Delek US (DK)
Refines inland crude into transportation fuels and pairs the refineries with midstream logistics.
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Refines crude into gasoline, diesel, jet fuel, asphalt and other petroleum products at four inland refineries, selling mainly into U.S. markets. A controlling stake in Delek Logistics adds fee-based pipelines, terminals, storage, natural-gas processing and water systems serving affiliated refineries and third parties.
Processes inland-sourced crude into gasoline, diesel, jet fuel, asphalt and other petroleum products at four refineries in Texas, Arkansas and Louisiana. The refining segment sells mainly into inland U.S. markets through wholesale racks, pipelines, terminals and exchanges; idle biodiesel facilities remain under review.
Links refinery supply and distribution with a consolidated logistics segment built around Delek Logistics Partners. Pipelines, terminals, storage, wholesale marketing, crude gathering, natural-gas processing, and water disposal and recycling serve both affiliated refineries and third-party customers across the Permian Basin and other U.S. energy regions. Results depend on refinery reliability, crude and refined-product margins, transportation access, and compliance with fuel, pipeline, environmental and safety rules. Several logistics assets remain operationally tied to the Tyler, El Dorado and Big Spring refineries.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Cowen & Co. | Reiterate | Rating: —Target: $19 | Target: $90 |
| Sep 14, 2026 | Raymond James | Reiterate | Rating: —Target: $70 | Target: $90 |
| Sep 14, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $45 | Target: $81 |
| Sep 1, 2026 | Wells Fargo | Reiterate | Rating: —Target: $26 | Target: $82 |
| Aug 18, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $55 | Target: $83 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $628.6M · Total debt $3.26B · Total assets $7.55B · Shareholders' equity $422.7M
- Revenue
- $4.09B
- Operating income
- $302.4M
- Net income
- $169.5M
HistoryDividendAnnual yield
| Institutions | ≈ 101.99% | 62.51M shares | |
|---|---|---|---|
| 311 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.09% | 1.28M shares | |
| 17 holders · as of Sep 15, 2026 | |||
| Adds to | 104.08% | ||
61.29M company shares as of Aug 29, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.08%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.84% | 5.42M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.33% | 3.88M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.26% | 3.22M | as of Jun 30, 2026 |
Rubric Capital Management LPInstitution | 4.38% | 2.69M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.34% | 2.66M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Amber Russell | officer: EVP, Refining | −5,392 | $75.50 |
| Sep 11, 2026 | William J. Finnerty | director | −2,943 | $77.17 |
| Sep 4, 2026 | Vicky Sutil | director | −6,397 | $71.50 |
| Sep 1, 2026 | Reuven Spiegel | officer: EVP, Special Projects | −7,500 | $73.21 |
| Aug 24, 2026 | Gary M. Jr. Sullivan | director | −27,688 | $69.01 |
- Marathon Petroleum
Largest U.S. refining and midstream scale peer
- Valero Energy
Major independent refiner in shared product markets
- Phillips 66
Diversified downstream peer across refining and logistics
- HF Sinclair
Inland refining peer with asphalt and midstream overlap
- PBF Energy
Independent refiner with matching refining/logistics structure
- CVR Energy
Mid-Continent refiner close to DK's regional model
- Par Pacific
Regional refiner/logistics operator with niche-market overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Delek US | $71.46 | −2.56% | $4.49B | 20.6 | 4.8 | 0.4 | +47.8% |
| Marathon Petroleum | $391.24 | +0.40% | $113.76B | 13.4 | 6.5 | 0.7 | +54.9% |
| Valero Energy | $379.45 | +0.61% | $108.59B | 15.6 | 7.7 | 0.8 | +48.8% |
| Phillips 66 | $256.53 | −0.10% | $102.95B | 14.6 | 8.1 | 0.7 | +55.9% |
| HF Sinclair | $106.21 | −0.45% | $18.97B | 10.1 | 6.3 | 0.6 | +53.2% |
| PBF Energy | $70.97 | −0.66% | $8.47B | 6.3 | 3.1 | 0.2 | +56.2% |
| CVR Energy | $50.95 | −2.26% | $5.24B | 75.6 | 13.8 | 0.6 | +55.5% |
| Par Pacific | $76.77 | −2.96% | $3.97B | 4.6 | 4.6 | 0.5 | +56.8% |
| Median | 13.4 | 6.5 | 0.6 | +55.5% |