Delek US Holdings, Inc.
74.41USD
-1.3800 (-1.82%)
Not enough data yet
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $8.07▲ | $3.29 | 3 | 0 |
| Next quarter | $4.66▲ | $1.38 | 3 | 0 |
| Current year | $17.69▲ | $7.17 | 3 | 1 |
| Next year | $9.09▲ | $3.05 | 4 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $2.64 | $5.48 | +2.84 (+107.8%) |
| 2026-03-31 | -$1.62 | $0.08 | +1.70 (+104.9%) |
| 2025-12-31 | -$0.19 | $2.31 | +2.50 (+1292.5%) |
| 2025-09-30 | $0.18 | $7.13 | +6.95 (+3892.6%) |
314 ratings from 23 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| TD Cowen | Maintained | Buy | $85 $90 | Oct 22, 2026 |
| Goldman Sachs | Maintained | Buy | $83 $97 | Oct 15, 2026 |
| Wells Fargo | Maintained | Overweight | $82 $95 | Oct 14, 2026 |
| Mizuho | Downgraded from Outperform | Neutral | $66 $83 | Oct 8, 2026 |
| Freedom Broker | Initiated | Hold | $86 | Oct 7, 2026 |
| Raymond James | Maintained | Outperform | $72 $90 | Sep 14, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $45 $81 | Sep 14, 2026 |
| TD Cowen | Maintained | Buy | $76 $90 | Sep 14, 2026 |
| Wells Fargo | Maintained | Overweight | $59 $82 | Sep 1, 2026 |
| Goldman Sachs | Maintained | Buy | $73 $83 | Aug 18, 2026 |
| Mizuho | Maintained | Outperform | $60 $66 | Aug 11, 2026 |
| TD Cowen | Maintained | Buy | $58 $76 | Jul 21, 2026 |
| Goldman Sachs | Maintained | Buy | $58 $73 | Jul 17, 2026 |
| JP Morgan | Maintained | Neutral | $57 $62 | Jul 14, 2026 |
| Raymond James | Maintained | Outperform | $60 $70 | Jul 13, 2026 |
| TD Cowen | Upgraded from Hold | Buy | $50 $58 | Jun 29, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $41 $45 | Jun 12, 2026 |
| Mizuho | Maintained | Outperform | $54 $60 | May 27, 2026 |
| TD Cowen | Maintained | Hold | $60 $44 | Apr 27, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $38 $40 | Apr 24, 2026 |
| Citigroup | Maintained | Neutral | $33 $44 | Apr 13, 2026 |
| Goldman Sachs | Maintained | Buy | $43 $55 | Apr 13, 2026 |
| UBS | Maintained | Neutral | $42 $48 | Apr 10, 2026 |
| Wells Fargo | Maintained | Overweight | $54 $59 | Mar 31, 2026 |
| Raymond James | Maintained | Outperform | $47 $54 | Mar 25, 2026 |
96 filings from 22 insiders · 10 buy / 20 sell over 6m
Officers and directors of DK, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Russell AmberOfficer, EVP, Refining | Sell | 5.4k | $75.50 | $407k | Sep 11, 2026 |
| FINNERTY WILLIAM JDirector | Sell | 1.6k | $77.59 | $124k | Sep 11, 2026 |
| FINNERTY WILLIAM JDirector | Sell | 1.3k | $76.67 | $103k | Sep 11, 2026 |
| Russell AmberOfficer, EVP, Refining | Tax | 1.7k | $74.89 | $130k | Sep 10, 2026 |
| Hobbs Mark WayneOfficer, EVP, Delek Logistics | Tax | 1.2k | $74.89 | $92k | Sep 10, 2026 |
| Wright Robert G.Officer, EVP, Chief Financial Officer | Tax | 311 | $74.89 | $23k | Sep 10, 2026 |
| Soreq AvigalDirector; Officer, President & CEO | Tax | 5.6k | $74.89 | $421k | Sep 10, 2026 |
| Spiegel ReuvenOfficer, EVP, Delek Logistics | Tax | 969 | $74.89 | $73k | Sep 10, 2026 |
| Sutil VickyDirector | Sell | 6.4k | $71.50 | $457k | Sep 4, 2026 |
| Spiegel ReuvenOfficer, EVP, Special Projects | Sell | 500 | $73.36 | $37k | Sep 1, 2026 |
| Spiegel ReuvenOfficer, EVP, Special Projects | Sell | 7.0k | $73.20 | $512k | Sep 1, 2026 |
| SULLIVAN GARY M JRDirector | Sell | 27.7k | $69.01 | $1.91M | Aug 24, 2026 |
| MARCOGLIESE RICHARD JOSEPHDirector | Sellindirect | 2.0k | $71.05 | $142k | Aug 21, 2026 |
| FINNERTY WILLIAM JDirector | Sell | 1.5k | $64.70 | $94k | Aug 21, 2026 |
| SPIEGEL REUVEN AVRAHAMOfficer | Sell | 10.0k | $68.21 | $682k | Aug 18, 2026 |
| SOREQ AVIGALChief Executive Officer | Sell | 80.0k | $64.38 | $5.32M | Aug 17, 2026 |
| HOBBS MARK WAYNEOfficer | Sell | 20.0k | $64.36 | $1.29M | Aug 17, 2026 |
| YEMIN EZRA UZIDirector | Sellindirect | 200.0k | $65.75 | $13.50M | Aug 13, 2026 |
| FINNERTY WILLIAM JDirector | Sell | 5.0k | $51.50 | $258k | Jun 29, 2026 |
| ZOHAR SHLOMODirector | Grant | 3.4k | $48.01 | $165k | Jun 10, 2026 |
No analyst notes on DK yet.
Analyst Ratings
13 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 0 | 5 | 7 | 0 | 1 | Hold2.77 |
| 1 mo ago | 1 | 6 | 4 | 0 | 1 | Hold2.50 |
| 2 mo ago | 1 | 5 | 5 | 0 | 1 | Hold2.58 |
| 3 mo ago | 1 | 5 | 5 | 0 | 1 | Hold2.58 |
Members whose judged calls on DK have played out most reliably.
No settled calls on DK yet. Nobody has filed a call with a deadline on it.
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A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
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A member’s prediction, judged on price history · not investment advice