Delek's Margin Capture Improves Sharply: Is This More Than a Cycle?
DK is boosting refining profit capture as higher margins, throughput and reliability drive stronger economics.
DK - Delek US Holdings, Inc.
Price:
--
--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$65.67
DETAILS
HIGH:
$83.00
LOW:
$45.00
MEDIAN:
$68.00
CONSENSUS:
$65.67
DOWNSIDE:
13.11%
Stock News
Delek US Holdings: The Refining Cycle Is Strong, But The More Interesting Story Is What Survives It
Delek US Holdings (DK) is capitalizing on favorable refining conditions, strong execution, and strategic transformation into a cleaner refining and logistics business. DK's operational improvements—especially at Big Spring—are driving higher yields, reliability, and crude flexibility, providing structural advantages beyond current crack spreads. Enterprise Optimization Plan targets at least $220 million in annualized cash flow gains, while supply and marketing and DKL's midstream evolution add growth levers.
Why Delek Holdings Stock Triumphed on Tuesday
It's about to become a component of one of the more high-profile stock indexes.
DK Stock Rallies 59.5% in 3 Months: Is There More Upside Ahead?
DK enters second-half 2026 with stronger refining profits, no planned turnarounds and EOP gains boosting cash-flow potential.
Delek EVP Reuven Spiegel Sells 10,000 Shares for $682,100
Insider's sale reduces direct equity position by 22%, though he retains 36,435 following pre-arranged Rule 10b5-1 trading plan execution.
Delek Welcomes Trump Administration Decisions on 2025 Small Refinery Exemptions
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek US Holdings, Inc. (NYSE: DK) welcomes President Trump and the U.S. Environmental Protection Agency's decision granting Small Refinery Exemptions ("SREs") for the 2025 compliance year. This decision helps protect American jobs and supports continued investment in the communities served by small refineries."We thank President Trump and Administrator Zeldin for recognizing the important role of SREs in supporting American workers and the communities we serve.
Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?
Delek's cash flow is improving as refining margins and optimization efforts gain traction, while low valuation, leverage and regulatory uncertainty shape the case.
Can Phillips 66, Marathon, or Valero Afford Delek US Holdings Now?
Delek US Holdings (NYSE:DK) closed at $71.47 on August 21, 2026, up 141.0% year to date and 215.7% over one year, brushing its 52-week high of $72.00.
Delek US Holdings Stock Surges 189% in a Year: Is It Still a Buy?
DK benefits from stronger refining margins, advantaged crude access, improved refinery performance, logistics growth and greater financial flexibility.
6-8% Yields And Big Upside Potential: 2 Beaten-Down Infrastructure Growth Machines
I love investing in infrastructure due to its combination of yield, growth, and cash flow stability. Whenever quality infrastructure assets go on a fire sale, it gets my attention. I take a look at two attractive opportunities that just saw their stock prices plunge.
4 Refining Stocks to Buy as Gas Prices Top $4 a Gallon
Gasoline prices above $4 per gallon are painful for consumers, but the environment can be very favorable for those investing in refiners that are able to capture strong margins on the fuels they produce.
This Oil Dividend Just Got a Raise. Here's What It Means for Shareholders.
Delek Logistics Partners recently nudged its dividend higher for the third time this year. That marked the 54th consecutive quarter in which the midstream company lifted its payout.
Delek US Q2 Earnings Beat Estimates on Strong Refining Margins
DK posts a major Q2 earnings gain as stronger refining margins and record logistics results drive EBITDA higher.
Delek US Q2 Earnings Call Highlights
Delek US NYSE: DK reported second-quarter 2026 net income of approximately $170 million, or $2.71 per share, as stronger refining margins, improved throughput and record logistics results supported performance.
DK Q2 Earnings Call Highlights Cash Flow and Refining Flexibility
DK highlights stronger cash generation, reliable refineries and logistics separation as it targets $650-$700 million in mid-cycle free cash flow.
Delek US Holdings Inc (DK) Stock Down 9.7% but Still Overvalued -- GF Score: 47/100
On August 05, 2026, Delek US Holdings Inc (DK) shares fell 9.7% to $59.75, significantly impacted by a broader market trend and company-specific challenges. The
Delek US Holdings, Inc. (DK) Q2 2026 Earnings Call Transcript
Delek US Holdings, Inc. (DK) Q2 2026 Earnings Call Transcript
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 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Delek US Holdings Reports Second Quarter 2026 Results
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek US Holdings, Inc. (NYSE: DK) (“Delek US”, "Company") today announced financial results for its second quarter ended June 30, 2026. “Our second quarter results demonstrate the tangible progress we are making in strengthening Delek's free cash flow profile” said Avigal Soreq, President and Chief Executive Officer of Delek US. “Following the successful completion of the Big Spring refinery turnaround in the first quarter, Big Spring ran well during the seco.
Delek US (DK) Projected to Release Earnings on Wednesday
Delek US (NYSE: DK - Get Free Report) is expected to post its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $2.67 per share and revenue of $3.4409 billion for the quarter. Interested persons are encouraged to explore the company's upcoming Q2 2026 earning summary
Price Targets
Delek US price target raised to $82 from $59 at Wells Fargo
$82.00
(was $74.28)
Sam Margolin
·
Wells Fargo
Delek US price target raised to $83 from $73 at Goldman Sachs
$83.00
(was $67.21)
Alexa Petrick
·
Goldman Sachs
Delek US price target raised to $66 from $60 at Mizuho
$66.00
(was $60.81)
Nitin Kumar
·
Mizuho Securities
Delek US price target raised to $70 from $60 at Raymond James
$70.00
(was $57.43)
Justin Jenkins
·
Raymond James
Delek US price target raised to $45 from $41 at Morgan Stanley
$45.00
(was $47.07)
Morgan Stanley
Delek US price target raised to $60 from $54 at Mizuho
$60.00
(was $42.75)
Mizuho Securities
Delek US price target raised to $41 from $40 at Morgan Stanley
$41.00
(was $46.55)
Morgan Stanley
Delek US price target raised to $48 from $42 at UBS
$48.00
(was $41.26)
Manav Gupta
·
UBS
Delek US assumed with Buy from Neutral at Goldman Sachs
$55.00
(was $41.26)
Goldman Sachs
Delek US price target lowered to $38 from $40 at Morgan Stanley
$38.00
(was $27.69)
Morgan Stanley
Delek US price target lowered to $34 from $40 at Scotiabank
$34.00
(was $27.75)
Scotiabank
Delek US price target lowered to $40 from $47 at Piper Sandler
$40.00
(was $29.24)
Piper Sandler
Delek US price target raised to $51 from $45 at Mizuho
$51.00
(was $34.20)
Mizuho Securities
Delek US price target raised to $40 from $34 at Morgan Stanley
$40.00
(was $39.72)
Morgan Stanley
Delek US price target raised to $40 from $33 at Scotiabank
$40.00
(was $41.67)
Scotiabank
Delek US price target raised to $39 from $28 at Goldman Sachs
$39.00
(was $33.68)
Neil Mehta
·
Goldman Sachs
Delek US price target raised to $37 from $33 at Raymond James
$37.00
(was $33.72)
Justin Jenkins
·
Raymond James
Delek US price target raised to $33 from $20 at Scotiabank
$33.00
(was $35.44)
Scotiabank
Delek US upgraded to Equal Weight from Underweight at Morgan Stanley
$34.00
(was $32.29)
Morgan Stanley
Delek US price target raised to $33 from $26 at Raymond James
$33.00
(was $31.95)
Justin Jenkins
·
Raymond James