FY2025 EPS Estimates for Delek US Boosted by Zacks Research

Delek US Holdings, Inc. (NYSE:DK) – Investment analysts at Zacks Research lifted their FY2025 earnings per share estimates for Delek US in a research note issued on Thursday, September 25th. Zacks Research analyst Team now expects that the oil and gas company will earn ($4.57) per share for the year, up from their prior estimate of ($4.64). 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 2025 earnings at ($1.13) EPS, Q1 2026 earnings at ($0.88) EPS, Q3 2026 earnings at $0.02 EPS, Q4 2026 earnings at ($0.81) EPS, FY2026 earnings at ($1.40) EPS, Q1 2027 earnings at $0.15 EPS, Q2 2027 earnings at ($0.98) EPS and FY2027 earnings at ($1.07) EPS.

Other equities analysts also recently issued research reports about the stock. TD Cowen raised shares of Delek US from a “sell” rating to a “hold” rating and raised their target price for the company from $15.00 to $28.00 in a research note on Friday, September 19th. Raymond James Financial upped their price target on Delek US from $26.00 to $33.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 9th. Wolfe Research raised Delek US from a “peer perform” rating to an “outperform” rating and set a $40.00 price objective for the company in a research report on Wednesday, September 3rd. Wells Fargo & Company boosted their target price on Delek US from $11.00 to $15.00 and gave the stock an “underweight” rating in a report on Wednesday, June 11th. Finally, Bank of America increased their target price on Delek US from $14.00 to $24.00 and gave the stock an “underperform” rating in a research note on Wednesday, September 3rd. Three investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $26.54.

Delek US Trading Down 2.4%

Shares of NYSE DK opened at $32.77 on Monday. Delek US has a 1 year low of $11.02 and a 1 year high of $34.50. The company has a debt-to-equity ratio of 10.48, a current ratio of 0.80 and a quick ratio of 0.50. The firm has a 50-day moving average of $26.28 and a 200 day moving average of $20.79. The stock has a market cap of $1.97 billion, a P/E ratio of -2.67 and a beta of 1.09.

Delek US (NYSE:DK) last announced its earnings results on Wednesday, August 6th. The oil and gas company reported ($0.56) EPS for the quarter, beating analysts’ consensus estimates of ($0.92) by $0.36. The firm had revenue of $2.76 billion for the quarter, compared to analysts’ expectations of $2.68 billion. Delek US had a negative net margin of 7.11% and a negative return on equity of 79.27%. The company’s quarterly revenue was down 16.4% on a year-over-year basis. During the same quarter in the previous year, the business posted ($0.92) EPS.

Institutional Investors Weigh In On Delek US

Several large investors have recently bought and sold shares of the business. AMG National Trust Bank raised its position in shares of Delek US by 0.4% during the 2nd quarter. AMG National Trust Bank now owns 109,223 shares of the oil and gas company’s stock valued at $2,313,000 after buying an additional 472 shares in the last quarter. Orion Porfolio Solutions LLC increased its stake in Delek US by 2.2% during the second quarter. Orion Porfolio Solutions LLC now owns 23,244 shares of the oil and gas company’s stock worth $492,000 after acquiring an additional 507 shares during the last quarter. Police & Firemen s Retirement System of New Jersey raised its position in Delek US by 5.3% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 13,546 shares of the oil and gas company’s stock valued at $287,000 after purchasing an additional 686 shares during the period. CANADA LIFE ASSURANCE Co lifted its stake in shares of Delek US by 8.8% in the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 11,782 shares of the oil and gas company’s stock valued at $250,000 after purchasing an additional 955 shares during the last quarter. Finally, International Assets Investment Management LLC boosted its holdings in shares of Delek US by 3.0% in the 2nd quarter. International Assets Investment Management LLC now owns 35,186 shares of the oil and gas company’s stock worth $745,000 after purchasing an additional 1,029 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Insider Activity at Delek US

In other Delek US news, CFO Robert G. Wright sold 7,135 shares of Delek US stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $29.24, for a total value of $208,627.40. Following the completion of the sale, the chief financial officer owned 48,294 shares of the company’s stock, valued at approximately $1,412,116.56. This trade represents a 12.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.90% of the company’s stock.

Delek US Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, August 18th. Shareholders of record on Monday, August 11th were paid a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a yield of 3.1%. The ex-dividend date was Monday, August 11th. Delek US’s dividend payout ratio (DPR) is currently -8.30%.

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.