Zacks Research Has Positive View of Delek US FY2026 Earnings

Delek US Holdings, Inc. (NYSE:DK) – Equities research analysts at Zacks Research increased their FY2026 earnings per share estimates for shares of Delek US in a report issued on Wednesday, December 24th. Zacks Research analyst Team now expects that the oil and gas company will earn ($1.69) per share for the year, up from their previous estimate of ($1.71). The consensus estimate for Delek US’s current full-year earnings is ($5.50) per share. Zacks Research also issued estimates for Delek US’s Q4 2026 earnings at ($1.67) EPS, Q2 2027 earnings at ($0.75) EPS, Q3 2027 earnings at ($1.04) EPS and FY2027 earnings at ($1.41) EPS.

DK has been the topic of a number of other reports. Wells Fargo & Company increased their price target on shares of Delek US from $43.00 to $53.00 and gave the company an “overweight” rating in a research report on Monday, November 10th. Scotiabank increased their target price on shares of Delek US from $33.00 to $40.00 and gave the company a “sector perform” rating in a report on Monday, November 10th. Morgan Stanley lifted their target price on shares of Delek US from $34.00 to $40.00 and gave the stock an “equal weight” rating in a research report on Friday, November 14th. Wolfe Research upgraded shares of Delek US from a “peer perform” rating to an “outperform” rating and set a $40.00 price target for the company in a research report on Wednesday, September 3rd. Finally, The Goldman Sachs Group lifted their price objective on Delek US from $28.00 to $39.00 and gave the stock a “neutral” rating in a report on Wednesday, October 22nd. Four research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $39.54.

Delek US Stock Down 0.4%

DK opened at $29.60 on Monday. The business’s fifty day simple moving average is $36.64 and its 200 day simple moving average is $30.01. Delek US has a 52 week low of $11.02 and a 52 week high of $43.50. The company has a quick ratio of 0.58, a current ratio of 0.86 and a debt-to-equity ratio of 7.12. The stock has a market cap of $1.78 billion, a PE ratio of -3.63 and a beta of 0.82.

Delek US (NYSE:DK) last posted its quarterly earnings results on Tuesday, December 6th. The oil and gas company reported $0.05 EPS for the quarter. The firm had revenue of $2.96 billion during the quarter. Delek US had a negative return on equity of 56.40% and a negative net margin of 4.83%.

Delek US Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, November 17th. Investors of record on Monday, November 10th were given a dividend of $0.255 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.02 annualized dividend and a dividend yield of 3.4%. Delek US’s dividend payout ratio (DPR) is -12.50%.

Insider Activity at Delek US

In other news, EVP Robert G. Wright sold 2,303 shares of the business’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $40.43, for a total value of $93,110.29. Following the completion of the transaction, the executive vice president owned 38,966 shares in the company, valued at $1,575,395.38. The trade was a 5.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Reuven Spiegel sold 27,000 shares of the stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $41.36, for a total value of $1,116,720.00. Following the transaction, the executive vice president directly owned 23,020 shares in the company, valued at $952,107.20. The trade was a 53.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 59,354 shares of company stock valued at $2,446,658 over the last 90 days. Corporate insiders own 1.90% of the company’s stock.

Institutional Trading of Delek US

Large investors have recently made changes to their positions in the business. Brown Brothers Harriman & Co. bought a new position in Delek US during the 3rd quarter valued at about $27,000. AlphaQuest LLC boosted its position in shares of Delek US by 7,331.8% during the second quarter. AlphaQuest LLC now owns 1,635 shares of the oil and gas company’s stock valued at $35,000 after buying an additional 1,613 shares during the period. Focus Partners Wealth purchased a new position in shares of Delek US during the third quarter valued at approximately $44,000. Aster Capital Management DIFC Ltd bought a new position in shares of Delek US during the third quarter valued at approximately $59,000. Finally, CWM LLC raised its holdings in shares of Delek US by 56.8% in the second quarter. CWM LLC now owns 3,634 shares of the oil and gas company’s stock worth $77,000 after buying an additional 1,316 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Delek US Company Profile

Delek US Holdings, Inc (NYSE: DK) is an independent downstream energy company engaged in the refining, logistics, and marketing of petroleum products. Headquartered in Brentwood, Tennessee, the company operates a network of inland refineries, storage terminals and pipelines, and convenience store locations. Delek US focuses on converting crude oil into a variety of finished products, including gasoline, diesel, jet fuel, asphalt and renewable fuels, serving wholesale and retail customers across the United States.

In its refining segment, Delek US owns and operates four inland refineries located in Texas and Arkansas.