Delta Air Lines (NYSE:DAL) Updates FY 2025 Earnings Guidance

Key Points

• Delta Air Lines has updated its FY 2025 earnings guidance, projecting earnings per share between 5.250-6.250, slightly below the consensus estimate of 5.680.
• Several firms have raised their price targets for Delta Air Lines, with HSBC increasing it from $64.00 to $69.20, reflecting growing analyst confidence in the company.
• The company recently increased its quarterly dividend to $0.1875 per share, up from $0.15, representing an annualized dividend yield of 1.2%.

Delta Air Lines (NYSE:DAL - Get Free Report) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 5.250-6.250 for the period, compared to the consensus earnings per share estimate of 5.680. The company issued revenue guidance of -. Delta Air Lines also updated its Q3 2025 guidance to 1.250-1.750 EPS.

Wall Street Analyst Weigh In

Several research firms have issued reports on DAL. HSBC increased their target price on Delta Air Lines from $64.00 to $69.20 in a research report on Friday, July 11th. Raymond James Financial upped their price target on shares of Delta Air Lines from $60.00 to $68.00 in a report on Friday, July 11th. The Goldman Sachs Group upped their price target on shares of Delta Air Lines from $60.00 to $67.00 and gave the stock a "buy" rating in a report on Friday, July 11th. Jefferies Financial Group upped their price target on shares of Delta Air Lines from $56.00 to $62.00 and gave the stock a "hold" rating in a report on Monday, July 14th. Finally, BNP Paribas Exane upped their price objective on shares of Delta Air Lines from $58.00 to $70.00 and gave the stock an "outperform" rating in a research report on Friday, July 11th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Delta Air Lines has a consensus rating of "Buy" and an average price target of $66.21.

Delta Air Lines Stock Down 0.9%

DAL opened at $60.82 on Thursday. The stock has a market cap of $39.71 billion, a PE ratio of 8.81, a P/E/G ratio of 1.89 and a beta of 1.51. The company has a quick ratio of 0.33, a current ratio of 0.38 and a debt-to-equity ratio of 0.74. Delta Air Lines has a 52 week low of $34.74 and a 52 week high of $69.98. The business's fifty day simple moving average is $56.98 and its 200 day simple moving average is $50.63.

Delta Air Lines (NYSE:DAL - Get Free Report) last announced its quarterly earnings data on Thursday, July 10th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.01 by $0.09. Delta Air Lines had a return on equity of 24.86% and a net margin of 7.24%.The firm had revenue of $15.51 billion for the quarter, compared to analysts' expectations of $16.16 billion. During the same period last year, the firm earned $2.36 earnings per share. The company's revenue for the quarter was down .1% compared to the same quarter last year. As a group, research analysts expect that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.

Delta Air Lines Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 21st. Stockholders of record on Thursday, July 31st were paid a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.2%. This is a boost from Delta Air Lines's previous quarterly dividend of $0.15. The ex-dividend date of this dividend was Thursday, July 31st. Delta Air Lines's payout ratio is currently 10.87%.

Insider Activity

In related news, EVP Peter W. Carter sold 17,550 shares of the firm's stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $57.19, for a total value of $1,003,684.50. Following the sale, the executive vice president directly owned 191,442 shares of the company's stock, valued at $10,948,567.98. This trade represents a 8.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Alain Bellemare sold 45,423 shares of the company's stock in a transaction that occurred on Friday, July 11th. The shares were sold at an average price of $55.56, for a total value of $2,523,701.88. Following the transaction, the executive vice president directly owned 131,731 shares of the company's stock, valued at $7,318,974.36. The trade was a 25.64% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 136,473 shares of company stock valued at $7,663,496. Corporate insiders own 0.88% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Blue Chip Partners LLC boosted its holdings in shares of Delta Air Lines by 5.4% during the 2nd quarter. Blue Chip Partners LLC now owns 6,251 shares of the transportation company's stock valued at $307,000 after buying an additional 319 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Delta Air Lines by 14.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 4,257 shares of the transportation company's stock valued at $209,000 after buying an additional 524 shares in the last quarter. MUFG Securities EMEA plc bought a new stake in shares of Delta Air Lines during the 2nd quarter valued at $95,000. California State Teachers Retirement System boosted its position in shares of Delta Air Lines by 0.9% in the 2nd quarter. California State Teachers Retirement System now owns 226,910 shares of the transportation company's stock worth $11,159,000 after purchasing an additional 2,092 shares in the last quarter. Finally, Brighton Jones LLC boosted its position in shares of Delta Air Lines by 33.5% in the 4th quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company's stock worth $555,000 after purchasing an additional 2,302 shares in the last quarter. Institutional investors own 69.93% of the company's stock.

About Delta Air Lines

Delta Air Lines, Inc provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo.

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