55,559 Shares in Delta Air Lines, Inc. $DAL Purchased by J. Safra Sarasin Holding AG

Key Points

• J. Safra Sarasin Holding AG opened a new position in Delta Air Lines in Q4, buying 55,559 shares (about $3.86 million); institutional investors now own roughly 69.93% of DAL.
• Delta signed a multi‑year deal to install Amazon’s Leo satellite internet on an initial ~500 aircraft starting in 2028, expected to boost passenger experience and ancillary revenue though rollout and revenue impact will be gradual.
• Analysts view DAL as a "Moderate Buy" with an average price target of $78.80, as several banks raised targets and Delta slightly beat Q4 EPS ( $1.55 vs. $1.53) despite a revenue miss, and issued FY 2026 EPS guidance of 6.50–7.50.

J. Safra Sarasin Holding AG acquired a new position in Delta Air Lines, Inc. (NYSE:DAL - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 55,559 shares of the transportation company's stock, valued at approximately $3,856,000.

A number of other institutional investors and hedge funds have also made changes to their positions in DAL. First Financial Bank Trust Division boosted its position in shares of Delta Air Lines by 3.3% in the 4th quarter. First Financial Bank Trust Division now owns 4,721 shares of the transportation company's stock worth $328,000 after purchasing an additional 150 shares in the last quarter. JFS Wealth Advisors LLC increased its position in Delta Air Lines by 25.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 794 shares of the transportation company's stock valued at $55,000 after buying an additional 161 shares in the last quarter. Private Trust Co. NA raised its stake in Delta Air Lines by 3.3% during the third quarter. Private Trust Co. NA now owns 5,493 shares of the transportation company's stock valued at $312,000 after buying an additional 174 shares during the last quarter. HBK Sorce Advisory LLC raised its stake in Delta Air Lines by 3.2% during the third quarter. HBK Sorce Advisory LLC now owns 5,871 shares of the transportation company's stock valued at $362,000 after buying an additional 181 shares during the last quarter. Finally, Kaufman Rossin Wealth LLC boosted its holdings in Delta Air Lines by 2.2% in the fourth quarter. Kaufman Rossin Wealth LLC now owns 8,593 shares of the transportation company's stock worth $596,000 after acquiring an additional 182 shares in the last quarter. Institutional investors own 69.93% of the company's stock.

More Delta Air Lines News

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Delta signed a sweeping agreement to install Amazon’s Leo satellite internet on hundreds of aircraft (initial rollout of ~500 planes starting in 2028), which should improve passenger experience, enable more streaming/ancillary revenue and reduce reliance on legacy providers. Delta Air Lines taps Amazon Leo for in-flight Wi-Fi as streaming wars heat up
• Positive Sentiment: Delta’s SkyMiles was ranked the world’s most valuable airline loyalty program (estimated >$31B), supporting recurring, high‑margin revenue and customer retention — a structural competitive advantage. Delta's SkyMiles Ranked World's Most Valuable Airline Loyalty Program at $31 Billion
• Positive Sentiment: Analyst consensus is favorable (average “Moderate Buy”), which supports investor confidence and likely contributes to buying interest. Delta Air Lines, Inc. NYSE: DAL Receives Average Recommendation of "Moderate Buy" from Analysts
• Neutral Sentiment: The Amazon tie-up is a multi‑year buildout (service begins 2028 for the initial tranche), so near‑term revenue and margin impact will be limited until installations scale across the fleet. Amazon Teams With Delta to Offer Passengers In-Flight Connectivity
• Neutral Sentiment: Market context: the move places Delta with Amazon rather than SpaceX/Starlink, which could shift competitive dynamics in airline connectivity and factor into broader aerospace/IPO narratives. Delta picks Bezos over Musk for satellite Wi-Fi as SpaceX's $1.75 trillion IPO looms
• Negative Sentiment: Execution and competitive risk: Starlink is already a dominant airline connectivity provider; swapping/adding providers, technical certification and rollout delays are possible and could limit the deal’s upside or delay revenue. Delta to Tap Amazon Satellite-Internet Service for In-Flight Wi-Fi
• Negative Sentiment: Operational/headline risk: CEO comments blaming Congress over DHS funding and airport disruptions highlight potential near‑term operational costs and schedule risk if federal funding issues persist. ‘MESS': Delta CEO rips Congress as shutdown chaos erupts at airports

Wall Street Analyst Weigh In

DAL has been the subject of several analyst reports. The Goldman Sachs Group raised their price target on Delta Air Lines from $77.00 to $80.00 and gave the company a "buy" rating in a report on Wednesday, January 14th. UBS Group upped their price target on shares of Delta Air Lines from $83.00 to $84.00 and gave the stock a "buy" rating in a research note on Monday, March 23rd. Rothschild & Co Redburn cut their price objective on shares of Delta Air Lines from $72.00 to $70.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. TD Cowen upgraded shares of Delta Air Lines from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, March 18th. Finally, HSBC lifted their target price on shares of Delta Air Lines from $73.70 to $80.20 and gave the stock a "buy" rating in a report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $78.80.

Delta Air Lines Stock Up 5.2%

Delta Air Lines stock opened at $66.46 on Wednesday. Delta Air Lines, Inc. has a 12 month low of $34.74 and a 12 month high of $76.39. The stock has a fifty day simple moving average of $66.59 and a two-hundred day simple moving average of $64.42. The company has a current ratio of 0.40, a quick ratio of 0.34 and a debt-to-equity ratio of 0.60. The firm has a market cap of $43.41 billion, a price-to-earnings ratio of 8.66, a PEG ratio of 0.64 and a beta of 1.34.

Delta Air Lines (NYSE:DAL - Get Free Report) last announced its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.96% and a net margin of 7.90%.The firm had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. During the same period in the prior year, the company posted $1.85 earnings per share. The company's quarterly revenue was up 2.9% on a year-over-year basis. Delta Air Lines has set its Q1 2026 guidance at 0.500-0.900 EPS and its FY 2026 guidance at 6.500-7.500 EPS. Equities analysts predict that Delta Air Lines, Inc. will post 7.63 EPS for the current fiscal year.

Delta Air Lines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, February 26th. Delta Air Lines's dividend payout ratio (DPR) is presently 9.78%.

Insider Activity

In related news, EVP Rahul D. Samant sold 62,528 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $70.18, for a total transaction of $4,388,215.04. Following the transaction, the executive vice president owned 20,939 shares in the company, valued at $1,469,499.02. This represents a 74.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Peter W. Carter sold 27,000 shares of the firm's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $74.82, for a total transaction of $2,020,140.00. Following the completion of the sale, the insider owned 421,744 shares in the company, valued at $31,554,886.08. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 620,550 shares of company stock worth $44,127,667. 0.96% of the stock is owned by corporate insiders.

Delta Air Lines Profile

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.

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