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

A number of research firms have changed their ratings and price targets for Delek US (NYSE: DK):

• 5/2/2026 – Delek US was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 4/29/2026 – Delek US was upgraded by Zacks Research from “hold” to “strong-buy”.
• 4/27/2026 – Delek US was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
• 4/27/2026 – Delek US had its price target lowered by TD Cowen from $60.00 to $44.00. They now have a “hold” rating on the stock.
• 4/24/2026 – Delek US had its price target raised by Morgan Stanley from $38.00 to $40.00. They now have an “equal weight” rating on the stock.
• 4/13/2026 – Delek US had its price target raised by Citigroup Inc. from $33.00 to $44.00. They now have a “neutral” rating on the stock.
• 4/10/2026 – Delek US had its price target raised by UBS Group AG from $42.00 to $48.00. They now have a “neutral” rating on the stock.
• 4/10/2026 – Delek US was upgraded by The Goldman Sachs Group, Inc. from “neutral” to “buy”. They now have a $55.00 price target on the stock, up from $43.00.
• 3/31/2026 – Delek US had its price target raised by Wells Fargo & Company from $54.00 to $59.00. They now have an “overweight” rating on the stock.
• 3/27/2026 – Delek US was upgraded by Scotiabank to “hold”.
• 3/25/2026 – Delek US had its price target raised by Raymond James Financial, Inc. from $47.00 to $54.00. They now have an “outperform” rating on the stock.
• 3/17/2026 – Delek US had its price target raised by Mizuho from $51.00 to $54.00. They now have an “outperform” rating on the stock.
• 3/7/2026 – Delek US was upgraded by Wall Street Zen from “hold” to “buy”.
• 3/5/2026 – Delek US had its price target raised by TD Cowen from $28.00 to $44.00. They now have a “hold” rating on the stock.

Delek US Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, May 1st will be given a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Friday, May 1st. Delek US’s payout ratio is currently -112.09%.

Insider Buying and Selling

In other Delek US news, Director Shlomo Zohar sold 22,029 shares of the business’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $44.83, for a total value of $987,560.07. Following the completion of the transaction, the director directly owned 18,989 shares in the company, valued at approximately $851,276.87. The trade was a 53.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Joseph Israel sold 38,000 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $40.65, for a total value of $1,544,700.00. Following the completion of the transaction, the executive vice president owned 55,623 shares of the company’s stock, valued at $2,261,074.95. This trade represents a 40.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 172,095 shares of company stock worth $7,257,409 in the last three months. 3.56% of the stock is currently owned by insiders.

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.