The quick read
Latest quote·Oct 15
Net selling: insiders sold $33.1M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $33.1M and bought $0 of DAL stock on the open market in the 90 days to Oct 15, 2026, according to SEC Form 4 filings. The largest was Bastian, Edward H (Chief Executive Officer), who sold $19.2M. The latest filing was on Aug 6, 2026.
None. No member of Congress disclosed a DAL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
This summary uses filings available on Oct 15, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
Buys/Adds (1)
Stanley Druckenmiller
$56.5M
bought
Sells/Trims (2)
SRS Investment Mgmt
$51.9M
sold
Susquehanna
$44.5M
trimmed
No tracked top-trader positions in DAL right now.
Live Hyperliquid positioning - not every stock is covered
Last report
Oct 9, 2026
Financial period
September quarter 2026
Adjusted EPS
$1.76 expected
Revenue
$18.83B expected
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Sep 30, 2026 | Oct 9, 2026 | $1.72 / $1.76Yahoo Finance | -2.12% miss | $20.19B / $18.83B | +7.20% beat |
| Jun 30, 2026 | Jul 10, 2026 | $1.56 / $1.49Yahoo Finance | +4.48% beat | $19.76B / Unavailable | Unavailable |
| Mar 31, 2026 | Apr 8, 2026 | $0.64 / $0.57Yahoo Finance | +11.35% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Jan 13, 2026 | $1.55 / $1.55Yahoo Finance | +0.27% in line | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 9, 2025 | $1.71 / $1.53Alpha Vantage | +11.76% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 10, 2025 | $2.10 / $2.06Alpha Vantage | +1.94% beat | Unavailable | Unavailable |
| Mar 31, 2025 | Apr 9, 2025 | $0.46 / $0.39Alpha Vantage | +17.95% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Jan 10, 2025 | $1.85 / $1.74Alpha Vantage | +6.32% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 15, 2026
EPS expected
$0.57 to $2.18
Revenue expected
7 analysts
Last 30 days
Analysts cutting estimates
Estimate drift
Change in 30 days
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $16.67B | $16.00B | $15.85B | $19.76B |
| Cost of what it sold | $12.76B | $12.43B | $11.31B | $13.13B |
| Gross profit | $3.91B | $3.58B | $4.54B | $6.63B |
| What it spent | ||||
| Sales and admin | $392.0M | $5.56B | $590.0M | $726.0M |
| Other operating costs | $1.84B | -$3.45B | $3.45B | $4.04B |
| Total operating expenses | $2.23B | $2.11B | $4.04B | $4.76B |
| What was left | ||||
| Operating profit | $1.68B | $1.47B | $501.0M | $1.86B |
| Interest on debt | $171.0M | $157.0M | $151.0M | $144.0M |
| Profit before tax | $1.78B | $1.51B | -$214.0M | $2.01B |
| Tax | $360.0M | $294.0M | $75.0M | $405.0M |
| Net profit | $1.42B | $1.22B | -$289.0M | $1.60B |
| EBITDA | $3.17B | $2.01B | $572.0M | $2.67B |
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace