Delta Air Lines
About: Atlanta-based Delta Air Lines is one of the world's largest airlines, with a network of over 300 destinations in more than 50 countries. Delta operates a hub-and-spoke network, where it gathers and distributes passengers across the globe through its biggest hubs in Atlanta, New York, Salt Lake City, Detroit, Seattle, and Minneapolis-St. Paul. Delta has historically earned most of its international revenue and profits from flying passengers over the Atlantic Ocean.
Employees: 103,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
66% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 114
30% more funds holding in top 10
Funds holding in top 10: 10 [Q1] → 13 (+3) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 440 | Existing positions reduced: 378
12% more capital invested
Capital invested by funds: $23.1B [Q1] → $25.9B (+$2.8B) [Q2]
5% more funds holding
Funds holding: 1,112 [Q1] → 1,168 (+56) [Q2]
2% less call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.55B
1.51% less ownership
Funds ownership: 82.27% [Q1] → 80.76% (-1.51%) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
JP Morgan
Jamie Baker
|
$85
|
Overweight
Maintained
|
12 Sep 2025 |
|
UBS
Thomas Wadewitz
|
$72
|
Buy
Maintained
|
11 Jul 2025 |
|
Goldman Sachs
Catherine O'Brien
|
$67
|
Buy
Maintained
|
11 Jul 2025 |
|
Barclays
Brandon Oglenski
|
$65
|
Overweight
Maintained
|
11 Jul 2025 |
|
Morgan Stanley
Ravi Shanker
|
$90
|
Overweight
Maintained
|
11 Jul 2025 |
Financial journalist opinion
Based on 38 articles about DAL published over the past 30 days
