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)
64% more first-time investments, than exits
New positions opened: 187 | 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: 435 | Existing positions reduced: 376
12% more capital invested
Capital invested by funds: $23.1B [Q1] → $25.8B (+$2.67B) [Q2]
4% more funds holding
Funds holding: 1,112 [Q1] → 1,158 (+46) [Q2]
6% less call options, than puts
Call options by funds: $1.22B | Put options by funds: $1.3B
1.9% less ownership
Funds ownership: 82.27% [Q1] → 80.37% (-1.9%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
UBS Thomas Wadewitz | 18%upside $72 | Buy Maintained | 11 Jul 2025 |
Goldman Sachs Catherine O'Brien | 10%upside $67 | Buy Maintained | 11 Jul 2025 |
Barclays Brandon Oglenski | 6%upside $65 | Overweight Maintained | 11 Jul 2025 |
Morgan Stanley Ravi Shanker | 47%upside $90 | Overweight Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 27 articles about DAL published over the past 30 days
