Investment Analysts’ Recent Ratings Changes for Delek US (DK)

Several analysts have recently updated their ratings and price targets for Delek US (NYSE: DK):

• 1/27/2026 – Delek US had its price target lowered by analysts at Morgan Stanley from $40.00 to $38.00. They now have an “equal weight” rating on the stock.
• 1/26/2026 – Delek US had its price target lowered by analysts at Citigroup Inc. from $37.00 to $33.00. They now have a “neutral” rating on the stock.
• 1/21/2026 – Delek US had its “sell (d-)” rating reaffirmed by analysts at Weiss Ratings.
• 1/16/2026 – Delek US was given a new $34.00 price target on by analysts at Scotiabank.
• 1/15/2026 – Delek US had its price target lowered by analysts at JPMorgan Chase & Co. from $42.00 to $38.00. They now have a “neutral” rating on the stock.
• 1/8/2026 – Delek US had its price target lowered by analysts at Piper Sandler from $47.00 to $40.00. They now have a “neutral” rating on the stock.
• 12/12/2025 – Delek US had its price target raised by analysts at Mizuho from $45.00 to $51.00. They now have an “outperform” rating on the stock.

Insider Transactions at Delek US

In other Delek US news, EVP Robert G. Wright sold 5,643 shares of Delek US stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $41.46, for a total transaction of $233,958.78. Following the completion of the transaction, the executive vice president owned 41,269 shares of the company’s stock, valued at $1,711,012.74. The trade was a 12.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Reuven Spiegel sold 27,000 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 23,020 shares in the company, valued at approximately $952,107.20. This represents a 53.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 59,354 shares of company stock valued at $2,446,658 over the last three months. Company insiders own 1.80% of the company’s stock.

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.