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 a solid Q2 beat with $1.56 adjusted EPS vs. $1.48 expected and reaffirmed full-year guidance of $6.50–$7.50 despite record fuel costs, supported by strong demand, a 15% dividend hike, and 61% of revenue from diversified streams (Cargo, MRO). However, headwinds include a LaGuardia runway collision in October, government shutdown-related 10% flight cuts, and mixed analyst price target revisions with several banks lowering targets in late September–early October.
Red flags
- •LaGuardia runway collision (October 2026) involving two regional jets, adding to aviation safety incident concerns
- •Government shutdown triggered 10% airline industry flight cuts, pressuring near-term operations and cash flow
- •Record quarterly fuel expense creating multi-billion-dollar headwind despite pricing power; sustained fuel cost risk if oil prices remain elevated
- •Mixed analyst momentum: multiple price target cuts in late September–October (Barclays, BMO, TD Cowen) despite 'Strong Buy' consensus, signaling consensus fragmentation
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% | -7.1% vs SPY -7.0% abs | 2026-08-14 | ↗ |
| Berkshire Hathaway | SC 13G | NEW | 6.1% | +24.8% vs SPY +30.3% abs | 2026-05-15 | ↗ |