Q3 EPS Estimates for Delta Air Lines Cut by Seaport Res Ptn

Delta Air Lines, Inc. (NYSE:DAL) – Equities research analysts at Seaport Res Ptn cut their Q3 2025 earnings per share (EPS) estimates for Delta Air Lines in a report released on Thursday, March 6th. Seaport Res Ptn analyst D. Mckenzie now forecasts that the transportation company will earn $1.90 per share for the quarter, down from their prior forecast of $2.15. 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 $1.70 EPS.

Delta Air Lines (NYSE:DAL) last released its earnings results on Friday, January 10th. The transportation company reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.09. The business had revenue of $15.56 billion for the quarter, compared to analysts’ expectations of $14.20 billion. Delta Air Lines had a return on equity of 30.41% and a net margin of 5.61%. The firm’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.28 earnings per share.

A number of other research analysts have also recently commented on DAL. StockNews.com raised Delta Air Lines from a “hold” rating to a “buy” rating in a research note on Thursday, February 13th. Citigroup upped their price target on shares of Delta Air Lines from $65.00 to $76.00 and gave the company a “buy” rating in a research report on Tuesday, November 26th. Barclays cut their price target on shares of Delta Air Lines from $90.00 to $80.00 and set an “overweight” rating for the company in a research report on Tuesday. Deutsche Bank Aktiengesellschaft upped their price target on shares of Delta Air Lines from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Thursday, November 21st. Finally, UBS Group cut their price target on shares of Delta Air Lines from $90.00 to $77.00 and set a “buy” rating for the company in a research report on Tuesday. Fourteen investment analysts have rated the stock with a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $76.60.

Delta Air Lines Stock Down 7.3 %

DAL opened at $46.65 on Monday. The stock has a market cap of $30.15 billion, a PE ratio of 8.75, a P/E/G ratio of 0.75 and a beta of 1.34. The company has a quick ratio of 0.32, a current ratio of 0.37 and a debt-to-equity ratio of 0.92. Delta Air Lines has a 52 week low of $37.29 and a 52 week high of $69.98. The business’s fifty day simple moving average is $63.19 and its 200 day simple moving average is $57.99.

Hedge Funds Weigh In On Delta Air Lines

Institutional investors and hedge funds have recently made changes to their positions in the business. Crossmark Global Holdings Inc. increased its stake in shares of Delta Air Lines by 5.4% during the third quarter. Crossmark Global Holdings Inc. now owns 268,636 shares of the transportation company’s stock valued at $13,644,000 after purchasing an additional 13,802 shares in the last quarter. KBC Group NV increased its stake in shares of Delta Air Lines by 143.7% during the third quarter. KBC Group NV now owns 56,611 shares of the transportation company’s stock valued at $2,876,000 after purchasing an additional 33,378 shares in the last quarter. Donoghue Forlines LLC bought a new stake in shares of Delta Air Lines during the fourth quarter valued at approximately $2,036,000. New Millennium Group LLC increased its position in shares of Delta Air Lines by 314.0% during the third quarter. New Millennium Group LLC now owns 36,460 shares of the transportation company’s stock valued at $1,852,000 after acquiring an additional 27,654 shares in the last quarter. Finally, Geode Capital Management LLC increased its position in shares of Delta Air Lines by 2.8% during the third quarter. Geode Capital Management LLC now owns 15,501,936 shares of the transportation company’s stock valued at $789,452,000 after acquiring an additional 416,338 shares in the last quarter. Institutional investors own 69.93% of the company’s stock.

Insiders Place Their Bets

In other Delta Air Lines news, SVP William C. Carroll sold 6,783 shares of the firm’s stock in a transaction dated Monday, February 3rd. The shares were sold at an average price of $65.94, for a total value of $447,271.02. Following the completion of the sale, the senior vice president now directly owns 10,016 shares in the company, valued at $660,455.04. This trade represents a 40.38 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Rahul D. Samant sold 38,023 shares of the firm’s stock in a transaction dated Tuesday, February 11th. The stock was sold at an average price of $64.89, for a total transaction of $2,467,312.47. Following the completion of the sale, the executive vice president now owns 52,789 shares of the company’s stock, valued at $3,425,478.21. This trade represents a 41.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 162,886 shares of company stock worth $11,116,463 over the last three months. Company insiders own 0.96% of the company’s stock.

Delta Air Lines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 20th. Shareholders of record on Thursday, February 27th will be issued a $0.15 dividend. The ex-dividend date of this dividend is Thursday, February 27th. This represents a $0.60 annualized dividend and a yield of 1.29%. Delta Air Lines’s dividend payout ratio (DPR) is presently 11.26%.

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.