Q2 EPS Estimates for Delta Air Lines Decreased by Analyst

Delta Air Lines, Inc. (NYSE:DAL - Free Report) - Stock analysts at Zacks Research lowered their Q2 2025 earnings per share estimates for Delta Air Lines in a research note issued to investors on Wednesday, April 30th. Zacks Research analyst M. Basu now expects that the transportation company will earn $1.83 per share for the quarter, down from their prior forecast of $2.86. The consensus estimate for Delta Air Lines' current full-year earnings is $7.63 per share. Zacks Research also issued estimates for Delta Air Lines' Q3 2025 earnings at $1.35 EPS, Q4 2025 earnings at $1.03 EPS, FY2025 earnings at $4.67 EPS, Q2 2026 earnings at $2.51 EPS, Q3 2026 earnings at $1.95 EPS, Q4 2026 earnings at $1.69 EPS, FY2026 earnings at $7.30 EPS, Q1 2027 earnings at $2.00 EPS and FY2027 earnings at $8.06 EPS.

Delta Air Lines (NYSE:DAL - Get Free Report) last issued its quarterly earnings data on Wednesday, April 9th. The transportation company reported $0.46 EPS for the quarter, missing analysts' consensus estimates of $0.84 by ($0.38). Delta Air Lines had a return on equity of 30.41% and a net margin of 5.61%. The firm had revenue of $12.98 billion for the quarter, compared to analyst estimates of $13.85 billion. During the same period in the previous year, the business earned $0.45 EPS. Delta Air Lines's revenue for the quarter was down 5.6% compared to the same quarter last year.

Several other equities analysts have also weighed in on the company. Barclays cut their price target on Delta Air Lines from $80.00 to $58.00 and set an "overweight" rating for the company in a research note on Tuesday, April 8th. Raymond James cut their price objective on Delta Air Lines from $80.00 to $62.00 and set a "strong-buy" rating for the company in a research report on Wednesday, April 2nd. Dbs Bank lowered Delta Air Lines from a "strong-buy" rating to a "hold" rating in a research report on Thursday, April 3rd. Susquehanna cut their price target on shares of Delta Air Lines from $80.00 to $50.00 and set a "positive" rating for the company in a report on Monday, April 7th. Finally, StockNews.com downgraded shares of Delta Air Lines from a "buy" rating to a "hold" rating in a report on Tuesday, April 8th. Four equities research analysts have rated the stock with a hold rating, ten have assigned a buy rating and two have issued a strong buy rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $61.06.

Delta Air Lines Stock Performance

DAL traded down $0.61 on Monday, reaching $44.90. The stock had a trading volume of 8,811,704 shares, compared to its average volume of 9,271,961. The business's 50-day moving average price is $44.97 and its two-hundred day moving average price is $56.63. The company has a market cap of $29.32 billion, a P/E ratio of 8.42, a price-to-earnings-growth ratio of 0.75 and a beta of 1.46. Delta Air Lines has a 12-month low of $34.74 and a 12-month high of $69.98. The company has a current ratio of 0.37, a quick ratio of 0.32 and a debt-to-equity ratio of 0.92.

Institutional Investors Weigh In On Delta Air Lines

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. New Wave Wealth Advisors LLC purchased a new stake in Delta Air Lines in the 4th quarter valued at about $27,000. Hemington Wealth Management lifted its holdings in shares of Delta Air Lines by 48.1% in the 4th quarter. Hemington Wealth Management now owns 474 shares of the transportation company's stock worth $28,000 after acquiring an additional 154 shares during the last quarter. Roxbury Financial LLC acquired a new position in shares of Delta Air Lines in the 4th quarter worth approximately $29,000. Crews Bank & Trust acquired a new stake in Delta Air Lines in the 4th quarter valued at approximately $30,000. Finally, Kayne Anderson Rudnick Investment Management LLC raised its position in Delta Air Lines by 414.4% in the fourth quarter. Kayne Anderson Rudnick Investment Management LLC now owns 535 shares of the transportation company's stock valued at $32,000 after purchasing an additional 431 shares during the period. Institutional investors and hedge funds own 69.93% of the company's stock.

Insider Buying and Selling

In other news, EVP Rahul D. Samant sold 38,023 shares of Delta Air Lines stock in a transaction that occurred on Tuesday, February 11th. The shares were sold at an average price of $64.89, for a total transaction of $2,467,312.47. Following the sale, the executive vice president now owns 52,789 shares of the company's stock, valued at approximately $3,425,478.21. The trade was a 41.87 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.96% of the stock is currently owned by company insiders.

Delta Air Lines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 3rd. Investors of record on Tuesday, May 13th will be issued a $0.15 dividend. The ex-dividend date of this dividend is Tuesday, May 13th. This represents a $0.60 annualized dividend and a dividend yield of 1.34%. Delta Air Lines's dividend payout ratio is presently 10.64%.

Delta Air Lines Company Profile

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.