DAL
INSIDER SELLDELTA AIR LINES, INC.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveDelta delivered strong earnings beats in Q2 and Q3 2026 with record revenues ($17.7B in Q2, +14% YoY) and raised full-year EPS guidance to $6.50–$7.50, demonstrating pricing power and operational execution despite high fuel costs. Management executed a significant leadership transition (new COO, CFO, President) while maintaining forward momentum with 20% revenue growth expected in Q4, supported by broad analyst upgrades and a 'Strong Buy' consensus.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| HUERTA MICHAEL P | — | SELL | 3K | $94.11 | $0.29M | 2026-08-05 | ↗ |
| Sear Steven M | EVP - Global Sales & Distrib | SELL | 40K | $93.55 | $3.79M | 2026-08-05 | ↗ |
| Carter Peter W | President | SELL | 40K | $92.98 | $3.71M | 2026-08-04 | ↗ |
| BELLEMARE ALAIN | EVP & Pres. - International | SELL | 35K | $92.72 | $3.25M | 2026-08-04 | ↗ |
| Bastian Edward H | Chief Executive Officer | SELL | 207K | $92.80 | $19.16M | 2026-08-04 | ↗ |
| DEWALT DAVID G | — | SELL | 32K | $90.85 | $2.88M | 2026-08-03 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Berkshire Hathaway | SC 13G/A | +17.5M | 8.7% | -10.8% vs SPY -10.3% abs | 2026-08-14 | ↗ |
| Berkshire Hathaway | SC 13G | NEW | 6.1% | +24.8% vs SPY +30.3% abs | 2026-05-15 | ↗ |