What is Zacks Research’s Estimate for Delek US Q2 Earnings?

Delek US Holdings, Inc. (NYSE:DK) – Equities researchers at Zacks Research boosted their Q2 2026 EPS estimates for shares of Delek US in a research report issued on Monday, July 13th. Zacks Research analyst Team now anticipates that the oil and gas company will earn $0.63 per share for the quarter, up from their prior forecast of $0.61. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Delek US’s current full-year earnings is $5.60 per share. Zacks Research also issued estimates for Delek US’s Q3 2026 earnings at $1.24 EPS, Q4 2026 earnings at $0.17 EPS, FY2026 earnings at $2.12 EPS, Q1 2027 earnings at $0.33 EPS, Q4 2027 earnings at $0.83 EPS and FY2027 earnings at $2.09 EPS.

A number of other brokerages have also recently commented on DK. UBS Group upped their price target on Delek US from $42.00 to $48.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. Wells Fargo & Company increased their target price on shares of Delek US from $54.00 to $59.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 31st. Raymond James Financial upped their price target on shares of Delek US from $60.00 to $70.00 and gave the company an “outperform” rating in a research note on Monday. Weiss Ratings downgraded shares of Delek US from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 11th. Finally, Citigroup lifted their price objective on shares of Delek US from $33.00 to $44.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Delek US presently has a consensus rating of “Hold” and a consensus price target of $47.31.

Delek US Price Performance

Shares of NYSE DK opened at $58.02 on Tuesday. The company has a current ratio of 0.76, a quick ratio of 0.49 and a debt-to-equity ratio of 10.51. The stock has a fifty day simple moving average of $47.09 and a two-hundred day simple moving average of $40.32. Delek US has a 1-year low of $19.81 and a 1-year high of $58.59. The firm has a market cap of $3.56 billion, a price-to-earnings ratio of -63.76, a price-to-earnings-growth ratio of 0.34 and a beta of 0.58.

Delek US (NYSE:DK) last posted its quarterly earnings results on Wednesday, April 29th. The oil and gas company reported $0.08 EPS for the quarter, topping analysts’ consensus estimates of ($1.42) by $1.50. Delek US had a negative net margin of 0.48% and a positive return on equity of 22.90%. The company had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.33 billion. During the same quarter in the previous year, the firm posted ($2.32) EPS. Delek US’s revenue was up .4% on a year-over-year basis.

Delek US Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Friday, May 1st were issued a $0.255 dividend. The ex-dividend date of this dividend was Friday, May 1st. This represents a $1.02 annualized dividend and a dividend yield of 1.8%. Delek US’s dividend payout ratio (DPR) is presently -112.09%.

Insider Activity

In other Delek US news, EVP Reuven Spiegel sold 10,000 shares of Delek US stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $44.36, for a total transaction of $443,600.00. Following the completion of the sale, the executive vice president directly owned 48,372 shares in the company, valued at $2,145,781.92. The trade was a 17.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Robert G. Wright sold 10,720 shares of Delek US stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $47.07, for a total transaction of $504,590.40. Following the sale, the executive vice president owned 48,148 shares of the company’s stock, valued at approximately $2,266,326.36. The trade was a 18.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 39,270 shares of company stock worth $1,828,718. Company insiders own 3.56% of the company’s stock.

Institutional Trading of Delek US

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Thoroughbred Financial Services LLC increased its stake in Delek US by 1.3% in the fourth quarter. Thoroughbred Financial Services LLC now owns 27,164 shares of the oil and gas company’s stock valued at $805,000 after acquiring an additional 348 shares during the last quarter. New York State Common Retirement Fund lifted its stake in Delek US by 1.8% during the fourth quarter. New York State Common Retirement Fund now owns 22,048 shares of the oil and gas company’s stock worth $654,000 after purchasing an additional 400 shares during the last quarter. Aster Capital Management DIFC Ltd boosted its holdings in shares of Delek US by 23.2% in the 4th quarter. Aster Capital Management DIFC Ltd now owns 2,259 shares of the oil and gas company’s stock worth $67,000 after purchasing an additional 425 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in shares of Delek US by 95.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the oil and gas company’s stock worth $26,000 after purchasing an additional 432 shares in the last quarter. Finally, Orion Porfolio Solutions LLC increased its position in shares of Delek US by 2.2% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 23,244 shares of the oil and gas company’s stock valued at $492,000 after purchasing an additional 507 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

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.