Several investment firms reported new or increased stakes in Delta Air Lines on November 4, 2025. According to SEC filings, Simon Quick Advisors LLC acquired 5,310 shares, Corton Capital Inc. purchased a new stake of 4,747 shares, and Machina Capital S.A.S. bought 33,202 shares. These acquisitions, which occurred during the second quarter, indicate a degree of institutional confidence in the airline. Conversely, an insider transaction revealed that EVP John E. Laughter sold 23,323 shares. Despite the mixed institutional and insider activity, the broader analyst sentiment for Delta remains optimistic. The consensus rating from research analysts is a "Buy," with an average price target of $71.53, suggesting potential upside from its current trading levels.