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

Delek US Holdings, Inc. (NYSE:DK) – Investment analysts at Zacks Research reduced their Q2 2026 earnings per share estimates for shares of Delek US in a report released on Wednesday, May 20th. Zacks Research analyst Team now expects that the oil and gas company will post earnings per share of $0.58 for the quarter, down from their prior estimate 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 $4.95 per share. Zacks Research also issued estimates for Delek US’s Q3 2026 earnings at $1.00 EPS, Q4 2026 earnings at $0.08 EPS, FY2026 earnings at $1.74 EPS, Q1 2027 earnings at ($0.29) EPS, Q2 2027 earnings at $0.55 EPS, Q3 2027 earnings at $0.27 EPS, Q4 2027 earnings at $0.62 EPS, FY2027 earnings at $1.16 EPS, Q1 2028 earnings at ($0.17) EPS and FY2028 earnings at ($0.16) EPS.

A number of other analysts have also commented on DK. Wall Street Zen raised Delek US from a “buy” rating to a “strong-buy” rating in a report on Monday, May 18th. Citigroup lifted their target price on Delek US from $33.00 to $44.00 and gave the stock a “neutral” rating in a report on Monday, April 13th. Raymond James Financial lifted their target price on Delek US from $47.00 to $54.00 and gave the stock an “outperform” rating in a report on Wednesday, March 25th. Morgan Stanley set a $41.00 target price on Delek US in a report on Monday, May 4th. Finally, Mizuho lifted their price objective on Delek US from $51.00 to $54.00 and gave the stock an “outperform” rating in a report on Tuesday, March 17th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $44.23.

Delek US Stock Up 0.2%

Delek US stock opened at $43.79 on Monday. The firm has a market cap of $2.68 billion, a price-to-earnings ratio of -48.12, a PEG ratio of 0.33 and a beta of 0.63. The stock has a fifty day simple moving average of $43.45 and a two-hundred day simple moving average of $37.60. Delek US has a 12 month low of $18.12 and a 12 month high of $49.50. The company has a current ratio of 0.76, a quick ratio of 0.49 and a debt-to-equity ratio of 10.51.

Delek US (NYSE:DK) last posted its 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. The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.33 billion. Delek US had a positive return on equity of 22.90% and a negative net margin of 0.48%.The company’s quarterly revenue was up .4% compared to the same quarter last year. During the same quarter last year, the company earned ($2.32) EPS.

Institutional Trading of Delek US

Several large investors have recently modified their holdings of DK. Caitong International Asset Management Co. Ltd lifted its position in Delek US by 95.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the oil and gas company’s stock valued at $26,000 after purchasing an additional 432 shares in the last quarter. Brown Brothers Harriman & Co. purchased a new position in Delek US during the third quarter valued at $27,000. EverSource Wealth Advisors LLC lifted its position in Delek US by 173.4% during the fourth quarter. EverSource Wealth Advisors LLC now owns 968 shares of the oil and gas company’s stock valued at $29,000 after purchasing an additional 614 shares in the last quarter. Torren Management LLC purchased a new position in Delek US during the fourth quarter valued at $40,000. Finally, Focus Partners Wealth purchased a new position in Delek US during the third quarter valued at $44,000. Institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling

In related news, Director Laurie Z. Tolson sold 4,921 shares of Delek US stock in a transaction on Monday, May 18th. The stock was sold at an average price of $46.30, for a total value of $227,842.30. Following the completion of the sale, the director owned 18,226 shares of the company’s stock, valued at $843,863.80. The trade was a 21.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Shlomo Zohar sold 7,343 shares of Delek US stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $46.00, for a total value of $337,778.00. Following the completion of the sale, the director directly owned 6,646 shares of the company’s stock, valued at $305,716. The trade was a 52.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 197,736 shares of company stock valued at $8,433,442 over the last ninety days. 3.56% of the stock is owned by insiders.

Delek US Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 8th. Investors 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 2.3%. Delek US’s payout ratio is presently -112.09%.

Trending Headlines about Delek US

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for Delek US to $1.74 from a loss estimate of $1.15, suggesting a much better profit outlook for the current year.
• Positive Sentiment: The firm also lifted its FY2027 EPS estimate to $1.16 from a prior forecast of a loss, reinforcing expectations that earnings could improve over the next two years.
• Positive Sentiment: Estimates for Q3 2026, Q2 2027, Q3 2027, and Q4 2027 were all increased, indicating improving profitability across multiple future quarters.
• Neutral Sentiment: Zacks Research kept a Strong-Buy rating on Delek US, which supports the stock but does not represent a new upgrade. Delek US Holdings, Inc. stock page
• Negative Sentiment: Not all revisions were positive: Zacks trimmed its Q2 2026 EPS estimate slightly and cut its Q1 2027 and FY2028 earnings forecasts, which could temper enthusiasm around the longer-term outlook.

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.