Delek US FY2026 EPS Estimate Increased by Zacks Research

Delek US Holdings, Inc. (NYSE:DK) – Investment analysts at Zacks Research raised their FY2026 earnings per share estimates for shares of Delek US in a research note issued to investors on Thursday, January 2nd. Zacks Research analyst R. Department now forecasts that the oil and gas company will post earnings of ($0.35) per share for the year, up from their previous forecast of ($0.37). The consensus estimate for Delek US’s current full-year earnings is ($4.40) per share. Zacks Research also issued estimates for Delek US’s Q4 2026 earnings at ($0.02) EPS.

DK has been the topic of several other reports. Wells Fargo & Company reduced their price objective on Delek US from $18.00 to $16.00 and set an “underweight” rating on the stock in a research report on Monday, December 9th. JPMorgan Chase & Co. raised their price target on shares of Delek US from $21.00 to $22.00 and gave the stock a “neutral” rating in a research note on Tuesday, December 10th. StockNews.com lowered shares of Delek US from a “hold” rating to a “sell” rating in a research report on Saturday, September 21st. Mizuho decreased their target price on shares of Delek US from $26.00 to $25.00 and set a “neutral” rating on the stock in a research report on Monday, December 16th. Finally, Scotiabank cut their price target on Delek US from $25.00 to $22.00 and set a “sector perform” rating for the company in a report on Thursday, October 10th. Five investment analysts have rated the stock with a sell rating and seven have given a hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $21.00.

Delek US Price Performance

Shares of NYSE:DK opened at $18.32 on Monday. The company has a debt-to-equity ratio of 3.18, a quick ratio of 0.67 and a current ratio of 1.04. The business’s fifty day moving average price is $17.82 and its two-hundred day moving average price is $19.74. The stock has a market cap of $1.16 billion, a PE ratio of -3.77 and a beta of 1.22. Delek US has a one year low of $15.36 and a one year high of $33.60.

Delek US (NYSE:DK) last announced its earnings results on Wednesday, November 6th. The oil and gas company reported ($1.45) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($1.71) by $0.26. Delek US had a negative net margin of 2.27% and a negative return on equity of 28.21%. The company had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $3.23 billion. During the same quarter in the previous year, the business posted $2.02 earnings per share. The firm’s quarterly revenue was down 34.3% compared to the same quarter last year.

Institutional Trading of Delek US

A number of institutional investors have recently modified their holdings of DK. Clifford Capital Partners LLC acquired a new stake in Delek US in the 3rd quarter valued at $7,504,000. Point72 Asset Management L.P. acquired a new stake in shares of Delek US in the second quarter valued at about $19,806,000. International Assets Investment Management LLC raised its holdings in shares of Delek US by 1,753.2% during the 3rd quarter. International Assets Investment Management LLC now owns 648,507 shares of the oil and gas company’s stock valued at $12,160,000 after buying an additional 613,514 shares during the period. Geode Capital Management LLC lifted its position in Delek US by 4.5% during the 3rd quarter. Geode Capital Management LLC now owns 1,459,301 shares of the oil and gas company’s stock worth $27,368,000 after acquiring an additional 63,502 shares in the last quarter. Finally, DRW Securities LLC acquired a new position in Delek US during the 3rd quarter worth approximately $1,782,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Delek US Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, November 18th. Investors of record on Tuesday, November 12th were issued a $0.255 dividend. This represents a $1.02 dividend on an annualized basis and a yield of 5.57%. The ex-dividend date of this dividend was Tuesday, November 12th. Delek US’s payout ratio is currently -20.99%.

Delek US Company Profile

Delek US Holdings, Inc engages in the integrated downstream energy business in the United States. The company operates through Refining, Logistics, and Retail segments. The Refining segment processes crude oil and other feedstock for the manufacture of various grades of gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products that are distributed through owned and third-party product terminal.