Delta Air Lines Inc logo

Delta Air Lines Inc

NEW
NYSE:DAL (USA)   Ordinary Shares
$ 78 -2.07 (-2.59%) 10:08 PM EST
12.94
P/B:
2.35
Market Cap:
$ 51.29B
Enterprise V:
$ 66.61B
Volume:
6.07M
Avg Vol (2M):
5.82M
Trade In:
Volume:
6.07M
Avg Vol (2M):
5.82M

DAL Number of Guru Trades

To

DAL Volume of Guru Trades

To

Gurus Latest Trades with NYSE:DAL

No Available Data

NYSE:DAL is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Warren Buffett
2026-06-30
57,320,000
8.720
1.79%
Add 43.99%
Bill Nygren
2026-06-30
8,020,100
1.220
3.31%
Reduce -5.31%
Richard Pzena
2026-06-30
2,618,707
0.400
0.72%
Reduce -6.73%
Joel Greenblatt
2026-06-30
816,386
0.120
0.18%
Reduce -8.65%
Robert Olstein
2026-03-31
88,000
0.010
1.28%
Reduce -13.81%
First Eagle Investment
2026-06-30
30,424
0.000
0%
Add 152.57%
Jefferies Group
2026-06-30
16,893
0.000
0.01%
Add 52.82%
Ken Fisher
2026-06-30
4,244
0.000
0%
Reduce -4.11%
Mario Gabelli
2026-03-31
3,290
0.000
0%
New holding
Total 9

Delta Air Lines Inc Insider Transactions

No Available Data

Guru Commentaries on NYSE:DAL

2025 Q1
What the manager wrote

We believe Delta (DAL) is one of the best positioned airlines in the industry, trading at 5-6x projected earnings, significantly below historical levels of 8-9x. Despite potential earnings hits in a recession, we do not foresee a long-term impact on Delta's earnings power. In fact, a recession could lead to additional bankruptcies among weaker players, resulting in capacity reductions that would strengthen Delta's position. If Delta returns to its 2025 estimated earnings power and historical multiples in 5 years, it could yield an annual return of 11%. We think these estimates are conservative, and even in a recession, returns could be closer to 15-20% per year.

2025 Q1
What the manager wrote

We believe Delta (DAL) is one of the best positioned airlines in the industry, trading at 5-6x projected earnings, significantly below historical levels of 8-9x. Despite potential earnings hits in a recession, we do not foresee a long-term impact on Delta's earnings power. In fact, a recession could lead to additional bankruptcies among weaker players, resulting in capacity reductions that would strengthen Delta's position. If Delta returns to its 2025 estimated earnings power and historical multiples in 5 years, investors could see an annual return of 11%. Even in a recession, we anticipate returns closer to 15-20% per year.

News about NYSE:DAL

Total 0
  • 1