Analysts’ Weekly Ratings Updates for Delek US (DK)

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

• 10/15/2026 – Delek US had its price target raised by The Goldman Sachs Group, Inc. 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 had its “neutral” rating reaffirmed by Mizuho. 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, Inc. 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.
• 9/1/2026 – Delek US had its price target raised by Wells Fargo & Company from $59.00 to $82.00. They now have an “overweight” rating on the stock.
• 8/18/2026 – Delek US had its price target raised by The Goldman Sachs Group, Inc. from $73.00 to $83.00. They now have a “buy” rating on the stock.

Delek US Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Monday, August 3rd were issued a $0.2550 dividend. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $1.02 annualized dividend and a yield of 1.3%. Delek US’s dividend payout ratio (DPR) is 28.65%.

Insider Buying and Selling

In other Delek US news, Director Gary M. Jr. Sullivan sold 27,688 shares of the stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $69.01, for a total transaction of $1,910,748.88. Following the completion of the transaction, the director owned 32,004 shares in the company, valued at $2,208,596.04. This trade represents a 46.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Vicky Sutil sold 6,397 shares of Delek US stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $71.50, for a total transaction of $457,385.50. Following the completion of the transaction, the director owned 26,407 shares of the company’s stock, valued at $1,888,100.50. The trade was a 19.50% decrease in their position. 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 a total of 163,377 shares of company stock worth $11,082,485 in the last quarter. 3.56% of the stock is currently owned by company insiders.

Delek US Holdings, Inc is an independent downstream energy company headquartered in Brentwood, Tennessee. The company operates petroleum refineries and related logistics assets, producing transportation fuels and other refined petroleum products for commercial and wholesale customers.

Delek’s refining operations have included facilities in the U.S. Gulf Coast and Mid-Continent regions, with assets in Texas, Arkansas and Louisiana. Its products may include gasoline, diesel, jet fuel, asphalt and other refined products.