Q3 EPS Estimates for Delta Air Lines Increased by Analyst

Key Points

• Analysts at Seaport Res Ptn have increased their Q3 2025 EPS estimate for Delta Air Lines from $1.50 to $1.70, and also provided Q4 2025 estimates at $1.80 EPS.
• Delta Air Lines reported a net margin of 7.24% and a return on equity of 24.86%, with quarterly revenue of $15.51 billion, slightly below expectations.
• The firm increased its quarterly dividend to $0.1875 per share, reflecting an annualized yield of 1.2%, which is an increase from the previous dividend of $0.15.

Delta Air Lines, Inc. (NYSE:DAL - Free Report) - Stock analysts at Seaport Res Ptn increased their Q3 2025 EPS estimates for Delta Air Lines in a research report issued to clients and investors on Thursday, September 11th. Seaport Res Ptn analyst D. Mckenzie now expects that the transportation company will earn $1.70 per share for the quarter, up from their previous forecast of $1.50. The consensus estimate for Delta Air Lines' current full-year earnings is $7.63 per share. Seaport Res Ptn also issued estimates for Delta Air Lines' Q4 2025 earnings at $1.80 EPS and FY2025 earnings at $6.05 EPS.

Delta Air Lines (NYSE:DAL - Get Free Report) last posted its quarterly earnings data on Thursday, July 10th. The transportation company reported $2.10 EPS for the quarter, beating the consensus estimate of $2.01 by $0.09. Delta Air Lines had a net margin of 7.24% and a return on equity of 24.86%. The business had revenue of $15.51 billion for the quarter, compared to analysts' expectations of $16.16 billion. During the same period in the previous year, the firm posted $2.36 EPS. The firm's revenue was down .1% compared to the same quarter last year.

Several other equities research analysts have also recently commented on DAL. Sanford C. Bernstein reissued an "outperform" rating on shares of Delta Air Lines in a research report on Friday, July 11th. Susquehanna Bancshares increased their price target on Delta Air Lines from $51.00 to $65.00 and gave the stock a "positive" rating in a research report on Friday, July 11th. UBS Group set a $72.00 price objective on shares of Delta Air Lines in a research note on Friday, July 11th. Bernstein Bank raised their target price on Delta Air Lines from $60.00 to $66.00 and gave the company an "outperform" rating in a report on Friday, July 11th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of Delta Air Lines from $53.00 to $63.00 and gave the company a "buy" rating in a report on Tuesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $66.21.

Delta Air Lines Trading Down 1.5%

NYSE DAL opened at $60.49 on Friday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.33 and a current ratio of 0.38. Delta Air Lines has a 52 week low of $34.74 and a 52 week high of $69.98. The stock has a market capitalization of $39.50 billion, a price-to-earnings ratio of 8.77, a PEG ratio of 1.92 and a beta of 1.51. The stock's 50 day moving average price is $57.17 and its two-hundred day moving average price is $50.62.

Institutional Trading of Delta Air Lines

Hedge funds and other institutional investors have recently bought and sold shares of the business. L1 Capital Pty Ltd bought a new stake in shares of Delta Air Lines during the second quarter worth about $519,000. Osaic Holdings Inc. raised its position in Delta Air Lines by 38.6% in the second quarter. Osaic Holdings Inc. now owns 213,025 shares of the transportation company's stock worth $10,458,000 after acquiring an additional 59,313 shares during the period. Total Investment Management Inc. raised its holdings in shares of Delta Air Lines by 21.8% in the 2nd quarter. Total Investment Management Inc. now owns 7,883 shares of the transportation company's stock worth $388,000 after purchasing an additional 1,412 shares during the period. Thrivent Financial for Lutherans lifted its position in shares of Delta Air Lines by 39.8% during the 2nd quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company's stock valued at $118,409,000 after buying an additional 685,312 shares during the last quarter. Finally, Silverlake Wealth Management LLC lifted its holdings in Delta Air Lines by 12.8% during the second quarter. Silverlake Wealth Management LLC now owns 9,556 shares of the transportation company's stock valued at $470,000 after purchasing an additional 1,088 shares during the last quarter. Institutional investors own 69.93% of the company's stock.

Insider Buying and Selling at Delta Air Lines

In other Delta Air Lines news, EVP Steven M. Sear sold 18,000 shares of Delta Air Lines stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $55.96, for a total value of $1,007,280.00. Following the completion of the sale, the executive vice president directly owned 97,505 shares in the company, valued at approximately $5,456,379.80. The trade was a 15.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael P. Huerta sold 2,500 shares of Delta Air Lines stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $60.70, for a total transaction of $151,750.00. Following the completion of the sale, the director owned 33,245 shares of the company's stock, valued at $2,017,971.50. This represents a 6.99% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 136,473 shares of company stock valued at $7,663,496 over the last ninety days. Insiders own 0.88% of the company's stock.

Delta Air Lines Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 21st. Shareholders of record on Thursday, July 31st were issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Thursday, July 31st. This is an increase from Delta Air Lines's previous quarterly dividend of $0.15. Delta Air Lines's dividend payout ratio (DPR) is 10.87%.

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.

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