Market Cap
$54.9B
DAL
DELTA AIR LINES, INC.
$84.10 ▼ -0.04%
Prev close $84.13Market cap$54.9B
ConsensusStrong Buy
12-mo target$102.23 (+21.6%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (6 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on DAL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$45.1B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $94.5M sell
Insider Net $
-$94.5M
Social Sentiment
50° Neutral
SEC Reports
14
Price chart 30d +7.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 9, 2026 earnings_calendar
DAL Q3 2026 Earnings Before Market Open — 2026-10-09
Sep 25, 2026 Event
Aug 13, 2026 SEC Bayer v. Delta Air Lines, Inc.
Court ruling (txed) — Docket: 2:25-cv-00659
Delta Air Lines lost a motion to enforce a settlement agreement in a pending federal lawsuit (Baron v. Delta Air Lines,
COURT-RULING — Impact 5/10
Institutional 13F cluster for Delta Air Lines (DAL) in Q2 2026 shows net selling of ~$131M, with 9 sellers trimming $176
INST-CLUSTER — Impact 5/10
Five Delta insiders, including CEO Edward Bastian and President Peter Carter, sold a combined $29.3M in open-market stoc
CLUSTER — Impact 3/10
Aug 5, 2026 Insider
HUERTA MICHAEL P sold 3,100 shares
Director @ $94.12 ($291.8K)
Aug 5, 2026 Insider
Sear Steven M sold 40,460 shares
EVP - Global Sales & Distrib @ $93.55 ($3.8M)
Aug 5, 2026 Insider
Sear Steven M acquired via exercise 40,460 shares
EVP - Global Sales & Distrib @ $51.23 ($2.1M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 28, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 24, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | Rothschild & Co | MAINTAIN | Buy | 58% |
| Sep 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Aug 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 14, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 13, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 21 | 3 | 0 | 0 | 91% | |
| Aug 1, 2026 | 8 | 21 | 3 | 0 | 0 | 91% | |
| Jul 1, 2026 | 9 | 20 | 2 | 1 | 0 | 91% | |
| Jun 1, 2026 | 9 | 20 | 2 | 1 | 0 | 91% | |
| May 1, 2026 | 9 | 20 | 2 | 1 | 0 | 91% | |
| Apr 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| Mar 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| Feb 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% |
Price targets
Where 24 covering analysts think DAL trades over the next 12 months.
$102.23 +21.6% upside Strong Buy
Current$84.04 Low$50.00 Median$105.00 High$125.00 24 analysts
$50.00$125.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Sell my biggest gains? RCL, BB, DAL, TSM
▲ 1 · 💬 5· ⚡ 0.5
Berkshire just tripled its GOOGL stake and bought Delta again
▲ 1 · 💬 0· ⚡ 0.5
Buffett just tripled Berkshire’s GOOGL stake and bought Delta again what’s the read?
▲ 1 · 💬 0· ⚡ 0.5
7 trades that printed since the Iran war started (and 3 "safe havens" that flopped)
▲ 1 · 💬 1· ⚡ 0.5
Anyone else catch the 'vibe shift' in the Delta ($DAL) Q&A? Management sounded a lot more defensive than the slides suggested.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 4 bullish, 2 bearish, 2 mixed, 6 neutral · avg impact 4.6/10.
BEARISHCOURT-RULING5/10
Delta Air Lines lost a motion to enforce a settlement agreement in a pending federal lawsuit (Baron
Aug 13, 2026
BEARISHINST-CLUSTER5/10
Institutional 13F cluster for Delta Air Lines (DAL) in Q2 2026 shows net selling of ~$131M, with 9 s
Aug 9, 2026
NEUTRALCLUSTER3/10
Five Delta insiders, including CEO Edward Bastian and President Peter Carter, sold a combined $29.3M
Aug 7, 2026
NEUTRALCLUSTER3/10
Delta Air Lines CEO Ed Bastian sold $19.2M worth of stock on August 4, 2026, alongside President Pet
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 9, 2026
earnings_calendar
DAL Q3 2026 Earnings Before Market Open — 2026-10-09
Sep 25, 2026
Enforcement
Bayer v. Delta Air Lines, Inc.
Court ruling (txed) — Docket: 2:25-cv-00659
Sep 24, 2026
dividend
Delta Air Lines Declares Quarterly Dividend
ATLANTA, Sept. 24, 2026 /PRNewswire/ -- Delta Air Lines' (NYSE:DAL) Board of Directors today declared a quarterly dividend of $0.2150 per share. The d
Sep 24, 2026
short_volume
Short Volume: DAL — 59.4% short (1.2M / 2.1M)
Short: 1,248,607 | Exempt: 2,852 | TRF Vol: 2,100,645 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
Enforcement
BANDARY V. DELTA AIR LINES, INC.
Court ruling (ca9) — Docket: 24-7204
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.88 | $1.55–$2.40 | 9.8% | -11.1% | 0↑ 3↓ | $19.0B | 19 |
| Next Q | $1.76 | $1.00–$2.51 | 13.8% | -18.0% | 0↑ 3↓ | $18.4B | 18 |
| Current FY | $5.88 | $4.90–$7.11 | 1.1% | -9.2% | 0↑ 3↓ | $73.4B | 23 |
| Next FY | $8.29 | $7.23–$9.08 | 35.1% | -3.3% | 0↑ 1↓ | $74.9B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.877 | — |
| 7d ago | $2.016 | -0.139 |
| 30d ago | $2.112 | -0.235 |
| 60d ago | $2.228 | -0.351 |
| 90d ago | $1.886 | -0.009 |
Institutional ownership
Which big funds own DAL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $45.1B total value (478,753,811 shares) as of 2026-Q2. Top holders: Erste, BERKSHIRE, BlackRock,. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BERKSHIRE HATHAWAY INC | 57,320,000 | $5.4B | 11.9% | ADD +44.0% |
| BlackRock, Inc. | 45,106,139 | $4.2B | 9.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 41,307,000 | $3.9B | 8.6% | — |
| FMR LLC | 33,187,319 | $3.1B | 6.9% | — |
| Sanders Capital, LLC | 29,129,629 | $2.7B | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,329,259 | $2.5B | 5.5% | — |
| STATE STREET CORP | 24,129,558 | $2.3B | 5.0% | — |
| Capital International Investors | 20,689,945 | $1.9B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 18,511,900 | $1.8B | 3.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | ADD | 39,809,456 | 57,320,000 | +44.0% | $5.4B |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,048,100 | 2,586,645 | +26.3% | $242.3M |
| 1832 Asset Management L.P. | DOUBLED | 78,947 | 1,830,773 | +2219.0% | $171.5M |
| JANE STREET GROUP, LLC | DOUBLED | 386,344 | 1,546,448 | +300.3% | $144.8M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 3,721,116 | 1,539,886 | -58.6% | $144.2M |
| Castle Hook Partners LP | NEW | — | 1,252,701 | — | $117.3M |
| Amundi | TRIM | 2,063,614 | 1,183,775 | -42.6% | $110.9M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 2,620,552 | 1,175,579 | -55.1% | $110.1M |
| AMERIPRISE FINANCIAL INC | TRIM | 4,010,416 | 1,127,138 | -71.9% | $107.9M |
| Polar Capital Holdings Plc | ADD | 762,178 | 1,140,685 | +49.7% | $106.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
23 insiders, 50 transactions. Net -$94.5M — $0.00 bought, $94.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | HUERTA MICHAEL P | Director | SELL | 3,100 | $94.12 | $291.8K |
| Aug 5, 2026 | Sear Steven M | EVP - Global Sales & Distrib | SELL | 40,460 | $93.55 | $3.8M |
| Aug 5, 2026 | Sear Steven M | EVP - Global Sales & Distrib | EXERCISE | 40,460 | $51.23 | $2.1M |
| Aug 4, 2026 | Bastian Edward H | Chief Executive Officer | EXERCISE | 206,510 | $49.33 | $10.2M |
| Aug 4, 2026 | BELLEMARE ALAIN | EVP & Pres. - International | EXERCISE | 35,000 | $39.78 | $1.4M |
| Aug 4, 2026 | Bastian Edward H | Chief Executive Officer | SELL | 206,510 | $92.80 | $19.2M |
| Aug 4, 2026 | Carter Peter W | President | SELL | 39,900 | $92.98 | $3.7M |
| Aug 4, 2026 | Carter Peter W | President | EXERCISE | 39,900 | $49.33 | $2.0M |
| Aug 4, 2026 | BELLEMARE ALAIN | EVP & Pres. - International | SELL | 35,000 | $92.72 | $3.2M |
| Aug 4, 2026 | BELLEMARE ALAIN | EVP & Pres. - International | EXERCISE | 35,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DAL.
Shares short
26,222,815
Settlement Sep 15, 2026
Change vs prior
+3.8%
Semi-monthly cycle
Days to cover
4.9
At avg daily volume
Of shares outstanding
≈4.0%
Estimate — not % of float
All DAL filing & press-release reports (14)
- COURT-RULING reportAug 13, 2026
- INST-CLUSTER reportAug 9, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 5, 2026
- 8-K reportJul 10, 2026
- COURT-RULING reportJul 4, 2026
- 8-K reportJun 12, 2026
- DEFA14A reportApr 24, 2026
- COURT-RULING reportApr 24, 2026
- COURT-RULING reportApr 22, 2026
- COURT-RULING reportApr 21, 2026
- 8-K reportApr 8, 2026
- 8-K reportMar 5, 2026
- INST-CLUSTER reportFeb 28, 2026