A Look at Delek US Holdings Inc (DK) After 3.5% Decline -- GF Value $22.36 vs Price $64.04
Delek US Holdings Inc (DK) shares recently fell 3.5% to $64.04, placing it significantly above its GF Value™ of $22.36, indicating a substantial overvaluation of 186.4%. The company's GF Score™ of 47/100 reflects average performance with weaknesses in valuation and growth, further compounded by $52.4 million in insider selling over the past year. Investors are advised to exercise caution due to the high overvaluation and lack of insider confidence.
Delek US Holdings CEO Avigal Soreq sells over $5.3m in shares
Delek US Holdings CEO Avigal Soreq sold shares worth over $5.3 million on August 17, 2026, through a pre-arranged trading plan. Despite the stock trading near its 52-week high after a 204% return, InvestingPro analysis suggests it remains undervalued with further upside potential. Soreq now directly holds 231,486 shares after these transactions.
Delek US Holdings (DK) EVP Mark Hobbs Sells 20,000 Shares
Delek US Holdings (DK) Executive Vice President Mark Hobbs sold 20,000 shares of the company on August 17, 2026, totaling approximately $1.29 million. This sale, along with a broader trend of 31 insider sells and no insider buys over the past year, suggests that insiders may view the stock as overvalued. GuruFocus's valuation model indicates the stock is "Significantly Overvalued," trading at nearly three times its GF Value.
Delek US (NYSE:DK) EVP Mark Wayne Hobbs Sells 20,000 Shares of Stock
Delek US EVP Mark Wayne Hobbs sold 20,000 shares of his company stock for $1.29 million, reducing his ownership by over 16%. The transaction, executed under a Rule 10b5-1 plan, comes as Delek US shares trade near their 52-week high and after the company reported strong quarterly earnings and maintains a quarterly dividend. Analysts currently rate the stock as "Hold" with varying price targets.
Delek US (NYSE:DK) CEO Avigal Soreq Sells 80,000 Shares of Stock
Delek US CEO Avigal Soreq sold 80,000 shares of the company's stock for over $5.32 million, reducing his direct ownership by 25.68%. This transaction occurred as Delek US shares rose 1.1% to $67.94, near their 52-week high, following strong quarterly earnings that significantly beat analyst expectations. Despite the insider sale, analysts maintain a "Hold" rating with an average price target of $53.15, while the company also announced a quarterly dividend.
Delek US Holdings CEO Avigal Soreq sells over $5.3m in shares
Delek US Holdings CEO Avigal Soreq sold 79,000 shares of the company's common stock for over $5.3 million on August 17, 2026, through a pre-arranged trading plan. The sale occurred while DK stock traded near its 52-week high, yet InvestingPro analysis suggests the stock remains undervalued. Despite strong Q2 2026 financial results, the stock saw a decline, possibly due to investor concerns about future refining volatility and regulatory uncertainty.
Delek US Holdings director Ezra Yemin sells $13.5m in company stock
Ezra Uzi Yemin, a director at Delek US Holdings, Inc. (NASDAQ:DK), sold 200,000 shares of the company's common stock for approximately $13.5 million on August 13, 2026. This sale, executed through Yemin Investments, LP via a pre-arranged trading plan, occurred as the stock traded near its 52-week high after a significant 200% return over the past year. Despite this insider transaction, InvestingPro analysis indicates that the stock remains undervalued, trading at a P/E ratio of 17.97.
Delek US (NYSE:DK) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says
Goldman Sachs has raised its price target for Delek US (NYSE:DK) from $73 to $83, maintaining a "buy" rating and suggesting a 23.62% upside. This comes after Delek US reported strong quarterly earnings, significantly beating revenue and EPS estimates. Despite the positive analyst update, the stock currently holds an average "hold" rating among analysts with a consensus price target of $53.15.
Delek US Holdings (DK) Is Up 10.5% After Swinging To Q2 Profit And Boosting Throughput Guidance
Delek US Holdings (DK) reported a significant swing to profitability in Q2 2026, with net income of US$169.5 million compared to a loss the previous year, and announced increased third-quarter refinery throughput guidance. This positive performance has led to a 10.5% stock increase, suggesting near-term strength for the refining-focused company. However, the article also cautions investors about potential long-term risks such as sustained capital needs, regulatory costs, and debt, which could impact future earnings and financial flexibility.
Alberta Investment Management Corp Makes New Investment in Delek US Holdings, Inc. $DK
Alberta Investment Management Corp acquired 91,000 shares of Delek US Holdings, Inc. (NYSE:DK) in the second quarter, valued at approximately $4.6 million, representing a 0.15% stake in the oil and gas company. Delek US reported strong Q2 earnings with EPS of $5.48, significantly beating estimates, and revenue up 47.9% year-over-year to $4.09 billion. Despite positive earnings, analyst sentiment is mixed with a consensus "Hold" rating and recent insider selling activity.
Delek US Holdings director Ezra Yemin sells $13.5m in company stock
Ezra Uzi Yemin, a director at Delek US Holdings, Inc. (NASDAQ:DK), sold 200,000 shares of the company's common stock for $13.5 million on August 13, 2026. This sale, conducted through a pre-arranged trading plan, occurred near the stock's 52-week high after a significant 200% return over the past year. Despite the insider sale, InvestingPro analysis suggests the stock remains undervalued, and the company recently reported strong Q2 2026 results, beating Wall Street expectations.
Royal Bank of Canada Reduces Stock Position in Delek US Holdings, Inc. $DK
Royal Bank of Canada significantly reduced its holdings in Delek US Holdings, Inc. by 39.3% in the first quarter, selling over 40,000 shares but retaining 62,232 shares valued at $2.8 million. Despite this, other institutional investors increased their stakes, and the company reported strong quarterly earnings of $5.48 per share, surpassing estimates, with revenue rising 47.9% year-over-year. Delek US also declared a quarterly dividend of $0.255 per share, though analyst ratings remain mixed with an average "Hold" rating and a price target of $52.38.
Delek: Refining EBITDA Surges Nearly Fivefold To $566.2 Million As Crack Spreads Rise 136%
Delek US Holdings reported a nearly fivefold surge in its refining adjusted EBITDA to $566.2 million in Q2 2026, driven by a 136% increase in benchmark crack spreads and improved refinery operations, particularly at its Big Spring refinery. Despite a significant renewable volume obligation adjustment, the company's underlying profitability significantly improved compared to the prior year. Delek expects to continue benefiting from strong margins through the end of 2026, with no further planned refinery turnarounds.
Delek Holdings' Ownership of Delek Logistics Falls to About 58%
Delek Logistics Partners, LP has closed its public offering of 4.6 million common units at $50.00 per unit, generating approximately $220.8 million in gross proceeds to repay debt and for general partnership purposes. Notably, Delek US Holdings, Inc. did not purchase any units in this offering, resulting in its ownership stake in Delek Logistics decreasing from 63.0% to approximately 58.0%. The offering included the full exercise of the underwriters' option to purchase additional units.
DK (NYSE: DK) Form 144 shows planned sale of 200,000 common shares
J.P. Morgan Securities LLC has filed a Form 144 to sell 200,000 shares of Delek US Holdings, Inc. (NYSE: DK) common stock on the NYSE. The aggregate market value of these shares is $13,396,000, and the planned sale date is August 13, 2026. The shares originated from compensation granted to Ezra Uzi Yemin on various historical dates.
Delek US Holdings (DK) Is Down 7.9% After Swinging To Q2 Profit On Higher Revenue - What's Changed
Delek US Holdings (DK) reported a strong swing to profit in Q2 2026, with net income of US$169.5 million on increased revenue of US$4,087 million. Despite the company's stock being down 7.9%, this performance contrasts with a loss-making first half of the prior year, highlighting the sensitivity of results to margins and potentially boosting confidence in near-term cash generation. The company reaffirmed its quarterly dividend of US$0.255 per share and anticipates $12.5 billion revenue and $181.3 million earnings by 2029, with a fair value estimate of $60.67.
DELEK US HOLDINGS INC : JP MORGAN RAISES TARGET PRICE TO $70 FROM $62
JP Morgan has increased its target price for DELEK US HOLDINGS INC (DK.N) to $70 from the previous $62. This adjustment reflects an updated outlook from the financial institution regarding the company's valuation. The news was reported by Reuters.
Empowered Funds LLC Has $456,000 Stake in Delek US Holdings, Inc. $DK
Empowered Funds LLC significantly reduced its stake in Delek US Holdings, Inc. by 92.7% in the first quarter, now holding 10,122 shares valued at $456,000. Despite this, other institutional investors have adjusted their positions, and Delek US reported strong Q1 earnings, beating consensus estimates with $5.48 EPS and a 47.9% revenue increase. The company maintains a "Hold" rating from analysts with an average target price of $52.38 and offers a 1.6% annualized dividend yield.
Delek US Holdings Number of Employees 2026 | Employee Count & Headcount Data
Delek US Holdings, Inc. (DK) has approximately 1,906 employees worldwide as of March 2026, representing a 4.5% decline from 2023. The company is actively hiring, with 104 job postings in 2026, though hiring velocity has decreased. The workforce is primarily concentrated in North America, with an average salary of $82,835, and overall employee sentiment is negative and declining.
Delek US Q2 Earnings Beat Estimates on Strong Refining Margins
Delek US Holdings, Inc. (DK) reported strong second-quarter 2026 earnings, significantly surpassing analyst estimates due to robust refining margins and improved performance across its segments. The company's net revenues increased by 47.8% year-over-year, driven by its refining and logistics units. Delek US also provided optimistic third-quarter guidance and reaffirmed its Enterprise Optimization Plan, aiming for substantial annual free cash flow improvement.
Delek US Holdings (DK) Is Down 7.9% After Swinging To Q2 Profit On Higher Revenue - What's Changed
Delek US Holdings (DK) reported a significant swing to profitability in Q2 2026, posting net income of US$169.5 million compared to a loss the previous year, with revenues increasing to US$4,087 million. Despite this positive financial shift and a reaffirmed dividend, the company's stock fell by 7.9%. The article suggests that while the profit boost confidence in near-term cash generation, long-term risks associated with traditional fuels and environmental regulations persist.
Goldman Sachs Group (DK) discloses 2.5% beneficial stake in Delek US common stock
The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have jointly filed an amended Schedule 13G/A, disclosing a 2.5% beneficial ownership stake in Delek US Holdings, Inc. common stock. This equates to 1,531,064.57 shares, with shared voting and dispositive power over most of these shares. The filing indicates that the stake is held in the ordinary course of business and is not intended to influence control of the issuer.
Delek US (NYSE:DK) Upgraded at Wall Street Zen
Wall Street Zen upgraded Delek US (NYSE:DK) to "strong buy" following strong quarterly results that beat analyst estimates. Despite the upgrade and other positive analyst reports, MarketBeat's consensus rating for Delek US remains "hold" with an average target price of $51.92. The company reported EPS of $5.48 and revenue of $4.09 billion, exceeding expectations, while institutional ownership is high at 97.01% with significant new positions established by major investors.
Delek US Q2 Earnings Call Highlights
Delek US Holdings reported strong second-quarter 2026 earnings, driven by improved refining margins, throughput, and record logistics results. The company achieved adjusted net income of $344 million and adjusted EBITDA of $639 million, with President and CEO Avigal Soreq highlighting successful navigation of market volatility. Delek also outlined its Enterprise Optimization Plan, which contributed $60 million to profit and loss, and reaffirmed its commitment to debt reduction and shareholder returns.
Renaissance Technologies LLC Reduces Holdings in Delek US Holdings, Inc. $DK
Renaissance Technologies LLC significantly reduced its stake in Delek US Holdings, Inc. (NYSE:DK) by 73.1% in the first quarter, selling 432,500 shares and retaining 159,269 shares valued at $7.18 million. Despite this reduction, institutional investors collectively own 97.01% of the company. Delek US announced a quarterly dividend of $0.255 per share and has a mixed analyst sentiment with a consensus "Hold" rating, although some firms have recently raised their price targets.
Delek US Holdings, Inc. 2026: Revenue $4.09B, EPS $2.71— 10-Q Summary
Delek US Holdings, Inc. reported strong financial results for the period ending 2026, with revenue reaching $4.09 billion and diluted EPS at $2.71. This performance was driven by increased refining and logistics activity, higher gasoline and diesel prices, and strategic operational enhancements including the completion of the Big Spring refinery turnaround and ongoing Enterprise Optimization Plan efforts. The company saw significant year-over-year growth in net income and EPS, reflecting improved market conditions and operational efficiency.
Q2 2026 Delek US Holdings Inc Earnings Call Transcript
Delek US Holdings Inc (DK) reported strong Q2 2026 results with adjusted EBITDA of $639 million and EPS of $5.48, driven by robust refining margins and higher throughput, and its Enterprise Optimization Plan contributed significantly. Delek Logistics (DKL) also achieved its best-ever quarterly results, with adjusted EBITDA of $144 million. Despite facing challenges like RFS obligations and market volatility, the company maintains a shareholder-friendly capital allocation strategy and continues to advance its Sum of the Parts strategy towards deconsolidation goals.
Press Release: Delek US Holdings Reports Second Quarter 2026 Results
Delek US Holdings announced its financial results for the second quarter of 2026. The company reported key figures related to its operations and financial performance during this period. Further details on revenues, net income, and other relevant metrics would be included in the full press release.
Delek US Holdings (NYSE:DK) Surges as Q2 Earnings Smash Estimates
Delek US Holdings (NYSE:DK) reported second-quarter adjusted earnings of $5.48 per share, significantly exceeding the $2.82 consensus estimate, with revenue reaching $4.09 billion against a projected $3.72 billion. This strong performance, driven by refining and logistics segments and a favorable crack spread environment, led to a positive market response and an increase in the stock's pre-market trading. The company's balance sheet showed $628.6 million in cash and a relatively light net debt at the parent level, and the board approved a quarterly dividend of $0.255 per share.
Delek US Holdings Delivers 94.3% Q2 2026 Upside, Revenue Up 48%
Delek US Holdings (NYSE:DK) reported exceptional Q2 2026 results, with adjusted EPS of $5.48 significantly beating the $2.82 estimate by 94.3%, and revenue increasing by 47.9% to $4.09 billion. Despite this strong performance driven by its refining segment, the company's shares fell by 7.8%, indicating market skepticism about the sustainability of refining margins or profit-taking by investors. The company's adjusted net income reached $343.9 million, showcasing robust profitability.
Delek US Holdings Inc (DK) Stock Down 9.7% but Still Overvalued -- GF Score: 47/100
Delek US Holdings Inc (DK) shares dropped 9.7% to $59.75, but the stock is still considered significantly overvalued according to GuruFocus's GF Value™ of $20.51. The company's GF Score™ is 47/100, indicating average performance with weak growth and valuation metrics. Insider selling worth $1.8M and a mixed sentiment among gurus further suggest caution for potential investors.
Delek US Holdings Delivers 94.3% Q2 2026 Upside, Revenue Up 48%
Delek US Holdings (NYSE:DK) reported exceptional Q2 2026 results, with adjusted EPS of $5.48, significantly beating estimates by 94.3%, and revenue up 47.9% year-over-year to $4.09 billion. The strong performance was driven by the Refining segment's robust revenue growth, capitalizing on favorable market conditions and leading to substantial profitability. Despite the strong operational results, the stock experienced a 7.8% decline, suggesting market skepticism about the sustainability of refining margins.
Press Release: Delek US Holdings Reports Second Quarter 2026 Results
Delek US Holdings announced its financial results for the second quarter of 2026. The report details the company's performance, including key financial metrics and operational highlights for the period. This press release provides stakeholders with an update on Delek US Holdings' recent activities and financial standing.
Delek Slides on Q2 Results
Delek US Holdings, Inc. (NYSE: DK) announced its second-quarter 2026 financial results, reporting a net income of $169.5 million or $2.71 per share, with adjusted net income of $343.9 million or $5.48 per share. Despite these figures, the company's stock slid on the news, opening down 5%. CEO Avigal Soreq highlighted operational improvements, particularly at the Big Spring refinery, and Delek Logistics' strong performance, which is on track to meet its annual EBITDA guidance.
DELEK US HOLDINGS ($DK) Releases Q2 2026 Earnings
DELEK US HOLDINGS ($DK) reported strong Q2 2026 earnings, surpassing analyst estimates for both earnings per share and revenue. The company recorded $5.48 EPS against an estimated $2.82, and revenues of $4.087 billion, exceeding the $3.719 billion forecast. The article also details significant insider selling activity and varied hedge fund movements, alongside recent analyst price targets for the stock.
Delek US reports $169.5M net income as refining margins rise
Delek US Holdings, Inc. announced strong financial results for Q2 2026, reporting a net income of $169.5 million and adjusted EPS of $5.48, significantly up from the previous year. The improvement was primarily driven by higher refining margins due to increased crack spreads and successful operational enhancements, with no further planned turnarounds for the year. The company also highlighted the strong performance of its logistics segment and its commitment to shareholder distributions, including a regular quarterly dividend.
EPA grants biofuel exemption to Delek refinery, declines HF Sinclair petitions (DK:NYSE)
The U.S. Environmental Protection Agency (EPA) has granted a full biofuel blending exemption to a Delek US Holdings refinery for 2024. Conversely, the EPA deemed hardship waiver petitions for two HF Sinclair refineries ineligible. This decision impacts the compliance costs and operational flexibility of these refining companies.
Delek US (NYSE:DK) Rating Lowered to Buy at Wall Street Zen
Wall Street Zen downgraded Delek US (NYSE:DK) from a "strong-buy" to a "buy" rating, while the average analyst consensus remains "hold" with a target price of $51.92. Despite the downgrade, Delek US shares opened near their 52-week high, and the company reported strong quarterly EPS and revenue figures that surpassed consensus estimates. However, the article notes recent insider selling of 39,270 shares worth approximately $1.83 million over the past 90 days.
Zacks Industry Outlook Highlights Delek US, PBF Energy and Valero Energy
The Zacks Oil and Gas - Refining & Marketing industry is experiencing strong performance due to tight fuel supplies, resilient transportation demand, and improving earnings forecasts. Companies like Delek US Holdings, PBF Energy, and Valero Energy are well-positioned to capitalize on these favorable trends, driven by flexible operations and investments in cleaner fuels. Despite risks such as regulatory costs and commodity price volatility, the industry maintains a positive outlook, ranking in the top 8% of Zacks industries and trading at an attractive valuation.
Do These 3 Checks Before Buying Delek US Holdings, Inc. (NYSE:DK) For Its Upcoming Dividend
This article provides three key checks potential investors should perform before buying Delek US Holdings, Inc. (NYSE:DK) for its upcoming dividend. The checks likely include assessing the company's financial health, dividend sustainability, and valuation to ensure a sound investment decision. It guides investors on due diligence preceding a dividend investment.
DK|Delek US Holdings Inc|Price:67.820|Chg%:+0.110
Delek US Holdings Inc (DK) is trading at $67.820 with a slight increase of 0.16% as of July 31st, 2026. The company, a diversified downstream energy entity, shows relatively healthy fundamentals and good growth potential, though its valuation is considered fairly valued. Analysts currently rate DK as a "Hold" with a target price of $56.49, suggesting a potential downside of 12.99%.
Zacks Industry Outlook Highlights Delek US, PBF Energy and Valero Energy
The Zacks Oil and Gas - Refining & Marketing industry is experiencing strong performance due to tight fuel supplies, steady demand, and improving earnings. Delek US Holdings (DK), PBF Energy (PBF), and Valero Energy (VLO) are highlighted as top stocks benefiting from these trends, driven by flexible operations, clean fuel investments, and strategic growth initiatives. The industry outlook is positive, despite risks from regulatory costs and commodity price volatility.
Delek US Holdings, Inc. $DK Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp decreased its stake in Delek US Holdings, Inc. (NYSE:DK) by 6.4% in the first quarter, selling 25,975 shares. Despite this, other institutions like Caitong International Asset Management Co. Ltd and EverSource Wealth Advisors LLC increased their holdings. Delek US is seeing positive sentiment due to strong refining margins, tight fuel supply, and increased EPS projections from Zacks Research, although some analysts have downgraded the stock while others raised price targets.
Delek US (DK) to Release Earnings on Wednesday
Delek US (NYSE:DK) is scheduled to release its Q2 2026 earnings before market open on Wednesday, August 5th. Analysts anticipate earnings of $2.67 per share on $3.44 billion in revenue. The company previously reported $0.08 EPS, beating consensus estimates, and declared a quarterly dividend of $0.255 per share, representing a 1.6% yield.
DK|Delek US Holdings Inc|Price:62.825|Chg%:-1.615
This article provides a comprehensive stock analysis of Delek US Holdings Inc (DK), highlighting its relatively healthy fundamentals, good growth potential, and fair valuation within the Oil & Gas industry. Despite strong market performance recently, underlying fundamentals and technicals are weak, suggesting potential for range-bound swing trading. Institutional ownership is high, and analysts currently rate the stock as a "Hold" with a target price of $56.49.
Delek US Holdings, Inc. (DK) latest stock news and headlines
This article provides the latest stock news and headlines for Delek US Holdings, Inc. (DK), including its current stock price, dividend information, and recent news articles. It lists various news items from Zacks and Business Wire concerning acquisitions, stock recommendations, dividends, and earnings calls, along with performance overview charting Delek's returns against the S&P 500. The page also features general market data and trending tickers.
DK|Delek US Holdings Inc|Price:64.400|Chg%:+1.200
Delek US Holdings Inc. is a diversified downstream energy company involved in petroleum refining, logistics, pipelines, and renewable fuels. The article provides detailed company information including its business segments (Refining and Logistics), financial data like market cap and P/E, key executive officers, and institutional shareholding details.
Rangeley Capital LLC Has $2.70 Million Stake in Delek US Holdings, Inc. $DK
Rangeley Capital LLC reduced its stake in Delek US Holdings, Inc. by 41.2% in the first quarter, selling 42,000 shares but still retaining 60,000 shares valued at approximately $2.70 million. Despite this reduction, other institutional investors increased their holdings, with institutions and hedge funds collectively owning 97.01% of Delek US shares. Delek US reported strong Q1 earnings per share of $0.08, significantly beating analysts' expected loss of $1.42, and declared a quarterly dividend of $0.255 per share.
Delek US Holdings hosting second quarter 2026 conference call on August 5
Delek US Holdings, Inc. will release its second quarter 2026 results before the U.S. stock market opens on Wednesday, August 5, 2026. A conference call to discuss these results is scheduled for 10 a.m. on the same day. Investors can access the live broadcast and supplemental financial information online via the company's investor relations website.
Delek US Holdings Inc (DK) Earnings Forecast: Future EPS & Revenue Growth Estimates
The article provides an earnings forecast for Delek US Holdings Inc (DK), noting its current earnings forecast score and ranking within the Oil & Gas industry. It highlights analyst ratings, an average price target of $42.00, and expected revenue and EPS for the upcoming quarters. The majority of analysts recommend a "Hold" for DK stock.
