Research Analysts Issue Forecasts for Delek US Q2 Earnings

Delek US Holdings, Inc. (NYSE:DK) – Equities researchers at Zacks Research raised their Q2 2026 earnings per share estimates for Delek US in a note issued to investors on Monday, June 29th. Zacks Research analyst Team now expects that the oil and gas company will earn $0.61 per share for the quarter, up from their previous forecast of $0.58. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Delek US’s current full-year earnings is $5.27 per share. Zacks Research also issued estimates for Delek US’s Q1 2027 earnings at $0.28 EPS, Q2 2027 earnings at $0.56 EPS, Q3 2027 earnings at $0.26 EPS, FY2027 earnings at $1.88 EPS and Q1 2028 earnings at ($0.27) EPS.

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

DK has been the subject of a number of other reports. TD Cowen raised shares of Delek US from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $50.00 to $58.00 in a research report on Monday. Weiss Ratings lowered shares of Delek US from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, May 11th. Mizuho raised their target price on shares of Delek US from $54.00 to $60.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Raymond James Financial lifted their target price on shares of Delek US from $47.00 to $54.00 and gave the stock an “outperform” rating in a report on Wednesday, March 25th. Finally, Citigroup upped their price target 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 assigned a Buy rating, six have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $46.08.

Delek US Stock Down 1.4%

DK opened at $50.86 on Wednesday. Delek US has a 1-year low of $19.81 and a 1-year high of $53.31. The stock’s fifty day simple moving average is $44.72 and its 200 day simple moving average is $38.90. 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 market cap of $3.12 billion, a PE ratio of -55.89, a price-to-earnings-growth ratio of 0.33 and a beta of 0.60.

Delek US Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Friday, May 1st were issued a dividend of $0.255 per share. The ex-dividend date of this dividend was Friday, May 1st. This represents a $1.02 dividend on an annualized basis and a dividend yield of 2.0%. Delek US’s dividend payout ratio (DPR) is currently -112.09%.

Insider Transactions at Delek US

In related news, EVP Robert G. Wright sold 10,720 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $47.07, for a total value of $504,590.40. Following the transaction, the executive vice president directly owned 48,148 shares in the company, valued at approximately $2,266,326.36. This represents a 18.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Vicky Sutil sold 1,871 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $48.00, for a total transaction of $89,808.00. Following the transaction, the director directly owned 29,368 shares in the company, valued at approximately $1,409,664. This represents a 5.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 34,270 shares of company stock worth $1,571,218 over the last ninety days. Corporate insiders own 3.56% of the company’s stock.

Institutional Trading of Delek US

A number of institutional investors have recently bought and sold shares of the business. ION Fund Management Ltd acquired a new position in shares of Delek US during the 4th quarter worth approximately $52,427,000. Norges Bank acquired a new stake in shares of Delek US in the fourth quarter valued at approximately $48,374,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Delek US by 6,300.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,306,269 shares of the oil and gas company’s stock valued at $42,153,000 after buying an additional 1,285,861 shares during the period. Price T Rowe Associates Inc. MD boosted its stake in shares of Delek US by 1,516.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 996,059 shares of the oil and gas company’s stock valued at $29,544,000 after buying an additional 934,448 shares during the period. Finally, Healthcare of Ontario Pension Plan Trust Fund grew its position 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 in the last quarter. Institutional investors own 97.01% of the company’s stock.

Key Delek US News

Here are the key news stories impacting Delek US this week:

• Positive Sentiment: Zacks Research added Delek US to its Zacks Rank #1 (Strong Buy) list, which can attract momentum and screening-driven buying. New Strong Buy Stocks for July 1st
• Positive Sentiment: DK was also included on Zacks’ Strong Buy growth and value stock lists, reinforcing the bullish case for the name. Best Growth Stocks to Buy for July 1st
• Positive Sentiment: Zacks Research raised several forward EPS estimates, including FY2026 to $1.97 from $1.89, FY2027 to $1.88 from $1.33, Q2 2026 to $0.61 from $0.58, and Q4 2027 to $0.78 from $0.67, signaling improving longer-term earnings expectations.
• Positive Sentiment: TD Cowen also upgraded both refiners, including Delek US, in a separate note, adding another supportive catalyst for the stock. Delek US, PBF Energy surge as TD Cowen upgrades both refiners
• Neutral Sentiment: One Zacks update cut the Q1 2028 EPS estimate to a loss of $0.27 from a loss of $0.23, and other near-term quarter estimates were modestly reduced, which partially offsets the bullish rankings.

About Delek US

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.