Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$4.1B
61M shares
52-week range
$20.65 – $68.93
99% from low
Sector
PETROLEUM REFINING
Exchange
NYSE
CS
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 three segments: Refining segment and Logistics segment and retail 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.
www.delekus.comNo one on the platform currently holds DK.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 159,269 | $7.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-03 | $0.2550 | 2026-08-10 |
| 2026-05-01 | $0.2550 | 2026-05-08 |
| 2026-03-02 | $0.2550 | 2026-03-09 |
| 2025-11-10 | $0.2550 | 2025-11-17 |
| 2025-08-11 | $0.2550 | 2025-08-18 |
| 2025-05-12 | $0.2550 | 2025-05-19 |
| 2025-03-03 | $0.2550 | 2025-03-10 |
| 2024-11-12 | $0.2550 | 2024-11-18 |
| 2024-08-12 | $0.2550 | 2024-08-19 |
| 2024-05-16 | $0.2500 | 2024-05-24 |
No one on the platform has traded DK yet.
| 2024-02-29 | $0.2450 | 2024-03-08 |
| 2023-11-10 | $0.2400 | 2023-11-20 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $12.8B | +18.7% | $9.73 | $2.60–$18.63 | 7.0× | 7 |
| 2027 | $11.8B | -7.9% | $4.20 | $0.44–$11.25 | 16.3× | 7 |
| 2028 | $11.8B | +0.6% | $-0.08 | $-0.39–$0.32 | — | 3 |
| 2029 | $14.6B | +23.2% | $2.48 | $1.82–$3.05 | 27.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $2.67 | $5.48 | +105.2% |
| 2026-04-29 | $-1.56 | $0.08 | +105.1% |
| 2026-02-27 | $-0.19 | $0.44 | +327.1% |
| 2025-11-07 | $0.28 | $1.52 | +442.9% |
| 2025-08-06 | $-0.92 | $-0.56 | +39.1% |
| 2025-05-07 | $-2.27 | $-2.32 | -2.2% |
| 2025-02-25 | $-1.53 | $-2.54 | -66.0% |
| 2024-11-06 | $-1.71 |
| $-1.45 |
| +15.2% |
| $1.9B |
| — |
| INSWInternational Seaways, Inc. | $95.15 | +3.00% | $4.7B | — |
| NOGNorthern Oil and Gas, Inc. | $24.45 | +1.49% | $2.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Energy Stocks Forecast — Monday, August 10 The Crude Oil Picture: WTI at $76.18, Projected to Rise Monday $XOM The Defensive Anchor of Any Energy Portfolio $OXY Two Price Target Upgrades Last Week — What They’re Seeing $CVX $220 Consensus Price Target — The Yield Play $TRGP Midstream Infrastructure Play — Quietly Gaining $DK The Refiner Hiding in Plain Sight https://truthsandnews.com/markets/energy-stocks-forecast-monday-aug-10-2026-crude-oil-outlook
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-5-delek-us-holdings-inc-stock/ $DK Delek US Earnings Transcript
View on StockTwits ↗DK Q2 2026 Earnings Summary $DK https://stocktwits.com/news/earnings/earnings/dk-q2-2026-earnings-summary/cZo4YvkRJIS
View on StockTwits ↗$DK Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $2.76 up 257.71% YoY • Reported revenue of $4.09B up 47.83% YoY
View on StockTwits ↗$CRAK $DK $SKYQ SKYQ up over 19% since I said it’s a top watch for oil
View on StockTwits ↗$SKYQ a top watch for the oil refinery rally $DK $CRAK
View on StockTwits ↗Bloodbath on $VIVK from $59.80 to $2.57 in just 3 months $CRAK $DK
View on StockTwits ↗$SKYQ going to announce refining operations have started any day now. Cash flow from operations means no more losing money business operations. $CRAK they can look at $DK as an example of a turn around refiner play.
View on StockTwits ↗The energy sector is back above its 50dma and refiners like $DK have been making new highs on an almost daily basis in the past few weeks.
View on StockTwits ↗Refiners are waking up! Energy rotation is getting attention $DINO $PSX $DK $PARR Refiners are starting to trend as the energy group catches a bid. After a period of consolidation, these names are showing improving price action as capital rotates back into energy. The key is whether buyers can defend recent support levels and push through resistance with stronger volume. The setup is not only about oil prices refining margins, supply dynamics and sector rotation remain the main drivers. If momentum continues, refiners could become one of the groups worth watching while the broader market stays selective. Charts tell the story before headlines do. More energy setups, technical levels and market watchlists are available on my profile.
View on StockTwits ↗$CRAK $DK $DKL https://stwsactionthisday.substack.com/p/not-nothing-632
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.