 – Delta Air Lines had its price target raised by Evercore Inc from $85.00 to $105.00. They now have an “outperform” rating on the stock.
• 6/24/2026 – Delta Air Lines had its price target raised by Jefferies Financial Group Inc. from $81.00 to $100.00. They now have a “buy” rating on the stock.
• 6/23/2026 – Delta Air Lines had its price target raised by UBS Group AG from $98.00 to $107.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Delta Air Lines had its price target raised by Citigroup Inc. from $79.00 to $106.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Delta Air Lines had its price target raised by Bank of America Corporation from $78.00 to $93.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Delta Air Lines had its price target raised by Argus from $85.00 to $100.00. They now have a “buy” rating on the stock.
• 6/17/2026 – Delta Air Lines had its price target raised by Sanford C. Bernstein from $88.00 to $93.00. They now have an “outperform” rating on the stock.
• 6/1/2026 – Delta Air Lines had its price target raised by Morgan Stanley from $90.00 to $105.00. They now have an “overweight” rating on the stock.
• 5/27/2026 – Delta Air Lines had its price target raised by TD Cowen from $84.00 to $92.00. They now have a “buy” rating on the stock.
• 5/26/2026 – Delta Air Lines had its price target raised by UBS Group AG from $95.00 to $98.00. They now have a “buy” rating on the stock.

Delta Air Lines Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 30th. Stockholders of record on Thursday, July 9th will be issued a $0.215 dividend. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $0.86 annualized dividend and a dividend yield of 1.0%. This is an increase from Delta Air Lines’s previous quarterly dividend of $0.19. Delta Air Lines’s payout ratio is 14.26%.

Insider Buying and Selling

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 transaction of $2,036,000.00. Following the sale, the executive vice president directly owned 95,025 shares in the company, valued at approximately $7,738,836. The trade was a 20.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Allison C. Ausband sold 5,000 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $79.00, for a total transaction of $395,000.00. Following the transaction, the executive vice president directly owned 133,854 shares in the company, valued at approximately $10,574,466. This trade represents a 3.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 65,331 shares of company stock worth $5,036,638. Company insiders own 0.80% of the company’s stock.

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.