Onedigital Investment Advisors 13F: Cuts DAL Stake by $377K

Onedigital Investment Advisors trimmed its stake in Delta Air Lines, Inc. (NYSE: DAL) by 13.8%, according to its latest 13F filing with the SEC. The firm sold 4,024 shares, bringing its total holdings to 25,151 shares valued at approximately $2.28 million as of the reporting period.

What Changed in Onedigital's Delta Air Lines Position

Onedigital Investment Advisors reduced its position in Delta Air Lines by 13.8%. The firm cut 4,024 shares, leaving it with 25,151 shares valued at $2.28 million. Before this adjustment, Onedigital held 29,175 shares.

Other Institutional Activity in Delta Air Lines

In other institutional moves, BlackRock, Inc. reduced its holdings by 600,312 shares, ending with 44,124,774 shares worth about $2.93 billion, a 1.3% decrease. Vanguard Capital Management LLC opened a new position with 41,944,003 shares valued at approximately $2.79 billion. Similarly, Berkshire Hathaway Inc also initiated a new stake, acquiring 39,809,456 shares valued at $2.65 billion. Sanders Capital, LLC slightly reduced its holdings by 110,659 shares, maintaining 29,467,155 shares worth $1.96 billion, a 0.4% decrease. FMR LLC increased its stake by 93,216 shares, totaling 27,504,033 shares valued at $1.83 billion, reflecting a 0.3% increase.

Delta Air Lines, Inc. Stock Up 22.5%

Shares of NYSE:DAL traded near $90.65 on Thursday. Delta Air Lines has a market cap of around $56.4 billion, with a P/E ratio of 12.54 and a forward P/E of 10.66. The stock shows a beta of 1.313, indicating moderate volatility compared to the market. Its 52-week range is between $45.28 and $87.39, with a 50-day moving average of $74.22 and a 200-day moving average of $66.68. The company maintains a current ratio of 0.418 and a quick ratio of 0.28, with a debt-to-equity ratio of 105.02.

Recent Earnings

Delta Air Lines reported revenue of $65.18 billion, with a revenue growth of 12.9%. The company's net margin stands at 6.87%, and it boasts a return on equity of 24.99%. Its earnings per share (EPS) is $6.85. The next earnings report is expected on July 10, 2026.

Dividend

Delta Air Lines offers an annual dividend rate of $0.75, yielding 0.89%. The dividend payout ratio is a modest 10.4%.

Insider Buying and Selling at Delta Air Lines, Inc.

On June 18, 2026, several insiders, including Greg Creed, Willie CW Chiang, Sergio Rial, Michael Huerta, David DeWalt, and Kathy Waller, each purchased 2,380 shares of Delta Air Lines. These transactions were not part of a pre-planned 10b5-1 trading plan.

Analysts Set New Price Targets

On June 24, 2026, Jefferies maintained its 'buy' rating on Delta Air Lines, setting a price target of $100. UBS also maintained a 'buy' rating on June 23, 2026, with a target of $107. B of A Securities and Bernstein each maintained their 'buy' ratings with targets of $93, while UBS set an earlier target of $98 on May 26, 2026. The consensus among 25 analysts is a 'strong buy' with an average target price of $82.01.

About Delta Air Lines

Delta Air Lines, Inc., headquartered in Atlanta, Georgia, is a major American airline providing passenger and cargo transportation. It operates through two segments, Airline and Refinery, with a network of domestic and international hubs. Delta's fleet consists of approximately 1,314 aircraft, and it employs about 103,000 people. The company is led by CEO Edward H. Bastian.

Bottom Line

Onedigital Investment Advisors' reduction in Delta Air Lines shares reflects a strategic portfolio adjustment as of the latest 13F filing. Delta continues to perform robustly, supported by strong earnings and positive analyst sentiment. Investors often look to institutional moves and insider activity for insights, but it's important to remember that 13F filings are backward-looking and may not represent current positions.