Analysts’ Recent Ratings Changes for Delek US (DK)

Delek US (NYSE: DK) has recently received a number of price target changes and ratings updates:

• 7/21/2026 – Delek US had its price target raised by TD Cowen from $58.00 to $76.00. They now have a “buy” rating on the stock.
• 7/17/2026 – Delek US had its price target raised by The Goldman Sachs Group, Inc. from $58.00 to $73.00. They now have a “buy” rating on the stock.
• 7/14/2026 – Delek US had its price target raised by JPMorgan Chase & Co. from $57.00 to $62.00. They now have a “neutral” rating on the stock.
• 7/13/2026 – Delek US had its price target raised by Raymond James Financial, Inc. from $60.00 to $70.00. They now have an “outperform” rating on the stock.
• 6/29/2026 – Delek US was upgraded by TD Cowen from “hold” to “buy”. They now have a $58.00 price target on the stock, up from $50.00.
• 6/26/2026 – Delek US was upgraded by Zacks Research from “hold” to “strong-buy”.
• 6/12/2026 – Delek US had its price target raised by Morgan Stanley from $41.00 to $45.00. They now have an “equal weight” rating on the stock.

Delek US Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Monday, August 3rd will be issued a $0.255 dividend. This represents a $1.02 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Monday, August 3rd. Delek US’s dividend payout ratio is presently -112.09%.

Insiders Place Their Bets

In other news, Director Laurie Z. Tolson sold 4,921 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $46.30, for a total transaction of $227,842.30. Following the completion of the sale, the director owned 18,226 shares in the company, valued at $843,863.80. This represents a 21.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Robert G. Wright sold 10,720 shares of the business’s stock in a transaction 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 completion of the transaction, the executive vice president directly owned 48,148 shares in the company, valued at $2,266,326.36. This represents a 18.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 39,270 shares of company stock valued at $1,828,718. 3.56% of the stock is 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.