Insider Trading February 6, 2026

Delta CIO Rahul Samant Sells $4.38M in Stock After PRSU Vesting

Transaction filings show share sale and PRSU-related activity alongside corporate dividend, fleet purchase and analyst updates

By Sofia Navarro DAL
Delta CIO Rahul Samant Sells $4.38M in Stock After PRSU Vesting
DAL

Delta Air Lines Executive Vice President and Chief Information Officer Rahul D. Samant disposed of 62,528 shares on Feb. 5, 2026 for roughly $4.38 million, following the vesting of performance-restricted stock units the prior day. The company's recent corporate actions include a quarterly dividend, a confirmed widebody aircraft purchase agreement and reiterated analyst Buy ratings with updated price targets.

Key Points

  • Delta CIO Rahul D. Samant sold 62,528 shares on Feb. 5, 2026, for about $4.38 million at prices between $69.910 and $70.410 per share.
  • On Feb. 4, 2026, Samant received 97,440 shares from PRSU vesting; 43,400 shares were withheld for taxes, valued at $3,075,324 using a $70.86 price.
  • Delta declared a $0.1875 quarterly dividend payable March 19, 2026, confirmed a 31-aircraft widebody purchase from Airbus with deliveries starting in 2029, and received Buy ratings from BofA and UBS with respective price targets of $80.00 and $87.00.

Delta Air Lines Executive Vice President and Chief Information Officer Rahul D. Samant sold 62,528 shares of the carrier's common stock on February 5, 2026, for approximately $4.38 million, according to a Form 4 filed with the Securities and Exchange Commission.

The reported sales were executed at prices ranging from $69.910 to $70.410 per share.

The filing also discloses related activity on February 4, 2026. On that date, Samant acquired 97,440 shares tied to the vesting of performance-restricted stock units (PRSUs). In connection with the PRSU settlement, 43,400 shares were withheld to cover the tax liability, a withholding valued at $3,075,324 using a per-share price of $70.86.

After completing the sale on February 5, 2026, Samant's direct ownership of Delta Air Lines common stock stands at 20,939 shares.


Separately, Delta announced a quarterly cash dividend of $0.1875 per share. The dividend is payable on March 19, 2026, to shareholders of record as of February 26, 2026.

The airline also disclosed a definitive agreement to purchase 31 Airbus widebody aircraft, comprised of 16 Airbus A330-900 and 15 Airbus A350-900 models, with deliveries scheduled to begin in 2029.

On the analyst front, BofA Securities reiterated its Buy rating on Delta and set a $80.00 price target, citing the airline's conservative posture toward its 2026 earnings guidance. UBS maintained a Buy rating as well, while adjusting its price target to $87.00 from $90.00; UBS noted that Delta's fiscal year guidance missed expectations at the mid-point.

Company statements and analyst commentary came as the airline and industry stakeholders work to normalize air travel following notable disruption from a recent winter storm.


This article summarizes the transactions and corporate disclosures reflected in SEC filings and Delta announcements. The reported figures and dates are taken from the filings and company releases cited above.

Risks

  • Guidance risk: UBS noted Delta's fiscal year guidance missed expectations at the mid-point, which could affect investor sentiment and market valuation - relevant to equity and credit markets.
  • Operational disruption: Ongoing efforts to normalize travel after a recent winter storm indicate potential for recurring operational and revenue volatility in the airline sector.
  • Shareholder distribution timing: The dividend payable March 19, 2026 requires shareholders on record Feb. 26, 2026, to receive payment - timing of ownership changes could affect investor cash flows.

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