Delek US (NYSE:DK) Stock Jumps 3.8% – Time to Buy?

Posted by Brenda Bartman on Oct 12th, 2026

Delek US Holdings, Inc. (NYSE:DK – Get Free Report)’s stock price rose 3.8% during trading on Monday. The company traded as high as $78.10 and last traded at $77.3630. Approximately 202,479 shares changed hands during mid-day trading, a decline of 87% from the average daily volume of 1,563,261 shares. The stock had previously closed at $74.51.

Analyst Ratings Changes

Several research firms have weighed in on DK. Citigroup restated a “neutral” rating on shares of Delek US in a report on Thursday, August 6th. Wall Street Zen raised Delek US from a “buy” rating to a “strong-buy” rating in a research note on Sunday, August 9th. Mizuho reaffirmed a “neutral” rating and set a $83.00 price objective (up from $66.00) on shares of Delek US in a report on Thursday. JPMorgan Chase & Co. increased their target price on Delek US from $57.00 to $62.00 and gave the company a “neutral” rating in a research report on Tuesday, July 14th. Finally, Wells Fargo & Company increased their target price on Delek US from $59.00 to $82.00 and gave the company an “overweight” rating in a research report on Tuesday, September 1st. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $68.58.

Read Our Latest Analysis on DK

Delek US Stock Performance

The business’s fifty day moving average price is $70.74 and its two-hundred day moving average price is $56.25. The company has a debt-to-equity ratio of 7.53, a quick ratio of 0.47 and a current ratio of 0.76. The stock has a market capitalization of $4.75 billion, a P/E ratio of 21.81, a P/E/G ratio of 0.38 and a beta of 0.62.

Delek US (NYSE:DK – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The oil and gas company reported $5.48 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $2.81. Delek US had a net margin of 1.86% and a return on equity of 109.03%. The firm had revenue of $4.09 billion during the quarter, compared to the consensus estimate of $3.44 billion. During the same quarter last year, the firm earned ($0.56) EPS. The firm’s revenue for the quarter was up 47.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Delek US Holdings, Inc. will post 15.54 earnings per share for the current year.

Delek US Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Shareholders of record on Monday, August 3rd were paid a dividend of $0.2550 per share. This represents a $1.02 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Monday, August 3rd. Delek US’s payout ratio is presently 28.65%.

Insider Buying and Selling at Delek US

In other news, EVP Amber Russell sold 5,392 shares of the firm’s stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $75.50, for a total value of $407,096.00. Following the completion of the sale, the executive vice president directly owned 35,670 shares of the company’s stock, valued at $2,693,085. This trade represents a 13.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director William J. Finnerty sold 2,943 shares of Delek US stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $77.17, for a total value of $227,111.31. Following the completion of the transaction, the director owned 30,405 shares of the company’s stock, valued at approximately $2,346,353.85. This trade represents a 8.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 163,377 shares of company stock valued at $11,082,485. Corporate insiders own 3.56% of the company’s stock.

Institutional Trading of Delek US

Hedge funds and other institutional investors have recently bought and sold shares of the stock. BlackRock Inc. bought a new stake in Delek US in the second quarter worth $275,233,000. Healthcare of Ontario Pension Plan Trust Fund boosted its stake in Delek US by 1,173.2% during the fourth quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 954,900 shares of the oil and gas company’s stock worth $28,322,000 after buying an additional 879,900 shares during the period. Bank of America Corp DE bought a new position in Delek US during the second quarter valued at $37,664,000. Connor Clark & Lunn Investment Management Ltd. bought a new position in Delek US during the second quarter valued at $22,987,000. Finally, Bank of New York Mellon Corp bought a new position in Delek US during the second quarter valued at $19,760,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Delek US Company Profile

(Get Free Report)

Delek US Holdings, Inc is an independent downstream energy company headquartered in Brentwood, Tennessee. The company operates petroleum refineries and related logistics assets, producing transportation fuels and other refined petroleum products for commercial and wholesale customers.

Delek’s refining operations have included facilities in the U.S. Gulf Coast and Mid-Continent regions, with assets in Texas, Arkansas and Louisiana. Its products may include gasoline, diesel, jet fuel, asphalt and other refined products.