Delta Air Lines (DAL) is anticipated to pivot its capital allocation strategy towards significant shareholder returns, including potential multi-billion-dollar share buybacks and increased dividends, starting in 2026.
- This strategic shift follows the successful reduction of debt, targeting approximately $15.3 billion by late 2025.
- The expected buybacks would be the first major repurchases since pre-pandemic, supported by the success of the company's 'premium-first' business model.
- The stock closed at $72.22 (+0.56%) on January 06, 2026, reflecting positive investor sentiment regarding the future capital plan.