Delta Air Lines, Inc.

Informe acción NYSE:DAL

Capitalización de mercado: US$48.4b

Delta Air Lines Dividendos y recompras

Dividendo controles de criterios 3/6

Delta Air Lines es una empresa que paga dividendos con una rentabilidad actual de 0.99% que está bien cubierta por los beneficios. La próxima fecha de pago es en 4th June, 2026 con una fecha ex dividendo de 14th May, 2026.

Información clave

1.0%

Rentabilidad por dividendo

n/a

Rendimiento de la recompra

Rendimiento total para el accionistan/a
Rendimiento futuro de los dividendos1.2%
Crecimiento de los dividendos-4.5%
Próxima fecha de pago de dividendos04 Jun 26
Fecha ex dividendo14 May 26
Dividendo por acciónn/a
Ratio de pago11%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 15

DAL: Fuel Resilience And Premium Demand Will Support Future Upside Potential

Analysts have raised the implied fair value for Delta Air Lines stock from about $80.04 to $95.00. This reflects updated assumptions for higher revenue growth, a lower discount rate and a higher future P/E multiple, partly informed by recent shifts in Street price targets amid fuel cost concerns and demand trends.
Seeking Alpha May 12

It's Just Plane Obvious: Delta Is Set To Benefit From The Jet Fuel Crisis

Summary The airline industry is facing several challenges, with its costs (mainly oil) increasing dramatically in recent years. Delta stands out from the group in terms of its relative valuation, performance, and growth initiatives. In the process of a massive fleet revitalization, Delta is experiencing significant fuel efficiency gains. Delta is also reaping the rewards from other business decisions and investments. Using a sum-of-parts analysis, Delta's shares have significant upside. Read the full article on Seeking Alpha
Actualización de narrativa Apr 29

DAL: Fair Outlook Weighs Fuel Cost Pressures Against Premium Demand Trends

Analysts have nudged Delta Air Lines' fair value estimate slightly higher to $64.40, citing updated assumptions that reflect stronger revenue expectations, a higher future P/E multiple, and fuel cost pressures that temper profit margin forecasts. Analyst Commentary Recent Street research on Delta Air Lines shows a mixed backdrop, with some firms lifting price targets while others trim expectations in response to higher fuel assumptions and evolving demand views.
Actualización de narrativa Apr 14

DAL: Fair Outlook Balances Fuel Cost Uncertainty With 2026 Earnings Guidance

Analysts have adjusted the average price target for Delta Air Lines by about $1, reflecting updated views on fuel cost headwinds, resilient demand, and revised expectations for margins and future P/E multiples. Analyst Commentary Recent research has offered a mixed but generally cautious read on Delta Air Lines, with several firms adjusting price targets to reflect higher fuel assumptions, evolving demand expectations, and uncertainty around margins and future P/E multiples.
Actualización de narrativa Mar 31

DAL: Premium Demand And Limited Fuel Sensitivity Will Support 2026 Earnings Profile

Analysts nudged the average price target for Delta Air Lines slightly lower to around $80. They cited the impact of higher fuel cost assumptions, while also highlighting resilient demand, modestly firmer revenue growth and margin expectations, and a P/E multiple that remains broadly in line with prior views.
Actualización de narrativa Mar 16

DAL: Premium Demand And Low Fuel Sensitivity Will Support Further Upside

Narrative Update: Delta Air Lines The analyst price target for Delta Air Lines has edged lower by a few dollars to reflect higher assumed fuel costs and slightly softer profit margin expectations, even as analysts still highlight resilient demand and relatively lower fuel sensitivity compared with peers. Analyst Commentary Recent research on Delta Air Lines clusters around a common theme, with higher assumed fuel costs pulling price targets lower, while demand and premium positioning are still seen as important supports for the equity story.
Actualización de narrativa Mar 02

DAL: Fair Outlook Weighs 2026 Guidance Against Widebody Order Commitments

Analysts have modestly adjusted their price targets on Delta Air Lines, with the blended target moving slightly. Updated models reflect a lower discount rate, a small uptick in expected revenue growth, and a marginally reduced assumed profit margin and future P/E multiple.
Nueva narrativa Mar 01

Delta Air Lines Inc. (DAL): The Premium Powerhouse – Scaling Loyalty and International Dominance in 2026

Delta Air Lines (DAL) is currently the most profitable major carrier in the United States, trading at $65.72 as of the February 27, 2026 close. While the stock faced a sharp 6.8% dip on the final Friday of February due to a massive winter storm in the Northeast and lingering concerns over trade policy, its fundamental narrative remains one of "premiumization." Following a record-breaking fiscal year 2025, where the airline achieved $58.3 billion in revenue and an industry-leading 10% operating margin , Delta is successfully decoupling itself from the traditional "low-cost" airline cycle.
Actualización de narrativa Feb 16

DAL: Premium Demand And 2026 Outlook Will Support Further Upside

The analyst price target for Delta Air Lines has been reduced by approximately $1 to $81.29. Analysts cite minor changes to fair value, discount rate, revenue growth, and profit margin assumptions, reflecting a combination of recent target increases and modest reductions across the Street.
Actualización de narrativa Feb 09

Delta Air Lines posts stellar unit economics but faces headwinds ahead

Atlanta's flag carrier, so to speak, remains the lode star in the US network carrier heaven, with its profitability the current envy of the industry: Total revenue per available seat mile (TRASM) in Q4/25 stood at 21.94 cents, with total cost per available seat mile (CASM) at 19.93 cents, thus yielding a net profit of some 2 cents per available seat mile. This is simply oustanding, particularly for a legacy carrier.
Actualización de narrativa Feb 02

DAL: Premium Demand And 2026 Guidance Will Support Measured Upside Ahead

Analysts have lifted their average fair value estimate for Delta Air Lines by about US$7 to roughly US$82. This reflects updated assumptions for slightly stronger revenue growth, modestly higher profit margins and a steady forward P/E multiple, informed by recent Street research that includes several higher price targets alongside a few trims.
Actualización de narrativa Jan 19

DAL: Fair Outlook Balances 2026 Guidance With Widebody Order And JV Ruling

Our fair value estimate for Delta Air Lines has increased from about US$59 to roughly US$66 per share as analysts incorporate updated price targets, including a mix of modest target reductions and larger increases across the Street, along with their expectations for demand, margins, and earnings multiples reflected in recent research. Analyst Commentary Recent research on Delta Air Lines reflects a mix of higher and lower price targets, with several firms updating their views as part of broader Q4 previews and outlooks for 2026.
Actualización de narrativa Jan 05

DAL: Premium Demand And Industry Shifts Will Support Measured Upside Ahead

Analysts have nudged their blended price target for Delta Air Lines higher to about US$74.61 from US$73.64, reflecting recent Q3 beat and raise commentary, constructive Q4 guidance, and views that the airline could benefit from structural changes across the industry. Analyst Commentary Recent research updates point to a more constructive tone around Delta Air Lines, with several bullish analysts raising their price targets into the low to mid US$70s after Q3 results and Q4 guidance commentary.
Artículo de análisis Dec 18

Delta Air Lines, Inc. (NYSE:DAL) Shares Fly 25% But Investors Aren't Buying For Growth

Delta Air Lines, Inc. ( NYSE:DAL ) shares have had a really impressive month, gaining 25% after a shaky period...
Actualización de narrativa Dec 14

DAL: Industry Shifts And Premium Demand Will Support Measured Upside Through 2026

Analysts have nudged their blended fair value estimate for Delta Air Lines higher to about $74 from roughly $72, citing Q3 beat-and-raise dynamics, improved revenue growth and Q4 guidance, and Delta's perceived structural advantages as a key beneficiary of ongoing industry changes. Analyst Commentary Street research remains broadly constructive on Delta, with a series of price target increases clustered in the low to mid $70s and upgrades that reflect confidence in both near term execution and longer term structural advantages.
Actualización de narrativa Nov 30

DAL: Industry Consolidation And Margin Gains Will Spur Outperformance Through 2026

The analyst price target for Delta Air Lines edged slightly lower to $71.60 from $71.75. Analysts cite improved revenue and margin outlooks, but anticipate only minor adjustments following the most recent earnings and guidance updates.
Actualización de narrativa Nov 16

DAL: Ongoing Industry Changes Will Drive Sustained Margin Expansion Into 2026

Delta Air Lines' average analyst price target has been raised, with several firms increasing their targets by $2 to $13 per share. Analysts point to strong Q3 results, positive guidance, and structural industry advantages that support further upside.
Actualización de narrativa Nov 01

DAL: Momentum In Premium Travel And New Technology Will Drive Outperformance

Delta Air Lines' analyst price target has seen a notable increase, with consensus rising by several dollars to a new range around $74 to $85. Analysts cite strong Q3 results, improved Q4 guidance, and confidence in the airline's premium strategies and industry positioning as key drivers for the upward revision.
Artículo de análisis Oct 18

Delta Air Lines' (NYSE:DAL) Profits May Not Reveal Underlying Issues

Delta Air Lines, Inc.'s ( NYSE:DAL ) robust recent earnings didn't do much to move the stock. We think this is due to...
Actualización de narrativa Oct 18

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines’ analyst price target has been revised upward from $70.46 to $71.75, as analysts point to recent earnings outperformance, raised guidance, and Delta’s structural advantages that support improved profitability. Analyst Commentary Recent commentary from Wall Street highlights a growing optimism among analysts regarding Delta Air Lines’ performance and prospects.
Actualización de narrativa Oct 04

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines' analyst price target has edged up from $69.66 to $70.46, as analysts cite momentum in premium product offerings, positive revenue trends, and industry-wide transformation as key factors supporting a slightly more optimistic outlook. Analyst Commentary Recent analyst actions reflect heightened optimism around Delta Air Lines, with several firms raising their price targets and voicing confidence in key drivers of performance and future execution.
Actualización de narrativa Sep 16

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines’ analyst price target was raised as Q2 earnings, forward guidance, and reinstated 2025 EPS targets outperformed expectations, supported by robust demand, premium segment growth, and competitive positioning, resulting in the target increasing from $67.81 to $69.66. Analyst Commentary Bullish analysts noted Delta’s Q2 earnings beat, with EPS and forward guidance ahead of consensus, and reinstated 2025 EPS guidance indicating upside potential.
Actualización de narrativa Sep 01

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines’ Analyst Price Target has been raised to $67.66, primarily reflecting strong Q2 earnings, reinstated and above-consensus guidance, robust demand—especially for international and premium products—and continued pricing power supported by industry capacity discipline. Analyst Commentary Stronger-than-expected Q2 earnings, with Q3 and FY25 EPS guidance reinstated and surpassing consensus estimates.
Artículo de análisis Jul 03

Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?

Today we're going to take a look at the well-established Delta Air Lines, Inc. ( NYSE:DAL ). The company's stock saw a...
Artículo de análisis Jun 12

Shareholders Will Probably Hold Off On Increasing Delta Air Lines, Inc.'s (NYSE:DAL) CEO Compensation For The Time Being

Key Insights Delta Air Lines to hold its Annual General Meeting on 19th of June Total pay for CEO Ed Bastian includes...
Seeking Alpha Apr 08

Delta Air Lines Q1 Preview: Cheaper Oil Presents A Strong Tailwind

Summary Despite a ~38.68% YTD drop, Delta shares are undervalued; robust fundamentals and resilient travel demand present a compelling buy opportunity. Short-term sentiment on reduced high-end travel is driving the price down, but Delta's earnings growth potential remains strong. Falling fuel prices will improve margins, and TSA data shows continued strong travel demand, supporting Delta's revenue growth. Delta's valuation is deeply discounted; potential for significant upside if shares re-rate to a more realistic forward EPS multiple. Read the full article on Seeking Alpha
Nueva narrativa Mar 20

Delta loses shine after warning of falling travel demand, but still industry leader

As written here in February, Delta is the leading carrier among the major US airlines.In terms of profitability, fleet management/modernisation and thus cost effectiveness, and yield management, the g
Seeking Alpha Mar 11

Delta Air Lines: Quality Won't Matter, Downgrading To Neutral

Summary Lower revenue, margins and EPS guidance for Q1 led to a 17% drop in Delta Air Lines' stock and a $5B market cap loss on Monday. I believe that Delta still has strong fundamentals relative to its peers, but consumer weakness and economic risks warrant caution. Expect more volatility ahead as the bottom of the well for an airline stock during a recession could surpass a 65% drop from prior highs. Read the full article on Seeking Alpha
Seeking Alpha Feb 14

Delta Air Lines Gains As Competitors Struggle

Summary Delta Air Lines leads the industry in total revenues and market cap, driven by strategic network restructuring and fleet optimization over the past 20 years. Delta's growth focuses on restoring regional jet capacity, expanding coastal hubs, and leveraging international partnerships, while maintaining a balanced domestic and international network. Strong financials, industry-leading service, and a robust loyalty program with American Express position Delta for continued success despite economic challenges. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de DAL ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de DAL ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Delta Air Lines vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de DAL con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (DAL)1.0%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Airlines)1.6%
Analista de previsiones (DAL) (hasta 3 años)1.2%

Dividendo destacado: El dividendo de DAL(0.99%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.42%).

Alto dividendo: El (0.99%) del dividendo de DAL es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.25%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su bajo ratio de pago (10.9%), los pagos de dividendos de DAL están totalmente cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su bajo ratio de pago en efectivo (12.5%), los pagos de dividendos de DAL están totalmente cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 04:34
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Delta Air Lines, Inc. está cubierta por 42 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
Brandon OglenskiBarclays
Garrett ChaseBarclays