DEFA14A ·Filed Apr 24, 2026

DAL

DELTA AIR LINES, INC.
NEUTRAL
Impact 3/10
Horizonimmediate Processed5mo ago SEC0001308179-26-000346
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for any changes in board composition or auditor following the vote, but expect no immediate changes as the board supports all nominees and the current auditor.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
DAL ▲ +22.49% at T+60d
NEUTRAL call ✓ call won +22.49% · α vs SPY +17.98% · entry $68.19 → $83.52
Entry anchored
Apr 24, 03:59 PM ET
via exchange tick
T+1d
-1.41%
call -1.41% · α -0.92%
$67.23
settled 5mo ago
T+5d
+0.43%
call +0.43% · α +0.03%
$68.48
settled 5mo ago
T+20d
+16.43%
call +16.43% · α +11.48%
$79.39
settled 4mo ago
T+60d
+22.49%
call +22.49% · α +17.98%
$83.52
settled 2mo ago

Price Chart

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Executive Summary

Delta Air Lines is holding its 2026 annual shareholder meeting, with the board recommending approval of all nominees for director, advisory approval of executive compensation, and ratification of Ernst & Young as auditors. The company opposes two shareholder proposals requesting the ability to act by written consent and cumulative voting for directors.

Key Facts

  • Delta Air Lines is holding its 2026 annual shareholder meeting on June 18, 2026.
  • The board recommends approval of 14 nominees for director.
  • The board recommends approval of executive compensation on an advisory basis.
  • The board recommends ratification of Ernst & Young as independent auditors.
  • The board opposes two shareholder proposals: one for written consent and one for cumulative voting.

Financial Impact

No immediate financial impact expected

Risk Factors

  • Shareholder opposition to board recommendations could lead to changes in governance.
  • Rejection of auditor ratification could lead to increased scrutiny or changes in accounting practices.

Market Snapshot

Exchange
NYSE
Sector
Air Transportation, Scheduled
Analyst Consensus
91% bullish (32 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001308179-26-000346
Document: 0001308179-26-000346-index-headers.html0001308179-26-000346
Document: 0001308179-26-000346-index.html0001308179-26-000346
Document: 0001308179-26-000346.txt0001308179-26-000346
14 reports for DAL
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+60▲ +36.40%Apr 8, 2026
Filters
Rows
Reports for DAL — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
Court Ruling
BEARISH ★ 5/10
$90.41 $78.75▲ +12.90%▲ +11.84%$84.04 (+7.05%)
Aug 9, 2026
7w ago
Institutional Cluster
BEARISH ★ 5/10
$89.21 $78.96▲ +11.49%▲ +10.58%$84.04 (+5.80%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$91.98 $78.75▼ −14.38%▼ −14.98%$84.04 (−8.63%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$91.98 $78.75▼ −14.38%▼ −14.98%$84.04 (−8.63%)
Jul 10, 2026
12w ago
8-K
MIXED ★ 6/10
$87.39 $91.34▲ +4.52%▲ +2.09%$84.04 (−3.83%)
Jun 12, 2026
15w ago
8-K
NEUTRAL ★ 4/10
$84.07 $86.19▲ +2.52%▲ +3.27%$84.04 (−0.04%)
Apr 24, 2026
22w ago
DEFA14A
NEUTRAL ★ 3/10
$68.19 $79.39▲ +16.43%▲ +11.48%$84.04 (+23.25%)
Apr 22, 2026
23w ago
Court Ruling
BULLISH ★ 5/10
$68.41 $67.76▼ −0.95%▼ −4.11%$84.04 (+22.85%)
Apr 22, 2026
23w ago
Court Ruling
BULLISH ★ 6/10
$68.41 $67.76▼ −0.95%▼ −4.11%$84.04 (+22.85%)
Apr 8, 2026
25w ago
8-K
BULLISH ★ 8/10
$68.00 $70.86▲ +4.21%▼ −4.33%$84.04 (+23.59%)
Showing 10 of 14

US Market Status

Market Open — Closes in 23m

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