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

A number of firms have modified their ratings and price targets on shares of Delek US (NYSE: DK) recently:

• 10/27/2026 – Delek US is now covered by Piper Sandler. They set a “neutral” rating and a $90.00 price target on the stock.
• 10/22/2026 – Delek US had its price target raised by TD Cowen from $85.00 to $90.00. They now have a “buy” rating on the stock.
• 10/15/2026 – Delek US had its price target raised by The Goldman Sachs Group from $83.00 to $97.00. They now have a “buy” rating on the stock.
• 10/14/2026 – Delek US had its price target raised by Wells Fargo & Company from $82.00 to $95.00. They now have an “overweight” rating on the stock.
• 10/8/2026 – Delek US was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 10/8/2026 – Delek US was downgraded by Mizuho from “outperform” to “neutral”. They now have a $83.00 price target on the stock, up from $66.00.
• 10/7/2026 – Delek US is now covered by Freedom Broker. They set a “hold” rating and a $86.00 price target on the stock.
• 9/14/2026 – Delek US had its price target raised by Raymond James Financial from $72.00 to $90.00. They now have an “outperform” rating on the stock.
• 9/14/2026 – Delek US had its price target raised by Morgan Stanley from $45.00 to $81.00. They now have an “equal weight” rating on the stock.
• 9/14/2026 – Delek US had its price target raised by TD Cowen from $76.00 to $90.00. They now have a “buy” rating on the stock.

Delek US Price Performance

DK traded down $3.50 during midday trading on Monday, reaching $70.08. 1,133,943 shares of the company’s stock were exchanged, compared to its average volume of 1,581,382. The company has a debt-to-equity ratio of 7.53, a current ratio of 0.76 and a quick ratio of 0.47. The stock has a market capitalization of $4.29 billion, a PE ratio of 19.68, a P/E/G ratio of 0.54 and a beta of 0.61. The business’s 50-day moving average price is $73.98 and its 200 day moving average price is $53.01. Delek US Holdings, Inc. has a 1-year low of $25.85 and a 1-year high of $82.27.

Delek US (NYSE:DK) last announced its quarterly earnings results on Wednesday, August 5th. The oil and gas company reported $5.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $2.81. Delek US had a net margin of 1.86% and a return on equity of 109.03%. The company had revenue of $4.09 billion for the quarter, compared to the consensus estimate of $3.44 billion. During the same quarter in the prior year, the firm earned ($0.56) earnings per share. The company’s revenue for the quarter was up 47.9% compared to the same quarter last year. As a group, equities analysts anticipate that Delek US Holdings, Inc. will post 18.62 EPS for the current fiscal year.

Delek US Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 18th. Investors of record on Tuesday, November 10th will be paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Tuesday, November 10th. This is an increase from Delek US’s previous quarterly dividend of $0.2550. Delek US’s dividend payout ratio is currently 28.65%.

Insider Activity

In other news, EVP Reuven Spiegel sold 7,500 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $73.21, for a total value of $549,075.00. Following the completion of the transaction, the executive vice president directly owned 28,935 shares of the company’s stock, valued at $2,118,331.35. The trade was a 20.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Vicky Sutil sold 6,397 shares of the company’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $71.50, for a total value of $457,385.50. Following the completion of the sale, the director owned 26,407 shares in the company, valued at $1,888,100.50. This represents a 19.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 163,377 shares of company stock worth $11,082,485 in the last quarter. 3.56% of the stock is currently owned by corporate insiders.

Delek US Holdings, Inc is a downstream energy company headquartered in Brentwood, Tennessee. The company operates petroleum refineries and related logistics assets, producing and transporting fuels and other refined petroleum products for markets primarily in the southern United States.

Through its refining operations, Delek processes crude oil into products such as gasoline, diesel, jet fuel and asphalt. Its logistics business, conducted in part through Delek Logistics Partners, owns and operates pipelines, crude oil gathering systems, storage terminals, transportation assets and other infrastructure that supports the movement of crude oil and refined products.

Delek has also operated convenience stores and fuel stations, particularly in Texas and neighboring states, under brands including DK and Alon.