Investment Analysts’ Recent Ratings Updates for Delek US (DK)

A number of firms have modified their ratings and price targets on shares of Delek US (NYSE: DK) recently:

• 5/18/2026 – Delek US was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 5/11/2026 – Delek US was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”.
• 5/10/2026 – Delek US was downgraded by Wall Street Zen from “strong-buy” to “buy”.
• 5/4/2026 – Delek US was given a new $41.00 price target by Morgan Stanley.
• 5/2/2026 – Delek US was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 4/29/2026 – Delek US was upgraded by Zacks Research from “hold” to “strong-buy”.
• 4/27/2026 – Delek US was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
• 4/27/2026 – Delek US had its price target lowered by TD Cowen from $60.00 to $44.00. They now have a “hold” rating on the stock.
• 4/24/2026 – Delek US had its price target raised by Morgan Stanley from $38.00 to $40.00. They now have an “equal weight” rating on the stock.
• 4/13/2026 – Delek US had its price target raised by Citigroup Inc. from $33.00 to $44.00. They now have a “neutral” rating on the stock.
• 4/10/2026 – Delek US had its price target raised by UBS Group AG from $42.00 to $48.00. They now have a “neutral” rating on the stock.
• 4/10/2026 – Delek US was upgraded by The Goldman Sachs Group, Inc. from “neutral” to “buy”. They now have a $55.00 price target on the stock, up from $43.00.
• 3/31/2026 – Delek US had its price target raised by Wells Fargo & Company from $54.00 to $59.00. They now have an “overweight” rating on the stock.
• 3/27/2026 – Delek US was upgraded by Scotiabank to “hold”.
• 3/25/2026 – Delek US had its price target raised by Raymond James Financial, Inc. from $47.00 to $54.00. They now have an “outperform” rating on the stock.

Delek US Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Friday, May 1st were paid a dividend of $0.255 per share. The ex-dividend date was Friday, May 1st. This represents a $1.02 annualized dividend and a dividend yield of 2.3%. Delek US’s dividend payout ratio (DPR) is currently -112.09%.

Insider Activity at Delek US

In other news, EVP Robert G. Wright sold 10,720 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $47.07, for a total transaction of $504,590.40. Following the completion of the sale, the executive vice president directly owned 48,148 shares in the company, valued at $2,266,326.36. This trade represents a 18.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Shlomo Zohar sold 7,343 shares of the firm’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $46.00, for a total value of $337,778.00. Following the sale, the director owned 6,646 shares of the company’s stock, valued at $305,716. This represents a 52.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 197,736 shares of company stock valued at $8,433,442. 3.56% of the stock is currently owned by insiders.

Delek US Holdings, Inc (NYSE: DK) is an independent downstream energy company engaged in the refining, logistics, and marketing of petroleum products. Headquartered in Brentwood, Tennessee, the company operates a network of inland refineries, storage terminals and pipelines, and convenience store locations. Delek US focuses on converting crude oil into a variety of finished products, including gasoline, diesel, jet fuel, asphalt and renewable fuels, serving wholesale and retail customers across the United States.

In its refining segment, Delek US owns and operates four inland refineries located in Texas and Arkansas.