Delek US FY2026 EPS Estimate Increased by Zacks Research

Delek US Holdings, Inc. (NYSE:DK) – Investment analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for shares of Delek US in a report released on Wednesday, December 24th. Zacks Research analyst Team now forecasts that the oil and gas company will post earnings of ($1.69) per share for the year, up from their prior forecast of ($1.71). The consensus estimate for Delek US’s current full-year earnings is ($5.50) per share. Zacks Research also issued estimates for Delek US’s Q4 2026 earnings at ($1.67) EPS, Q2 2027 earnings at ($0.75) EPS, Q3 2027 earnings at ($1.04) EPS and FY2027 earnings at ($1.41) EPS.

Delek US (NYSE:DK) last posted its quarterly earnings data on Tuesday, December 6th. The oil and gas company reported $0.05 EPS for the quarter. Delek US had a negative net margin of 4.83% and a negative return on equity of 56.40%. The firm had revenue of $2.96 billion during the quarter.

Other analysts also recently issued research reports about the company. UBS Group upped their target price on Delek US from $31.00 to $42.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 18th. Bank of America boosted their target price on shares of Delek US from $14.00 to $24.00 and gave the stock an “underperform” rating in a research note on Wednesday, September 3rd. TD Cowen increased their target price on Delek US from $28.00 to $36.00 and gave the company a “hold” rating in a report on Tuesday, November 11th. Wells Fargo & Company increased their price objective on Delek US from $43.00 to $53.00 and gave the company an “overweight” rating in a research note on Monday, November 10th. Finally, Morgan Stanley raised their price objective on Delek US from $34.00 to $40.00 and gave the company an “equal weight” rating in a report on Friday, November 14th. Four research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $39.54.

Delek US Price Performance

NYSE DK opened at $29.60 on Monday. The company has a market cap of $1.78 billion, a price-to-earnings ratio of -3.63 and a beta of 0.82. The company has a debt-to-equity ratio of 7.12, a current ratio of 0.86 and a quick ratio of 0.58. The stock’s fifty day moving average price is $36.64 and its 200 day moving average price is $30.01. Delek US has a 1 year low of $11.02 and a 1 year high of $43.50.

Institutional Trading of Delek US

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Brown Brothers Harriman & Co. bought a new position in Delek US during the third quarter worth $27,000. AlphaQuest LLC increased its stake in Delek US by 7,331.8% during the second quarter. AlphaQuest LLC now owns 1,635 shares of the oil and gas company’s stock valued at $35,000 after purchasing an additional 1,613 shares during the last quarter. Focus Partners Wealth acquired a new stake in shares of Delek US during the third quarter worth $44,000. Aster Capital Management DIFC Ltd bought a new position in shares of Delek US in the 3rd quarter worth about $59,000. Finally, CWM LLC boosted its holdings in shares of Delek US by 56.8% in the 2nd quarter. CWM LLC now owns 3,634 shares of the oil and gas company’s stock valued at $77,000 after buying an additional 1,316 shares during the period. 97.01% of the stock is owned by institutional investors.

Insider Buying and Selling at Delek US

In related news, EVP Robert G. Wright sold 5,643 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $41.46, for a total transaction of $233,958.78. Following the completion of the transaction, the executive vice president owned 41,269 shares of the company’s stock, valued at approximately $1,711,012.74. This represents a 12.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Joseph Israel sold 20,028 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $41.12, for a total transaction of $823,551.36. Following the completion of the transaction, the executive vice president directly owned 62,793 shares in the company, valued at approximately $2,582,048.16. This represents a 24.18% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 59,354 shares of company stock worth $2,446,658. 1.90% of the stock is owned by corporate insiders.

Delek US Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, November 17th. Investors of record on Monday, November 10th were paid a $0.255 dividend. This represents a $1.02 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date of this dividend was Monday, November 10th. Delek US’s dividend payout ratio is presently -12.50%.

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.