DAL
Delta Air Lines, Inc. · Industrials · Airlines
$76.07
-0.76% today · -7.39% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with the market
- DAL −0.76% on the last session vs SPY −0.29%: −0.5 pts of stock-specific move.
- Reported 3Q2026 Oct 9 before the open: EPS $1.72 vs $1.76 expected (miss, −$0.04, −2.1%); revenue $20.2B (+6.7% beat). The stock moved +0.0% on Fri's session (-0.6 pts vs SPY).
- Aftermath, big drop (Oct 14): After its 47 big drops in the past 5 years, DAL was higher a month later 29 times out of 47; half the outcomes fell between -5.7% and +11.8%. History, not a forecast.
- 0 Reddit mentions in the past 24 hours, 85% positive over the week.
- 6 analyst actions in the past 10 days (1 positive, 5 negative); latest: Susquehanna maintained Positive, lowered target $100 → $95.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
−$33.1M
unplanned net · 0 buys · 6 sells · 6 insiders
sales: 6 unplanned, 0 under a 10b5-1 plan (100% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
≈−$8K
1 buy · 2 sells · 1 member
Fund moves · 3 months
≈+$1.7B
2 buys · 0 sells · 2 investors
Held by funds · now
≈$5.4B
3 investors · largest: Berkshire Hathaway
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Steven M Sear | EVP | Sell | unplanned | 40,460 | $93.55 | $3.8M | Aug 6 |
| Aug 5, 2026 | Michael P Huerta | Director | Sell | unplanned | 3,100 | $94.11 | $291.8K | Aug 6 |
| Aug 4, 2026 | Edward H Bastian | CEO | Sell | unplanned | 206,510 | $92.80 | $19.2M | Aug 5 |
| Aug 4, 2026 | Alain Bellemare | EVP | Sell | unplanned | 35,000 | $92.72 | $3.2M | Aug 5 |
| Aug 4, 2026 | Peter W Carter | President | Sell | unplanned | 39,900 | $92.98 | $3.7M | Aug 5 |
| Aug 3, 2026 | David G Dewalt | Director | Sell | unplanned | 31,756 | $90.85 | $2.9M | Aug 5 |
| Jun 18, 2026 | Sergio Rial | Director | Tax | tax withholding | 1,272 | $84.18 | $107.1K | Jun 22 |
| May 27, 2026 | Alain Bellemare | EVP | Sell | unplanned | 25,000 | $81.44 | $2M | May 28 |
| May 27, 2026 | Allison C Ausband | EVP | Sell | unplanned | 10,000 | $79.95 | $799.5K | May 28 |
| May 22, 2026 | Allison C Ausband | EVP | Sell | unplanned | 14,710 | $75.15 | $1.1M | May 26 |
| May 7, 2026 | Alain Bellemare | EVP | Sell | unplanned | 20,621 | $72.75 | $1.5M | May 8 |
| Apr 14, 2026 | John E Laughter | EVP | Sell | unplanned | 15,000 | $71.61 | $1.1M | Apr 15 |
| Apr 10, 2026 | John E Laughter | EVP | Sell | unplanned | 69,304 | $68.15 | $4.7M | Apr 13 |
| Feb 26, 2026 | Edward H Bastian | CEO | Sell | unplanned | 100,000 | $70.26 | $7M | Feb 27 |
| Feb 9, 2026 | Alain Bellemare | EVP | Sell | unplanned | 35,212 | $75.20 | $2.6M | Feb 10 |
| Feb 9, 2026 | Glen W Hauenstein | President | Sell | unplanned | 426,933 | $73.47 | $31.4M | Feb 10 |
| Feb 9, 2026 | Steven M Sear | EVP | Sell | unplanned | 38,600 | $75.05 | $2.9M | Feb 10 |
| Feb 6, 2026 | Peter W Carter | Chief External Affairs O | Sell | unplanned | 27,000 | $74.82 | $2M | Feb 10 |
| Feb 5, 2026 | Glen W Hauenstein | President | Sell | unplanned | 13,576 | $71.00 | $963.9K | Feb 6 |
| Feb 5, 2026 | Rahul D Samant | EVP | Sell | unplanned | 62,528 | $70.18 | $4.4M | Feb 6 |
| Feb 4, 2026 | Allison C Ausband | EVP | Tax | tax withholding | 31,000 | $70.86 | $2.2M | Feb 6 |
| Feb 4, 2026 | Edward H Bastian | CEO | Tax | tax withholding | 636,844 | $70.86 | $45.1M | Feb 6 |
| Feb 4, 2026 | Alain Bellemare | EVP | Tax | tax withholding | 55,787 | $70.86 | $4M | Feb 6 |
| Feb 4, 2026 | Peter W Carter | Chief External Affairs O | Tax | tax withholding | 208,274 | $70.86 | $14.8M | Feb 6 |
| Feb 4, 2026 | Glen W Hauenstein | President | Tax | tax withholding | 330,056 | $70.86 | $23.4M | Feb 6 |
| Feb 4, 2026 | Daniel C. Janki | CFO | Tax | tax withholding | 102,273 | $70.86 | $7.2M | Feb 6 |
| Feb 4, 2026 | John E Laughter | EVP | Tax | tax withholding | 31,000 | $70.86 | $2.2M | Feb 6 |
| Feb 4, 2026 | Rahul D Samant | EVP | Tax | tax withholding | 43,400 | $70.86 | $3.1M | Feb 6 |
| Feb 4, 2026 | Steven M Sear | EVP | Tax | tax withholding | 31,000 | $70.86 | $2.2M | Feb 6 |
| Feb 2, 2026 | William C Carroll | SVP | Sell | unplanned | 5,967 | $68.10 | $406.3K | Feb 3 |
| Jan 30, 2026 | William C Carroll | SVP | Tax | tax withholding | 2,667 | $65.89 | $175.7K | Feb 3 |
| Jan 30, 2026 | Daniel C. Janki | CFO | Tax | tax withholding | 11,908 | $65.89 | $784.6K | Feb 3 |
| Jan 30, 2026 | Alain Bellemare | EVP | Tax | tax withholding | 12,976 | $65.89 | $855K | Feb 3 |
| Jan 30, 2026 | Steven M Sear | EVP | Tax | tax withholding | 4,871 | $65.89 | $321K | Feb 3 |
| Jan 30, 2026 | John E Laughter | EVP | Tax | tax withholding | 3,576 | $65.89 | $235.6K | Feb 3 |
| Jan 30, 2026 | Joseph James Esposito | EVP | Tax | tax withholding | 3,524 | $65.89 | $232.2K | Feb 3 |
| Jan 30, 2026 | Allison C Ausband | EVP | Tax | tax withholding | 3,577 | $65.89 | $235.7K | Feb 3 |
| Jan 30, 2026 | Edward H Bastian | CEO | Tax | tax withholding | 22,191 | $65.89 | $1.5M | Feb 3 |
| Jan 30, 2026 | Rahul D Samant | EVP | Tax | tax withholding | 6,819 | $65.89 | $449.3K | Feb 3 |
| Jan 30, 2026 | Glen W Hauenstein | President | Tax | tax withholding | 11,418 | $65.89 | $752.3K | Feb 3 |
| Jan 30, 2026 | Peter W Carter | Chief External Affairs O | Tax | tax withholding | 6,084 | $65.89 | $400.9K | Feb 3 |
| Jan 30, 2026 | Erik Storey Snell | EVP | Tax | tax withholding | 5,897 | $65.89 | $388.6K | Feb 3 |
| Jan 16, 2026 | Erik Storey Snell | EVP | Sell | unplanned | 39,420 | $71.02 | $2.8M | Jan 21 |
| Jan 15, 2026 | Edward H Bastian | CEO | Sell | unplanned | 173,230 | $71.00 | $12.3M | Jan 16 |
| Jan 15, 2026 | Alain Bellemare | EVP | Sell | unplanned | 36,000 | $69.21 | $2.5M | Jan 16 |
| Jan 15, 2026 | Peter W Carter | Chief External Affairs O | Sell | unplanned | 14,300 | $70.30 | $1M | Jan 16 |
| Jan 14, 2026 | Rahul D Samant | EVP | Sell | unplanned | 57,003 | $69.57 | $4M | Jan 16 |
| Jan 14, 2026 | Steven M Sear | EVP | Sell | unplanned | 31,290 | $69.69 | $2.2M | Jan 16 |
| Jan 14, 2026 | Glen W Hauenstein | President | Sell | unplanned | 20,000 | $70.00 | $1.4M | Jan 16 |
| Oct 21, 2025 | John E Laughter | EVP | Sell | unplanned | 23,323 | $62.33 | $1.5M | Oct 23 |
| Oct 15, 2025 | William C Carroll | SVP | Sell | unplanned | 14,010 | $61.25 | $858.1K | Oct 17 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 57,320,000 | $5.4B | 1.8% | +44% | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 603,000 | $56.5M | 1.3% | new | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 22,355 | $2.1M | 0.01% | +1% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q2 2026 | 603,000 | $56.5M | 1.3% | Aug 14 |
| Aug 14, 2026 | Berkshire Hathaway (Warren Buffett) | Added | 13F, Q2 2026 | 17,510,544 | $1.6B | 1.8% | Aug 14 |
| May 15, 2026 | Appaloosa (David Tepper) | Sold out | 13F, Q1 2026 | 475,000 | $33M | May 15 | |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q1 2026 | 650,910 | $45.2M | May 15 | |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | New stake | 13F, Q1 2026 | 39,809,456 | $2.6B | 1.0% | May 15 |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | 5%+ stake | SCHEDULE 13G | May 15 | |||
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q4 2025 | 650,910 | $45.2M | 1.1% | Feb 17 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q3 2025 | 793,510 | $39M | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves