Capstone Investment Advisors LLC Invests $365,000 in Delek US Holdings, Inc. $DK

Capstone Investment Advisors LLC bought a new stake in shares of Delek US Holdings, Inc. (NYSE:DK) during the second quarter, Holdings Channel.com reports. The fund bought 7,191 shares of the oil and gas company’s stock, valued at approximately $365,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its stake in Delek US by 95.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the oil and gas company’s stock worth $26,000 after buying an additional 432 shares in the last quarter. Brown Brothers Harriman & Co. bought a new stake in Delek US during the 3rd quarter valued at approximately $27,000. EverSource Wealth Advisors LLC boosted its position in Delek US by 173.4% during the 4th quarter. EverSource Wealth Advisors LLC now owns 968 shares of the oil and gas company’s stock valued at $29,000 after acquiring an additional 614 shares in the last quarter. Allworth Financial LP purchased a new position in shares of Delek US during the 2nd quarter worth approximately $30,000. Finally, Focus Partners Wealth purchased a new position in shares of Delek US during the 3rd quarter worth approximately $44,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on DK shares. Morgan Stanley increased their target price on Delek US from $41.00 to $45.00 and gave the stock an “equal weight” rating in a research report on Friday, June 12th. Raymond James Financial lifted their price target on Delek US from $60.00 to $70.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. TD Cowen upped their price target on Delek US from $58.00 to $76.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Citigroup reiterated a “neutral” rating on shares of Delek US in a report on Thursday, August 6th. Finally, Zacks Research raised Delek US from a “hold” rating to a “strong-buy” rating in a research report on Friday, June 26th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $53.15.

Key Stories Impacting Delek US

Here are the key news stories impacting Delek US this week:

• Positive Sentiment: Zacks Research raised its 2026 EPS forecast to $7.94 from $2.22 and its 2027 forecast to $3.26 from $2.21. The firm also increased estimates for Q3 2026 to $1.77, Q4 2026 to $0.61, Q2 2027 to $0.84, Q3 2027 to $0.93 and Q4 2027 to $1.08. These revisions suggest analysts expect stronger near-term refining and downstream profitability. Delek US stock information
• Positive Sentiment: Zacks maintained a “Strong-Buy” rating on Delek US. The company’s latest quarterly results also provide momentum: EPS of $5.48 beat consensus by $2.81, while revenue increased 47.9% year over year to $4.09 billion.
• Positive Sentiment: Analysts also lifted the Q1 2028 EPS estimate to $0.57 from a projected loss of $0.26, and raised the Q4 2027 estimate to $1.08 from $0.86. Delek continues to pay a quarterly dividend of $0.255, or $1.02 annualized, although the approximately 1.4% yield is not the main driver of the recent move.

Insider Transactions at Delek US

In other news, EVP Mark Wayne Hobbs sold 20,000 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $64.59, for a total transaction of $1,291,800.00. Following the sale, the executive vice president owned 104,326 shares in the company, valued at $6,738,416.34. This represents a 16.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Avigal Soreq sold 80,000 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $66.51, for a total transaction of $5,320,800.00. Following the sale, the chief executive officer owned 231,486 shares in the company, valued at approximately $15,396,133.86. The trade was a 25.68% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 151,077 shares of company stock valued at $9,929,931. 3.56% of the stock is currently owned by insiders.

Delek US Price Performance

Shares of NYSE:DK opened at $72.26 on Friday. The business has a fifty day moving average price of $60.72 and a 200-day moving average price of $48.72. The company has a debt-to-equity ratio of 7.53, a current ratio of 0.76 and a quick ratio of 0.47. The company has a market capitalization of $4.42 billion, a PE ratio of 20.30, a PEG ratio of 1.43 and a beta of 0.57. Delek US Holdings, Inc. has a 1-year low of $25.85 and a 1-year high of $73.39.

Delek US (NYSE:DK) last announced its quarterly earnings results on Wednesday, August 5th. The oil and gas company reported $5.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $2.81. Delek US had a net margin of 1.86% and a return on equity of 109.03%. The company had revenue of $4.09 billion for the quarter, compared to analysts’ expectations of $3.44 billion. During the same quarter in the previous year, the business posted ($0.56) EPS. Delek US’s revenue was up 47.9% compared to the same quarter last year. As a group, equities analysts expect that Delek US Holdings, Inc. will post 11.05 EPS for the current fiscal year.

Delek US Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, August 10th. Shareholders of record on Monday, August 3rd were issued a $0.255 dividend. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $1.02 annualized dividend and a yield of 1.4%. Delek US’s payout ratio is 28.65%.

About Delek US

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.