32.31 USD
--2.05
5.97%
At close Updated Oct 10, 4:00 PM EDT
Pre-market
After hours
32.31
0.00
0%
1 day
-5.97%
5 days
-0.98%
1 month
8.75%
3 months
21.15%
6 months
167.47%
Year to date
75.12%
1 year
69.16%
5 years
173.58%
10 years
22.81%
 

About: Delek US Holdings Inc is an integrated energy business focused on petroleum refining, transportation and storage; wholesale crude oil, intermediate, and refined products, and convenience stores retailing. The company owns and operates independent refineries that produce a variety of petroleum products for transportation and industrial markets in the United States. It has two segments: Refining segment and Logistics segment. The logistics segment generates revenue through gathering, transporting, and storing crude oil and intermediate products, as well as by marketing, storing, and distributing refined products. The company also offers a collection of retail fuel and convenience stores operating in the Southeast region of the United States.

Employees: 1,987

0
Funds holding %
of 7,491 funds
0
Analysts bullish %
of 11 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

560% more call options, than puts

Call options by funds: $88.7M | Put options by funds: $13.4M

100% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]

36% more capital invested

Capital invested by funds: $1.03B [Q1] → $1.39B (+$365M) [Q2]

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% less funds holding

Funds holding: 218 [Q1] → 216 (-2) [Q2]

2.22% less ownership

Funds ownership: 109.98% [Q1] → 107.76% (-2.2%) [Q2]

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$19
41% downside
Avg. target
$30
7% downside
High target
$40
24% upside

11 analyst ratings

positive
18%
neutral
64%
negative
18%

Financial journalist opinion

Based on 3 articles about DK published over the past 30 days

Negative
The Motley Fool
2 days ago
Kawa Capital Dumps 150K DK Shares Worth $3.9 Million
According to a filing with the Securities and Exchange Commission dated Oct. 6, 2025, Kawa Capital Management, Inc. reduced its stake in Delek US Holdings (DK -5.97%) by 150,000 shares during the third quarter of 2025. The estimated transaction value, based on the average price for the quarter, was $3.92 million.
Kawa Capital Dumps 150K DK Shares Worth $3.9 Million
Positive
Zacks Investment Research
4 days ago
5 Broker-Friendly Stocks to Watch as Markets Move North Amid Shutdown
As markets rally despite a shutdown, five broker-favored names, BFH. DK, AEO, AAP and ADM, emerge as stocks to watch for steady gains.
5 Broker-Friendly Stocks to Watch as Markets Move North Amid Shutdown
Negative
Reuters
6 days ago
Delek sues Marex and BTX over $30 million refinery damage from tainted crude
Delek US Holdings has sued London-based Marex Group and Texas-based BTX Energy, accusing them of supplying contaminated crude oil that damaged one of its U.S. refineries and caused more than $30 million in losses.
Delek sues Marex and BTX over $30 million refinery damage from tainted crude
Negative
Zacks Investment Research
1 month ago
Here's Why Investors Should Retain Delek US Holdings Stock
DK shows margin strength, record throughput and midstream growth, but faces pressure from high debt, volatile spreads, capex needs and regulatory risks.
Here's Why Investors Should Retain Delek US Holdings Stock
Negative
Benzinga
1 month ago
Top 2 Energy Stocks That May Fall Off A Cliff This Month
As of Sept. 3, 2025, two stocks in the energy sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Top 2 Energy Stocks That May Fall Off A Cliff This Month
Neutral
Business Wire
1 month ago
Delek Welcomes EPA Decision Granting Long-Awaited Small Refinery Exemptions
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek US Holdings, Inc. (NYSE: DK) welcomes the U.S. Environmental Protection Agency's (EPA) recent decision to grant more than half of our pending small refinery exemptions for the years 2019-2024. “These exemptions address an issue that has been pending for several years and will enable our company to ensure affordable energy prices and high-paying jobs in the heart of America,” said Avigal Soreq, Chief Executive Officer. “We commend the Trump Administration.
Delek Welcomes EPA Decision Granting Long-Awaited Small Refinery Exemptions
Positive
Seeking Alpha
1 month ago
Delek US: A Compelling Sum Of The Parts Opportunity
Delek US offers compelling upside due to its sum-of-the-parts valuation, with its DKL stake alone accounting for over 80% of equity value. Ongoing asset divestitures and a share repurchase program are unlocking value, mirroring Marathon Petroleum's successful restructuring playbook. Refining operations are benefiting from improved crack spreads and cost-cutting initiatives, supporting robust free cash flow and a secure 4.1% dividend yield.
Delek US: A Compelling Sum Of The Parts Opportunity
Negative
Zacks Investment Research
2 months ago
Delek Q2 Loss Narrower Than Expected, Revenues Miss Estimates
DK expects total crude throughput in the range of 291,000-306,000 bpd and total throughput in the band of 302,000-317,000 bpd for third-quarter 2025.
Delek Q2 Loss Narrower Than Expected, Revenues Miss Estimates
Neutral
Seeking Alpha
2 months ago
Delek US Holdings, Inc. (DK) Q2 2025 Earnings Call Transcript
Delek US Holdings, Inc. (NYSE:DK ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Avigal Soreq - President, CEO & Director Joseph Israel - Executive VP and President of Refining & Renewables Mark Hobbs - Executive VP & CFO Mohit Bhardwaj - Senior Vice President of Strategy & Growth Robert Wright - Senior VP, Deputy CFO & Chief Accounting Officer Conference Call Participants Alexa Petrick - Goldman Sachs Group, Inc., Research Division Jason Daniel Gabelman - TD Cowen, Research Division Jean Ann Salisbury - BofA Securities, Research Division Joseph Gregory Laetsch - Morgan Stanley, Research Division Keith T. Stanley - Wolfe Research, LLC Matthew Robert Lovseth Blair - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Operator Thank you for standing by.
Delek US Holdings, Inc. (DK) Q2 2025 Earnings Call Transcript
Positive
Zacks Investment Research
2 months ago
Delek US Holdings (DK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Delek US Holdings (DK) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Delek US Holdings (DK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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